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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Iuliia Watson is a financial advisor at Wells Fargo Clearing Services, LLC. Iuliia is registered with FINRA and holds Series 63, 6TO, and SIE licenses. Iuliia has been in the financial services industry since March 2024.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

BOCA RATON, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Ivan Usztics is a financial advisor at Cambridge Investment Research Advisors, Inc. Ivan has been working in the financial industry since 2007. Ivan has held positions with ING FINANCIAL PARTNERS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CITIGROUP GLOBAL MARKETS INC. Ivan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Ivan is registered to offer investment advice in Florida and Pennsylvania.

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

MML Investors Services, LLC

location

Maitland, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Ivan Valdes is a registered representative with MML Investors Services, LLC. Ivan has been in the industry since April 1996 and is licensed in several states. Ivan is registered with FINRA and the state of Florida. Ivan specializes in providing financial planning, pension consulting, educational seminars, and asset allocation programs.

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

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Ivan Avelino Iglesias is a financial advisor with Wells Fargo Clearing Services, LLC. Ivan has been working in the financial industry since 2008, and holds Series 6, 7, 63, and 65 licenses. Ivan is registered in Florida and California. The Wells Fargo Clearing Services, LLC firm manages over $500 billion in assets for a wide range of clients, including individuals, corporations, and institutions. Ivan Avelino Iglesias's areas of specialization include: Portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Florida Financial Advisors, LLC

location

Jacksonville, FL

0 Disclosures

ADVISOR BIO

Ivan Tarasenko is an investment advisor representative with Florida Financial Advisors, LLC and has been in the industry since 2019. Ivan is currently registered with the state of Florida and Texas. Ivan holds a Series 65 license and the SIE exam. Ivan is a Financial Consultant with Florida Financial Advisors, LLC. Ivan is also a Registered Representative with Trinity Wealth Securities, LLC. Ivan also works as an Uber Driver and has worked as a DoorDash driver in the past. Ivan has experience working with high net worth individuals as well as individuals other than high net worth. Florida Financial Advisors, LLC offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has over 1300 clients and manages over $199 million in assets.

SPECIALIZATIONS

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

Knights OF Columbus Asset Advisors LLC

location

Milton, FL

0 Disclosures

ADVISOR BIO

Ivan Delabruere is an investment advisor representative with Knights Of Columbus Asset Advisors Llc, based in Milton, FL. Ivan Delabruere has been in the industry since June 2010. Ivan Delabruere is registered with the state of Florida. Ivan Delabruere specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Ivan Delabruere is also a licensed insurance agent for Knights of Columbus Insurance. Ivan Delabruere's firm, Knights Of Columbus Asset Advisors Llc, is a registered investment advisor with the SEC and manages over $27 billion in assets.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BAY HARBOR ISLANDS, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ivan Acimovic is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Ivan has been in the industry since October 2022. Ivan has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Ivan specializes in investments for individuals, corporations, and pension plans. Ivan's primary office location is in Bay Harbor Islands, Florida.

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

Equitable Advisors, LLC

location

TAMPA, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ivan Wirbiezcas is a financial professional with over a decade of experience in the industry. Ivan is currently registered with Equitable Advisors, LLC as a Registered Representative, and previously worked for MML Investors Services, LLC and NYLIFE Securities LLC. Ivan holds the Series 6, 7, 24, and 63 licenses and the SIE exam. Ivan specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ivan is dedicated to providing personalized financial 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
Unclaimed
location

Tampa, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ivan Gonzalez is a financial advisor with Morgan Stanley. Ivan has been in the financial services industry for 1 year and has a Series 63, Series 65 and Series 7TO licenses. Ivan is registered to provide securities and investment advisory services in 53 states and the District of Columbia. Ivan previously worked at E*TRADE Securities LLC.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ivan Kozarev is a financial professional with experience in the industry since 2014. Ivan is currently registered with Raymond James & Associates, Inc. and has held previous positions with firms including THE HUNTINGTON INVESTMENT COMPANY, J.P. MORGAN SECURITIES LLC, and MORGAN STANLEY. Ivan holds the Series 99 and SIE licenses.

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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