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Educational Seminars & Workshops Advisors in St. Petersburg, Florida
1,831 Results
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Juan Nicolas Ospina is a financial advisor at Raymond James & Associates, Inc., a firm with over $433 billion in assets under management. Juan has been in the industry since 2015 and has a Series 7, Series 63, and Series 79TO license, as well as the SIE designation. Juan is registered in Florida and Illinois. Juan works with a wide variety of clients including individuals, high net worth individuals, corporations, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Judson Mark Mohan is a registered representative with Raymond James & Associates, Inc. in the state of Florida. Judson has been in the industry since 2016 and has passed the Series 7TO and SIE exams. Judson currently specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Judson Edward Reel is a financial advisor at Raymond James & Associates, Inc. with experience in the industry. Judson is registered with FINRA and holds the Series 79TO and SIE licenses. Judson is located in the St. Petersburg, FL branch office.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Judy Elizabeth Alexander is a financial advisor associated with Raymond James & Associates, Inc.. Judy Alexander has been in the financial industry since June 21, 2012. Judy Alexander is registered with FINRA under Series 99 and SIE licenses. Judy Alexander holds the following specializations: 1, 2, 3, 4, 5, and 6.

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. | CFP ® (Certifications)

location

ST. PETERSBURG, FL

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Julian Esteven Ossa is a financial advisor with Truist Advisory Services, Inc. Julian has been in the financial services industry since February 13, 2013. Julian specializes in retirement planning, college savings, insurance, estate planning, and mutual funds. Julian is registered with FINRA and has a Series 7, Series 6, Series 63, and Series 66 license. Julian also holds the Certified Financial Planner designation.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Julianne K. Okim is a registered representative with Raymond James & Associates, Inc. Julianne is based in ST. PETERSBURG, FL and has been in the industry since August 2023. Prior to joining Raymond James & Associates, Inc., Julianne was employed by EDWARD JONES in ST. LOUIS, MO. Julianne has passed the Series 66, Series 7TO, and SIE exams.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Julie Adkins has been in the financial services industry since December 1994. Julie currently works as an investment advisor at Raymond James & Associates, Inc. in the ST. PETERSBURG, FL office. Julie has a strong background in financial services. Julie has passed the Series 7, Series 63, Series 65 and SIE exams. Julie has experience at firms such as Raymond James & Associates, Inc. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Julie Allman is a financial advisor with Raymond James & Associates, Inc. She is licensed to offer financial advice in North Carolina. Julie has been in the financial industry since 2009. She has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Julie Sargent is a registered representative with Raymond James & Associates, Inc. Julie has been in the financial services industry since November 2013. Julie has passed the Securities Industry Essentials Examination and the Operations Professional Examination.

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

RBC Capital Markets, LLC

location

ST. PETERSBURG, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Julie Fisher is a registered representative of RBC Capital Markets, LLC and has been in the industry since July 13, 2004. Julie has an active registration in Florida and has passed the SIE, Series 7 and Series 66 exams. Julie has registered in a number of states and offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.

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

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