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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Gonzales is a financial advisor at Fidelity Personal and Workplace Advisors in COVINGTON, KY. Jesse has been in the financial industry since 2023. Jesse is registered as a Registered Representative in KY, OH, TX. Jesse also holds the following licenses: Series 7TO, SIE, and Series 66. Jesse is a licensed professional that can assist you with financial planning services.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

PADUCAH, KY

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Taylor is a financial advisor with over 20 years of experience in the industry. Jesse is a Certified Financial Planner and a Chartered Financial Consultant. Jesse works with individuals, families, businesses, and retirement plans. Jesse is registered with LPL Financial LLC and has a branch office in Paducah, Kentucky. Jesse is also registered with the state of Kentucky as an investment advisor representative.

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

Robert W. Baird & Co. Inc.

location

LOUISVILLE, KY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Newman is a registered representative with Robert W. Baird & Co. Inc. based in LOUISVILLE, KY. Jessica has been in the industry for over 6 years. Prior to joining Robert W. Baird & Co. Inc., Jessica was employed at J.J.B. HILLIARD, W.L. LYONS, LLC. Jessica has passed the Series 66, SIE, and Series 7 exams and has been registered with the state of Kentucky. Jessica specializes in providing financial advice to individuals, businesses, corporations, investment companies, high-net-worth individuals, pooled investment vehicles, insurance companies, investment companies, 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 Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Reliant Wealth Planning, LLC | CFP ® (Certifications)

location

LOUISVILLE, KY

0 Disclosures

ADVISOR BIO

Jessica Lauren Bourassa is a Certified Financial Planner™ professional, registered with Reliant Wealth Planning, LLC. Jessica has been in the financial services industry for 10 years. Jessica specializes in working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Jessica's firm provides portfolio management for individuals, financial planning, and educational seminars.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LEXINGTON, KY

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Schmidt is a financial advisor who has been in the industry since 2009. Jessica is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Lexington, Kentucky. Jessica is licensed in 34 states and is also an investment advisor in Kentucky and Texas. Jessica specializes in providing financial advice to individuals, corporations, businesses, pension plans, insurance companies, and charitable organizations. Jessica has experience with providing investment management, performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisors, and educational seminars.

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

LOUISVILLE, KY

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Miller is a financial advisor with Raymond James & Associates, Inc. She has been in the financial industry since December 2005. Jessica is registered to provide securities and investment advisory services in Alabama, Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, and Virginia. Jessica Miller holds the Series 66, Series 7, and SIE licenses. Jessica's previous employer was PNC INVESTMENTS.

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

Silver OAK Securities, Inc.

location

Elsmere, KY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Railey Wells is a registered representative with Silver Oak Securities, Inc. in Elsmere, Kentucky. Jessica holds the Series 7, Series 63, and SIE licenses. She has been working in the securities industry since 2008. Previously, Jessica was a representative for AVANTAX INVESTMENT SERVICES, INC.. Jessica specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

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

First Command Advisory Services

location

Radcliff, KY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Elaine Blaisdell is an investment advisor representative with First Command Advisory Services. Jessica has been in the financial industry since October 15, 2013 and holds licenses in 27 states. First Command Advisory Services is a registered investment advisor with over $10 billion in assets under management. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Jessica is a trusted financial advisor with experience in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Bennion is a financial advisor with Fidelity Personal AND Workplace Advisors. Jessica is licensed in Kentucky and Texas. Jessica specializes in working with individuals, businesses, high-net-worth individuals, and pension and profit-sharing plans. Jessica’s experience includes providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

LEXINGTON, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Belville is a registered representative with Raymond James & Associates, Inc. in Lexington, KY. Jessica is a Series 7TO and SIE licensed professional. Jessica has been in the financial services industry for over 10 years. Jessica has experience working with clients of all types, including individuals, businesses, and institutions. Jessica can provide a range of financial services, including financial planning, portfolio management, and retirement planning.

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

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