Invested Better
Advisors in Birmingham, Alabama
1,316 Results
Unclaimed

Truist Advisory Services, Inc.

location

BIRMINGHAM, AL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Matthew Parks is an investment advisor representative with Truist Advisory Services, Inc.. Ryan has been in the industry since June 2001. Ryan is registered in Alabama, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Previous employers of Ryan include BB&T SECURITIES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

Birmingham, AL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ryan McKay is a financial advisor who has been in the industry since 2002. Ryan is currently registered with Osaic Wealth, Inc. in Birmingham, AL, and is a Registered Representative. Ryan has a strong background in financial services, having worked for a number of prominent firms, including Securities America, Inc., Investcorp, Inc., and ProEquities, Inc. Ryan specializes in a variety of areas, including investment management, financial planning, and retirement planning. Ryan is committed to providing personalized service to clients, and strives 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
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BIRMINGHAM, AL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

S. Travis Creekbaum is a financial advisor who has been in the industry for over 25 years. Travis is currently registered with Wells Fargo Advisors Financial Network, LLC. He is also registered in Alabama, Arkansas, California, Florida, Georgia, Indiana, Louisiana, Minnesota, Mississippi, New York, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Virginia. Travis has a wide range of experience in the financial services industry, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sahil Shameem Hassan is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Sahil has been in the financial industry since May 2023 and is licensed in Alabama and Massachusetts. Sahil has passed the Series 7TO, Series 63 and SIE exams. Sahil specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

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 Pooled Investment Vehicles
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

BIRMINGHAM, AL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Sam Albert Dayhood is a financial advisor with over 25 years of experience in the industry. Sam is currently registered with Raymond James Financial Services Advisors, Inc. Sam also has previous experience with Sterne Agee Financial Services, Inc., Sterne Agee Capital Markets, Inc., and PRUCO Securities Corporation. Sam holds a Series 6, 7, 24, and 63 license and has earned the Certified Financial Planner designation. Sam is a registered investment advisor in Alabama, Florida, Massachusetts, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

BIRMINGHAM, AL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Leigh Hays is a financial advisor with Fidelity Personal AND Workplace Advisors. Samantha has been in the industry since 2015 and holds Series 7 and 66 securities licenses. She is also a Certified Financial Planner. Samantha has experience with Wells Fargo Clearing Services, LLC and previously worked with Wells Fargo Advisors, LLC and Wells Fargo Private Bank. Samantha currently has registrations in Alabama and Texas. Samantha and Fidelity Personal AND Workplace Advisors primarily work with individuals, high-net-worth individuals, corporations and businesses, pension plans and charitable organizations.

SPECIALIZATIONS

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

Colarion | CFA ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Samuel Drayton Haskell is a financial advisor with over 20 years of experience in the financial services industry. Currently registered with Colarion, Samuel holds the Series 7, Series 63, and Series 65 securities licenses, and is also a Chartered Financial Analyst. Samuel has been involved in various financial services roles at firms like Sterne, Agee & Leach, Inc., and Morgan Stanley & Co., Incorporated. In addition to Colarion, Samuel is also a principal of Sipco LLC, a real estate investment firm, and serves on the boards of CommerceOne Bank and Janover, Inc. Samuel specializes in working with high-net-worth individuals, corporations, and other businesses. The services provided by Samuel include financial planning, portfolio management, and pension consulting. Colarion offers various services to clients, including financial planning, pension consulting, educational seminars, portfolio management, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

NBC Securities, Inc.

location

BIRMINGHAM, AL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Douglas Ransom is a financial professional with NBC Securities, Inc. based in Birmingham, AL. Samuel has been in the industry since May 17, 2023 and holds a Series 27 license, qualifying Samuel as a Financial and Operations Principal. Samuel provides financial planning, pension consulting and portfolio management services to individuals, businesses and corporations, with a focus on portfolio management for individuals and businesses. Samuel Douglas Ransom's firm has over 100 clients with regulatory assets under management of over $1.7 billion.

SPECIALIZATIONS

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

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Barton Watts is a financial advisor registered with Concourse Financial Group Securities, Inc. in Birmingham, Alabama. Samuel has been in the securities industry since March 15, 2016. Samuel holds licenses for both securities and investment advisory. Samuel is also a non-public arbitrator for FINRA Dispute Resolution Services.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

Birmingham, AL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Buxton is a financial professional with over 7 years of experience in the industry. Samuel is currently registered with Osaic Wealth, Inc. Samuel has held previous positions with Securities America, Inc., Cetera Investment Services LLC, and Jackson National Life Distributors LLC. Samuel holds the Series 6, Series 63 and SIE licenses and specializes in providing financial planning, portfolio management, and pension consulting to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

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