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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

LAKE MARY, FL

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aman Aneja is a registered representative of Wells Fargo Clearing Services, LLC. Aman has been in the securities industry since April 1998. Aman is currently registered with the state of Florida as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative - Resident. Aman has passed the Series 7, Series 63, and SIE exams. Aman has a variety of experience in the financial services industry and is committed to providing excellent client service.

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

Oppenheimer & Co. Inc.

location

CORAL GABLES, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Victoria Ramirez is a registered representative with Oppenheimer & Co. Inc. Amanda has been in the securities industry for over 3 years and holds a Series 7TO, SIE and Series 66 license. Amanda's primary business focus is providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. She is also a registered investment adviser representative in the state of Florida.

SPECIALIZATIONS

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

Sarasota, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Evans is a financial advisor with Morgan Stanley. Amanda has been in the financial services industry since March 10, 2019, and has experience with a variety of investment products and services. Amanda is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 66, and SIE licenses. Amanda is also registered to provide investment advice in a number of states, including Florida, Texas, and many others.

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

Citigroup Global Markets Inc.

location

MIAMI, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Kim Ens is a financial professional with over 17 years of experience in the industry. Amanda is currently registered with Citigroup Global Markets Inc., working out of their Miami office. Amanda's previous experience includes roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BOFA Securities, Inc., and J.P. Morgan Securities LLC. Amanda holds a variety of licenses and registrations including Series 7, 31, 57, 63, 66, and SIE. Amanda specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients including individuals, high-net-worth individuals, corporations, and institutions.

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

Wells Fargo Clearing Services, LLC

location

ORLANDO, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Maher Metcalf is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the industry since March 6, 2019. Amanda has a Series 7, Series 63 and SIE licenses and is registered to sell securities in all states.

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

Raymond James & Associates, Inc.

location

Trinity, FL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Amanda Hickman Murphy is a financial advisor with Raymond James & Associates, Inc.. Amanda has been in the industry since June 1999. She holds Series 7, 31, and 63 licenses. She provides financial planning and portfolio management services to individuals, businesses, and institutions. She has 20 years of experience in the financial services industry. Amanda is registered to offer investment advisory services 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CLEARWATER, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Atwood is a registered representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Amanda has been working in the financial services industry since March 2017. Amanda holds the Series 7TO and SIE licenses. Amanda is currently registered with the state of Florida and Texas.

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

LPL Financial LLC

location

BRADENTON, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Holmes is a financial advisor registered with LPL Financial LLC. Amanda has been in the financial services industry since 2012. Amanda holds Series 6, 7, 63, 66, 52, 53, and 24 licenses. Amanda has previously worked for Cambridge Investment Research, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Amanda currently provides investment advice to clients in Florida, Texas, and Wisconsin. Amanda's firm, LPL Financial LLC, is a registered investment advisor with the SEC and has offices in Fort Mill, SC.

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

NORTH PALM BEACH, FL

0 Disclosures

ADVISOR BIO

Amanda Courtney is a registered Investment Advisor Representative. Amanda has been in the industry since 2009. Amanda is registered with Certuity, LLC in North Palm Beach, Florida. Amanda's specializations include Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PALM BEACH, FL

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Amanda Leigh Campbell is a financial advisor with Stifel, Nicolaus & Company, Inc. Amanda has been in the financial services industry since 2005 and has worked with various firms like Wells Fargo Advisors, LLC and Morgan Stanley. Amanda is registered in several states including Florida, Texas and California. Amanda has a diverse background and holds multiple licenses and designations. Amanda specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses and investment companies.

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 Pooled Investment Vehicles

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