Years of Experience
5-20+ Years
BIRMINGHAM, AL
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
Birmingham, AL
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
BIRMINGHAM, AL
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
BIRMINGHAM, AL
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
BIRMINGHAM, AL
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
Birmingham, AL
22 Years Experience
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
BIRMINGHAM, AL
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
Birmingham, AL
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
Birmingham, AL
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
BIRMINGHAM, AL
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