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

Coral Gables, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Francisco Javier Prida is a financial advisor with Morgan Stanley, located in Coral Gables, FL. Francisco has been in the financial services industry since 1997 and joined Morgan Stanley in 2009. Francisco has extensive experience providing financial advice to individuals, families, and businesses. Previously Francisco has held positions at firms such as Citigroup Global Markets, UBS Financial Services, Allstate Financial Services, PFS Investments, Wachovia Securities, Prudential Securities, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Francisco is registered with FINRA and is a registered investment advisor in several states.

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

Miami, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Francisco Javier Carbajales is a financial advisor registered with Morgan Stanley and has been in the industry since 2005. Francisco holds Series 7, Series 24, Series 55, Series 63 and Series 65 licenses. Francisco has previously worked at Credit Suisse Securities (USA) LLC and J.P. Morgan Securities LLC. Francisco provides financial planning services to individuals, businesses and institutions.

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

Miami, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Francisco Xavier Pardo y lelo de larrea is a registered representative with Morgan Stanley. Francisco Xavier has been in the securities industry since January 26, 2011. Francisco Xavier has passed the Series 66, Series 7 and SIE exams. Francisco Xavier is registered in 21 states, including Florida, Texas, and Arizona. Francisco Xavier has previously worked at CITIGROUP GLOBAL MARKETS INC..

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

UBS Financial Services Inc.

location

MIAMI, FL

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Franco Sciamarelli is a financial advisor with UBS Financial Services Inc. based in Miami, FL. Franco has over 10 years of experience in the financial services industry. Franco has Series 7, Series 63, and Series 66 registrations and is licensed in multiple states including Florida, New Jersey, New York, South Dakota, and Tennessee. Prior to joining UBS, Franco worked at WELLS FARGO CLEARING SERVICES, LLC. Franco has a broad range of experience in portfolio management for individuals, businesses, and pension consulting. Franco specializes in providing financial planning, educational seminars, and selection of other advisors.

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
location

Miami, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Franco Cosi is a financial advisor at Morgan Stanley, based in Miami, FL. Franco has been in the industry since January 2022, previously working at Raymond James & Associates, Inc. Franco is licensed to provide investment advice in 39 states and is registered with FINRA. Franco has passed the Series 7TO, SIE and Series 66 exams. Franco's specializations include investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Franco Lumia is an investment advisor representative with over 20 years of experience in the industry. Franco currently works at Raymond James & Associates, Inc. in St. Petersburg, FL and holds a Series 7, Series 63, Series 65, Series 99TO and SIE licenses. Franco specializes in investment advice, financial planning, pension consulting and portfolio management.

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

J.p. Morgan Securities LLC

location

MIRAMAR, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Franco Jesus Fruggiero is a registered representative with J.p. Morgan Securities LLC and has been in the industry for 1 year. Franco is currently registered with the state of Florida. He is also Series 6TO and SIE certified. Franco specializes in 1, 2, 4, 5, and 6.

SPECIALIZATIONS

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

Tampa, FL

0 Disclosures

ADVISOR BIO

Franco Biasi is an Investment Advisor Representative at Captrust. Franco is registered in Florida with a Series 65 license and is also a Series 6 and Series 26 licensed professional. Franco has over 20 years of experience in the financial services industry and has held previous positions at LPL Financial, CUNA Brokerage Services, Nationwide Investment Services Corporation, Hartford Securities Distribution Company, and Hartford Equity Sales Company. Franco specializes in financial planning, portfolio management, and pension consulting. Franco has a proven track record of success in 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
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Citigroup Global Markets Inc.

location

Coral Gables, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Franco Caputo is a financial advisor registered with Citigroup Global Markets Inc. Franco has been working in the industry since July 2022. Franco is registered in 53 states and the District of Columbia. Franco holds Series 7, 31, 66, and SIE licenses. Franco is also an Investment Advisor Representative in Florida. Franco has experience with a variety of financial products and services, including asset allocation advice, financial planning, and pension consulting.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Francois Rodriguez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Francois is based in JACKSONVILLE, FL and has been in the industry since 2001. Francois is registered with FINRA and is licensed in 53 states. Francois has a wide range of experience in the financial services industry, including experience with Chase Investment Services Corp. and J. P. Morgan Invest, LLC. Francois holds the Series 7, Series 63, and Series 66 licenses. Francois specializes in portfolio management for individuals and businesses, as well as pension consulting.

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

Need help matching

with the right advisor?