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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Doherty is a financial advisor with Fidelity Brokerage Services LLC, based in Covington, Kentucky. Amanda has passed the Series 7, Series 63 and SIE exams. Amanda's career in the financial industry began on January 22, 2021.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Moore is a registered representative with Fidelity Brokerage Services LLC. Amanda has been in the securities industry since May 2019. Amanda has passed the Series 6TO, Series 63 and SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

U.s. Bancorp Investments, Inc.

location

Loretto, KY

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Wells Schmutte is a financial advisor with U.S. Bancorp Investments, Inc. Amanda has been in the industry since April 24, 1994. Amanda is registered with the state of Kentucky and Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

PFS Investments Inc.

location

MAYFIELD, KY

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Rosales Rowe is a financial professional who has been in the industry since 1999. Amanda works with PFS Investments Inc., which has its main office in Duluth, GA. Amanda holds the Series 6, Series 63, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Amanda currently works out of the Mayfield, KY office of PFS Investments Inc. Amanda is also registered in the state of Kentucky and Washington. Amanda specializes in providing investment advisory services to individual clients. PFS Investments Inc. is a registered investment advisor and offers a wide range of advisory services to its clients.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Prior is a registered representative with Fidelity Personal And Workplace Advisors. Amanda Prior holds the Series 66, Series 9, Series 10, Series 7TO, and SIE licenses. Amanda Prior has been in the industry since January 2021. Amanda Prior is licensed in Kentucky, Massachusetts, Texas, and Utah.

SPECIALIZATIONS

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

Concourse Financial Group Securities, Inc. | CFP ® (Certifications)

location

Lagrange, KY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Grace Connaughton is a financial advisor with Concourse Financial Group Securities, Inc., a firm with offices in Birmingham, Alabama and Lagrange, Kentucky. Amanda has been in the financial services industry since 2018 and has earned the Certified Financial Planner designation. Amanda is registered to offer securities advice in a variety of states.

SPECIALIZATIONS

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

National Financial Services LLC

location

COVINGTON, KY

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Banks is a financial advisor with National Financial Services LLC in Covington, Kentucky. Amanda has been in the financial services industry since October 14, 2007. Amanda is licensed to provide financial advice in Kentucky. Amanda is also a registered representative with FINRA.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Cipriani is a financial advisor who has been in the industry for over 3 years. Amanda is registered with Fidelity Personal AND Workplace Advisors and is licensed to provide investment advice in Kentucky, Ohio and Texas. Amanda offers investment advisory services, financial planning, educational seminars, and selection of other advisors. Amanda also holds Series 7TO, SIE and Series 66 licenses.

SPECIALIZATIONS

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

ADP Broker-Dealer, Inc.

location

LOUISVILLE, KY

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Casler is a registered representative with ADP Broker-Dealer, Inc. Amanda has over 14 years of experience in the financial services industry and holds licenses in 52 states, as well as the Series 7 and SIE exams. Before joining ADP Broker-Dealer, Inc., Amanda worked as a Financial Advisor at PRUCO Securities, LLC. Amanda is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Investment Distributors, Inc.

location

Covington, KY

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Amanda Fleskoski is a financial professional with over 8 years of experience in the industry. Amanda is currently registered with Investment Distributors, Inc., a firm headquartered in Covington, Kentucky. Amanda holds the Series 6, Series 63, and SIE licenses and is registered in Alabama, Arkansas, Louisiana, Mississippi, Oklahoma, and Texas. Prior to joining Investment Distributors, Inc., Amanda worked with Concourse Financial Group Securities, Inc. in Spring, Texas.

SPECIALIZATIONS

No specializations listed.

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