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

Raymond James & Associates, Inc.

location

BIRMINGHAM, AL

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory Majors is a registered investment advisor representative with Raymond James & Associates, Inc., based in Birmingham, AL. Gregory has been in the industry since September 21, 1998. Previous to joining Raymond James, Gregory was with Morgan Keegan & Company, Inc. and AMSOUTH INVESTMENT SERVICES, 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

NBC Securities, Inc.

location

HUNTSVILLE, AL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Musso is a registered investment advisor representative with NBC Securities, Inc. Gregory has been in the securities industry since 2001. Gregory is registered in Alabama, Florida, Georgia, Illinois, Michigan, North Carolina, North Dakota, South Carolina, Texas and Virginia. Gregory holds the Series 63, Series 65 and Series 7 securities licenses. NBC Securities, Inc. is an investment firm based in Birmingham, Alabama. The firm has approximately $1 billion to $10 billion in assets under management.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

HUNTSVILLE, AL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

G Scott Newsom is a financial advisor with over 25 years of experience. G Scott Newsom is currently registered with Wells Fargo Clearing Services, LLC, a broker-dealer and investment advisor. G Scott Newsom has held previous positions with Morgan Stanley and Citigroup Global Markets Inc. G Scott Newsom has also worked with Legg Mason Wood Walker, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. G Scott Newsom is licensed to provide investment advisory services in Alabama and Texas. G Scott Newsom also holds licenses to provide brokerage services in Alabama, Arkansas, California, Delaware, District of Columbia, Florida, Georgia, Iowa, Kentucky, Massachusetts, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Texas, and Utah.

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

Wells Fargo Clearing Services, LLC

location

BIRMINGHAM, AL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Guillermo Vela is a financial advisor with Wells Fargo Clearing Services, LLC. Guillermo has been in the industry since 2006 and is registered in multiple states. Guillermo has experience in providing financial planning, portfolio management, and investment consulting services for individuals, businesses, and institutional clients.

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
location

Madison, AL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Gunnar Birgisson is a financial advisor with Edward Jones. Gunnar is licensed in Alabama and Texas, and is registered as a broker-dealer and investment advisor. Gunnar has 25+ years of experience in the financial industry, and is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Guntersville, AL

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Guy Hamilton Caffey is a financial advisor with Raymond James Financial Services Advisors, Inc. Guy has been working in the industry since 1999. Guy is registered with the state of Alabama and holds a variety of licenses and registrations including Series 63, 66, 7, 9, 10, and SIE. Guy is a financial advisor with experience providing financial planning, portfolio management, and other services to individuals, businesses, and institutions. Guy is committed to providing clients with personalized financial advice and guidance to help them reach 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Guy Allen is a financial professional with over 10 years of experience in the financial services industry. Guy is a registered representative of Concourse Financial Group Securities, Inc. and holds Series 6, Series 63 and SIE licenses. Guy's previous employers include The Leaders Group, Inc., Saybrus Equity Services, LLC, ProEquities, Inc. and Capital Brokerage Corporation. Guy specializes in providing financial advice and services to individuals, businesses, and institutions. Guy is committed to helping clients 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BIRMINGHAM, AL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Guy Bentley Wilder is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Guy has been in the securities industry since April 2010 and has registrations in both broker-dealer and investment advisor capacities. Guy has also been a representative for Morgan Stanley.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Equitable Advisors, LLC

location

BIRMINGHAM, AL

experience

43 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gwendolyn Reese is a financial professional with over 40 years of experience in the industry. Gwendolyn is a registered representative with Equitable Advisors, LLC, a leading financial services firm, and has held this position since 2007. Prior to joining Equitable Advisors, LLC, Gwendolyn worked with THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES for 18 years. Gwendolyn holds Series 6, Series 63 and SIE licenses.

SPECIALIZATIONS

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

FOLEY, AL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Haley Elizabeth Blackmon is a registered representative at Edward Jones in Foley, Alabama. Haley is registered in 42 states for broker-dealer activities and in 3 states for investment advisory services. Haley has been working in the financial industry for over 4 years. Haley holds a Series 7, Series 66 and SIE license. Haley specializes in providing financial planning, pension consulting, and investment management services for individuals and businesses.

SPECIALIZATIONS

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

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