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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC

location

LAKELAND, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hayden Leigh Watts is a financial advisor registered with LPL Financial LLC. Hayden has been in the financial services industry for over 3 years. Hayden is registered with the state of Florida and holds Series 7, 66, and SIE licenses. In addition to their work with LPL, Hayden is the owner of Hayden's Creations and has worked at several other companies in the past. Hayden is committed to providing clients with personalized financial advice and services.

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

Renew Family Wealth

location

WEST PALM BEACH, FL

0 Disclosures

ADVISOR BIO

Hayden Alan Dawes is a financial advisor with Renew Family Wealth, registered with the state of Florida. Hayden has been in the industry since 2017 and has a Series 65 license. Hayden has a background in real estate, insurance, and business. Renew Family Wealth is a financial advisory firm that offers a range of services including financial planning, pension consulting, and portfolio management for individuals. Hayden's clients include both high-net-worth individuals and individuals other than high-net-worth. Renew Family Wealth has approximately $38 million in assets under management.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Hayes Sperry is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Hayes is registered with the state of Florida. Hayes has been in the industry since August 24, 2014. Hayes previously worked for WELLS FARGO CLEARING SERVICES, LLC. and FIDELITY BROKERAGE SERVICES LLC.. Hayes has passed a number of industry exams, including the Series 7, Series 9, Series 10, and Series 63 exams.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TAMPA, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Haykuhi Poghosyan is a financial professional with over 15 years of experience in the industry. Haykuhi currently works as a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. in Tampa, Florida. Haykuhi's previous experience includes positions at Citizens Securities, Inc. and MetLife Securities Inc. Haykuhi has a strong track record of success in providing financial guidance to individuals, businesses, and institutions. Haykuhi is committed to helping clients achieve their financial goals by providing personalized advice and guidance.

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

LRI Investments

location

PALM BEACH GARDENS, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Hayley Ann Snell is a Registered Representative and Investment Advisor Representative with LRI Investments, based in Palm Beach Gardens, Florida. Hayley has been in the industry since December 2017. Her experience includes working with Lindberg & Ripple, and serving as the Chief Compliance Officer for LRI Investments. Hayley holds Series 66, Series 7 and SIE licenses. Hayley's areas of expertise include financial planning, pension consulting and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

Clearwater, FL

experience

35 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Haywood Tellis is a financial advisor with MML Investors Services, LLC, with 34 years of experience in the financial industry. Haywood Tellis holds licenses in 14 states and the District of Columbia. Haywood Tellis also holds several certifications, including the Series 6, Series 63, and SIE exams. Haywood Tellis specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

Surfside, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Hazel Aguilar is a registered representative with Citigroup Global Markets Inc., with a professional background in the financial industry dating back to 2013. Hazel is registered to provide securities advice in Florida. Hazel is also registered as an investment advisor representative in Florida. Hazel has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Archer Investment Corp.

location

Longwood, FL

0 Disclosures

ADVISOR BIO

H dale Goembel is a Registered Investment Advisor Representative with Archer Investment Corp. in Longwood, FL. H dale Goembel has been in the industry since 2002. H dale Goembel is also a Certified Public Accountant with a practice in Longwood.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RIVERVIEW, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Heath Heroux is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Heath is licensed in 10 states including Florida, Texas, Alabama, Connecticut, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, and is registered in both Florida and Texas. Heath has been in the securities industry since December 12, 2021. Heath obtained the Series 7TO, SIE and Series 66 licenses to offer financial services to individuals, companies, trusts, and institutions. Heath is registered to offer securities advice and investments within the scope of both broker-dealer and investment advisor activities. Heath works in the Riverview, Florida branch office of Merrill Lynch, Pierce, Fenner & Smith Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Heath Howell is a financial advisor with Raymond James & Associates, Inc. based in St. Petersburg, FL. Heath has over 7 years of experience in the financial services industry. Heath is registered with the state of Florida as an Investment Advisor Representative and has passed the Series 66, Series 7 and SIE exams. Prior to joining Raymond James & Associates, Inc. Heath was employed at T. Rowe Price Investment Services, Inc. Heath works with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Heath provides a range of financial services including financial planning, portfolio management, and investment advice.

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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