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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

NAPLES, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

George Michael Deegan is a financial advisor with Wells Fargo Clearing Services, LLC. He has been in the financial industry since 1998 and is registered to provide investment advice in several states, including Florida, Texas, and Virginia. He is also licensed to trade securities in many states. Previously, George Michael Deegan worked for American Express Financial Advisors Inc. and IDS Life Insurance Company. His areas of specialization include portfolio management for individuals and businesses, as well as financial planning and investment consulting 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

Raymond James Financial Services Advisors, Inc.

location

SAINT PETERSBURG, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

George H Ohleyer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Saint Petersburg, Florida. George has been in the industry since 2016. George holds Series 7, Series 66 and SIE licenses. Before joining Raymond James Financial Services Advisors, Inc., George was an advisor with MORGAN STANLEY. George specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

George Alexander Kroll is an investment advisor representative at UBS Financial Services Inc. George has been registered in the securities industry since 2024 and has a background in finance and business. George is registered with FINRA and has passed the Series 7, Series 66 and SIE exams. George is licensed to conduct business in 28 states. UBS Financial Services Inc. offers a range of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars. The firm manages over $700 billion in assets for its clients.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

George Hinton is a financial advisor at Raymond James & Associates, Inc. George has over 13 years of experience in the financial services industry. George is a Series 7, Series 24, Series 63, and Series 79TO licensed professional. George is registered in North Carolina and has been with Raymond James & Associates, Inc. since March 2023. Prior to joining Raymond James & Associates, Inc. George worked at Fifth Third Securities, Inc. and Bridge Capital Associates, Inc.

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

French Capital Management, LLC

location

JACKSONVILLE, FL

0 Disclosures

ADVISOR BIO

George Tajti is a registered Investment Advisor Representative (IAR) in Florida. George is associated with French Capital Management, LLC in Jacksonville, Florida. He is licensed to offer investment advice to individuals and pension plans. George has over 10 years of experience in the financial industry. He has held previous positions with J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC and Cadaret, Grant & Co., Inc. .

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ORLANDO, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

George D Wilson has been in the financial services industry since August 26, 1989. George is currently registered as a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. George was previously employed by Morgan Stanley. George is licensed in several states and holds Series 4, 7, 8, 9, 10, 24, 52, 53, 63 and 65 licenses. George offers services including performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisers and portfolio management.

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

Independent Financial Partners

location

Vero Beach, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

George Syme is a financial advisor registered with Independent Financial Partners. George has been in the industry since 2007. George's current registrations include Arizona, Florida, Indiana, Michigan, Nevada, Pennsylvania, South Carolina, and Texas. George has been a registered representative with Independent Financial Partners since 2013 and was previously registered with LPL Financial LLC. George offers a variety of financial planning services, including portfolio management for individuals, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

World Equity Group, Inc.

location

Juno Beach, FL

experience

54 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Elliot Cohen is a financial professional with over 50 years of experience in the industry. George is currently a Registered Representative at World Equity Group, Inc. based in Juno Beach, FL. George has a broad range of experience in the financial industry and has held several leadership positions at other firms, including Taylor Capital Management Inc., WTS Proprietary Trading Group LLC, and Broker Dealer Financial Services Corp. George holds Series 7, Series 24, Series 4, Series 27, Series 57, Series 63 and SIE licenses.

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

Wells Fargo Clearing Services, LLC

location

St. Petersburg, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

George David Flanders is a financial advisor with over 30 years of experience in the industry. George is currently registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo, George was with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George has a broad range of experience in providing financial advice to individuals and institutions. George holds the Series 7, Series 63, and Series 65 licenses.

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

Valmark Advisers, Inc.

location

Fort Lauderdale, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

George Edward Ossi is an Investment Advisor Representative at Valmark Advisers, Inc. with over 23 years of experience in the financial services industry. George has a strong background in investment management, financial planning, and portfolio management. George has a broad range of experience working with individuals, businesses, and retirement plans. George holds the Series 6, Series 63, Series 65, and SIE licenses, and has a strong track record of providing exceptional service to clients. George is also a licensed real estate agent and provides business consulting services to clients.

SPECIALIZATIONS

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

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