Invested Better
Selection of Other Advisors Advisors in Arkansas
1,898 Results
Unclaimed

Raymond James & Associates, Inc.

location

Fayetteville, AR

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Suze Anna Myers is a registered representative with Raymond James & Associates, Inc., a financial services firm based in St. Petersburg, Florida. Suze has over 17 years of experience in the financial services industry, and has been registered with Raymond James & Associates, Inc. since February 2013. Prior to that, Suze was a registered representative with Morgan Keegan & Company, Inc. Suze holds the Series 63, SIE, and Series 7 licenses. Suze specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutional clients.

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

Raymond James & Associates, Inc.

location

LITTLE ROCK, AR

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sydney Harrod is a registered representative with Raymond James & Associates, Inc. based in Little Rock, Arkansas. Sydney has been in the financial services industry since 2016. Sydney is a Series 7TO and SIE licensed professional. Sydney's specializations include helping clients with financial planning, pension consulting, portfolio management for individuals and businesses, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

LITTLE ROCK, AR

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Sydney Gilbert is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Sydney is registered with the state of Arkansas and Texas. Sydney has 17 years of experience in the financial services industry. Sydney's specialties include retirement planning, college savings, estate planning, and insurance. Sydney is also a Certified Financial Planner. Sydney is committed to providing her clients with personalized financial advice and guidance.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LITTLE ROCK, AR

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Sylas Boone Robinson is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Sylas Robinson has been in the financial services industry since September 15, 2004. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Sylas Robinson was registered with EDWARD JONES and SIGNATOR INVESTORS, INC.. Sylas Robinson holds the Series 66, Series 7, and SIE licenses. Sylas Robinson provides financial advice to high-net-worth individuals, corporations, and other businesses. Sylas Robinson also specializes in insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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

Raymond James & Associates, Inc.

location

FORT SMITH, AR

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sylvia Howe is a financial professional with over 17 years of experience in the financial services industry. Sylvia has worked with Raymond James & Associates, Inc. since 2013, and has previously worked at firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sterne, Agee & Leach, Inc., and Morgan Stanley DW Inc. Sylvia holds a Series 66, SIE, Series 31, and Series 7 license and is registered to provide financial advice in Arkansas.

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

Fayetteville, AR

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tafta Evans Rogers is a registered representative with Edward Jones. Tafta has been working in the financial services industry for over 10 years. Tafta is licensed to sell securities in Arkansas and Texas and is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. The firm's main office is located in St. Louis, MO. The firm offers a variety of financial services to individual and institutional clients. The firm's main office is located in St. Louis, MO.

SPECIALIZATIONS

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

LITTLE ROCK, AR

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Tamara Katherine Stewart is a registered representative with Stephens. Tamara has been in the securities industry since November 3, 1988 and is licensed in 35 states. Tamara's professional licenses include Series 63, Series 7 and SIE. Tamara's office is located in Little Rock, AR. The firm's office is located at 111 Center Street, Little Rock, AR. Stephens is a registered investment advisor that offers a variety of services including financial planning, pension consulting, and educational seminars. Stephens manages assets for a variety of clients including high-net-worth individuals, corporations, and pension plans. They have over 14 billion dollars in assets under management.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ROGERS, AR

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tammie Oliver is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years in the securities industry. Tammie holds Series 7, SIE, and Series 63 licenses. Tammie's previous experience includes a role at RAYMOND JAMES & ASSOCIATES, INC. Tammie is licensed in multiple states including Arkansas, Alabama, Arizona, California, Colorado, and North Carolina.

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

Raymond James & Associates, Inc.

location

LITTLE ROCK, AR

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Tammy Renee East is a financial advisor who has been working in the industry since 1995. Tammy is currently registered with Raymond James & Associates, Inc., and has previously worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Stephens Inc. Tammy is licensed in several states, including Arkansas, Texas, California, Colorado, Florida, Georgia, Louisiana, Mississippi, New Mexico, North Carolina, Oklahoma, Tennessee, Washington and Alabama. Tammy specializes in portfolio management for individuals and businesses. She also offers financial planning and pension consulting 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

Ameriprise Financial Services, LLC

location

LITTLE ROCK, AR

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tammy Davis is a financial advisor with Ameriprise Financial Services, LLC in Little Rock, AR. Tammy has been working in the financial industry since 1998. Tammy is licensed to provide financial advice in 24 states. Tammy's current location is 22 Rahling Circle, Little Rock, AR, 72223. Tammy is also an employee of Larry Root and Associates and works from 40 to 59 hours per month. Tammy specializes in financial planning, asset allocation services, portfolio management for businesses and individuals, pension consulting, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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