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

Wells Fargo Clearing Services, LLC

location

BIRMINGHAM, AL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michele Seale Pair is a financial advisor with Wells Fargo Clearing Services, LLC and has been working in the financial services industry for over 20 years. Michele is registered in 44 states and the District of Columbia. Michele's background is with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michele's primary office is located in Birmingham, Alabama.

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

BIRMINGHAM, AL

experience

14 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Michelle Largen is a financial advisor who has been in the industry since 2010. Michelle is currently registered with Osaic FA, Inc. and has been registered with them since January 2023. Before working at Osaic FA, Inc., Michelle was registered with Cetera Advisors LLC and Lincoln Financial Advisors Corporation. Michelle specializes in providing retirement planning and financial planning services. Michelle holds Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Osaic Wealth, Inc.

location

Birmingham, AL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Justine Radtke is a financial advisor with Osaic Wealth, Inc., located in Birmingham, AL. Michelle has been in the financial industry since 2003. She holds the Series 6, 7, 99, and SIE licenses, in addition to passing the Series 63 exam. Michelle has been with Osaic Wealth, Inc. since 2024 and has previously worked for SECURITIES AMERICA, INC., WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC., WELLS FARGO INVESTMENTS, LLC, PRUCO SECURITIES CORPORATION, and PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC. Michelle specializes in 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
Unclaimed
location

HUNTSVILLE, AL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Cook is a financial advisor with Keel Point, LLC in Huntsville, Alabama. Michelle has been in the financial industry since June 20, 1999. Michelle holds the Series 66, Series 7 and SIE licenses. Prior to joining Keel Point, LLC, Michelle was registered with Truist Investment Services, Inc. in Mobile, Alabama. Michelle has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and state or municipal government entities. Michelle specializes in providing financial planning, portfolio management for businesses and individuals, and consulting services to third-party RIAs.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICE TO THIRD-PARTY RIA
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kassouf Wealth Advisors, LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Michelle Grunewald Pike is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and has been in the financial industry since July 2000. Michelle is a Registered Investment Advisor representative for Kassouf Wealth Advisors, LLC in Birmingham, Alabama. Michelle is also a principal for Kassouf & Co., an accounting firm, and performs accounting functions for the firm.

SPECIALIZATIONS

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

BIRMINGHAM, AL

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michelle Wyatt McClendon is a registered representative with PNC Investments, a firm with a strong focus on providing financial advice to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. Michelle has over 9 years of experience in the financial services industry. Michelle holds multiple securities licenses, including Series 7, 24, 63, and 52TO. Michelle is also licensed to provide investment advice in 51 states and the District of Columbia. Michelle is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Principal Securities, Inc.

location

Birmingham, AL

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mike Anthony Priestley is a financial advisor with Principal Securities, Inc., based in Birmingham, Alabama. Mike has been working in the financial services industry since January 20, 1982. Mike has been registered with Principal Securities, Inc. since October 24, 2019. Before joining Principal Securities, Inc., Mike worked for MML INVESTORS SERVICES, LLC, PROEQUITIES, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., THE O.N. EQUITY SALES COMPANY, NFP SECURITIES, INC., M HOLDINGS SECURITIES, INC., JEFFERSON PILOT SECURITIES CORPORATION, JEFFERSON-PILOT INVESTOR SERVICES, INC., JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC., PHOENIX EQUITY PLANNING CORPORATION, IFG NETWORK SECURITIES, INC., MANEQUITY, INC., and G. R. PHELPS & CO., INC.. Mike has a strong track record of providing financial advice to individuals, businesses, and institutions. Mike is committed to providing his clients with personalized financial advice and services that meet their unique needs. Mike holds both Series 6 and Series 63 licenses and has passed the SIE exam. Mike also holds a license to sell fixed life, annuity, DI, LTC, and group benefits in Alabama.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

HUNTSVILLE, AL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Miles Stumb is a financial advisor at UBS Financial Services Inc. Miles is registered with FINRA and has been in the industry for 6 years. Miles has Series 7TO, SIE, and Series 66 licenses. Miles is registered in 28 states including Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, and Wisconsin. Miles is a registered investment advisor (IA) in Alabama and Texas.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

NORTHPORT, AL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Miles Christian Franklin is an investment advisor representative with Cetera Investment Advisers LLC. Franklin is registered with the state of Alabama. Franklin has been in the industry since July 16, 2015. Franklin has passed the Series 66, Series 7, and SIE exams. Franklin is registered in 18 states and is active in both broker-dealer and investment advisor roles. Franklin's firm Cetera Investment Advisers LLC is a large firm with over $100 billion in assets under management. The firm offers a variety of services, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Stonex Advisors Inc. | CFP ® (Certifications)

location

BIRMINGHAM, AL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Milind Shah is a financial advisor with Stonex Advisors Inc. Milind has been in the financial services industry since September 1999. Milind is registered in Alabama, Arizona, California, Florida, Maryland, Massachusetts, New Jersey, New York, Rhode Island, Texas, and Virginia. Milind provides a range of financial planning services, including portfolio management, investment management, and pension consulting. Milind is a Certified Financial Planner.

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

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