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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

15 Years Experience

0 Disclosures

ADVISOR BIO

James Michael Watts is a financial advisor registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. James Watts has been in the financial industry since 2009. James Watts is a licensed securities professional holding several certifications, including Series 7, 9, 10, 24, 66 and SIE exams. James Watts is also a registered investment advisor. James Watts has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, PRUCO Securities, LLC and Waddell & Reed, 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

10 Years Experience

0 Disclosures

ADVISOR BIO

James Randal Weston is a financial advisor with Raymond James & Associates, Inc. in Saint Petersburg, Florida. James Weston has been in the industry since September 2014. James Weston has licenses for Series 63, Series 87 and Series 7. James Weston is registered with the states of Florida and Texas. James Weston specializes in: Securities, Mutual Funds, Variable Life and Variable Annuities, Annuities, and Retirement Planning.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

James Orick is a financial advisor with over 20 years of experience in the industry. James is currently registered with Raymond James & Associates, Inc. in St. Petersburg, Florida. Prior to his current role, James was affiliated with Raymond James & Associates, Inc. in Memphis, Tennessee, and Morgan Keegan & Company, Inc., also in Memphis. James holds FINRA Series 6, 7, 63 and SIE licenses and is registered in Tennessee.

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

Corient | CFP ® (Certifications)

location

St. Petersburg, FL

0 Disclosures

ADVISOR BIO

James Paul Berndt is a financial advisor with Corient. James Paul Berndt is based in St. Petersburg, Florida, and has been in the industry since 2012. James Paul Berndt is a Certified Financial Planner. James Paul Berndt holds the Series 65 and SIE licenses. James Paul Berndt specializes in Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

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 Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed
location

St. Petersburg, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jamie Juncosa is a financial advisor with Morgan Stanley. Jamie has been in the industry since 2009 and is registered in 53 states and the District of Columbia. Jamie is also registered in Texas as an investment advisor representative. Jamie holds Series 7, 9, 10, 63, and 66 licenses and the SIE exam. Jamie previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

28 Years Experience

0 Disclosures

ADVISOR BIO

Jamie John Zingaretti is a registered representative with Raymond James & Associates, Inc. and has been in the industry since April 1997. Jamie holds multiple licenses including Series 66, Series 99TO, SIE, Series 16, and Series 7. Jamie has a diverse range of experience and is registered in 23 states.

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

17 Years Experience

0 Disclosures

ADVISOR BIO

Jamie Wills has been a registered representative in the financial industry since 2007. Jamie has a background with Merrill Lynch, Pierce, Fenner & Smith Incorporated and is currently employed with Raymond James & Associates, Inc.. Jamie has a Series 66 license and Series 7, 9, and 10 licenses. Jamie specializes in retirement planning, college savings, investment strategies and financial planning.

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

14 Years Experience

0 Disclosures

ADVISOR BIO

Jamila Kravarusic is a financial advisor with Raymond James & Associates, Inc., with over 9 years of experience in the financial services industry. Jamila has been registered with the state of Florida since 2011. Previously, Jamila was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jamila holds the Series 7, SIE, and Series 66 licenses. Jamila specializes in providing financial advice to high net worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, 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

21 Years Experience

0 Disclosures

ADVISOR BIO

Janeen Frances Whoolery is a financial advisor with Raymond James & Associates, Inc. based in St. Petersburg, Florida. Janeen has been in the financial industry since 2003. She is registered with FINRA and the state of Florida. Janeen specializes in providing financial planning, investment management, and pension consulting services to individuals, corporations, and other entities.

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

disclosure

1 Disclosures

ADVISOR BIO

Janell Harris is a financial professional who has been in the industry since 2023. She is a registered representative of Raymond James & Associates, Inc., and specializes in a variety of financial products and services. Janell holds the Series 99TO and SIE licenses and has experience in operations, securities and financial planning.

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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