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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Helck is a financial advisor with Raymond James & Associates, Inc. and has over 13 years of experience in the financial services industry. Gregory is licensed in 34 states and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Gregory is also an active member of his community and is dedicated to helping his clients achieve their financial goals.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Dodson is a financial advisor with over 30 years of experience in the industry. Gregory currently works at Raymond James & Associates, Inc. and has held this position since 12/17/1992. Gregory has obtained the Series 63, Series 7, and SIE licenses and holds a registration in Florida.

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

Stifel, Nicolaus & Company, Inc. | CFA ® (Certifications)

location

TALLAHASSEE, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Peter Wirthmann is a financial advisor with Stifel, Nicolaus & Company, Inc. Gregory has over 16 years of experience in the financial services industry. Gregory is registered with the state of Florida and New York, and holds Series 7, 24, 63, and 65 licenses. Gregory holds a Chartered Financial Analyst designation. Gregory's previous employers include First Empire Securities, Inc. and Olde & Co., Incorporated. Gregory specializes in working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit sharing plans.

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
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Kessler is a registered representative and a financial advisor with Raymond James & Associates, Inc. Gregory has been in the securities industry since February 21, 2001, and holds a Series 63, 4, 24, 10, 9, SIE and Series 7. Gregory is registered in Florida and has been with Raymond James & Associates, Inc. since February 22, 2001.

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

Cambridge Investment Research Advisors, Inc.

location

Tallahassee, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Smyre is a financial advisor with Cambridge Investment Research Advisors, Inc. He is a Registered Representative with the firm and has been in the industry since 1998. Gregory has several state and product licenses and is also a registered investment advisor. His firm specializes in a variety of investment and advisory services, including financial planning, pension consulting, and portfolio management. Gregory has a special interest in working with individuals, high-net-worth individuals, and small businesses.

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

J.p. Morgan Securities LLC

location

Wesley Chapel, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Melanson is an investment advisor representative who has been in the industry since 2004. Gregory is registered with J.P. Morgan Securities LLC and has been with the firm since 2021. Gregory has a strong background in financial services, having worked for several firms, including PFS Investments Inc. and MAK Chemical Inc.. Gregory is a Series 6, 63, 65 and 26 licensed advisor representative and is committed to providing his clients with personalized financial advice. Gregory focuses on helping individuals and families meet their financial goals.

SPECIALIZATIONS

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

St Petersburg, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Gregory M. Fallon is a financial advisor at Edward Jones. He has been in the financial services industry for over 10 years. Gregory is registered with FINRA and holds Series 66, 7 and SIE licenses. Gregory is also licensed to provide investment advice in 24 states and has a current employment with Edward Jones. His areas of specialization include retirement planning, college savings, and investment management.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Lang is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory is based in the Jacksonville, FL office of Merrill Lynch. Gregory has been in the industry since March 6, 2013. Gregory's firm provides portfolio management for individuals and businesses, and they also provide pension consulting and educational seminars. Gregory is licensed to conduct business in Florida and Texas.

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

Slavic Mutual Funds Management Corp.

location

BOCA RATON, FL

0 Disclosures

ADVISOR BIO

Gregory Preston Madison is an Investment Advisor Representative with Slavic Mutual Funds Management Corp.. Gregory has been in the industry since December 2013 and is registered with the state of Florida. Gregory has a Series 65 license. Slavic Mutual Funds Management Corp. is a financial advisory firm located in Boca Raton, FL, that provides financial planning, pension consulting and portfolio management services to individuals and pension and profit sharing plans. The firm manages approximately $1 billion to $10 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

American Harbour Wealth Management, LLC

location

ORLANDO, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Beardslee is an investment advisor representative at American Harbour Wealth Management, LLC. Gregory is a registered Investment Advisor in Florida and has been in the securities industry since August 21, 1994. Gregory has experience providing investment advice to individuals, corporations, and high-net-worth clients. Gregory holds the Series 7, Series 63, and Series 65 licenses. Gregory also holds the SIE license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
ADVISORY CONSULTING

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