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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Ernst & Young Investment Advisers LLP

location

Louisville, KY

0 Disclosures

ADVISOR BIO

Joshua Conner is an Investment Adviser Representative registered with Ernst & Young Investment Advisers LLP. Joshua Conner is based in Louisville, Kentucky. Joshua Conner has been in the industry for over 10 years. The advisor earned the Series 65 license and is currently registered with the state of Kentucky. Joshua Conner has a specialization in Financial Planning, Educational Seminars, and Portfolio Management for Individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Fouts is a financial advisor with over 10 years of experience in the industry. Joshua holds a Series 63, 66, and 7 license and is currently registered as a Registered Representative and Investment Advisor Representative in Kentucky, Ohio, and Texas. Joshua is associated with Fidelity Personal And Workplace Advisors. Joshua provides a range of financial services, including financial planning, portfolio management, and educational seminars. Joshua's clients include individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and government entities.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Danville, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Josiah Robbins is a financial advisor at Avantax Advisory Services. Josiah Robbins is a registered representative and investment advisor representative in Kentucky. Josiah Robbins has been in the industry since October 2022. Josiah Robbins has passed the Series 66, Series 7TO and SIE exams. Josiah Robbins is also a tax + wealth associate for McDaniel Wealth Management, PLLC, where Josiah Robbins has been working since August 2020.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Josiah William Archer is a registered representative with Fidelity Personal And Workplace Advisors. Josiah William Archer is registered with the following regulatory authorities: Kentucky, Ohio, and Texas. Josiah William Archer's profile shows that they have been in the industry since October 1, 2020. Josiah William Archer is also registered with the following SROs: FINRA and the state of Kentucky. Josiah William Archer has passed the Series 63, Series 66, Series 7TO and the SIE exams. The firm that Josiah William Archer is associated with, Fidelity Personal And Workplace Advisors, is a Registered Investment Advisor and is headquartered in Boston, Massachusetts.

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Josiah Richard Stuhmer is a registered representative with Fidelity Brokerage Services LLC. Josiah is licensed in 53 states and the District of Columbia. Josiah passed the Series 7TO, Series 63, and SIE exams. Josiah has been in the securities industry since April 14, 2024. Josiah’s current employment is with Fidelity Brokerage Services LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jossie Lynn Belcher is a registered representative with Fidelity Brokerage Services LLC. Jossie Lynn Belcher has been in the industry for over 2 years, beginning their career on 03/29/2022. Jossie Lynn Belcher holds the following licenses and certifications: Series 7TO, Series 63, and SIE.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fifth Third Securities, Inc.

location

LOUISVILLE, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Josue Tlamasico is a financial professional with Fifth Third Securities, Inc. Josue has been in the industry since October 28, 2020. Josue is registered in Indiana and Kentucky, offering investment advisory services to individuals, businesses, high-net-worth individuals, and other entities.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

LOUISVILLE, KY

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joyce Meyer is a financial advisor with UBS Financial Services Inc. She is registered with the state of Kentucky, Florida, and Texas. She has been in the financial industry since 1996. Joyce has experience working with a variety of clients, including individuals, businesses, and charitable organizations. She specializes in a range of financial services, including financial planning, portfolio management, and pension consulting. Joyce is dedicated to helping clients achieve their financial goals. She is committed to providing them with personalized advice and guidance.

SPECIALIZATIONS

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

Allstate Financial Services, LLC

location

Louisville, KY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Juan Miguel Gomes is a financial advisor currently registered with Allstate Financial Services, LLC. Juan has been in the financial industry since 2001. Juan is licensed to offer securities advice and products in Indiana and Kentucky. He holds the Series 6, Series 26, Series 51, and Series 63 licenses as well as the SIE.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Judy Carole Prusinowski is a financial advisor registered with Fidelity Personal And Workplace Advisors. Judy Carole Prusinowski has been in the industry since February 1, 2023. The advisor has a Series 7TO, SIE, and Series 63 licenses. Judy Carole Prusinowski is registered with the state of Kentucky and Texas. The advisor is also registered with the state of Kentucky as an Investment Advisor Representative. Judy Carole Prusinowski provides investment advisory services such as portfolio management for individuals and businesses, financial planning and selection of other advisors. Judy Carole Prusinowski is employed by Fidelity Personal And Workplace Advisors.

SPECIALIZATIONS

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

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