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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

John Walcutt is a financial professional with Fidelity Brokerage Services LLC. John is registered with the state of Kentucky and has been in the industry since 2016.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James Financial Services Advisors, Inc.

location

BOWLING GREEN, KY

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

John Yates is a financial advisor with over 16 years of experience in the financial services industry. John is currently registered with Raymond James Financial Services Advisors, Inc. in Kentucky and has previously worked with BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., and Ameriprise Financial Services, Inc. John is a registered representative and 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Louisville, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

John Thomas Ryan is a financial advisor associated with Ameriprise Financial Services, LLC. John Thomas Ryan is a Certified Financial Planner and holds Series 7TO, Series 66, and SIE licenses. John Thomas Ryan has been in the financial services industry for over 2 years. John Thomas Ryan has a variety of experience in the industry including roles at The Vanguard Group, Inc., Level Four Financial, US Bank, and Finishline. John Thomas Ryan is registered with the state of Indiana and Kentucky for both investment advisory and securities services. John Thomas Ryan is also registered with the state of Texas for investment advisory services. John Thomas Ryan specializes in providing financial planning, pension consulting, and asset allocation services.

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
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

John McDowell is a financial advisor with Fidelity Brokerage Services LLC. John has been in the financial services industry since July 29, 2011. John is licensed to offer securities in Kentucky, Massachusetts, Texas and Utah. John has passed several industry exams including the Series 66, Series 9, Series 10, Series 7 and the SIE Exam.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

John Francis Doran is a registered representative with Fidelity Brokerage Services LLC. John has been in the securities industry since August 2021 and has passed the Series 7TO, Series 63, and SIE exams. John holds registrations in 53 states and is currently located at the Covington, KY branch of Fidelity Brokerage Services LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Robert W. Baird & Co. Inc.

location

Lexington, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

John Anderson Ditto is an active investment advisor representative registered with Robert W. Baird & Co. Inc. John has been in the financial services industry since 2016. John has a variety of experience, including working at J.J.B. HILLIARD, W.L. LYONS, LLC. John specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. John is registered with the Securities and Exchange Commission (SEC) and holds several industry certifications, including the Series 7, Series 63, and Series 65 licenses.

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

Investment Distributors, Inc.

location

Covington, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

John Griffth Heft is a financial professional with over 9 years of experience in the industry. John is currently registered with Investment Distributors, Inc. in Covington, Kentucky. John is also registered with the states of Illinois, Kansas, Missouri, and Ohio. Previously, John was employed with Nationwide Investment Services Corporation in Grandview Heights, Ohio. John holds the Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

John Marshall Francis Sorensen is a registered investment advisor representative at Fidelity Personal AND Workplace Advisors. Sorensen holds Series 7TO and Series 66 securities licenses and has been active in the securities industry since October 20, 2021. Sorensen is registered to offer investment advice in 53 states and the District of Columbia. Sorensen has experience providing financial planning, educational seminars, and portfolio management services. Sorensen's firm provides investment advice to high-net-worth individuals, pension plans, and corporations. Sorensen may be compensated for his services through a percentage of assets under management or fixed fees.

SPECIALIZATIONS

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

MUNFORDVILLE, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John Trousdale is an investment advisor representative and registered representative for Edward Jones. John has been in the financial services industry for over 30 years and has a wide range of experience in providing financial advice to individuals and businesses. John holds a Series 7TO, Series 66, and SIE license and is registered in 20 states. John is based in Munfordville, Kentucky, and works out of the Edward Jones office located at 201 MAIN STREET.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

LOUISVILLE, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

John F. Stepp is a financial advisor at Robert W. Baird & Co. Inc. located in Louisville, Kentucky. John Stepp has been in the industry since 2018. John Stepp has passed the Series 7, Series 66, and SIE exams. John Stepp previously worked at Edward Jones and has a broad range of experience in the financial services industry.

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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