Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Osaic Advisory Services, LLC

location

DAYTONA BEACH SHORES, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Gwendolyn Slater is a financial professional with over 24 years of experience in the financial services industry. Gwendolyn has been registered with the state of Florida since 2011. Gwendolyn currently works at Osaic Advisory Services, LLC in their Atlanta, GA office. Gwendolyn specializes in providing financial planning and portfolio management services to individuals, businesses, high net worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Gwendolyn previously worked at Securities America, Inc. in Daytona Beach Shores, FL from 2014 to 2024. Gwendolyn has experience working at other firms including Dalton Strategic Investment Services Inc, Questar Capital Corporation, USAllianz Securities, Inc, Prime Capital Services, Inc, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Gwendolyn holds the Series 6, Series 7, Series 66, and SIE securities licenses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Sarasota, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gwendolyn Maurer is a financial advisor with over 25 years of experience in the industry. Maurer is currently registered with J.P. Morgan Securities LLC and has a Series 66 license. Maurer has worked for several financial institutions, including Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Maurer holds several other licenses, including Series 7, Series 9, Series 10, Series 24, Series 4, Series 52TO, and Series 53. Maurer has a broad range of experience and is currently registered to provide investment advice in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Jacksonville, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gwendolyn Rebecca Depew is a financial advisor with UBS Financial Services Inc. in Jacksonville, FL. Gwendolyn has been in the financial services industry since October 2000. Gwendolyn is registered to offer securities in 10 states including Arizona, Colorado, Florida, Georgia, Massachusetts, New York, Oregon, South Carolina, Tennessee and Virginia. Gwendolyn is also licensed to provide investment advice in the state of Florida. Gwendolyn was previously employed by Deutsche Bank Securities Inc. and DB Alex. Brown LLC.

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

LPL Financial LLC

location

FT LAUDERDALE, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gwenn Stillman is a financial advisor with over 27 years of experience in the financial services industry. Gwenn is currently registered with LPL Financial LLC in Fort Lauderdale, Florida. Gwenn has previously worked with MML Investors Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Welcome Life Securities, LLC, State Farm VP Management Corp., Mutual Service Corporation, Raymond James & Associates, Inc., and Smith Barney Inc. Gwenn holds the Series 7, Series 63, and SIE licenses. Gwenn specializes in a wide range of financial services, including investment management, financial planning, and retirement planning. Gwenn has a strong commitment to providing personalized financial advice and guidance to help 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

ALTAMONTE SPRINGS,, FL

0 Disclosures

ADVISOR BIO

Gyasi Marshall is an investment advisor representative with 401k Generation, based in Altamonte Springs, FL. Gyasi has been in the industry since June 2015. Gyasi is registered with the state of Florida as an investment advisor representative. Gyasi has passed the Series 6 and Series 65 exams and the Securities Industry Essentials Exam. Prior to joining 401k Generation, Gyasi worked at PFS Investments Inc. Gyasi specializes in providing investment advice to individuals, corporations, and businesses.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3 (16) SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VENICE, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Gypsy L Daniel is an investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc.. Gypsy has 12 years of experience in the financial services industry. Gypsy is registered with the state of Florida, and holds Series 7 and 66 licenses. Gypsy also holds the Securities Industry Essentials (SIE) exam. Gypsy has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2016 and has a proven track record of success in helping clients achieve their financial goals.

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

Cambridge Investment Research Advisors, Inc.

location

Sarasota, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

H. Courtney McLaughlin is a financial advisor with over 22 years of experience in the industry. H. Courtney McLaughlin is currently registered with Cambridge Investment Research Advisors, Inc. in Sarasota, Florida. H. Courtney McLaughlin has previously worked for Ameritas Investment Company, LLC, MML Investors Services, LLC, and Credit Suisse Securities (USA) LLC. H. Courtney McLaughlin is licensed to provide financial advice in several states, including Florida, Texas, and others. H. Courtney McLaughlin offers a variety of services, including financial planning, portfolio management for individuals and businesses, 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
Market Timing Services
Unclaimed

UBS Financial Services Inc.

location

FT. LAUDERDALE, FL

experience

56 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Hadden Glenn Garvin jr. is a financial advisor with UBS Financial Services Inc. Hadden has been a financial professional since 1969 and is registered with the Securities and Exchange Commission (SEC) as an investment advisor. Hadden is also licensed to provide investment advice in multiple states. Hadden has experience working in the financial services industry with several firms prior to joining UBS Financial Services Inc. Hadden specializes in portfolio management for both individuals and businesses, as well as providing financial planning, pension consulting, and educational seminars. Hadden's experience and expertise can help you achieve 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Capitol Securities Management, Inc.

location

TAMPA, FL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Howard Edward Burgess is a financial advisor at Capitol Securities Management, Inc. He has been in the industry since December 1996, and has experience working with individuals, high-net-worth individuals, trusts and estates, businesses, charitable organizations, and pension and profit-sharing plans. Howard Edward Burgess is registered with FINRA and the state of Texas.

SPECIALIZATIONS

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

ST PETERSBURG, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Haaris Parvaze is a financial advisor with Stephens, a firm with a long history of serving clients in a variety of industries. Haaris specializes in providing financial advice and services to individuals, corporations, and other organizations. Haaris is licensed to provide financial advice in a number of states and has a proven track record of success. Haaris is committed to helping 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
Publication of Financial Periodicals

Need help matching

with the right advisor?