Financial Advisors United States

Financial Advisors

Morgan Stanley

https://www.morganstanley.com/what-we-do/wealth-management/ Los Angeles, CA; Washington, DC; Miami, FL; Atlanta, GA; Chicago, ... Los Angeles, California, USA
Washington, District Of Columbia, USA
Miami, Florida, USA
Atlanta, Georgia, USA
Chicago, Illinois, USA
Boston, Massachusetts, USA
New York, New York, USA
West Conshohocken, Pennsylvania, USA

Los Angeles, California, USA
Washington, District Of Columbia, USA
Miami, Florida, USA
Atlanta, Georgia, USA
Chicago, Illinois, USA
Boston, Massachusetts, USA
New York, New York, USA
West Conshohocken, Pennsylvania, USA

Since Morgan Stanley was founded in New York City in 1935, it has evolved into one of the world's foremost financial institutions. Though headquartered in the United States, Morgan Stanley is a leader in the global integration of finan ...

Financial Advisors

Edward Jones

https://www.edwardjones.com/about/index.html Fitchburg, MA; Dillon, MT Fitchburg, Massachusetts, USA
Dillon, Montana, USA

Edward D. Jones & Co., L.P., since 1995 simplified as Edward Jones[1] is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, through its branch network of ...

Financial Advisors

Park Avenue Financial Advisors, LLC

http://www.parkavenuefinancialadvisors.com/ New York, NY New York, New York, USA

112 Madison Ave # 5, New York, NY 10016, USA. Whether you have significant assets to manage - or if you are just starting to accumulate wealth - you need a personalized strategy to achieve your financial goals. Our goal is to provide y ...

Financial Advisors

Summit Wealth Partners, LLC

http://www.mysummitwealth.com/ Orlando, FL Orlando, Florida, USA

Summit Wealth Partners offers wealth management services for those in Orlando, Naples and Jacksonville. Thirty years ago, our firm began under different iterations and corporate structures. Through substantial growth, we are now Summit ...

Financial Advisors

Modera Wealth Management

https://www.moderawealth.com/ Atlanta, GA; Boston, MA; Westwood, NJ; Charlotte, NC Atlanta, Georgia, USA
Boston, Massachusetts, USA
Westwood, New Jersey, USA
Charlotte, North Carolina, USA

Atlanta, Georgia, USA
Boston, Massachusetts, USA
Westwood, New Jersey, USA
Charlotte, North Carolina, USA

As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests. We provide objective advice, persona ...

Financial Advisors

Peak Financial Solutions

http://www.peakfinancialsolutions.com/ Las Vegas, NV Las Vegas, Nevada, USA

Your financial life is complicated. Whether you are a pre-retiree, a business owner, or a Nevada government worker, you are not immune to the complexities of personal finances. Luckily, Peak Financial Solutions is specialized in helpin ...

Financial Advisors

Source Financial Advisors

https://www.sourcefa.com/ New York, NY New York, New York, USA

Wealth transfer – especially where a business is involved – can be one of the most complex and challenging issues faced by high-net-worth families. Our experience and best practices in engaging and educating the next generation on weal ...

Financial Advisors

A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and Series 65 or Series 66 qualification examination. According to the U.S. Financial Industry Regulatory Authority (FINRA), qualification designations and compliance issues must be reported for public view. FINRA specifies the following groups who may use the term financial advisor: brokers, investment advisers, private bankers, accountants, lawyers, insurance agents and financial planners.

Wikipedia