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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BIRMINGHAM, AL

experience

7 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jennifer Eagan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since December 2017 and is licensed to provide investment advice in 40 states. Jennifer is a licensed investment advisor and offers a variety of services including financial planning, portfolio management and investment advisory services.

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

Cetera Investment Advisers LLC

location

TUSCALOOSA, AL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Pittman Browning is an investment advisor representative licensed in Alabama and Texas, with Cetera Investment Advisers LLC. Jennifer began her career in the financial services industry in 2012, previously working with CUNA Brokerage Services, Inc. Jennifer is a licensed Series 7, Series 6, Series 63, and Series 65 securities professional, and has a wealth of experience in working with individuals, high-net-worth individuals, businesses, corporations, pension plans, 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
Unclaimed

Ameriprise Financial Services, LLC

location

DOTHAN, AL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Clark Daffron is a financial advisor at Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since 2001. Jennifer is registered with the state of Alabama and Texas and has a Series 7, Series 63, Series 65, and SIE licenses. Jennifer specializes in working with individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Ameriprise Financial Services, LLC offers a wide range of financial planning and investment management services, including asset allocation, portfolio management, financial planning, pension consulting, educational seminars, and publication of periodicals. Jennifer is committed to providing her clients with the highest level of service and expertise 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

THE Welch Group, LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Jennifer Kendall is an Investment Advisor Representative with The Welch Group, LLC. Jennifer has been in the industry since 2014 and is currently registered with the state of Alabama and Texas. Jennifer holds a Series 65 license, and has a Certified Financial Planner designation. Jennifer specializes in providing financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities. Jennifer is dedicated to providing clients with personalized 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

Concourse Financial Group Securities, Inc.

location

Daphne, AL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Quirk is a financial advisor with Concourse Financial Group Securities, Inc. based in Daphne, AL. Jennifer has been in the financial industry since April 1996. Jennifer is registered to offer securities and investment advisory services in Alabama, Kentucky, Mississippi, Missouri. Jennifer is Series 6, Series 63, Series 65, and SIE licensed.

SPECIALIZATIONS

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

Tuscaloosa, AL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Hart is a financial advisor with Morgan Stanley and has been in the industry since April 2006. Jennifer has a wide range of experience and holds licenses for both securities and investment advisory services. Jennifer is registered with several states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Jennifer is also a member of the First Presbyterian Preschool Board and the Chamber of Commerce of West Alabama Board of Directors.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MOBILE, AL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Dismukes is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jennifer has been in the financial services industry since 2003 and holds FINRA Series 7 and Series 66 licenses, in addition to the Securities Industry Essentials Examination. Jennifer is registered with the Securities and Exchange Commission (SEC) and has experience working with individuals, families, and businesses to develop and implement financial plans.

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

Synovus Securities, Inc.

location

HUNTSVILLE, AL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Geroldine Dunaway is a financial advisor with over 23 years of experience in the industry. Jennifer has held various roles at several firms, including BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. currently works at Synovus Securities, Inc. and is registered in 21 states. Jennifer holds licenses in Series 6, 7, 63, and 65 and the SIE. Jennifer is qualified to provide financial planning services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed
location

HUNTSVILLE, AL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Langston is a financial advisor with Edward Jones. Jennifer has been in the industry since 2001 and is registered with FINRA and the state of Alabama. Jennifer holds the Series 63, 7, and SIE licenses. Jennifer has a branch office in Huntsville, Alabama. The office is located at 700 Boulevard South SW, Suite 402, Huntsville, AL 35802.

SPECIALIZATIONS

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

Savant Wealth Management | CFP ® (Certifications)

location

Huntsville, AL

0 Disclosures

ADVISOR BIO

Jennifer Elizabeth Jesup is a Certified Financial Planner™ and a Registered Investment Advisor Representative in Alabama. Jennifer has been a financial advisor for over 5 years, working for several firms before joining Savant Wealth Management. Jennifer is dedicated to providing her clients with personalized financial advice and strategies that align with their goals. She is passionate about helping clients achieve financial security and peace of mind.

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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