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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Fifth Third Securities, Inc.

location

LOUISVILLE, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Emily Bearden is a financial professional with Fifth Third Securities, Inc. based in Louisville, Kentucky. Emily has been in the financial industry since 2019. Emily holds a Series 63, Series 65, and Series 6TO license. Emily has experience providing financial planning and portfolio management services to individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM
Unclaimed

Sanctuary Advisors, LLC

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Emily Nelson is an Investment Advisor Representative at Sanctuary Advisors, LLC. Emily is licensed in Kentucky and has been in the industry since 2013. Emily has worked for a variety of companies in the financial services industry, including Hagyard Equine Medical Institute, Rood and Riddle Equine Hospital, Watchandwager.com, NYRA, The Jockey Club, MCF Advisors, and Shawhan Place. Emily is passionate about helping her clients achieve their financial goals. Emily specializes in financial planning, pension consulting, and educational seminars. Emily is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Emily Jones is a registered representative with Fidelity Brokerage Services LLC and has been in the securities industry since June 2015. Emily is registered to sell securities in 53 states. Emily holds the Series 7, Series 63, and SIE licenses. Emily has a branch office in Covington, KY.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Emily Hardtke is a registered representative with Fidelity Brokerage Services LLC. Emily has been in the industry since 2020 and holds the Series 7TO, Series 63, and SIE licenses. Emily's firm provides investment products and services. Emily is registered to sell securities in 53 states and is licensed to provide investment advice in Kentucky.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Emma Reamer is a financial professional with Fidelity Brokerage Services LLC. Emma has been in the financial industry since June 28, 2024 and has a strong background in investments and securities. Emma is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 63, and SIE licenses. Emma is dedicated to providing excellent service to clients and helping them achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Private Advisor Group, LLC | CFP ® (Certifications)

location

Owensboro, KY

0 Disclosures

ADVISOR BIO

Emma Goetz is an Investment Advisor Representative at Private Advisor Group, LLC. Emma is also a Certified Financial Planner. Emma has a license to sell insurance but any insurance business is separate from the investment advisory services provided by Private Advisor Group, LLC. Emma may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Emma to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group, LLC. Emma uses Retirement & Financial Strategies as the name of the business under which Emma provides investment advice through Private Advisor Group, LLC. This activity is at the address Emma is registered at, and is related to Emma's investment services practice. Emma devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with the time Emma devotes to activity providing investment services through Private Advisor Group, LLC.

SPECIALIZATIONS

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

Keystone Financial Group, LLC

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Emma Cinnamon is an investment advisor representative at Keystone Financial Group, LLC, a firm located in Lexington, Kentucky. Emma has been in the industry since 2017 and has a Series 7TO, Series 66 and SIE license. Previously, Emma worked at Morgan Stanley. Emma has experience working with individuals, corporations and charitable organizations. She specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Thrivent Investment Management Inc.

location

Lexington, KY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuel Washington is a financial professional with over 5 years of experience in the industry. Emmanuel is currently registered with Thrivent Investment Management Inc. in Lexington, Kentucky and holds Series 6, 63 and SIE licenses. Emmanuel specializes in investment products and variable contracts as well as financial planning. Emmanuel works with individual investors and high net worth individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

3 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Ephinity Keonshae Brazzle is a licensed securities professional with Fidelity Brokerage Services LLC. Ephinity has been in the industry since July 2021. Ephinity holds Series 7, Series 63, and SIE licenses. Ephinity is currently registered in 53 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

Louisville, KY

0 Disclosures

ADVISOR BIO

Eric Towell is a financial advisor currently registered with Mariner Wealth Advisors. Eric has been in the financial services industry since 1997 and has held previous roles with firms such as Edward Jones, Empire Asset Management Company, and Invesco Distributors, Inc.. Eric is a Certified Financial Planner and holds Series 7, 63, 65 and SIE licenses. Eric specializes in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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