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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Daytona Beach, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Galin Crist is a financial advisor registered with Ameriprise Financial Services, LLC in Daytona Beach, FL. Galin has been in the industry since 1991. Galin holds Series 63, Series 65, Series 7 and SIE licenses. Galin also holds the Certified Financial Planner designation. Galin specializes in providing financial planning, asset allocation services, portfolio management, and educational seminars for individuals and businesses. Galin has previously worked with RAYMOND JAMES FINANCIAL SERVICES, INC., PRUDENTIAL SECURITIES INCORPORATED and DEAN WITTER REYNOLDS INC. Galin is registered in 29 states and has been active in the industry for over 30 years.

SPECIALIZATIONS

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

Sequent Planning, LLC | CFP ®,CFC ® (Certifications)

location

STUART, FL

0 Disclosures

ADVISOR BIO

Galina Koval is a financial advisor with over 20 years of experience in the financial services industry. Galina has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Galina is currently registered with Sequent Planning, LLC, a firm with a strong reputation for providing comprehensive financial planning and investment management services. Galina has a diverse background in financial services, having worked for several major firms, including MetLife Investors Distribution Company, NFP Advisor Services, LLC, and State Farm VP Management Corp. Galina holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Galina also holds the designations of Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

MIAMI, FL

experience

33 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Gardenia Leon nickel is an investment advisor representative with Equitable Advisors, LLC. Gardenia has been in the industry since September 8, 1991. Gardenia is registered with the state of Florida. Gardenia is also registered with FINRA. Gardenia has been with Equitable Advisors, LLC since September 12, 1991. Previous employers include THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Bradenton, FL

0 Disclosures

ADVISOR BIO

Gardner Sherrill is a financial advisor with Commonwealth Financial Network. Gardner has been in the industry since 2000. Gardner has experience working at a variety of firms, including LPL Financial LLC, Wells Fargo Advisors, LLC, Northern Trust Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Salomon Smith Barney Inc. Gardner specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

FT LAUDERDALE, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Gardy Pelissier Excellent is a registered representative with MML Investors Services, LLC, with an office located in FT LAUDERDALE, FL. Gardy has been in the industry since June 2006 and is licensed in Florida. Gardy has passed the Series 6 exam and the Securities Industry Essentials (SIE) exam. The firm has reported managing $72.8 billion in client assets with 351,645 total accounts.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gareth William Hughes is a financial advisor with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Gareth has been in the industry since 2019. Gareth is licensed in Florida. The firm has over 1,000 employees and a total of over $433 billion in assets under management. The firm offers a range of financial services, including portfolio management, financial planning, and retirement planning.

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

KISSIMMEE, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Garfield Grant is a financial advisor at J.P. Morgan Securities LLC and has been in the industry since February 2015. Garfield is licensed to provide financial services in Connecticut, Florida, New Jersey and New York. Garfield Grant specializes in investment management, financial planning and pension consulting.

SPECIALIZATIONS

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

Tampa, FL

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Garfield A. Durham is a financial advisor with over 20 years of experience in the industry. Garfield is currently registered as a broker-dealer with Morgan Stanley and is registered in 53 states as an Investment Advisor Representative. Garfield is a Series 66, Series 7, Series 6 and SIE license holder. In addition to providing advisory services, Garfield also works with a variety of clients, including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Garfield has been with Morgan Stanley since April 2020 and has been in the financial services industry since August 1998.

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

FORT LAUDERDALE, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Garland Andres Rodriguez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Garland has been working in the financial industry since March 16, 2017. Garland is registered as a Broker and Investment Advisor Representative in Florida and Texas. Garland holds the Series 7, Series 66, and SIE licenses and has passed a total of 3 exams. Garland has been with Merrill Lynch since January 2017.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT LAUDERDALE, FL

experience

43 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Garland Rodriguez is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Garland has been in the securities industry since 1982. Garland has registrations with Financial Industry Regulatory Authority (FINRA) and state securities regulators in 17 states. Garland has experience with several different investment firms. Garland is registered with the state of Texas as a Resident Agent of the firm and the state of Florida as a non-resident agent of the firm.

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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