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Portfolio Management for Businesses Advisors in Toledo, Ohio
387 Results
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

TOLEDO, OH

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kathleen Pigott is a financial advisor registered with LPL Financial LLC. Kathleen has been in the industry since September 12, 2008 and holds a Series 6, 7, and 66 license. Kathleen is a Certified Financial Planner and has experience working with individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kathleen has also held previous roles with Securian Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Kathleen provides financial planning services including portfolio management, educational seminars, consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Eagle Strategies LLC

location

TOLEDO, OH

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kathryn Kelley Lee is an investment advisor representative with Eagle Strategies LLC based in Toledo, OH. Kathryn has been in the financial services industry since 2000. Kathryn holds a Series 7, 24 and 66 licenses and is registered to provide investment advisory services in 16 states including Ohio, Texas, California, Florida, and Maryland. Kathryn specializes in providing financial planning, portfolio management, and investment advisory services for a wide range of clients including individuals, high-net-worth individuals, families, corporations, charitable organizations, and small businesses. Kathryn previously worked for a number of other firms including The Huntington Investment Company, Key Investment Services LLC, NYLIFE Securities LLC, American Express Financial Advisors Inc, and UBS Paine Webber Inc.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

TOLEDO, OH

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Keely Schuster is a financial advisor at Ameriprise Financial Services, LLC in TOLEDO, OH. Keely has been in the financial services industry since 2013. Keely has Series 7 and Series 63 licenses and is registered with the state of Ohio. Keely specializes in providing financial planning, portfolio management, and asset allocation services to individual and business clients.

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

Osaic Wealth, Inc.

location

TOLEDO, OH

experience

41 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Keith Mitchell is a registered investment advisor representative with Osaic Wealth, Inc. Keith has been working in the financial industry since 1983 and holds Series 6, 7, 24, 26, 51, 63 and 65 securities licenses. Keith also holds the SIE exam. Keith is currently registered with the state of Florida, Michigan and Ohio. Keith offers a variety of financial services to his clients, including portfolio management, financial planning, and educational seminars. Prior to joining Osaic Wealth, Inc., Keith was registered with Signator Investors, Inc., John Hancock Mutual Life Insurance Company and Pruco Securities Corporation.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Toledo, OH

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kelley Gibbons is a registered representative and investment advisor representative with MML Investors Services, LLC. Kelley has been in the financial industry for over 20 years. Kelley is licensed to sell securities in Ohio. Kelley has passed the Series 6 and SIE exams. Kelley has a history of working with clients who are individuals, corporations, pension and profit sharing plans, insurance companies, and charitable organizations.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Toledo, OH

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kellie Stewart is a financial advisor with over 12 years of experience in the industry. Kellie currently works with MML Investors Services, LLC and is based in Toledo, Ohio. Prior to her current role, Kellie has held positions at MSI Financial Services, Inc., New England Securities and W&S Brokerage Services, Inc. Kellie is licensed in Michigan and holds the Series 6, Series 63, and SIE licenses. Kellie specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, insurance companies, charitable organizations, high-net-worth individuals, and trusts, foundations, and endowments.

SPECIALIZATIONS

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

Apricity Financial Planning

location

TOLEDO, OH

0 Disclosures

ADVISOR BIO

Kelsey Burke is a financial advisor at Apricity Financial Planning, located in Toledo, OH. Kelsey has been a registered financial advisor since 2014 and offers financial planning, portfolio management, and educational seminars. Kelsey works with individuals other than high-net-worth individuals. Kelsey is also registered as an investment advisor representative in the state of Ohio. Kelsey has been in the financial services industry for over 9 years.

SPECIALIZATIONS

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

Reinhart Asset Management LLC

location

TOLEDO, OH

0 Disclosures

ADVISOR BIO

Ken Eugene Reinhart is an investment advisor representative with Reinhart Asset Management LLC. Ken has been in the industry since 1994 and holds Series 7, 24, 27, 63 and 65 licenses. Ken has worked for various firms including Questar Capital Corporation and Liberty National Securities Inc. Ken also works for Kohl's Corporation as a Logistics Trouble in their Findlay, OH distribution center.

SPECIALIZATIONS

Portfolio Management for Individuals
INVESTMENT CONSULTING
Unclaimed

Ameriprise Financial Services, LLC | CFP ®,CFC ® (Certifications)

location

TOLEDO, OH

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Robert Close is a financial advisor registered with Ameriprise Financial Services, LLC, who has been working in the industry since September 1994. Kenneth is a Certified Financial Planner™ and a Chartered Financial Consultant, holding various licenses and registrations, including Series 7, Series 63 and SIE. In addition to serving individuals, Kenneth also serves businesses, charitable organizations, trusts, and estates, among others. Kenneth is based in Toledo, OH, where Ameriprise has a branch office located at 5942 Renaissance Place Suite A, Toledo, OH 43623.

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

PFS Investments Inc.

location

TOLEDO, OH

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kevin James Conant is a registered representative with PFS Investments Inc., licensed in Ohio. Kevin has been active in the financial industry since 2012 and holds Series 6, 26 and 63 licenses as well as the SIE exam. Kevin's experience includes working with individuals and businesses on their investment needs. Kevin also offers insurance-related products through Primerica Financial Services.

SPECIALIZATIONS

Portfolio Management for Individuals

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