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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

Fort Lauderdale, FL

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Glenn David Lotenberg is a financial advisor currently registered with Raymond James & Associates, Inc. in Fort Lauderdale, Florida. Glenn has been in the financial industry since 2006. Prior to his current role, he was employed at Raymond James & Associates, Inc., Wells Fargo Advisors Financial Network, LLC, Advisors Asset Management, Inc., INCAPITAL LLC, and CIBC World Markets Corp. Glenn has experience in various financial services roles and holds multiple securities licenses and registrations.

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
location

Plantation, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Glenn Michael Sabath is a financial advisor with over 17 years of experience in the industry. Glenn is currently registered with Morgan Stanley, but has previously worked with Wells Fargo Clearing Services, LLC and Assent LLC. Glenn holds Series 63, 66, 7 and SIE licenses. He is a licensed financial advisor in multiple states, including Florida, Texas and Arizona. Glenn provides investment advice to individuals, high net worth individuals, corporations, and other businesses. He also offers financial planning, asset allocation advice, and pension consulting. Glenn is committed to providing his clients with the highest quality financial advice and service.

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

LPL Financial LLC

location

NEW SMYRNA BEACH, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Glenn Steven Stempler is a financial advisor who has been working in the industry since 1993. Glenn is currently registered with LPL Financial LLC and is licensed in Florida and North Carolina. Glenn has a long history of experience in the industry and has worked for a number of other firms including H. Beck, Inc., Gunnallen Financial, Inc, Statetrust Investments Inc. and R.M. Stark & Co., Inc. Glenn is a Series 7, Series 24, Series 3, Series 4, Series 53, Series 63, Series 66 and Series 99TO licensed professional. Glenn offers 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

SUN CITY CENTER, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Glenn Krcmaric is a financial advisor with over 20 years of experience in the industry. Glenn is currently registered with Osaic Wealth, Inc. and previously held positions at SAGEPOINT FINANCIAL, INC., FSC SECURITIES CORPORATION, RAYMOND JAMES FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Glenn has a broad range of experience providing financial planning, portfolio management, and pension consulting services. He is also a licensed insurance agent.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Glenn William Elmblad is a financial advisor with over 23 years of experience in the industry. Glenn is currently registered with Raymond James & Associates, Inc. and holds a Series 65 license. Glenn is also registered as an Investment Advisor Representative (IAR) in Connecticut and Florida. Prior to joining Raymond James & Associates, Inc., Glenn was a registered representative at RAYMOND JAMES FINANCIAL SERVICES, INC. in St. Petersburg, Florida. Glenn has a strong background in municipal securities, options, and general securities. Glenn is also a Registered Options Principal, Municipal Securities Principal, and General Securities Principal. Glenn is committed to providing his clients with personalized financial advice and guidance.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAKE MARY, FL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Glenn Rodriguez is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in LAKE MARY, FL and has been working in the financial services industry since May 1997. He is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 63, and Series 65 license. He also holds a Series SIE license. Glenn Rodriguez is an experienced advisor with a proven track record of success. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for many years and has served a variety of clients, including individuals, families, corporations and institutions. He specializes in retirement planning, college savings, investment management, and estate planning. He has a strong understanding of the financial markets and a commitment to providing his clients with the highest quality of service.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

DAYTONA BEACH, FL

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Glenn Yarbrough is a financial advisor with Ameriprise Financial Services, LLC. Glenn has been in the financial services industry since 1987. Glenn has Series 63, 65, 7, 31 and SIE licenses, and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2013. Glenn is also a Certified Financial Planner. Glenn is registered in 22 states, including Florida and Texas. Glenn is an experienced financial advisor who can help you reach your financial goals.

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

RBC Capital Markets, LLC

location

PALM BEACH GARDENS, FL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Glenn Blitzer is a financial advisor registered with RBC Capital Markets, LLC. Glenn has been in the financial industry since August 21, 1993. Glenn is a Series 7, Series 63, Series 24, and Series 55 licensed professional. Glenn is also a registered principal with RBC Capital Markets, LLC. Prior to joining RBC Capital Markets, LLC, Glenn was a financial advisor with IMPERIAL CAPITAL, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

Tampa, FL

experience

28 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Glenn Fasani is an investment advisor representative registered with Ameriprise Financial Services, LLC. Glenn is based in Tampa, Florida. Glenn has been in the industry since January 12, 1997 and has been associated with Ameriprise Financial Services, LLC since May 3, 2019. Prior to Ameriprise, Glenn was associated with AXA ADVISORS, LLC. Glenn has the following licenses: Series 6, Series 7, Series 63, and Series 65. Glenn provides asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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

Concurrent Investment Advisors, LLC

location

TAMPA, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Glenn Holmes is a financial advisor at Concurrent Investment Advisors, LLC, a Registered Investment Advisor, and has been in the financial services industry since 2007. Glenn is a partner at the firm which has offices in Tampa, FL. He is a licensed investment advisor, registered in Florida and has several years of experience in the industry, serving a variety of clients including individuals, high net worth individuals, pension plans, and corporations. Glenn is also a fixed insurance agent and provides insurance advice to clients.

SPECIALIZATIONS

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

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