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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

RBC Capital Markets, LLC

location

SARASOTA, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Greg Plifka is an active advisor with RBC Capital Markets, LLC. Greg has been in the industry since 1982 and has held several principal roles throughout their career. Greg's background is in finance and operations, as evidenced by the principal exams Greg has taken, including Series 24, 27 and 53.

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

Latitude Advisors, LLC

location

VERO BEACH, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Greg Dangar is a financial professional with over 20 years of experience in the industry. Greg has worked for a variety of firms, including American General Securities Incorporated, AIG Financial Advisors, Inc., and Medallions Investment Services, Inc., before joining Latitude Advisors, LLC in 2010. Greg is registered with FINRA as a registered representative and holds Series 6, 63, and 65 licenses. Greg is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Greg specializes in providing financial advice to individuals, families, and businesses. Greg has a deep understanding of the financial markets and a proven track record of success. Greg is a trusted advisor who is committed to providing his clients with the best possible service.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

BOCA RATON, FL

experience

20 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Greg James Sansum is a financial advisor with over 18 years of experience in the financial services industry. Greg is currently registered with Cambridge Investment Research Advisors, Inc. and provides a range of financial services to individuals, families, and businesses. He specializes in financial planning, portfolio management, and investment advice. Prior to joining Cambridge Investment Research Advisors, Inc., Greg worked with ING Financial Partners, Inc. and Ameriprise Financial Services, Inc. Greg has a Series 7 and Series 66 license and has held several leadership roles in the financial services industry.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

ORLANDO, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Gregg Hall is a financial advisor with Equitable Advisors, LLC based in Orlando, FL. Gregg has been in the financial services industry since 2012. Gregg has been registered as a broker-dealer with the Financial Industry Regulatory Authority (FINRA) since 2012. Gregg has also been registered as an investment advisor representative (IAR) since 2018. Gregg is licensed to provide financial services in Delaware, Florida, Georgia, North Carolina, 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

Corient | CFP ® (Certifications)

location

Tequesta, FL

0 Disclosures

ADVISOR BIO

Gregg Konopaske is an investment advisor representative with Corient, a firm providing financial planning services. Gregg Konopaske has over 30 years of experience in the financial services industry and holds multiple licenses and certifications, including the Series 63, 65, 7, 9, 10, 24, 52, 53, and SIE exams, as well as the Certified Financial Planner designation. Gregg Konopaske is licensed to provide investment advice in Florida, Texas, and Virginia. Prior to joining Corient, Gregg Konopaske was associated with firms such as Arete Wealth Management LLC, Spire Securities, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Gregg Konopaske is also an active member of the industry and participates in various professional organizations.

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

Wells Fargo Clearing Services, LLC

location

LAKE MARY, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gregg Mulvany is a registered representative at Wells Fargo Clearing Services, LLC. Gregg is licensed to offer securities and investment advisory services in multiple states including Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.

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

Ameriprise Financial Services, LLC | CFC ® (Certifications)

location

Sarasota, FL

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregg E. Martinsen is a financial advisor associated with Ameriprise Financial Services, LLC. Gregg has been in the industry since October 16, 1985. Gregg is a financial advisor that specializes in a variety of areas including investments, financial planning, retirement planning, and insurance. Gregg is licensed and registered to provide financial advice and services in several states.

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

Raymond James & Associates, Inc.

location

JACKSONVILLE, FL

experience

31 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Gregg Walter Stupinski is an investment advisor representative with Raymond James & Associates, Inc. Gregg is a licensed securities professional with a focus on providing financial planning, portfolio management, and investment advice to a wide range of clients. He is also a registered investment advisor in Florida and Texas. Gregg has been a registered representative for over 27 years and holds the Series 3, 7, 9, 10, 63, and 65 licenses. Gregg has a strong commitment to his clients and is dedicated to helping them achieve their financial goals. He has a proven track record of success in the investment industry and is committed to providing exceptional client service.

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

Avantax Advisory Services

location

TARPON SPRINGS, FL

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregg M Akin is a financial advisor with Avantax Advisory Services in TARPON SPRINGS, FL. Gregg has been in the financial industry since 2010 and is licensed in Florida. Gregg provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Gregg also offers educational seminars and referral services to third-party investment managers.

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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

PALM BEACH GARDENS, FL

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gregg Powers is a financial advisor with over 30 years of experience in the financial services industry. Gregg is registered with Raymond James Financial Services Advisors, Inc. and has previously worked at several other firms including Wells Fargo Clearing Services, LLC and First Union Brokerage Services, Inc. Gregg is registered as a broker-dealer and investment advisor in several states including Florida, Alabama, Arizona, California, Colorado, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Utah, Virginia, Washington, West Virginia and Wyoming. Gregg holds Series 7, 63 and 65 licenses and the SIE designation. Gregg specializes in working with individuals, families, businesses, corporations, and institutions.

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

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