Financial Advisor In Florida

I have a large 401K that I need to rollover.

Find one that has your best interest in mind, not one that wants to sell you an annuity. If they suggest an annuity, run away.

2007-12-10 09:36:25 by Jack F

www.northstarplanners.com Founder of NorthStar Financial Planners, Allen Giese, CLU ChFC has been a financial advisor for over 17 years. In 2000 ...

I am a recent college grad lookin to work for a financial advisor firm. I live in Ft laduerdale and i need a firm that will be able to start me off with a small base salary.

Morgan Stanley , UBS, Merrill Lynch, Smith Barney, Raymond James, research these, some may have base for awhile and then go straight comm. hope this helps a little.

2007-08-23 11:58:43 by erns798

Price: $5.95 $5.95

I am a recent college grad looking to work for a financial advisor firm.
Do you know anything about Edward Jones?
I am in Ft. Lauderdale

Evensky in Coral Gables. He has his own book and has been cited in the Wall Street Journal numerous times.

2007-07-12 09:21:26 by erns798

Price: $21.99

I will be graduating from a 4 year university with a major in Finance this upcoming spring. I don't have any work experience or previous internships. I have thought about going to grad school to get my MBA but many people have said it is not as valuable until one gets work experience. So, with this being said, I am somewhat clueless as to what entry-level positions I should consider after graduation.

My ultimate goal is to become a financial advisor, which I know will take many year. After at least 3 years of valid work experience, I would like to attempt to get my CFP also. This being said, I am not sure what the best first step would be as an entry-level job if these are my goals. Also, I live in the midwest now and plan to move to the south after graduating. So, I would be looking for jobs in the carolinas, georgia, or florida...if that matters at all. I know I have asked/said a lot, but I would really like to know what steps to make after graduating. Thank you.

I would suggest to apply at a large institution/bank like Citibank, Chase, HSBC as a Personal Banker. Gain experience by recommending/advising customers of financial needs. Once you understand that concept and basics of banking and selling, you'll be able to apply internally as a Financial Advisor.....or even something different since that position will open up many more doors!

2007-07-27 12:46:34 by Kellen K

Hi I recently graduated from high school and was awarded the Florida Medalion scholarship. The scholarship website says visit your financial aid adviser for disbursement and stuff. I will start attending SFCC for the fall semester, when should I pay a visit to their financial aid office?? registration starrs last week of july but Classes dont start till the third week of august. Should i show up in a couple of weeks to see what they say?

What are you waiting for an invitation? OMG!
Call them NOW. Take a proactive approach.
Find out if they have everything you need to get fin aid in the fall. Often they can email you what else they need or point you to the schools central finanical aid database to do things on line.
Modern technology is great.

2008-06-18 00:41:02 by leal90