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Advisors in Boca Raton, Florida
1,608 Results
Unclaimed

Morgan Stanley

location

Boca Raton, FL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Arthur Kondrup is a financial advisor with over 30 years of experience in the industry. Arthur is currently registered with Morgan Stanley and has been with the firm since 2009. Before joining Morgan Stanley, Arthur was an advisor with Citigroup Global Markets Inc. Arthur is a Series 3, 7 and 65 licensed professional. Arthur is a registered investment advisor and also provides brokerage services to clients. Arthur's specializations include asset allocation advice, financial planning, pension consulting, and portfolio management.

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

Valic Financial Advisors, Inc. | CFP ® (Certifications)

location

BOCA RATON, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Jackson is a financial advisor with over 25 years of experience in the financial services industry. Aaron is registered with Valic Financial Advisors, Inc. and offers financial planning, portfolio management and selection of other advisors. Aaron is also a Certified Financial Planner™ professional. Aaron's previous experience includes roles at The Variable Annuity Marketing Company, Public Employees Equities Services Company, American Express Financial Advisors Inc., IDS Life Insurance Company and Pruco Securities Corporation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Kestra Advisory Services, LLC

location

BOCA RATON, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Abbey Elizabeth Ledoux is a financial advisor in Boca Raton, Florida. Abbey has been working in the financial services industry since January 14, 2009. Abbey is currently registered with Kestra Advisory Services, LLC. Abbey holds Series 7, Series 66 and SIE licenses. Abbey's previous firm was National Securities Corporation.

SPECIALIZATIONS

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

Boca Raton, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Abel Jose Anguiano is a registered representative with Morgan Stanley. Abel Jose Anguiano is also an investment advisor representative. Abel Jose Anguiano has been in the industry since June 2007. Abel Jose Anguiano is registered in 53 states and the District of Columbia. Abel Jose Anguiano's previous employer was CITIGROUP GLOBAL MARKETS INC.

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

BOCA RATON, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Langenderfer is a financial advisor with Raymond James & Associates, Inc. located in BOCA RATON, FL. Abigail holds both Series 63 and Series 65 licenses and has worked in the financial industry for over 2 years. Abigail has also worked with Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Prior to her career in finance, Abigail worked in various roles, including at Great Jones and Colgate University. Abigail specializes in financial planning, portfolio management, and selection of other advisers. Abigail Langenderfer is committed to providing clients with personalized financial advice and guidance to help them achieve 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

LPL Financial LLC

location

BOCA RATON, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Frances Wade is a financial advisor with over 3 years of experience in the financial services industry. Abigail is registered with LPL Financial LLC and has a Series 7, Series 66 and SIE license. Abigail has previously worked with UBS Financial Services Inc. Abigail specializes in providing financial planning, portfolio management, and consulting services for individuals, families, and businesses.

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

J.p. Morgan Securities LLC

location

BOCA RATON, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Abigail B. Biney is a registered representative with J.p. Morgan Securities LLC in BOCA RATON, FL. Abigail has been in the industry since 2017 and holds the Series 6, Series 63, and SIE licenses. Abigail has previously worked at WELLS FARGO CLEARING SERVICES, LLC. Abigail provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. Abigail Biney is registered in California and Florida.

SPECIALIZATIONS

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

Boca Raton, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Abigail H Fox has been a registered representative in the financial industry since 1998. Abigail is currently registered with Morgan Stanley and has been with the firm since 2012. Abigail has experience in the financial industry, having worked previously at CITIGROUP GLOBAL MARKETS INC.. Abigail is licensed in 49 states and holds numerous securities licenses including Series 63, 66, 7, 8, 9, 10 and the SIE.

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

Valic Financial Advisors, Inc.

location

BOCA RATON, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Abraham Emery Ser is a financial advisor with Valic Financial Advisors, Inc. Abraham has been in the financial services industry since June 12, 2019. Abraham is registered with the state of Florida and California as a Broker-Dealer and is also registered as an Investment Advisor Representative in Florida. Abraham's areas of specialization include, but are not limited to, portfolio management for individuals, financial planning and selection of other advisors. Abraham has had prior experience with Nova Southeastern University in Ft. Lauderdale, Florida. Abraham is located at 1800 NORTH MILITARY TRAIL, SUITE 340, BOCA RATON, FL 33431.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Noesis Capital Management Corp. | CFP ® (Certifications)

location

BOCA RATON, FL

0 Disclosures

ADVISOR BIO

Abraham Amador-lindner is a financial advisor who is currently registered with Noesis Capital Management Corp. Abraham has been in the industry for over 20 years, and has held licenses with several other firms. Abraham holds the Series 6, 7, 9, 10, 63, and 66 licenses, as well as the SIE designation. Abraham is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSETS UNDER ADVISEMENT

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