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

Stonex Advisors Inc.

location

BIRMINGHAM, AL

experience

47 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark C. Heberger is an investment advisor representative at Stonex Advisors Inc. based in Birmingham, Alabama. Mark C. Heberger has been in the financial services industry since 1977 and has been registered with the SEC and FINRA for over 30 years. Mark has a comprehensive understanding of the financial markets and a wide range of investment products and services. Mark C. Heberger specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Mark is committed to providing clients with personalized advice and guidance to help them reach their financial goals. Mark C. Heberger has a strong reputation for integrity and professionalism and is dedicated to serving the needs of his clients.

SPECIALIZATIONS

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

Bmss Wesson Wealth Solutions | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Mark Alan Wesson is a financial advisor who provides investment advice and financial planning services to individuals, families, and businesses. Mark has been in the financial services industry since 1997. Mark is currently registered with Eversource Wealth Advisors, LLC, and BMSS Wesson Wealth Solutions. Prior to his current role, Mark worked at various firms including LPL Financial, Wells Fargo Advisors, and Wachovia Securities. Mark holds the Series 7 and Series 63 securities licenses, and the SIE exam. Mark is also a Certified Financial Planner.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Birmingham, AL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Mark David Presley is a financial advisor with Cambridge Investment Research Advisors, Inc. in Birmingham, AL. Mark Presley has been in the financial services industry since November 2003. Prior to joining Cambridge Investment Research Advisors, Inc., Mark Presley was registered with Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Mark Presley is licensed to provide investment advice in Alabama, Arizona, Florida, Georgia, New York, South Dakota, Tennessee, Texas, and Virginia. Mark Presley has a Series 66 license and holds the Series 7 and SIE licenses. Mark Presley is affiliated with Sterling Capital LLC as an Owner.

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

Raymond James & Associates, Inc.

location

BIRMINGHAM, AL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Mark Charles Henry is a financial advisor with Raymond James & Associates, Inc. Mark has been in the financial services industry for over 17 years. He is a licensed representative in Alabama and Texas. Mark has a variety of licenses and certifications including a Series 66 license and a Series 7 license. He is also registered as an investment advisor representative in Alabama and Texas. Mark specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

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

Summit Financial, LLC

location

BIRMINGHAM, AL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Mark Perkins is a financial advisor who has been in the industry since 1996. He is currently registered with Summit Financial, LLC, where Mark provides financial and investment advice to clients. Mark's previous experience includes working with Ameriprise Financial Services, LLC, IDS Life Insurance Company, and VTR Capital, Inc. Mark holds the Series 7, Series 63, and SIE licenses and is registered to provide investment advice in 22 states.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BIRMINGHAM, AL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Mark Covan Cole is a registered representative with Wells Fargo Clearing Services, LLC. Mark has been in the industry since February 6, 2017 and has a combined state law license and a General Securities Representative license. Mark is licensed to sell securities in Alabama and Texas and has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other business entities.

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

Independent Financial Group, LLC

location

BIRMINGHAM, AL

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Elmore is a financial advisor who has been in the industry since 2005. He has been with Independent Financial Group, LLC since 2022. Before joining Independent Financial Group, LLC, Mark Elmore worked with Private Client Services, LLC, LPL Financial LLC, Securities America, Inc., and American General Securities Incorporated. Mark is registered to provide financial advice in Alabama, Florida, Georgia, Mississippi, and North Carolina. Mark Elmore specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio 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
Unclaimed

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

location

HUNTSVILLE, AL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Mark Franklin Roberts is a financial advisor with Wells Fargo Clearing Services, LLC. Mark has been in the financial services industry since April 17, 2006 and is registered with the Securities and Exchange Commission as an investment advisor representative. Mark is also registered as a broker-dealer with the Financial Industry Regulatory Authority (FINRA). Mark's firm, Wells Fargo Clearing Services, LLC, is a registered investment adviser with the SEC and offers investment consulting services to institutional clients. The firm also offers financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. Mark has a broad range of experience in the financial services industry and is well-equipped to provide comprehensive financial advice to his 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

DOTHAN, AL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mark Wesley Wingate is a financial advisor with over 8 years of experience in the industry. Mark is currently registered with Morgan Stanley in both Alabama and Texas. Previously, Mark was registered with PFS Investments Inc. and BBVA Securities Inc. Mark has earned several licenses including Series 63, Series 66, Series 7, Series 9, Series 10, Series 24 and the SIE exam. Mark specializes in working with high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Mark is committed to providing his clients with personalized financial advice and services.

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

LPL Financial LLC

location

HUNTSVILLE, AL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Mark Francis Poslajko is a financial advisor associated with LPL Financial LLC. Mark has been working in the financial services industry since 2004 and is registered in Alabama. Mark has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Mark offers a range of financial services, including financial planning, portfolio management, and consulting 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

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