Invested Better
Portfolio Management for Businesses Advisors in Saint Cloud, Florida
5 Results
Unclaimed

Truist Advisory Services, Inc.

location

SAINT CLOUD, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Caba Perez is a financial advisor with Truist Advisory Services, Inc. Elizabeth has been working in the financial industry since 2008. Elizabeth has an active license to provide investment advice and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Elizabeth has also passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Elizabeth has worked for several firms, including HSBC Securities (USA) Inc. and J.P. Morgan Securities Inc. Elizabeth is also registered to provide investment advice in Florida and all 50 states.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

SAINT CLOUD, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kenyon Laughrey is a financial advisor with LPL Financial LLC. Kenyon has been in the financial services industry since March 15, 2019. Kenyon has been registered as a Registered Representative with LPL Financial LLC since November 6, 2023. Kenyon is also registered as an Investment Advisor Representative with LPL Financial LLC in Texas. Kenyon has offices in SAINT CLOUD, FL.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAINT CLOUD, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kuaisheng Zhao is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kuaisheng is registered in 16 states and has been in the securities industry since 2019. Kuaisheng also owns and manages rental property. Kuaisheng has successfully completed the Series 66, Series 7TO, and SIE exams.

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

Truist Advisory Services, Inc.

location

SAINT CLOUD, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Paul Herbert Kurrasch is a financial advisor with Truist Advisory Services, Inc. based in Saint Cloud, FL. Paul has been working in the financial services industry since April 13, 1994. Paul has a Series 7 and Series 63 license and is registered with FINRA and the state of Florida as an Investment Advisor Representative. Paul is also registered with the state of Texas as an Investment Advisor Representative. Paul holds a Series 65 and the SIE license as well. Paul has previously worked with CUSO FINANCIAL SERVICES, L.P., M&I FINANCIAL ADVISORS, INC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., NATIONSBANC INVESTMENTS, INC., BARNETT INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and ADVANTAGE CAPITAL CORPORATION.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Freedom Financial Management, Inc.

location

Saint Cloud, FL

0 Disclosures

ADVISOR BIO

Rolland Basant is a registered Investment Advisor Representative associated with Freedom Financial Management, Inc. in Saint Cloud, Florida. Rolland Basant has been in the industry since August 2005. Freedom Financial Management, Inc. provides financial planning, portfolio management for individuals. The firm has $250,000 in assets under management. Rolland Basant is registered with Florida.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals