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

Osaic Wealth, Inc.

location

St. Petersburg, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Edward Charles Banks is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with Osaic Wealth, Inc., and holds licenses in several states, including Connecticut, Florida, California, and New York. Edward's expertise includes financial planning, pension consulting, portfolio management for individuals and businesses, 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
Unclaimed

Osaic Wealth, Inc.

location

St. Petersburg, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Edward William Debay is a financial advisor currently registered with Osaic Wealth, Inc. located in East Hartford, CT. Edward has been in the industry since January 24, 2015. Edward is registered with the following regulatory organizations: FINRA, CT and MA. Prior to joining Osaic Wealth, Inc., Edward has also worked with Securities America, Inc., LPL Financial LLC, National Planning Corporation, MetLife Securities Inc. and New England Securities. Edward can provide services such as portfolio management for individuals and businesses, financial planning, educational seminars, 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
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Edward James has been in the financial services industry since March 1999. He is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in Florida. Edward James has experience with clients including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans.

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

0 Disclosures

ADVISOR BIO

Edward Long is a financial advisor registered with Raymond James & Associates, Inc. Edward has been in the financial industry since August 2011. Edward has a broad range of experience, including providing financial planning and investment advice to individuals, businesses, and institutions. Edward has extensive experience in both the brokerage and investment advisory industries. Edward is currently registered as a Registered Representative (Series 7) and Investment Advisor Representative (Series 66) in the state of Florida. Edward has also passed the Securities Industry Essentials (SIE) and Futures Managed Funds (Series 31) exams. Edward is dedicated to providing his clients with personalized financial advice and investment strategies to help them reach their financial 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

Northern Trust Securities, Inc.

location

ST. PETERSBURG, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Edward Yee is a financial advisor with Northern Trust Securities, Inc. Edward has been in the industry since 1996. He is currently registered in 53 states and is also licensed in Illinois. He provides investment advice to individuals, corporations, charitable organizations, and other investment advisors. Edward has a strong track record of success and is committed to providing his clients with personalized financial advice.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Efstratios Michael Serbanos is a financial professional with over 18 years of experience in the industry. Efstratios is currently registered with Raymond James & Associates, Inc. in St. Petersburg, Florida. Efstratios previously worked at MORGAN KEEGAN & COMPANY, LLC and HOWE BARNES HOEFER & ARNETT, 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

2 Years Experience

0 Disclosures

ADVISOR BIO

Egemen C Ozturk is a registered representative with Raymond James & Associates, Inc. Egemen is currently licensed in Massachusetts. Egemen has passed the Series 79TO, Series 63 and the 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

5 Years Experience

0 Disclosures

ADVISOR BIO

Elaine Elise Petrarca is a registered representative with Raymond James & Associates, Inc. in St. Petersburg, Florida. Elaine has been in the industry since December 2019. Elaine has a Series 7, Series 66, and Series 99TO license and is registered in Florida. Elaine's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

12 Years Experience

0 Disclosures

ADVISOR BIO

Elaine Soblit is a financial advisor registered with Raymond James & Associates, Inc. Elaine has been in the industry since 2012 and is based in St. Petersburg, Florida. Elaine has experience in both financial and insurance advisory services.

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

16 Years Experience

0 Disclosures

ADVISOR BIO

Elayna Jean Sanchez is an investment advisor representative with Raymond James & Associates, Inc. in St. Petersburg, Florida. Elayna has been in the industry since 2009 and is a registered representative of both Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Elayna is also a Series 7, Series 9, Series 10, and SIE licensed advisor. Elayna works with a wide variety of clients including individuals, 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

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