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Educational Seminars & Workshops Advisors in Alabama
3,286 Results
Unclaimed

Wells Fargo Clearing Services, LLC | CFA ® (Certifications)

location

MONTGOMERY, AL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Edwin Johnson is a financial advisor associated with Wells Fargo Clearing Services, LLC. Edwin has been in the industry since 2004 and has extensive experience in financial planning and portfolio management. He holds the Series 7, 63, and 65 licenses, as well as the SIE exam. Edwin is also a CFA charterholder, demonstrating his commitment to professional development and expertise.

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

Magnolia Wealth Management LLC

location

DOTHAN, AL

0 Disclosures

ADVISOR BIO

Edwin Alan Cox is a financial advisor currently registered with Magnolia Wealth Management LLC. Edwin is also registered as an investment advisor representative in Alabama, Florida, and Georgia. Edwin has been in the financial services industry since 2004 and has experience working with individuals, high-net-worth individuals, and insurance companies. Edwin has a wide range of experience in financial planning and portfolio management. Edwin is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

Kestra Advisory Services, LLC | CFC ® (Certifications)

location

MOBILE, AL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Edwin Peters is a financial advisor with over 40 years of experience in the financial industry. Edwin is a partner at Financial Strategies, LLC and has been providing financial advice to clients in Alabama, Texas, and other states for over two decades. Edwin holds various licenses and certifications including Series 6, 7, and 63, and is a Chartered Financial Consultant. Edwin currently provides investment advisory services through Kestra Advisory Services, LLC. In addition to his work with Kestra Advisory Services, LLC, Edwin also provides registered representative services through Kestra Investment Services, LLC using a DBA name, Peters Financial LLC.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC | CFC ® (Certifications)

location

Birmingham, AL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Eldon Clarke Williams is a financial advisor who has been in the industry since March 2019. Eldon is a registered representative with Janney Montgomery Scott LLC and is licensed in Georgia and Texas. Eldon has experience working with Northwestern Mutual Investment Services, LLC and SECURITIES AMERICA, INC. Eldon holds Series 63, 7, and 6 licenses, and has earned the Chartered Financial Consultant designation. Eldon has experience working with individuals, corporations, high-net-worth clients, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

BIRMINGHAM, AL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Eldred L. Barger is a financial advisor registered with Ameriprise Financial Services, LLC. Eldred has been in the industry since May 2008 and has experience providing financial planning and portfolio management services to individuals, businesses, and pension plans. Eldred is registered with the Securities and Exchange Commission (SEC) and with the states of Alabama, Connecticut, Florida, Georgia, Mississippi, Tennessee, Texas, and West Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

Birmingham, AL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Eleanor Ingrid Johnson is an active registered representative with Osaic Wealth, Inc. in Birmingham, AL. Eleanor has been in the financial services industry since February 22, 1996. Eleanor is also a registered representative with Securities America, Inc. and has held positions with several other firms over the years. Eleanor holds the Series 6 and Series 63 licenses and is also a holder of the SIE.

SPECIALIZATIONS

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

MWA Financial Services Inc.

location

JASPER, AL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Elijah Cunningham-fowler is a financial advisor who is registered with MWA Financial Services Inc. Elijah has been a financial advisor for over 2 years. Elijah holds a Series 63, Series 6TO, and SIE license. Elijah specializes in financial planning and investment management for individuals and businesses.

SPECIALIZATIONS

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

AE Wealth Management, LLC

location

Huntsville, AL

0 Disclosures

ADVISOR BIO

Elijah levi Sammons Sheffield is an investment advisor representative at AE Wealth Management, LLC. Elijah levi Sammons Sheffield is registered with the state of Alabama and Tennessee. Elijah levi Sammons Sheffield has been in the industry since 2014 and is Series 65 licensed. Elijah levi Sammons Sheffield specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

THE Welch Group, LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Elisabeth Moody is a financial advisor with The Welch Group, LLC, a registered investment advisor based in Birmingham, AL. Elisabeth has been in the financial services industry since 2008 and holds a Series 7 and Series 66 license. Elisabeth is also a Certified Financial Planner. Elisabeth's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Elisabeth is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

TUSCALOOSA, AL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Barnett is a financial advisor who has been in the industry for over 15 years. Elizabeth holds multiple licenses and certifications, including the Series 7, Series 9, and Series 66 licenses. Elizabeth is also a Certified Financial Planner. Elizabeth has a long history in the financial industry, having worked for Merrill Lynch and SAGEPOINT FINANCIAL, INC. Currently, Elizabeth is affiliated with Osaic Wealth, Inc. and is registered to provide investment advice in 12 states. Elizabeth specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

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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