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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TAMPA, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Frederick Burchill is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Frederick has been in the securities industry for over 20 years. Frederick is registered with the state of Florida. Frederick's areas of expertise include investments, pensions and profit sharing, and portfolio management. Frederick is a member of the Board of Directors for Sunset Beach Club Condominium. Frederick is also the owner of Burchill Properties. Frederick has a wide range of experience in serving clients, including individuals, corporations, 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
location

LAKEWOOD RANCH, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Frederick Joseph Scheerle is a financial advisor at Edward Jones. Frederick has been in the financial industry since March 2014. Frederick is registered with FINRA as a General Securities Representative and is a licensed Investment Advisor Representative in Florida and Texas. Frederick holds Series 7, Series 66, and SIE licenses and is registered with the states of Alabama, Arizona, California, Florida, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Frederick's specialties include retirement planning, college savings, investment planning, and estate planning.

SPECIALIZATIONS

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

ST. PETERSBURG, FL

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Frederick Jon Metzger is a financial advisor with Osaic Wealth, Inc. based in St. Petersburg, Florida. Frederick has been in the financial services industry since 1982 and has experience with a variety of financial products and services. Frederick holds licenses in Florida and several other states, including Alabama, California, Hawaii, Maryland, Michigan, New Jersey, New York, North Carolina, Texas, and Virginia.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

TARPON SPRINGS, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Frederick Stoutland is an investment advisor representative at Wells Fargo Clearing Services, LLC, specializing in investment advisory services. Frederick has over 2 years of experience in the financial services industry and has a strong understanding of the investment management process. Frederick is committed to providing personalized financial advice and working with clients to develop strategies that meet their individual needs. Frederick holds FINRA Series 7TO and 66 licenses, and the SIE designation. Frederick is also a member of the BMW Car Club of America and serves on the investment committee.

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

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

WESLEY CHAPEL, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Frederick Rappina is a financial advisor with Cetera Investment Advisers LLC. Frederick has been in the financial industry since 2016. Frederick holds multiple industry licenses including Series 6, 7, 22, 63, and 65 licenses and is a Chartered Financial Consultant. Frederick specializes in offering financial planning, portfolio management, and other advisory services to individuals, businesses, pension plans, and corporations.

SPECIALIZATIONS

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

Fort Lauderdale, FL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Frederick Frye Walker is a financial advisor with Morgan Stanley. Frederick has over 20 years of experience in the financial services industry. Frederick holds the Series 31, Series 7, and Series 66 licenses. Frederick is registered with FINRA and the state of Florida. Frederick is also registered with the state of Texas as an investment advisor representative. Frederick has a strong track record of helping clients achieve their financial goals. Previous firms Frederick worked for include Morgan Stanley DW Inc., Andover Brokerage, L.L.C., and Morgan Stanley Smith Barney.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JUPITER, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Frederick Boyd Ayer is an active investment advisor representative and investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc. Frederick has been in the industry since 2017. Frederick has a Series 7, Series 66, and SIE license. Frederick is registered in 12 states including Florida, Texas, Alabama, Connecticut, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, and Tennessee. Frederick provides financial planning, pension consulting, and educational seminars for individuals, businesses, and investment companies. Frederick is also registered as an investment advisor in Florida and Texas.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Frederick William Bibeau is a financial advisor with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Frederick has been in the financial services industry since 2011. Previously, Frederick was a financial advisor at Citizens Securities, Inc. and Quick & Reilly, Inc. Frederick is also licensed to provide financial services in Rhode Island.

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

Osaic Wealth, Inc.

location

DELRAY BEACH, FL

experience

41 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Frederick Harry Yankee has been in the financial services industry since December 1983. Frederick is currently registered with Osaic Wealth, Inc. in Delray Beach, Florida. Frederick has previously worked with Securities America, Inc., Investcorp, Inc. and First American National Securities, Inc. Frederick has passed the Series 6, Series 26 and Series 63 exams. Frederick offers financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Frederick is also a registered investment advisor in Florida.

SPECIALIZATIONS

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

Avantax Advisory Services | CFP ®,PFS ® (Certifications)

location

Lutz, FL

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Frederick Cardinale is a financial advisor with Avantax Advisory Services. Frederick Cardinale is a Certified Financial Planner™ professional with over 25 years of experience in the financial services industry. He has helped clients with a wide range of financial needs, including retirement planning, investment management, and estate planning. Frederick Cardinale's commitment to providing his clients with personalized financial advice and guidance has earned him a reputation as a trusted advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS

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