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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

WINTER PARK, FL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gerry Ernie Powery is a financial advisor with over 30 years of experience in the industry. Gerry has a Series 7 and Series 63 license and is registered with the state of Florida as an Investment Advisor Representative. Gerry currently works with Wells Fargo Clearing Services, LLC in WINTER PARK, FL. Gerry's previous experience includes working with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Insurance Company of America. Gerry specializes in portfolio management for individuals and businesses, and also provides financial planning and investment consulting services.

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

Portfolio Medics, LLC

location

BONITA SPRINGS, FL

0 Disclosures

ADVISOR BIO

Geryl Werner Winterowd is an Investment Advisor Representative associated with Portfolio Medics, LLC. Geryl Winterowd has been in the industry since April 2016. Geryl Winterowd is registered with the state of Texas. Geryl Winterowd has passed the Series 65 exam. Portfolio Medics, LLC is headquartered in Bonita Springs, FL, and has offices in Round Rock, TX. The firm's main office is located at 27499 Riverview Center Blvd, Suite 406. They have approximately 499,609,065 assets under management.

SPECIALIZATIONS

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

Corient | CFA ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Ghazaleh Nekui is an investment advisor representative with Corient. Ghazaleh has been in the industry since 2019 and holds Series 7TO, Series 66 and SIE licenses. She is also a Chartered Financial Analyst. Ghazaleh has experience working with Morgan Stanley and Columbia Pacific Wealth Management.

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 Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Oneamerica Securities, Inc.

location

Coral Springs, FL

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ghiass Mohamed Ali has been in the financial industry since 1999. Ghiass Ali is currently registered with Oneamerica Securities, Inc. Ghiass Ali has worked for various firms throughout their career. Previous firms include The O.N. Equity Sales Company, MML Investors Services, LLC, New England Securities, MetLife Securities Inc., and Metropolitan Life Insurance Company. Ghiass Ali specializes in providing investment and financial planning advice to individuals, corporations, and businesses.

SPECIALIZATIONS

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

Coral Gables, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ghislain Gouraige is an experienced financial advisor with over 28 years of experience in the financial services industry. Ghislain is currently registered with New Edge Wealth, and is a Registered Representative of New Edge Securities, Inc. Ghislain previously held positions at UBS Financial Services Inc., Banc of America Investment Services, Inc., Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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
Unclaimed

Jaffe Tilchin Investment Partners, LLC

location

TAMPA, FL

0 Disclosures

ADVISOR BIO

Giancarlo Troncoso is a financial advisor with Jaffe Tilchin Investment Partners, LLC. Giancarlo is registered with the state of Florida and has a Series 65 license. Giancarlo has been working in the financial industry for over 5 years, and has experience working with individuals, families, and small businesses. Giancarlo specializes in financial planning, portfolio management, and pension consulting. Giancarlo's clients appreciate his personalized approach and his ability to develop strategies that meet their specific needs.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Giancarlo Luna is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Giancarlo Luna is registered to provide investment advice in 40 states and is active in both broker-dealer and investment advisor roles. Giancarlo Luna has been working in the financial industry since October 1, 2001.

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

Fendz Asset Management, Inc.

location

COCUNUT GROVE, FL

0 Disclosures

ADVISOR BIO

Giancarlo Luis Fernandez is an investment advisor representative with Fendz Asset Management, Inc. located in COCUNUT GROVE, FL. Giancarlo is also licensed to sell insurance and spends 15 hours per week on these activities. Giancarlo holds a Series 65 license.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Giancarlo Bertozzi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Giancarlo is licensed in 53 states to provide securities and investment advisory services, and has been active in the industry since 2003. Giancarlo has also previously worked at Waddell & Reed, Inc. and H&R Block Financial Advisors, Inc..

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Gianmarco Barone is a financial advisor at Raymond James & Associates, Inc. Gianmarco has been in the industry for over a year and has a strong track record of success. Gianmarco is committed to providing personalized financial advice to help clients achieve their goals. Gianmarco is a graduate of State College of Florida - SCF Bradenton and holds the Series 7TO, Series 66, and SIE licenses. Gianmarco is also a registered representative in Florida and has a strong understanding of the investment industry.

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

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