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Find Top Financial Advisors in North Miami Beach

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Qualifications of Financial Advisor in North Miami Beach

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in North Miami Beach, Florida
Financial Advisor Office Location Phone Number
Paul Porter,CFP®,
LPL Financial
808 Polk Street,
Hollywood, FL  33019
(954) 920-6644
Jonathon Kollra,
Financial Engines Advisors, LLC
201 South Biscayne Blvd. 28th Floor,
Miami, FL  33131
2 S. University Dr. Suite 231,
Davie, FL  33324
9100 S Dadeland Blvd. Suite 1500,
Miami, FL  33156
2255 Glades Rd. Suite 324A,
Boca Raton, FL  33431
(954) 741-7775

Information on Qualified Financial Advisors in North Miami Beach

Qualifications CRD# 2543647
FirmCRD# 6413
Series 7, 24, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee

Office Location 808 Polk Street,
Phone Number (954) 9206644

CERTFIED FINANCIAL PLANNER TM Over twenty-five years experience in the financial services industry. 20 years in present position as an independent Registered Investment Advisor Representative and Registered Principal. Registrations are held through LPL Financial. Education : B.A. University of Delaware Stonier Graduate School of Banking Boston University -Financial Planning CFP®

About LPL Financial

I am a CERTIFED FINANCIAL PLANNER™ professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with one on one service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by your comfort level in knowing these objectives are being addressed.I have been in the financial services industry for over thirty years and have built my practice on:client service, integrity, and long term investment guidance. I specialize in the following: Financial Planning - Retirement/Estate/Education Retirement Plans - IRA's/Roth/Sep's/401k Rollovers Tax Sheltering - Tax Free Income / Charitable Remainder Trusts / 412i Plans / Cost Effective Investments - Money Managers / Wrap Accounts / Annuities

Qualifications CRD# 3047006
FirmCRD# 104510
Series 7, 9, 10, 63, 66

Compensation/Fee I am a Fee-Based financial professional

Office Location 201 South Biscayne Blvd. 28th Floor,
Phone Number (954) 7417775

Office Location 2 S. University Dr. Suite 231,
Davie,FL  33324

Office Location 9100 S Dadeland Blvd. Suite 1500,
Miami,FL  33156

Office Location 2255 Glades Rd. Suite 324A,
Boca Raton,FL  33431

Joined Financial Engines in 2016. Began his career in the financial services industry in 1997. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Master's degree in Finance from Nova Southeastern University and Bachelor's degree in International Finance and Marketing from the University of Miami. Hometown is Coral Springs, FL. Jonathon enjoys vacations with family, golfing, and anything University of Miami sports.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

List of Additional Financial Advisors in or around North Miami Beach, Florida
Bright Financial, Inc. Sunny Isles Beach, FL
Leumi Investment Services Inc. North Miami Beach, FL
Raymond James Financial Services, Inc. Aventura, FL
JB Hanauer & Co. Hallandale Beach, FL
Onyx Options Consultants Corp. Surfside, FL
Raymond James Financial Services, Inc. Miami Beach, FL
Vincent J. Luongo Financial Solutions, Inc. Hollywood, FL
Fin-Est Wealth & Tax Planning, LLC Pembroke Pines, FL
Financial Saving Services, Inc Miramar, FL
Compagnie Financiere de Conseil d?Investissements, LLC Coral Gables, FL
David L. Winter, P. A. Coral Gables, FL
New England Financial Coral Gables, FL
Ameriprise Financial Services, Inc. Miami, FL

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