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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

Boca Raton, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Eugene Fiamma is a financial advisor with over 20 years of experience in the industry. Eugene currently works at Morgan Stanley in Boca Raton, FL, where Eugene is registered as a Registered Representative and an Investment Advisor Representative. Previously, Eugene has worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in Boca Raton. Eugene holds Series 7, 31, and 66 securities licenses, as well as a Series SIE license. Eugene is also registered in 33 states as a Broker-Dealer and in 2 states as an Investment Advisor. Eugene's specialization includes working with corporations, individuals, investment companies, insurance companies, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Citigroup Global Markets Inc.

location

Tampa, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Eugene Owusu-awuah is a financial advisor at Citigroup Global Markets Inc. Eugene has been a registered representative for over 5 years. Eugene is a Series 7, Series 66, and Series 24 licensed representative. Eugene has experience in working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Eugene specializes in a variety of investment services, including asset allocation advice, financial planning, portfolio management, and pension consulting. Eugene can also provide security ratings and publish periodicals for clients. Prior to joining Citigroup Global Markets Inc., Eugene worked at Ameritas Investment Company, LLC. Eugene is also a musician, recording music that can be found on various streaming platforms.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

MML Investors Services, LLC | CFP ® (Certifications)

location

TAMPA, FL

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eugene Rodriguez is a financial advisor who has been working in the industry since September 2006. Eugene has a long history with Metropolitan Life Insurance Company and has been with MML Investors Services, LLC since March 2017. Eugene is licensed in Florida and Texas and is a Certified Financial Planner. Eugene has a broad range of experience in financial services, including life, health, group health, accident, fixed annuity, and long-term care. Eugene has a passion for helping individuals and families achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed
location

Winter Park, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Eugene Geibig is a financial advisor with over 30 years of experience in the industry. Eugene has a broad background in the financial services sector, having worked with several firms, including E*TRADE Securities LLC, Charles Schwab & Co., Inc., and Murphey Favre, Inc. Eugene is currently a registered representative with Morgan Stanley, a leading global financial services firm. Eugene is licensed to provide financial and investment advice in a number of states and is a Series 7, Series 10, and Series 66 licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Kestra Private Wealth Services, LLC

location

Melbourne, FL

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eugene McCarthy is a financial advisor with over 20 years of experience in the industry. Eugene is registered with Kestra Private Wealth Services, LLC and has been with them since May 2019. Eugene has held previous roles with UBS Financial Services Inc., Stifel, Nicolaus & Company, Incorporated, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Eugene specializes in providing financial advice and planning services to individuals, businesses, and charitable organizations. Eugene has a strong track record of success and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Eugene Crookshanks is an investment advisor representative with Raymond James & Associates, Inc., located in Saint Petersburg, Florida. Eugene has been in the industry since October 26, 1987. Eugene holds the following licenses and certifications: Series 3, 7, 9, 10, 63, 65, 99, and SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

Miami, FL

experience

52 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Eugene Montoya is a financial advisor with over 49 years of experience in the industry. Eugene is registered with Morgan Stanley in Florida and Texas. Eugene has previously worked with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eugene specializes in providing financial advice to individuals, businesses, and investment companies. Eugene is also a registered investment advisor in Florida and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

MAITLAND, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Eugenia Guillermina Hernandez monteverde is a registered investment advisor representative with Eagle Strategies LLC, a firm that has been in business since 2007. Eugenia has been in the securities industry for over 8 years. Eugenia is registered in Florida and California and holds Series 6, 7, 24, 63 and 66 securities licenses. Eugenia also holds the SIE license. She is located in Maitland, FL. Eagle Strategies LLC is an independent financial advisor that provides a range of financial services, including financial planning, portfolio management, and educational seminars. The firm works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Eugenio Permuy is a financial advisor with UBS Financial Services Inc., with over 20 years of experience in the financial services industry. Eugenio has been registered with UBS since 2010. Prior to UBS, Eugenio was with UBS International Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and First Union Brokerage Services, Inc. Eugenio is currently registered in California, Florida, Massachusetts, Pennsylvania, Texas, Virgin Islands, and Wyoming. He holds Series 6, 7, and 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CORAL GABLES, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Eugenio Orestes Retana is a financial advisor who has been in the industry since 2005. Currently, Eugenio works with Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered in Florida and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Eugenio was associated with CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Eugenio has passed the Series 63, Series 66, Series 7, and SIE exams. Eugenio provides financial advice to individuals, businesses, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities and more.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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