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

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kamal Hosein is a financial professional with over 13 years of experience in the industry. Kamal is a registered representative with Stifel, Nicolaus & Company, Inc. and holds several licenses including Series 7, 24, 53, 63, 79TO and SIE. Kamal's previous experience includes roles at Sterne, Agee & Leach, Inc. and Sunrise Securities Corp. Kamal specializes in providing financial planning, portfolio management, and pension consulting services.

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

First Horizon Advisors, Inc. | CFA ® (Certifications)

location

Birmingham, AL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kamil Falkowski is a financial advisor with over 8 years of experience in the financial services industry. Kamil is currently registered with First Horizon Advisors, Inc. in Alabama and Louisiana. Before joining First Horizon Advisors, Inc., Kamil was with CAPTRUST and Edward Jones. Kamil holds the Series 7, Series 66, and SIE licenses and is also a Chartered Financial Analyst (CFA).

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

BIRMINGHAM, AL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Karen Willis Knox is a financial advisor with Raymond James & Associates, Inc. Karen has been in the industry since 1994. Karen has a Series 7 and Series 63 license. Karen has previously worked at MORGAN KEEGAN & COMPANY, INC..

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

Raymond James & Associates, Inc.

location

BIRMINGHAM, AL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Karen Allen is a financial advisor with Raymond James & Associates, Inc. in Birmingham, Alabama. Karen has over 30 years of experience in the financial services industry. Karen specializes in providing financial advice to individuals, families, and businesses. Karen also has experience in providing financial planning services.

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

Raymond James & Associates, Inc.

location

BIRMINGHAM, AL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Karen Larson Copper is a financial professional with over 30 years of experience in the industry. Karen currently works at Raymond James & Associates, Inc., where she has been registered since 2013. Karen is also licensed as a Series 63, Series 53, Series 24, Series 57TO, Series 52TO, SIE, Series 55, Series 3, and Series 7 representative. Karen has a proven track record of success in the financial services industry and is committed to providing her clients with personalized financial advice and guidance. Prior to joining Raymond James, Karen was employed by MORGAN KEEGAN & COMPANY, INC. and AMSOUTH INVESTMENT SERVICES, INC.. Karen began her career at PAINEWEBBER INCORPORATED.

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

Charles Schwab & CO., Inc.

location

Birmingham, AL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kate Amdall is an investment advisor representative at Charles Schwab & Co., Inc. Kate has been in the securities industry since 2002. Kate holds licenses in 20 states. Kate also has experience at TD Ameritrade, Inc. and Scottrade, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Elizabeth Starr is a financial advisor with Stifel, Nicolaus & Company, Inc. Katherine has been in the financial services industry since 2014 and has experience working with individuals, high-net-worth individuals, corporations, investment clubs, and charitable organizations. Katherine offers a range of services, including financial planning, portfolio management, and selection of other advisors. Katherine is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in several states.

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

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Morales is a financial professional with Concourse Financial Group Securities, Inc. Katherine is licensed to provide financial advice in Alabama. Katherine has over 6 years of experience in the financial services industry. Katherine holds the Series 99 and SIE licenses and is registered with FINRA.

SPECIALIZATIONS

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

Birmingham, AL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Heath is a registered representative with Morgan Stanley. Katherine has been in the industry since August 2018 and is registered in 31 states and the District of Columbia. Katherine holds the Series 7, Series 66 and SIE licenses. Katherine has specializations in 1, 2, 3, 4, 5, 6, and 7. Katherine has 4 current registrations, including 2 states and FINRA. Katherine has 1 state exam and 2 product exams on record. Katherine has been employed by Morgan Stanley Smith Barney LLC since March 2017. Katherine is also a sole proprietor of a rental property in Homewood, Alabama.

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

Wells Fargo Clearing Services, LLC

location

BIRMINGHAM, AL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Gregg is a financial advisor with Wells Fargo Clearing Services, LLC, a firm that manages over $558 Billion in assets. Katherine has been active in the financial services industry since January 2011. Katherine has a Series 7 and Series 66 license and holds registrations in 20 states. Katherine is currently registered in Alabama and Texas as an Investment Advisor Representative.

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

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