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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Woodmen Financial Services, Inc.

location

MAYFIELD, KY

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Leticia Lynn Browning is a financial professional with over 10 years of experience in the industry. She is currently registered with Woodmen Financial Services, Inc., and holds a Series 6, Series 63, and SIE license. Leticia Lynn Browning is licensed to sell securities in Kentucky and Tennessee.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Investment Distributors, Inc.

location

Covington, KY

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Letitia Morsch is a financial professional with over 15 years of experience in the industry. Letitia is currently registered with Investment Distributors, Inc. in Covington, Kentucky. Letitia holds the Series 6 and SIE licenses. Prior to joining Investment Distributors, Inc., Letitia was with Investors Brokerage Services, Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

EF Legacy Securities, LLC

location

Louisville, KY

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Leven Gray is a financial advisor with EF Legacy Securities, LLC in Louisville, Kentucky. Leven has been working in the financial industry since January 8, 1982 and has extensive experience in various roles including Compliance Officer and Municipal Securities Principal. Leven is registered with FINRA and is also registered to sell securities in 27 states. Prior to joining EF Legacy Securities, LLC, Leven worked at SANDERS MORRIS HARRIS LLC in Fairfax, VA.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Levi Berg is a financial advisor at Fidelity Personal And Workplace Advisors. Levi has been working in the financial services industry since 2022 and has a wide range of experience helping clients with their financial needs. Levi has a Series 7TO, Series 66 and SIE license and is registered in 53 states. Levi is committed to providing personalized advice and helping clients achieve their financial 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

Levi Steven Combs is a registered representative with Fidelity Personal And Workplace Advisors. Levi Steven Combs has been in the securities industry for over 2 years. Levi Steven Combs has passed the Series 7TO, Series 63, Series 66 and SIE exams. Levi Steven Combs is registered in 53 states and is currently licensed in Kentucky, Ohio, and Texas. Levi Steven Combs has worked in various industries, including sales, hospitality, marketing, and finance. Levi Steven Combs currently also works as an independent contractor for MyPatioDesign, where Levi Steven Combs designs outdoor spaces for clients. Levi Steven Combs's focus is on providing financial planning and investment advice to individuals and businesses. Levi Steven Combs also provides portfolio management services.

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

Lewis Curd is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Lewis has been in the financial services industry since November 2022. Lewis is registered to provide investment advice in 53 states and the District of Columbia.

SPECIALIZATIONS

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

Wealth Enhancement Advisory Services, LLC | CFP ® (Certifications)

location

BOWLING GREEN, KY

0 Disclosures

ADVISOR BIO

Lewis Brent Mason is an Investment Advisor Representative associated with Wealth Enhancement Advisory Services, LLC. Lewis Brent Mason holds licenses in Kentucky and Texas. Lewis Brent Mason has been in the industry since July 1992. Lewis Brent Mason has a Series 63 and Series 65 license. Lewis Brent Mason is also a Certified Financial Planner. Lewis Brent Mason has previous experience with TRANS FINANCIAL INVESTMENT SERVICES, INC. and INVEST FINANCIAL CORPORATION. Lewis Brent Mason specializes in retirement planning, college savings, estate planning and insurance planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Robert W. Baird & Co. Inc.

location

Prospect, KY

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Lewis Zwiebel is a financial advisor registered with Robert W. Baird & Co. Inc. Lewis has been in the industry since 1996 and holds the Series 6, 7, 26, 63, 65, and 66 securities licenses. Lewis's advisory services include financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Lewis Zwiebel has been with Robert W. Baird & Co. Inc. since December 2011.

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

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Liam Rabe is a financial advisor at Fidelity Personal And Workplace Advisors. Liam has been in the industry since 2021 and is registered in Kentucky and Texas. Liam has a Series 66, Series 7TO and Series SIE license. Liam specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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

Liam Havighurst is a registered representative with Fidelity Brokerage Services LLC. Liam is a new entrant to the financial services industry and has been actively engaged in the field since August 2023. Liam holds the Series 7TO, Series 63, and SIE licenses, and is actively involved in assisting investors with their financial needs.

SPECIALIZATIONS

No specializations listed.

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