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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Darwin Wealth Management

location

TAMPA, FL

0 Disclosures

ADVISOR BIO

Igor Bampa schattan is an investment advisor representative at Darwin Wealth Management, with over 5 years of experience in the financial services industry. Igor has passed both the Series 65 and SIE exams, and holds an active license as an Investment Advisor Representative in Florida. Prior to joining Darwin Wealth Management, Igor worked at Franklin Templeton, Morgan Stanley and Darwin Partners, LLC. Igor also holds licenses in insurance and is affiliated with Darwin Insurance Group, LLC. Igor specializes in providing financial planning, pension consulting and portfolio management for individuals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Igor Gissoni is a financial professional with over 5 years of experience in the financial services industry. Igor is currently registered with J.P. Morgan Securities LLC. Igor has a broad range of experience in financial planning, pension consulting, and portfolio management. Igor is also a registered representative and investment advisor representative. Igor is licensed to provide financial services in 53 states and territories across the United States.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

BOCA RATON, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Igor Feldman is a financial advisor in Boca Raton, Florida. Igor has over 25 years of experience in the financial services industry. Igor is currently registered with Ameriprise Financial Services, LLC and has previously been registered with Morgan Stanley, Raymond James & Associates, Inc., Janney Montgomery Scott LLC, Dean Witter Reynolds Inc., and J. B. Hanauer & Co.. Igor holds the Series 63, 66, 7, 31 and SIE securities licenses. Igor specializes in retirement planning, investment management, and financial planning for individuals and businesses. Igor is also a licensed real estate agent.

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

Citigroup Global Markets Inc.

location

Miami, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Igor Bereznitski is a registered representative with Citigroup Global Markets Inc. Igor has been in the securities industry since 1997. Igor is registered with FINRA and has passed several industry exams, including Series 66, Series 63, Series 4, Series 24, Series 10, Series 9, Series 7, and the SIE exam. Igor has been associated with Citigroup Global Markets Inc. since 2020. Previously, Igor was associated with J.P. Morgan Securities LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ilana Torres Souza Cotrim is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Ilana has been working in the financial services industry since 2012. Prior to joining Merrill Lynch, Ilana worked at XP SECURITIES, LLC and EFG CAPITAL INTERNATIONAL. Ilana is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Ilana is registered to provide investment advice in the following states: California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Indiana, Maine, Massachusetts, Nevada, New Jersey, New York, North Carolina, South Carolina, South Dakota, Texas, Vermont, Virgin Islands, Virginia, and Washington.

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

Raymond James Financial Services Advisors, Inc.

location

JACKSONVILLE BEACH, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ilayda Gulcan is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Ilayda has been in the securities industry for 2 years. Ilayda's registrations include the Series 7TO and SIE exams. Ilayda is registered with the state of Florida. Ilayda also has experience with Capital Dimensions Wealth Management and Beachside Wealth Partners.

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
Unclaimed
location

Coral Gables, FL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ileana Musa is a financial advisor with Morgan Stanley in Coral Gables, Florida. Ileana has been working in the financial services industry since 2001 and has a wide range of experience. Ileana is registered to provide investment advice in 53 states and is also registered as an Investment Adviser Representative in Florida and Texas.

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
location

Miami, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Ileana Reyes-cedeira is a financial advisor with Morgan Stanley in Miami, Florida. Ileana has been in the industry since 1998 and has a wide range of experience working with individual clients, high-net-worth individuals, businesses, and institutions. Ileana is licensed in Florida, Pennsylvania, and Washington and is a registered representative with FINRA. Ileana offers a variety of financial services, including financial planning, investment management, and portfolio management. She is committed to providing her clients with personalized advice and guidance to help 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

HIALEAH, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Iliana Torres is a registered representative with J.P. Morgan Securities LLC. Iliana is licensed to provide financial services in Florida. She is a registered representative for securities and variable contracts. Iliana has been in the financial services industry since October 2019. Iliana specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Boca Raton, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Iliana Grozdeva is a financial advisor with over 9 years of experience in the industry. Iliana is currently registered with Morgan Stanley and holds licenses in Florida and Texas. Iliana has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Iliana holds Series 6, 7, and 66 licenses and has expertise in providing financial planning, portfolio management, and asset allocation advice.

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

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