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

Cyndeo Wealth Partners

location

ST. PETERSBURG, FL

disclosure

1 Disclosures

ADVISOR BIO

Thomas Kidwell is a financial advisor at Cyndeo Wealth Partners, a firm based in St. Petersburg, FL. Thomas has been in the financial services industry since 2006 and has experience working at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Thomas holds a Series 66, Series 7 and Series 31 license. Thomas is a Board Member for the St. Petersburg Police Athletic League and St. Petersburg College and is a Trustee for Solomon Matthews Kilgore Childrens & Parents Trust. Thomas Kidwell specializes in financial planning, portfolio management for individuals and portfolio management for businesses.

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

33 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Thornton is an investment advisor representative with Raymond James & Associates, Inc. based in ST. PETERSBURG, FL. Thomas has been in the industry since 1992 and is registered with the state of Florida. He has passed the Series 6, 7, 63, 65, and SIE exams. Prior to joining Raymond James & Associates, Inc., Thomas was employed by First Investors Corporation in EDISON, NJ. Thomas's expertise includes portfolio management for individuals and businesses, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Clearing Services, LLC

location

ST. PETERSBURG, FL

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Melvin Bryant is a registered representative at Wells Fargo Clearing Services, LLC. He is registered to provide investment advice in both Broker-Dealer and Investment Advisor capacities in 27 states and the District of Columbia. He is also registered with FINRA. Thomas has been in the financial services industry since 2015. He has earned the Series 66, Series 7, and SIE securities licenses. He is also licensed to provide investment advice. Thomas has a history of working for UBS Financial Services Inc. and Wells Fargo Advisors, LLC.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

39 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Thomas Joseph Powers is a financial advisor with over 35 years of experience in the industry. Powers is currently registered with Raymond James & Associates, Inc. and has held previous positions with RBC Capital Markets, LLC, William R. Hough & Co. and First Liberty Investment Group, Inc. Powers's area of expertise includes providing financial planning, portfolio management for individuals and businesses, and pension consulting. Powers is also an active member of the Ronald McDonald House Charities of Tampa Bay Investment Committee. Powers is licensed to sell securities in 28 states and holds a Series 7, Series 24, Series 31 and Series 66 license.

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

21 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Jonathan Layton is a financial advisor with Raymond James & Associates, Inc. Thomas has been in the industry since February 20, 2004 and is registered in Florida. Thomas is a Series 7, Series 99TO and SIE licensed professional and holds a valid license for Series 99TO, SIE and Series 7. Thomas is part of the Raymond James & Associates, Inc. team located in ST. PETERSBURG, FL. Raymond James & Associates, Inc. has 3761 licensed agents, 5537 investment advisor representatives and 7766 registered representatives. The firm has $433.8 billion in regulatory assets under management.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Bernard Reid is a registered representative with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Thomas has been in the industry since 2023 and is Series 86, 87 and SIE licensed. Thomas is currently associated with the Raymond James & Associates, Inc. office located in ST. PETERSBURG, FL.

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

Synovus Securities, Inc.

location

ST. PETERSBURG, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Robert Smith is a registered representative with Synovus Securities, Inc. based in St. Petersburg, FL. Thomas has been in the financial services industry since January 11, 2021 and has experience with investment company products, variable contracts and securities industry essentials. Thomas also has prior experience with Trinity Wealth Securities, L.L.C. in Tampa, FL. Thomas is licensed to provide investment advice in Florida.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed
location

St. Petersburg, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Thomas McKnight is an active investment advisor representative with Morgan Stanley. Thomas has been in the industry since 1983. Thomas is licensed in 34 states including Florida, Texas and California. Morgan Stanley is a firm registered with the Securities and Exchange Commission (SEC) and has 22500 investment advisor representatives. The firm's main office is located in Purchase, NY.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Michael Walrond is a financial advisor with over 35 years of experience in the financial services industry. Thomas is currently registered with Raymond James & Associates, Inc., and has been with the firm since 1998. Thomas has held previous positions at WHEAT, FIRST SECURITIES, INC. and HALPERT AND COMPANY, INC. Thomas holds a variety of licenses and certifications, including Series 3, 4, 7, 8, 9, 10, 24, 63, 65, 99TO and SIE. Thomas specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Thomas is committed to providing his clients with personalized financial advice and guidance.

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

Cetera Investment Advisers LLC

location

ST. PETERSBURG, FL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Gargiulo is a financial advisor with Cetera Investment Advisers LLC. Thomas has been in the financial services industry for over 30 years, and holds a Series 6, Series 22, Series 63 and SIE licenses. Thomas is registered in Arizona, Florida, Georgia, Massachusetts and Wyoming. Thomas has experience working with a variety of clients, including individuals, businesses, and pension plans. Thomas works at the St. Petersburg, FL branch of Cetera Investment Advisers LLC.

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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