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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jenna Christina Gressler is a registered representative at Fidelity Personal And Workplace Advisors. Jenna has been in the financial services industry since October 20, 2021. She is licensed to provide advisory services in Kentucky, Ohio, and Texas. Jenna has passed the Series 7, Series 63, Series 66, and SIE exams. She specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Meridian Wealth Management, LLC

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Jenna Nicole White is an Investment Advisor Representative at Meridian Wealth Management, LLC. Jenna is licensed in Kentucky. Jenna has been in the financial services industry since 2022. Jenna is a graduate of the University of Kentucky and holds a Series 65 license. Jenna is also a Brand Ambassador for Goodboy Vodka in Lexington, Kentucky.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jenna Knipper is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Jenna has been in the financial services industry since December 2015. Jenna is registered with the state of Kentucky and Texas. Jenna holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Jenna specializes in providing financial planning, investment advice, and educational seminars to individuals, businesses, and charitable organizations. Jenna is committed to providing clients with personalized financial advice that meets their unique needs and goals.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jenna Margaret Brown is a financial advisor at Fidelity Personal and Workplace Advisors. Jenna is licensed in Kentucky, Ohio and Texas. Jenna holds the Series 7TO, Series 63, and Series 66 licenses, as well as the SIE. Jenna has worked in the financial services industry since November 30, 2022. Jenna provides financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

Financial Planning 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

4 Years Experience

0 Disclosures

ADVISOR BIO

Jenna Lynne Shafer is a registered representative with Fidelity Brokerage Services LLC. Jenna holds the Series 7TO, Series 63, and SIE securities licenses. Jenna is licensed to offer securities in 53 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jenna Claire Fessler is a financial advisor registered with Fidelity Personal and Workplace Advisors. Jenna is licensed in Kentucky and Texas and has been in the industry since February 2023. Jenna holds the Series 63, Series 66, Series 7TO and the SIE licenses. Fidelity Personal and Workplace Advisors is a large firm with over $1 trillion in assets under management. Fidelity offers financial planning, investment management, and retirement planning services.

SPECIALIZATIONS

Financial Planning 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

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennette Elizabeth Shelton is a registered representative with Fidelity Brokerage Services LLC and has been in the industry since February 20, 2023. Jennette holds the Series 7TO, Series 63, and SIE licenses. Jennette is licensed in 53 states and territories across the United States.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Alloway is a financial advisor who has been active in the industry since 2014. Jennifer is registered with Fidelity Personal and Workplace Advisors. Jennifer is licensed in both Broker-Dealer and Investment Adviser capacities. She holds a Series 7, 9, 10, 63, and 66 license. Jennifer is also licensed in 52 states and the District of Columbia. Jennifer has experience in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

Financial Planning 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

6 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Rose Himes is a registered representative with Fidelity Brokerage Services LLC. Jennifer has been in the securities industry since August 30, 2018. Jennifer is licensed to sell securities in all 50 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Robert W. Baird & Co. Inc.

location

Lexington, KY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Robin Shliakhau is a financial advisor with over 5 years of experience in the financial industry. Jennifer is currently registered with Robert W. Baird & Co. Inc. in Lexington, KY. Jennifer has experience in a wide range of financial services, including financial planning, portfolio management for businesses, and investment management for pooled investment vehicles. Prior to joining Robert W. Baird & Co. Inc., Jennifer was a financial advisor with J.J.B. HILLIARD, W.L. LYONS, LLC in Lexington, KY. Jennifer 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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