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Educational Seminars & Workshops Advisors in Alabama
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Unclaimed

Cetera Investment Advisers LLC | CFP ®,PFS ® (Certifications)

location

BRIMINGHAM, AL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Robert Easterling is a financial advisor with Cetera Investment Advisers LLC, a firm that has offices in Schaumburg, Illinois and numerous locations across the United States. Robert Easterling has been in the industry since 2001. Robert Easterling is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Financial Specialist. Robert Easterling is registered to provide investment advisory services in Alabama and Texas. Robert Easterling is also registered to provide brokerage services in Alabama, Florida, Georgia, Indiana, Kentucky, Mississippi, Nebraska, New Mexico, North Carolina, Pennsylvania, South Carolina, Tennessee, and Texas.

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.

location

MOBILE, AL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Robert Johnston is a financial advisor with Raymond James & Associates, Inc. in MOBILE, AL. Robert has been working in the financial services industry since 1997. Robert is registered with the state of AL as both a Broker-Dealer and Investment Advisor Representative. Robert is also registered with the state of TX as a Broker-Dealer and Investment Advisor Representative. Robert has experience working at several firms, including STIFEL, NICOLAUS & COMPANY, INCORPORATED.

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
location

ANNISTON, AL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Robert Clay Blackwell is a financial advisor currently registered with LPL Financial LLC. Robert has been in the financial services industry since June 9, 2013. Robert holds licenses Series 66, Series 7 and SIE. Robert is registered to provide advisory services in Alabama, Arkansas, California, Florida, Georgia, Kentucky, Louisiana, Mississippi, Ohio, Tennessee and Washington.

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

Raymond James & Associates, Inc.

location

MONTGOMERY, AL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Robert Glenn Ray has been in the financial services industry since 1988 and is currently registered with Raymond James & Associates, Inc. Robert has prior experience with several firms, including Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., Amsouth Investment Services, Inc., UBS PaineWebber Inc., J.C. Bradford & Co., MetLife Securities Inc. and Metropolitan Life Insurance Company. Robert holds a Series 6, 7, 63 and 65 license and the SIE exam. Robert is a financial professional who provides investment and financial planning services to individuals, corporations, and institutions.

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

Principal Securities, Inc.

location

Birmingham, AL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Robert Allen Little is a financial advisor with Principal Securities, Inc., a company that has been in business for over 100 years. Robert has been in the industry since 2004 and has experience in providing financial planning, investment advice, and retirement planning services. Robert is registered to offer securities and investment advisory services in Alabama, and is also registered as an Investment Advisor Representative in Texas. Robert has a wide range of experience with various client types including individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Robert Grayson Barber is a financial advisor with Raymond James & Associates, Inc. Based in Birmingham, Alabama, Robert has been in the industry since 2014. Robert is licensed to provide investment advice and services in Alabama. Robert has passed the Series 7TO and SIE exams. Robert specializes in various investment strategies and services.

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

LPL Financial LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Robert Moody is a financial advisor with LPL Financial LLC and is based in Birmingham, Alabama. He is a Certified Financial Planner with experience in the financial services industry since 2008. Robert has worked with Ameriprise Financial Services, Inc., Triad Advisors, Inc., PNC Investments, Synovus Securities, Inc. He has a Series 7, Series 66, and SIE license. Robert specializes in providing financial advice to individuals and families, corporations, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Stonex Advisors Inc.

location

BIRMINGHAM, AL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Robert Clymer Hendrickson is a financial advisor with over 18 years of experience in the financial services industry. Robert has a strong track record of helping clients reach their financial goals. Robert is a registered representative with Stonex Advisors Inc. and has been working with them since 2016. Robert is also a registered investment advisor representative. Robert holds Series 7, 63, and 65 licenses. Robert is dedicated to providing his clients with personalized financial advice and guidance. Robert is a strong advocate for his clients and is committed to helping 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
FINANCIAL CONSULTING SERVICES
Unclaimed
location

Birmingham, AL

0 Disclosures

ADVISOR BIO

Robert Bradley-poole Propst is an investment advisor representative currently registered with Captrust in Birmingham, Alabama. Robert has over 17 years of experience in the financial industry and is licensed in Alabama. Prior to joining Captrust, Robert has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Empower Financial Services, Inc., TIAA-CREF Individual & Institutional Services, LLC, AXA Advisors, LLC, and World Group Securities, Inc. Robert specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

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

HARTSELLE, AL

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Moore Payne is a financial advisor with Edward Jones in HARTSELLE, AL. Robert has been in the industry since May 21, 1991, and has worked for Edward Jones since August of 1991. Robert is registered to provide investment advice in multiple states including Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Mississippi, North Carolina, Oklahoma, Tennessee, and Texas. Robert has Series 63, 7, and SIE licenses, and is dedicated to providing sound financial advice to clients.

SPECIALIZATIONS

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

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