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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

12 Years Experience

0 Disclosures

ADVISOR BIO

Sladjana Pokrajac is an investment advisor representative at Raymond James & Associates, Inc. Sladjana has been in the industry since 2013 and holds a variety of licenses, including Series 6, 7, 10, 24, 63, and 65. Sladjana's previous experience includes working at J.P. Morgan Securities LLC in Chicago, Illinois. Sladjana specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Sladjana's services are available to a variety of clients, including individuals, families, businesses, 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

Cyndeo Wealth Partners

location

ST. PETERSBURG, FL

0 Disclosures

ADVISOR BIO

Solomon Kent Kilgroe is an investment advisor representative with Cyndeo Wealth Partners. Solomon is registered with the state of Florida. Solomon has passed the Uniform Investment Adviser Law Examination (Series 65). Solomon has over five years of experience in the financial industry. Solomon specializes in providing financial planning, investment management, and wealth planning services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
ADVISORY CONSULTING/FAMILY OFFICE AND WEALTH PLANNING SERVICES
Unclaimed

Cyndeo Wealth Partners

location

ST. PETERSBURG, FL

disclosure

1 Disclosures

ADVISOR BIO

Solomon Matthews Kilgroe is an investment advisor representative associated with Cyndeo Wealth Partners. Solomon has been in the industry since 1991 and has been registered with the state of Florida since 2020. Solomon has also been active in the insurance industry since 2020 and is licensed to sell life insurance and annuities in Florida. In addition to his work with Cyndeo Wealth Partners, Solomon is a member of the Board of Directors for Eckerd College and is also a managing member of McKJ Partners, a single member LLC. Solomon is a well-respected and experienced financial advisor with a strong track record of success.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
ADVISORY CONSULTING/FAMILY OFFICE AND WEALTH PLANNING SERVICES
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Spencer Michael funkhouser Griffin is a financial advisor located in ST. PETERSBURG, FL. Spencer is a registered representative of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. and holds Series 63, SIE and Series 7 licenses. Spencer has been in the financial services industry for over 5 years. Prior to joining Raymond James, Spencer was a financial advisor with T. ROWE PRICE INVESTMENT SERVICES, INC. in TAMPA, FL. Spencer specializes in a variety of financial services, including portfolio management for individuals, financial planning, and pension consulting. Spencer provides financial advice to high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, pension and profit-sharing plans, insurance companies, charitable organizations, and banking or thrift 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

1 Years Experience

0 Disclosures

ADVISOR BIO

Spencer Darling is a registered representative with Raymond James & Associates, Inc. in Saint Petersburg, Florida. Spencer has been in the industry since 2023 and holds the Series 7TO and SIE exams. Spencer specializes in a variety of investment services, including financial planning, portfolio management for individuals and businesses, and pension consulting.

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

22 Years Experience

0 Disclosures

ADVISOR BIO

Srinivas Reddy Pajjuri is a financial advisor with Raymond James & Associates, Inc., located in St. Petersburg, FL. Srinivas has over 20 years of experience in the financial industry, and has held previous roles with SMBC Nikko Securities America, Inc., Macquarie Capital (USA) Inc., CLSA Americas, LLC, Credit Agricole Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Srinivas specializes in a wide range of financial services including, but not limited to, portfolio management, financial planning, and pension consulting.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Stacey Nicole Heath is a registered representative with Raymond James & Associates, Inc., working in the ST. PETERSBURG, FL office. Stacey Nicole has been in the industry since October 28, 2014. She holds the Series 99 and SIE licenses.

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

4 Years Experience

0 Disclosures

ADVISOR BIO

Stacey Marie Glenn is a financial advisor at Raymond James & Associates, Inc. Stacey has been in the industry for over 2 years. Stacey is based in Saint Petersburg, FL. Stacey is registered to provide investment advice in the state of Florida.

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

17 Years Experience

0 Disclosures

ADVISOR BIO

Stacey Marie Ellis is an investment advisor representative with RBC Capital Markets, LLC. Stacey has been active in the financial services industry for over 16 years. Stacey has passed the Series 7, Series 63, Series 65 and SIE exams. Stacey is registered in 22 states. Stacey's current employment is with RBC Capital Markets, LLC in St. Petersburg, FL. Stacey's previous employers include RAYMOND JAMES & ASSOCIATES, INC., RBC DAIN RAUSCHER INC. and WILLIAM R. HOUGH & CO.. Stacey's areas of specialization include portfolio management, financial planning, pension consulting 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stacy Dean Johnson is a registered representative with Raymond James & Associates, Inc. in St. Petersburg, Florida. Stacy has been in the financial services industry since 1995 and has held various positions at several firms, including Morgan Stanley, Citigroup Global Markets Inc., Wachovia Securities, LLC and First Union Brokerage Services, Inc. Stacy is a licensed investment advisor representative in Florida, as well as a registered representative. Stacy specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Stacy holds Series 7, 8, 9, 10, 24, 63, and 65 licenses, as well as the SIE.

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

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