Invested Better
Advisors in Chattanooga, Tennessee
375 Results
Unclaimed

Silver OAK Securities, Inc. | CFC ® (Certifications)

location

Chattanooga, TN

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Ed McManus is a Registered Representative with Silver OAK Securities, Inc. Ed has been in the industry since 1987. Ed is currently registered in the state of Tennessee. Ed has also held previous registrations with Concorde Investment Services, LLC, SILVER OAK SECURITIES, INCORPORATED, QUESTAR CAPITAL CORPORATION, DUNWOODY BROKERAGE SERVICES, INC., DOMINION CAPITAL CORPORATION and CHUBB SECURITIES CORPORATION. Ed specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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

CHATTANOOGA, TN

experience

37 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

Edward Robert Taliaferro is a financial advisor who has been in the industry since 1987. Edward is currently registered with Robert W. Baird & Co. Inc. and has been registered with the firm since October 2019. Prior to this, Edward was registered with J.J.B. HILLIARD, W.L. LYONS, LLC and Raymond James & Associates, Inc. in various roles. Edward has a broad range of experience in the financial services industry and is well-equipped to assist clients with their financial planning needs.

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

UBS Financial Services Inc.

location

CHATTANOOGA, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Edward Peterson Hostetler is a financial advisor registered with UBS Financial Services Inc. Edward has been in the financial services industry since August 17, 2011. Edward holds the Series 7, Series 31, and Series 66 securities licenses and the SIE exam. Edward is registered in 38 states and is a member of the Leadership Chattanooga Alumni Association and the Boys and Girls Club of Chattanooga. UBS Financial Services Inc. is a leading global financial services firm providing a wide range of financial products and services to individual, corporate, and institutional clients.

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

UBS Financial Services Inc.

location

CHATTANOOGA, TN

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Edward Charles Obrien is a financial advisor with UBS Financial Services Inc. in Chattanooga, Tennessee. Edward has been in the financial industry since January 1997. Edward holds Series 63, 65, 7 and SIE licenses. Edward provides financial advice to a wide range of clients, including individuals, corporations, and charitable organizations. Edward's previous experience includes working for J.C. Bradford & Co. in New York, New York.

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

MML Investors Services, LLC

location

CHATTANOOGA, TN

experience

33 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Elizabeth Sloan is a financial professional with over 30 years of experience in the industry. Elizabeth is registered with MML Investors Services, LLC and has been active in the industry since January 1991. Elizabeth specializes in providing financial guidance to a wide range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. Elizabeth is dedicated to helping her clients 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

CHATTANOOGA, TN

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Elizabeth Sims is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Elizabeth has been in the financial services industry since 1988. Sims holds FINRA Series 7, 9, 10, 63, and 65 licenses and the SIE exam. Elizabeth is registered with the State of Georgia and Tennessee. Sims is currently active in the following specializations: portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, and selection of other advisors. Sims's past experience includes working for First Union Brokerage Services, Inc. Chatfield Dean & Co., Inc., The Stuart-James Company, Incorporated, and Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

CHATTANOOGA, TN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Emerson Matthews Brown is a financial advisor at Raymond James & Associates, Inc. Emerson has over 9 years of experience in the financial industry. Emerson holds the Series 63, Series 65, Series 7, and SIE licenses. Emerson also holds the Certified Financial Planner designation. Emerson is registered to provide investment advisory services in Alabama, Arizona, California, Colorado, Florida, Georgia, Louisiana, Massachusetts, Mississippi, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and West Virginia. Emerson has previously worked at Truist Investment Services, Inc. and Brown Associates, Inc. Emerson is committed to providing 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Equitable Advisors, LLC

location

CHATTANOOGA, TN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Erica Nichole Croomes is a registered representative with Equitable Advisors, LLC. Erica has been in the industry since December 2018. Erica holds Series 63, Series 65, Series 7 and SIE licenses. Erica is registered in several states, including Alabama, Arkansas, Florida, Georgia, North Carolina, Tennessee, and Virginia. Erica also has prior experience as a financial advisor with First Horizon Advisors, Inc.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

CHATTANOOGA, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Erica Tipton Archer is a financial advisor registered with Ameriprise Financial Services, LLC. Erica is a registered representative in Tennessee and holds the Series 7TO, SIE, and Series 66 licenses. Erica has been in the financial industry since December 10, 2023, and offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

Stone Bridge Asset Management, LLC | CFA ® (Certifications)

location

CHATTANOOGA, TN

0 Disclosures

ADVISOR BIO

Erik Boehm is an investment advisor representative registered with Stone Bridge Asset Management, LLC. Erik is a Chartered Financial Analyst and has been in the industry since 2005. Erik has a strong focus on providing investment advice and financial planning services to individuals, families, and small businesses. Erik is also a partner in Stone Bridge Capital Group, LLC, and Colter Bay Strategies, LLC, both of which are investment-related activities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
MODEL PROVIDER, FINANCIAL COACHING

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