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Financial Planning Services Advisors in Dallas, Texas
3,096 Results
Unclaimed

Advisor Resource Council | CFP ® (Certifications)

location

DALLAS, TX

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Miriam Favor is a financial advisor with over 20 years of experience in the industry. She has a strong background in providing financial advice to a diverse range of clients, including individuals, families, businesses, and charitable organizations. Miriam is also a Certified Financial Planner, demonstrating her commitment to providing comprehensive and personalized financial advice. Miriam is currently affiliated with Advisor Resource Council, a Dallas-based independent Registered Investment Advisor firm. She has a wide range of experience in providing investment advice, financial planning, and retirement planning services. Prior to joining Advisor Resource Council, Miriam was with Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Prospera Financial Services, Inc.

location

DALLAS, TX

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Misty Dawn Patrick is a financial advisor at Prospera Financial Services, Inc. based in Dallas, Texas. Misty has been in the financial services industry since 1999. She is a registered representative with FINRA and holds Series 63, SIE and Series 52 licenses. Misty specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Misty has experience working at a variety of firms including SAMCO Capital Markets, Inc., Penson Financial Services, Inc., Service Asset Management Company, SWS Securities Inc., Hartfield, Titus & Donnelly, LLC and Titus & Donnelly LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

DALLAS, TX

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Stevens is a financial advisor who has been in the industry since 1992. Mitchell is currently registered with LPL Financial LLC in Dallas, TX. Mitchell has been registered with LPL Financial LLC since May 2019 and previously worked at PFS Investments Inc. Mitchell's areas of specialization include retirement planning, investment management, college savings, and estate planning.

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

Fluent Financial, LLC | CFP ® (Certifications)

location

DALLAS, TX

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Kramer is a financial advisor with over 20 years of experience in the industry. Mitchell is a Certified Financial Planner and holds a Series 7, Series 63, and Series 24 license. Mitchell is currently registered with Fluent Financial, LLC and previously worked with LPL FINANCIAL LLC and American Express Financial Advisors Inc.. Mitchell is a member of the Texas Tech Rawls School of Business Advisory Council. Mitchell provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Mitchell has a strong track record of helping clients achieve their financial goals. Fluent Financial, LLC is a Registered Investment Advisor with approximately $287 million in assets under management. The firm provides financial planning, portfolio management, and pension consulting services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

DALLAS, TX

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Vickery is a registered representative with Raymond James & Associates, Inc. Mitchell has been in the financial industry since February 20, 2022. Mitchell is licensed to sell securities in Texas.

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

RBC Capital Markets, LLC

location

DALLAS, TX

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mitchell Basson is a financial advisor who has been in the industry since 1984. Mitchell is currently registered with RBC Capital Markets, LLC and is licensed to provide financial advice in all states. Mitchell has a broad range of experience and holds multiple licenses and certifications. Prior to RBC Capital Markets, LLC, Mitchell was affiliated with Cantor Fitzgerald & Co., J.P. Morgan Securities Inc., Bear, Stearns & Co. Inc., and Dean Witter Reynolds Inc. Mitchell specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, corporations, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DALLAS, TX

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Mohamed Yahiaoui is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He is a Series 7, Series 31 and Series 66 licensed professional with over 13 years of experience in the financial services industry. Mohamed Yahiaoui has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2011. Previously, Mohamed Yahiaoui was employed with Morgan Stanley Smith Barney. Mohamed Yahiaoui specializes in providing investment advice to individuals, businesses, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. He also provides financial planning and investment management services. Mohamed Yahiaoui is registered with the Securities and Exchange Commission (SEC) and with the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Avantax Advisory Services

location

DALLAS, TX

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Moises Humberto Ospina is a financial advisor registered with Avantax Advisory Services and Avantax Planning Partners, Inc. Moises is a licensed insurance agent and financial planning consultant who provides financial advice and insurance products as part of a holistic financial plan. Moises has been in the financial services industry since 2004 and has a wide range of experience in financial planning, investment management, and insurance. Moises has the Series 4, 7, 24, 53, and 66 securities licenses and is registered in multiple states. Moises's areas of expertise include retirement planning, college savings, estate planning, and insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

Dallas, TX

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Molly Edwards is a financial advisor currently registered with J.p. Morgan Securities LLC. Molly has been in the financial services industry since 2014 and has experience working with individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Molly is registered in 53 states and the District of Columbia. Molly is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

DALLAS, TX

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Monica Guerra Snapka is a financial professional registered with J.P. Morgan Securities LLC, with over 2 years of experience in the financial services industry. Monica holds the Series 63, Series 7TO, and SIE licenses. Monica is based in Dallas, Texas and is affiliated with the J.P. Morgan Securities LLC branch office in Dallas. Monica specializes in working with individuals, corporations, high-net-worth individuals, pension and profit sharing plans, insurance companies, charitable organizations, and labor unions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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