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Portfolio Management for Businesses Advisors in Sarasota, Florida
918 Results
Unclaimed

RBC Capital Markets, LLC

location

Sarasota, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gina Palanzi is a financial advisor with RBC Capital Markets, LLC. Gina has been in the industry since 2003. Gina has held previous positions at Wells Fargo Clearing Services, LLC, Fifth Third Securities, Inc., BB&T Investment Services, Inc., Colonial Brokerage, Inc., and Banc of America Investment Services, Inc.. Gina is licensed to provide investment advice in Arizona, California, Colorado, District of Columbia, Florida, Illinois, Massachusetts, Minnesota, New Hampshire, New Mexico, New York, North Carolina, Pennsylvania, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Next Financial Group, Inc.

location

SARASOTA, FL

experience

37 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Glenn Scharf is an investment advisor representative with Next Financial Group, Inc. Glenn has been in the industry since July 20, 1987. Glenn works in the Sarasota, Florida office of Next Financial Group, Inc. Glenn has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Representative Examination, the General Securities Principal Examination, and the Securities Industry Essentials Examination. Glenn holds active securities licenses in multiple states.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

SARASOTA, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Graham M. Cox is a financial advisor with UBS Financial Services Inc. Graham has been in the industry since 2010. Graham is registered in 33 states and the District of Columbia as an Investment Advisor Representative. Graham is also registered as a Registered Representative in Florida and Texas. Graham holds the Series 66, Series 7, and SIE exams. Graham specializes in retirement planning, college savings, and estate planning. Graham is committed to providing personalized financial advice 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

SARASOTA, FL

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Greg Plifka is an active advisor with RBC Capital Markets, LLC. Greg has been in the industry since 1982 and has held several principal roles throughout their career. Greg's background is in finance and operations, as evidenced by the principal exams Greg has taken, including Series 24, 27 and 53.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC | CFC ® (Certifications)

location

Sarasota, FL

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregg E. Martinsen is a financial advisor associated with Ameriprise Financial Services, LLC. Gregg has been in the industry since October 16, 1985. Gregg is a financial advisor that specializes in a variety of areas including investments, financial planning, retirement planning, and insurance. Gregg is licensed and registered to provide financial advice and services in several states.

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

Fidelity Personal AND Workplace Advisors

location

SARASOTA, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Neatrour is an investment advisor representative at Fidelity Personal And Workplace Advisors. Gregory has been in the industry since 2018. Gregory has a Series 7 and Series 66 registration. Gregory specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Gregory is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor in Florida and Texas.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

SARASOTA, FL

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gregory Carlson is a financial advisor with Raymond James & Associates, Inc. Gregory has been a financial advisor since 1988 and has a broad range of experience in the financial services industry. Gregory holds a Series 7, Series 3, Series 31, and Series 65 licenses. Gregory is also a registered investment advisor in the state of Florida. Gregory's areas of expertise include portfolio management for individuals and businesses. Gregory is a member of the Business Referral Networking (BNI) organization and devotes approximately 4-6 hours per month to this organization. Gregory Carlson is committed to providing his clients with the highest quality financial advice and service.

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

Truist Advisory Services, Inc.

location

SARASOTA, FL

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Gregory Lebar is an investment advisor representative with Truist Advisory Services, Inc. Gregory Lebar has been in the securities industry for 37 years and has been with Truist Advisory Services, Inc. since 2012. Previously, Gregory Lebar was affiliated with WELLS FARGO ADVISORS, LLC, FIRST UNION BROKERAGE SERVICES, INC., BARNETT INVESTMENTS, INC., and INVEST FINANCIAL CORPORATION. Gregory Lebar has passed exams in Series 63, Series 65, Series 7, Series 9, Series 10, Series 24, Series 53, and the SIE. Gregory Lebar is registered with FINRA and the states of Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, Washington, and Wyoming. Gregory Lebar specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Gregory Lebar is a board member of Resiliant Retreat, a non-profit organization offering treatment for trauma victims.

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

Ranch Capital Advisors Inc. | CFP ® (Certifications)

location

SARASOTA, FL

experience

25 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Gregory Pacitti is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Ranch Capital Advisors Inc. and has previously been registered with RAYMOND JAMES FINANCIAL SERVICES, INC. and PRIME CAPITAL SERVICES, INC. Gregory is a Certified Financial Planner and holds Series 7, 24, 51, and 63 securities licenses. Gregory's current firm, Ranch Capital Advisors Inc. is a Registered Investment Advisor (RIA) that offers a variety of financial planning and advisory services. The firm has a strong focus on providing personalized advice to high-net-worth individuals and individuals other than high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
ADVISORY CONSULTING
Unclaimed

Cetera Investment Advisers LLC

location

SARASOTA, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Gregory S. Eastman is a financial advisor at Cetera Investment Advisers LLC. Gregory has been working in the financial services industry since 2012. Gregory is registered to provide investment advice in Florida, Georgia, Idaho, Maine, Massachusetts, and Mississippi. Gregory also offers a range of services including financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

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

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