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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

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Wade Johnson is a financial advisor registered with Raymond James & Associates, Inc.. Christopher has been in the industry for over 10 years. Christopher currently works in ST. PETERSBURG, FL. Christopher holds Series 6, Series 7TO, Series 24, and Series 66 licenses. Christopher also has a professional designation. Raymond James & Associates, Inc. has offices in ST. PETERSBURG, FL, and other locations. Raymond James & Associates, Inc. has approximately $1 billion - $10 billion in 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

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Fluehr is a financial advisor with Raymond James & Associates, Inc. Christopher is a registered representative and investment advisor representative with over 3 years of experience in the financial services industry. Christopher holds a Series 66, Series 7, Series 9, and Series 10 license. Christopher provides a range of financial services, including investment advisory, financial planning, educational seminars, and portfolio management. Christopher works with a variety of clients including individuals, high-net-worth individuals, corporations, businesses, 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
location

St. Petersburg, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Herman is a financial advisor currently registered with Morgan Stanley in St. Petersburg, Florida. Christopher has been in the industry since 2023 and holds registrations in both broker-dealer and investment advisor capacities. Christopher specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients including individuals, businesses, and institutional investors.

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

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Shahin is a financial advisor with Raymond James & Associates, Inc. Christopher has been in the industry since 2006. Christopher has passed the Series 6, Series 99TO, and SIE exams. Christopher is registered with the state of Florida. Previous firms include Raymond James Insurance Group, Inc. and Intersecurities, Inc.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Robert Haynes is a financial advisor with Raymond James & Associates, Inc. in Saint Petersburg, FL. He is registered with the state of Florida and has been working in the industry since May 10, 2022. Christopher Haynes has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Raymond James & Associates, Inc. is a large firm that specializes in portfolio management for individuals, businesses, and investment companies. The firm also offers financial planning, 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 & Associates, Inc.

location

ST. PETERSBURG, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Wesley Choate is a registered representative with Raymond James & Associates, Inc. Christopher has been in the securities industry since May 9, 1994. He has passed the Series 63, Series 7, Series 79TO, and SIE exams. Christopher has been registered with Raymond James since December 9, 2004, and prior to that was registered with Ryan Beck & Co. and Scott & Stringfellow, Inc. Christopher is licensed 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

Amuni Financial, Inc.

location

ST. PETERSBURG, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Eric Taylor is a financial advisor with Amuni Financial, Inc. based in St. Petersburg, FL. Christopher holds several professional licenses and certifications, including Series 7, 66, 52, and 53. Christopher has been active in the industry since July 2016. The advisor is registered in Florida and Maryland. Christopher is a licensed agent and can assist clients with a variety of financial services, including financial planning and portfolio management.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FINANCIAL PLANNING SERVICES AVAILABLE THROUGH CLEARING AGENT AGREEMENT
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Michael Perez is a financial advisor with Raymond James & Associates, Inc., a firm that has $1 billion - $10 billion in assets under management. Christopher has been in the financial services industry since January 2015. Christopher is registered in Georgia and holds Series 6, 7TO and 63 licenses, as well as the SIE exam. Christopher specializes in providing financial advice to corporations, high net worth individuals, individuals, charitable organizations, and insurance companies.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Lauren Taylor is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc., working from the St. Petersburg office in Florida. Christopher Taylor is a registered representative, investment advisor representative and holds FINRA Series 7TO, 66, and 24 licenses. Christopher Taylor's current registration dates are 2020-06-18 and 2021-06-21.

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

7 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Meekins is a financial advisor with Raymond James & Associates, Inc. Christopher has been in the industry since 2017 and is registered with FINRA as a Series 7 and Series 63. He is also a Series 86 and 87 licensed research analyst. Christopher provides a range of financial services including financial planning, portfolio management and education 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

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