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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed
location

ST PETERSBURG, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Howard Moose Turney is a financial professional at Stephens, a firm that offers a variety of financial services to individuals and institutions. Howard is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and SIE licenses. He is also registered in 29 states. Howard has a strong background in providing investment advice and portfolio management services. He is experienced in working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Howard is committed to providing his clients with personalized financial advice and helping them 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
Unclaimed

Raymond James & Associates, Inc.

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

Howard Feldman is an investment advisor representative registered in Florida. Howard has been in the industry since 1996 and currently works for Raymond James & Associates, Inc. Howard is an experienced financial professional with expertise in a wide range of investment areas.

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

Boca Raton, FL

experience

58 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Howard Guggenheim is an active investment advisor representative with Morgan Stanley in Boca Raton, FL. Howard has over 50 years of experience in the financial services industry. Howard began their career in 1967 with McDonald & Company. In 1978, Howard joined Citigroup Global Markets Inc. and later transitioned to Morgan Stanley in 2009. Howard is a registered investment advisor in Florida and a resident investment advisor in Texas. Howard holds a Series 63 and Series 65 license, along with various other securities industry certifications.

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

Avantax Advisory Services

location

St. Petersburg, FL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Howard Cohn is a financial advisor registered with Avantax Advisory Services. He has been in the financial industry since 2004. Howard is a registered representative in Florida and is also licensed to sell insurance. He offers a range of services, including financial planning, portfolio management, and insurance sales. Howard Cohn has experience working with a variety of clients, including high-net-worth individuals, corporations, 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
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

LPL Financial LLC

location

PLANTATION, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Howard Hamilton Daher is a financial advisor with LPL Financial LLC. Howard has been in the financial services industry since 1999. Howard is registered with FINRA and the state of Florida. Howard has been a registered representative with LPL Financial LLC since 2010 and previously held positions at NRP Financial, Inc., NFP Securities, Inc., Valmark Securities, Inc., Raymond James Financial Services, Inc., Hartford Equity Sales Company Inc., Mutual Service Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Princor Financial Services Corporation, Dean Witter Reynolds Inc., and Corporate Securities Group, Inc.

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Plantation, FL

0 Disclosures

ADVISOR BIO

Howard Kramer is a financial advisor with Commonwealth Financial Network and has been working in the industry since 1987. Howard is a Certified Financial Plannerâ„¢ professional and offers a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. Howard is a member of the Financial Industry Regulatory Authority (FINRA) and has worked for a number of other financial institutions in the past. Howard is a licensed advisor in the state of Florida and has experience working with a variety of clients, including individuals, corporations, and charitable organizations.

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
Unclaimed

NBC Securities, Inc.

location

TALLAHASSEE, FL

experience

46 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Howard Eisenman is a financial advisor with NBC Securities, Inc. Howard has been a registered representative for over 40 years and has experience working with a variety of clients including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Howard is also a Registered Investment Advisor and has experience providing financial planning, portfolio management and selection of other advisors. Howard previously worked with JWGENESIS FINANCIAL SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., SHEARSON LEHMAN HUTTON INC., and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED.

SPECIALIZATIONS

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

Networth Asset Management, Inc. | CFC ® (Certifications)

location

Gainesville, FL

0 Disclosures

ADVISOR BIO

Howard Rosenblatt is an Investment Advisor Representative with Networth Asset Management, Inc. Howard has been in the industry since 1974 and has a series 63 and a Series 1 license. Howard is a member of the Society of Financial Service Professionals. Howard has been an attorney since 1983 and provides financial advice to individuals and families. Howard specializes in Retirement Planning, College Savings Planning, Estate Planning, and Insurance. Howard is a Chartered Financial Consultant.

SPECIALIZATIONS

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

THE High NET Worth Advisory Group, LLC | CFP ® (Certifications)

location

NAPLES, FL

0 Disclosures

ADVISOR BIO

Howard Jordan is a financial advisor with over 25 years of experience. Howard holds Series 7, 9, 10, 24, and 63 licenses. He is a Certified Financial Planner professional. Howard has been with The High Net Worth Advisory Group, LLC since 2020, and previously was with Raymond James & Associates, Inc. and Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
GENERAL CONSULTING AND PORTFOLIO REVIEW AND ALLOCATION
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WINTER PARK, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Howard Evans Harris is a financial advisor who has been active in the industry since 1984. Howard is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Howard was previously registered with Dean Witter Reynolds Inc., The Stuart-James Company, Inc. and Fitzgerald, Dearman & Roberts, Inc.. Howard is a Series 63, Series 9, Series 10, Series 8, SIE, Series 31, and Series 7 licensed professional. Howard specializes in retirement planning, investment planning, mutual funds, annuities, and fixed income. Howard is a registered investment advisor and a securities broker. Howard is committed to providing clients with personalized financial 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

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