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

Clearwater, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Faith V. Wilson is a financial advisor with Edward Jones. Faith is a registered representative with 4 approved SRO registrations and 19 approved state registrations. Faith has been in the industry since 2019 and has been with Edward Jones since 2018. Faith has a Series 66, Series 7TO and SIE license. Faith also owns an LLC with her husband that invests in rental properties. Faith is registered to provide investment advice in 22 states. Faith is registered as an Investment Adviser Representative in Texas and Florida.

SPECIALIZATIONS

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

Mariner Wealth | CFP ® (Certifications)

location

CORAL GABLES, FL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Faith Read Xenos is an Investment Advisor Representative with Mariner Wealth based in CORAL GABLES, FL. Faith has over 30 years of experience in the financial industry, and is a Certified Financial Planner. Faith has worked with a variety of clients, including individuals, families, businesses, and institutions. Faith is committed to providing personalized financial advice and investment management services to help clients reach 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
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DELRAY BEACH, FL

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Faith Sophia Heeg has been a registered representative since December 1982. Faith currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Faith has a Series 65 license, Series 63 license and a Series 7 license. Faith is licensed in 53 states and two Canadian provinces. Faith specializes in providing financial and investment services to high net worth individuals, corporations, insurance companies, and charitable organizations.

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
Unclaimed

J.p. Morgan Securities LLC

location

Ocala, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Faith Luikart is a registered representative at J.P. Morgan Securities LLC, a firm that offers a variety of investment services to individual and institutional clients. Faith is a Series 6 licensed representative and holds the Securities Industry Essentials (SIE) designation. Faith specializes in a variety of investment products and services, including: mutual funds, variable annuities, stocks, bonds, and options.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PANAMA CITY BEACH, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Faith anne Elizabeth Freel is a financial professional with Wells Fargo Clearing Services, LLC. Faith anne has been in the industry since May 1, 2017. Faith anne is registered with FINRA and is licensed in Florida and Georgia. Faith anne specializes in portfolio management for individuals and businesses, as well as financial planning. Faith anne offers other services to institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Steward Partners Investment Advisory, LLC | CFP ® (Certifications)

location

SARASOTA, FL

0 Disclosures

ADVISOR BIO

Faiza Kedir is a financial advisor registered with Steward Partners Investment Advisory, LLC. Faiza has been in the financial industry for over 15 years. Her experience includes positions with Wells Fargo Advisors Financial Network, LLC, Landsberg Bennett Private Wealth Management, Hightower Advisors, and Steward Partners Investment Solutions. Faiza has a strong background in financial planning, portfolio management, and pension consulting. She holds the Series 6, 7, 63, and 66 licenses and is a Certified Financial Planner. Faiza's focus is on providing personalized financial advice to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

TAMPA, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Fallon Bertucelli is a registered representative with Raymond James & Associates, Inc. Fallon is licensed to offer securities and investment advice in Florida. Fallon is also registered with FINRA. Fallon has passed the Series 7 and SIE exams. Fallon has been in the industry since November 5, 2018.

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

Burgess Chambers & Associates Inc.

location

ORLANDO, FL

0 Disclosures

ADVISOR BIO

Fang Wan is a registered Investment Advisor Representative with Burgess Chambers & Associates Inc. Fang has been in the industry since May 2006. Fang holds a Series 65 license and is registered in Florida and Texas. Fang Wan is associated with the Orlando, Florida branch of Burgess Chambers & Associates Inc. The firm has 4 employees and is registered with the SEC. Burgess Chambers & Associates Inc. manages approximately $151,702,176 in assets for clients, including corporations, high-net-worth individuals, state or municipal government entities, and pension plans.

SPECIALIZATIONS

Pension Consulting Services
Unclaimed

Edward Jones | CFP ® (Certifications)

location

SATELLITE BEACH, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Farah Ann Sivolella is a financial advisor with Edward Jones. Farah has been in the financial industry since May 2016. Farah holds a Series 7, SIE, and Series 66 securities licenses. Farah is also registered with the state of Texas as an investment advisor representative. Farah has a CFP® designation.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

MIAMI, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Farah Ali is a licensed financial professional with over 12 years of experience in the industry. Farah is registered with J.P. Morgan Securities LLC in Miami, FL and has Series 6 and SIE licenses. Farah is also registered in Florida and New Jersey. Previously, Farah worked at CHASE INVESTMENT SERVICES CORP. in Miami, FL.

SPECIALIZATIONS

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

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