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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

1 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Kay Robledo is a registered representative and investment advisor representative associated with Raymond James & Associates, Inc. Brittany has been in the financial services industry for over 2 years. Brittany has passed the Series 99TO and SIE exams. Brittany is currently registered with FINRA and is active with the firm.

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

Bronwyn Kiene-minier is an investment advisor representative with raymond james & associates, inc. Bronwyn has been in the industry since 2014 and holds Series 66, SIE, and Series 7 licenses. Bronwyn is registered to provide investment advice in Indiana. Bronwyn also works part-time at Chesterton Fit Body Boot Camp.

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

9 Years Experience

0 Disclosures

ADVISOR BIO

Brooke Davis is a financial professional with over 8 years of experience in the financial services industry. Brooke currently works as a registered representative at Raymond James & Associates, Inc. in Normal, Illinois. Previously, Brooke was registered with Lincoln Financial Distributors, Inc., and COUNTRY Capital Management Company. Brooke holds several licenses and certifications, including Series 7, Series 63, Series 24, Series 26, and Series 51. Brooke has a strong understanding of various investment products and services and is dedicated to providing personalized financial advice to help clients achieve their goals.

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

LPL Financial LLC

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brooke Dolan is a financial advisor at LPL Financial LLC. Brooke has been in the financial industry for several years. Brooke is licensed in Florida as a registered representative. Brooke specializes in financial planning, portfolio management, and other advisory services.

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Doran is a financial advisor with Raymond James & Associates, Inc. based in ST. PETERSBURG, FL. Bruce is registered with FINRA and has been in the financial industry since 2022. Bruce holds the Series 7TO 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

9 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Clement Chanenchuk is a financial advisor with over 8 years of experience in the industry. Bruce is currently registered with Raymond James & Associates, Inc. and has been with the firm since June 2024. Prior to joining Raymond James & Associates, Inc., Bruce held positions at Houlihan Lokey Capital, Inc. and Houlihan Lokey Advisors, LLC. Bruce is a Series 63, SIE and Series 79 licensed professional. Bruce's areas of expertise include financial planning, pension consulting and portfolio management for 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 Financial Services Advisors, Inc. | CFP ® (Certifications)

location

ST. PETERSBURG, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Bruce David Cook is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Bruce David Cook has been working in the financial industry since March 18, 2001. Bruce David Cook is a Certified Financial Planner. Bruce David Cook has been registered with Raymond James Financial Services Advisors, Inc. since March 31, 2009. Bruce David Cook has worked at Raymond James & Associates, Inc. and Cook and Phillips Financial Gr. Bruce David Cook is registered in 37 states and holds Series 66, 51, 24, SIE, 31, and 7 licenses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Lemke is a financial advisor at Raymond James & Associates, Inc. Bryan has been in the financial services industry since December 2016 and holds the Series 7, Series 9, Series 10, Series 24, and Series 31 licenses, as well as the Series 66. Bryan's firm provides financial planning, investment management, pension consulting, and educational seminars.

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 Financial Services Advisors, Inc.

location

St. Petersburg, FL

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Byron Lamont Pollock is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 12 years of experience in the financial services industry. Byron is registered with the state of Florida as both a broker-dealer and an investment advisor. Byron has passed numerous professional licensing exams including the Series 7, Series 24, Series 53, Series 66, and the SIE. Byron is licensed to provide financial and investment advice to individuals, families, corporations, and institutions. Byron is also a registered principal with Raymond James and is responsible for supervising other advisors.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Caitlin Cassano is a financial professional with Raymond James & Associates, Inc., a firm with over 3761 licensed agents and 5537 Investment Advisor Representatives. Caitlin specializes in providing financial advice and services, such as 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

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