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

Miami, FL

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Javier Leganoa is a registered representative at Morgan Stanley. Javier has been in the financial industry since April 13, 2012. Javier's career includes previous employment with Citigroup Global Markets Inc., Wells Fargo Clearing Services, LLC, and Itau International Securities Inc. Javier holds licenses for Series 3, 7, 9, 10, 55, 66, SIE, and 99TO. Javier is registered with the Financial Industry Regulatory Authority (FINRA) as well as state regulators in Florida and Texas. Javier specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and other businesses.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MIAMI, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Javier Aviles is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Miami, Florida. Javier has been in the financial industry since February 1994. Javier has a Series 7, 9, 10, 63, and 66 licenses, as well as being registered in multiple states. Javier's previous experience includes working at BANC OF AMERICA INVESTMENT SERVICES, INC. and CHARLES SCHWAB & CO., INC.. Javier is registered with the firm Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed in 25 states and districts, as well as registered with FINRA. Javier specializes in providing portfolio management, financial planning, and educational seminars.

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

J.p. Morgan Securities LLC

location

Miami, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Javier Guillermo Zedan is a registered representative with J.p. Morgan Securities LLC. Javier has been in the securities industry since 2018 and is currently licensed in Florida and Texas. Javier holds the Series 66, Series 7TO and SIE exams. Javier's current employment is with J.p. Morgan Securities LLC, in Miami, FL. Javier is registered with 53 state securities regulators in addition to FINRA.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MIAMI, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Javier Cabello is a financial advisor with Wells Fargo Clearing Services, LLC. Javier has been in the financial services industry since 2009. Javier has Series 6, 7, and 66 securities licenses and is registered in California, Florida, Georgia, Illinois, Kentucky, New York, Pennsylvania, South Carolina, and Virginia. Javier was previously registered with J.P. Morgan Securities LLC and Chase Investment Services Corp. Javier specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

J.p. Morgan Securities LLC

location

PALM BEACH GARDENS, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jawad Hadid is a registered representative with J.p. Morgan Securities LLC. Jawad Hadid is licensed in Florida. Jawad Hadid has a Series 6TO and a SIE license. Jawad Hadid has been in the industry since March 7, 2022.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

LARGO, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jay Christopher Timberlake is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Largo, Florida. Jay has been working in the financial services industry since 1999 and holds Series 7, 31 and 66 licenses as well as Series 9 and 10 principal licenses. Jay has experience with various types of clients including individuals, corporations, pension plans, 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

St. Petersburg, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jay Barclay is a financial advisor with over 24 years of experience in the industry. Jay currently works for Osaic Wealth, Inc. and provides financial planning, portfolio management, and pension consulting services. Jay is a Certified Financial Plannerâ„¢ and holds Series 6, 7, 63, and 65 licenses.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

MAITLAND, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jay A. Shah is an investment advisor representative registered with Eagle Strategies LLC. Jay Shah has been in the industry since February 24, 2008. Jay Shah has passed the Series 63, Series 65, Series 7, Series 6 and SIE exams. Jay Shah is registered in California, Colorado, Florida, Illinois, Indiana, Maryland, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

DELRAY BEACH, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jay Richard Rowley is a financial professional with over 20 years of experience in the industry. Jay currently works as a Registered Representative for Oppenheimer & Co. Inc. where they are licensed to provide investment advice and sell securities in Florida and Georgia. Prior to joining Oppenheimer, Jay spent over 7 years as a financial advisor at Morgan Stanley and over 7 years at Citigroup Global Markets Inc. Jay holds numerous licenses and qualifications including the Series 7, 9, 10, 63, and 65 licenses. They have a strong focus on providing personalized financial planning services to a diverse range of clientele, including individuals, families, businesses, and retirement plans.

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

Oppenheimer & Co. Inc.

location

CORAL GABLES, FL

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jay Martin Spieler is an investment advisor representative at Oppenheimer & Co. Inc. Jay has been in the securities industry for 41 years, beginning in October 1982. Jay is registered with the state of Florida as an Investment Advisor Representative. Jay previously worked at CIBC WORLD MARKETS CORP., SCHILD ASSET MANAGEMENT INC., SMITH BARNEY INC., DREXEL BURNHAM LAMBERT INCORPORATED, BEAR, STEARNS & CO. INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jay has passed the Series 7, Series 63, Series 65, and SIE exams.

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

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