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Financial Advisors in Kentucky
5,932 Results
Unclaimed

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

location

Lagrange, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Stephen Van zant is a financial advisor with Concourse Financial Group Securities, Inc. located in Lagrange, Kentucky. Zachary has been working in the financial services industry since 2015 and is licensed to sell securities in 15 states. Zachary holds the Series 66, Series 7, and SIE securities licenses and is also a Certified Financial Planner. Zachary offers a variety of financial planning and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting 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

17 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Bitzer is an investment advisor representative with Fidelity Personal And Workplace Advisors. Zachary has been in the industry since 2008 and has been registered with Fidelity Personal And Workplace Advisors since 2018. Zachary is licensed in Kentucky, Ohio and Texas and has a Series 66, Series 63, Series 10, Series 9, SIE and Series 7.

SPECIALIZATIONS

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

W&S Brokerage Services, Inc.

location

FORT WRIGHT, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Rick Martin is a financial professional with over 2 years of experience in the industry. He is registered as a broker-dealer with the following states: Florida, Indiana, Kentucky, Minnesota, Nevada, and Ohio. Zachary is also registered as an Investment Advisor Representative in Indiana, Nevada, and Ohio. Zachary's firm, W&S Brokerage Services, Inc. provides investment advisory services to individuals and businesses. The firm specializes in providing investment advice and financial planning to a wide range of clientele. Zachary is committed to providing clients with personalized and tailored financial advice.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Zachary A. Harris is an investment advisor representative with Fidelity Personal And Workplace Advisors. Zachary A. Harris is registered with the state of Texas as an investment advisor representative. Zachary A. Harris has been in the securities industry since August 1, 2019. Zachary A. Harris holds Series 66, 7TO, and SIE licenses.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

PADUCAH, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Hosman is a financial advisor with Robert W. Baird & Co. Inc., registered in Kentucky and a number of other states. Zachary has over 10 years of experience in the financial services industry. He is a graduate of the University of Kentucky. Zachary is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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

10 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Zachary Popp is a registered representative and investment advisor representative with Fidelity Personal AND Workplace Advisors. Zachary is licensed in 52 states and the District of Columbia and has been in the industry since May 2015. Zachary has passed the Series 66, Series 7 and SIE exams. Zachary is able to provide financial planning, educational seminars 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

LPL Enterprise, LLC

location

COVINGTON, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Bohannon is a financial advisor with LPL Enterprise, LLC, based in Swansea, Illinois, with over 4 years of experience in the financial services industry. Zachary also has a registration with Fidelity Personal and Workplace Advisors in Covington, Kentucky. Prior to joining LPL Enterprise, LLC, Zachary held positions with Northwestern Mutual Investment Services, LLC, and Wells Fargo Clearing Services, LLC. Zachary is a licensed financial advisor in 53 states and holds Series 6, 7, 9, 10, 63, and 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Dilcher is a financial professional with over 4 years of experience in the industry. Zachary is currently registered with Fidelity Brokerage Services LLC and has a Series 7, Series 63, and SIE license. Previously, Zachary was registered with J.P. Morgan Securities LLC. Zachary is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Ettinger is a financial advisor with Fidelity Brokerage Services LLC. Zachary has been in the financial services industry since June 5, 2008 and is registered with the Financial Industry Regulatory Authority (FINRA) as a Series 7 and Series 63 licensed representative. Zachary holds a Securities Industry Essentials Examination (SIE) license as well. Zachary is registered to offer securities in 53 states and territories of the United States, including Alabama, Alaska, Arizona, Arkansas, and California.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

4 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Zachary Haag is a financial professional with over two years of experience in the industry. Zachary has a strong background in securities, having passed the Series 6, 7, and 63 exams. Zachary is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity, Zachary was a registered representative with WESBANCO Securities, Inc. Zachary is licensed to conduct business in 53 states and territories, and has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

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