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

Huntsville, AL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Dean Beuoy is a registered representative of Morgan Stanley. Jonathan has been working in the financial industry since March 29, 2017, and is registered in 29 states. Jonathan currently works in the Huntsville, Alabama branch office of Morgan Stanley. Jonathan holds the Series 66, Series 7 and SIE licenses. Jonathan has previously worked at the United States Defense Department and at Morgan Stanley Private Bank, National Association.

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

Synovus Securities, Inc.

location

BIRMINGHAM, AL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Blake Lewis is a registered representative with Synovus Securities, Inc. Jonathan has over 7 years of experience in the financial services industry. Prior to joining Synovus Securities, Jonathan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Sterne Agee & Leach, Inc. Jonathan is also a member of the Junior Board of Glenwood, a non-profit organization serving children and adults with autism. Jonathan specializes in financial planning and portfolio management for individuals and businesses. Jonathan's firm is committed to providing clients with a high level of personalized service.

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Huntsville, AL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Hornsby is a financial advisor at Cambridge Investment Research Advisors, Inc. in Huntsville, Alabama. Jonathan has been in the industry since 2011 and holds the Series 7, Series 66, and SIE licenses. Jonathan is also a Certified Financial Planner. Jonathan has worked for several firms in the past, including LPL Financial LLC and Lincoln Financial Advisors Corporation.

SPECIALIZATIONS

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

Park Avenue Securities LLC | CFP ® (Certifications)

location

MOBILE, AL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jonathan Zimlich is a financial advisor with Park Avenue Securities LLC. Jonathan is a Certified Financial Planner and has been in the financial services industry since 1994. Jonathan is registered with the state of Alabama and several other states, including Arizona, California, Connecticut, Florida, Georgia, Mississippi, New Mexico, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia. Jonathan is a licensed representative of Park Avenue Securities LLC, a registered broker/dealer and investment advisor. Jonathan is also a registered investment advisor representative.

SPECIALIZATIONS

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

HUNTSVILLE, AL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Fredericks is a financial advisor at LPL Financial LLC. Jonathan has been in the financial industry for more than two years and has a strong understanding of the industry. Jonathan holds a Series 7TO, Series 66 and SIE licenses and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Jonathan is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals. Jonathan also provides consulting and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC

location

BIRMINGHAM, AL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Andrew Hollingsworth is a financial advisor with Cetera Investment Advisers LLC, located in Birmingham, Alabama. Jonathan has been in the financial services industry since December 2015. Jonathan is a registered representative of Cetera Investment Services LLC and an investment advisor representative of Cetera Investment Advisers LLC. Jonathan has passed the Series 7, Series 24, Series 66, and SIE exams. Jonathan also provides wealth advising services at Regions Bank.

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. | CFP ® (Certifications)

location

MOBILE, AL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Paul Lentz is a financial advisor registered with Raymond James & Associates, Inc. Jonathan Paul Lentz is also an Investment Advisor Representative. Jonathan Paul Lentz has been in the industry since October 24, 2020. Jonathan Paul Lentz is also registered with the following states: Alabama, Florida, Georgia, Idaho, and Mississippi. Jonathan Paul Lentz holds Series 6, 7TO, 63, and 66 licenses. Jonathan Paul Lentz has been a Certified Financial Planner since 2020. Jonathan Paul Lentz previously worked at PRUCO SECURITIES, LLC.

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

J.p. Morgan Securities LLC

location

Homewood, AL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Arnold is a financial advisor with J.P. Morgan Securities LLC, based in Homewood, Alabama. Jonathan has been in the industry since December 2018. Previously, Jonathan was employed by Wells Fargo Clearing Services, LLC in VESTAVIA, Alabama. Jonathan is registered with FINRA and the State of Alabama. Jonathan holds the Series 66, Series 7TO, and SIE licenses. Jonathan's areas of focus are retirement planning, investment strategies, and wealth management. Jonathan is committed to providing personalized financial guidance to help clients achieve their financial goals.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

Pelham, AL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Estes Douglas is a financial advisor registered with Pruco Securities, LLC. Jonathan has been in the financial services industry for over 10 years and holds Series 7TO and Series 66 securities licenses as well as the SIE exam. Jonathan is also registered in Alabama and Mississippi as an Investment Advisor Representative.

SPECIALIZATIONS

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

Kassouf Wealth Advisors, LLC | PFS ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Jonathan Gerard Kassouf is a financial advisor with Kassouf Wealth Advisors, LLC in Birmingham, Alabama. Kassouf has been in the industry since January 2008. Jonathan is registered in Alabama and has a Personal Financial Specialist designation. Kassouf is a Director at Kassouf & Co., P.C., a public accounting firm.

SPECIALIZATIONS

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

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