Invested Better
Market Timing Services Advisors in Knoxville, Tennessee
174 Results
Unclaimed

Eagle Strategies LLC

location

KNOXVILLE, TN

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Quick is an investment advisor representative registered with Eagle Strategies LLC. Matthew has been working in the financial industry since 2018. Matthew has passed Series 6, 7, 63, 66 and 24 exams. He has been registered as an Investment Advisor Representative since 2022 and has been working with Eagle Strategies LLC since August 2022.

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

Knoxville, TN

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Alexander Williams is a financial advisor at Ameriprise Financial Services, LLC. He has been in the industry since July 2020. Matthew Alexander Williams holds the Series 63, Series 65, Series 7TO and SIE licenses. Matthew Alexander Williams is registered to provide advisory services in Colorado, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Maryland, Michigan, Minnesota, North Carolina, Ohio, South Carolina, Tennessee and Virginia. Matthew Alexander Williams is located in Knoxville, Tennessee.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Knoxville, TN

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Lynn Anderson is a financial advisor with Ameriprise Financial Services, LLC. Melissa has been a registered representative since February 2003. Melissa is licensed to provide investment advice and securities products in multiple states. Melissa also holds a Series 66 license and the Securities Industry Essentials Examination (SIE). Melissa has over 20 years of experience in the financial services industry. Melissa is a Certified Financial Plannerâ„¢. Melissa has experience working with individual clients, businesses, and trusts. Melissa can help you with a variety of financial planning needs, including retirement planning, college savings, and estate planning.

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
location

KNOXVILLE, TN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Marie Mijares is a registered investment advisor representative with Tvamp, LLC, a Knoxville, TN based firm. Melissa has been in the securities industry since March 27, 2013, and her registration with Tvamp, LLC began on April 25, 2022. Melissa is licensed to provide investment advisory services in Alabama, California, Florida, Georgia, Illinois, North Carolina, South Carolina, Tennessee, and Wisconsin. Melissa is also a licensed investment advisor representative in Tennessee and provides investment advisory services through Tennessee Valley Asset Management Partners, LLC, an independent investment advisor firm. Melissa specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

KNOXVILLE, TN

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kull is an investment advisor representative with Eagle Strategies LLC. Michael is registered in Tennessee and California. Michael has been in the industry for over 10 years and is a Series 63, Series 66, Series 7 and SIE licensed representative. Michael specializes in financial planning, portfolio management for individuals, pension consulting, and educational seminars. Michael has experience working with individuals, businesses, and charitable organizations. The firm, Eagle Strategies LLC, manages over $20 billion in assets.

SPECIALIZATIONS

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

KNOXVILLE, TN

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Griffin Conaty is an investment advisor representative with Tvamp, LLC in KNOXVILLE, TN. Michael is a registered investment advisor with the state of Tennessee and has been in the industry since 1999. Michael has been affiliated with FTB ADVISORS, INC., SUNTRUST SECURITIES, INC., INTERSECURITIES, INC., CRESTAR SECURITIES CORPORATION, and MML INVESTORS SERVICES, INC.. Michael holds the following securities licenses: Series 6, Series 7, Series 26, and Series 63. Michael is a member of FINRA and the state of Florida. Michael provides financial planning, portfolio management for individuals, pension consulting, and educational seminars.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

KNOXVILLE, TN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Michael Mason is a financial advisor at Truist Advisory Services, Inc. Michael has been in the financial industry for over 5 years and has a Series 7, Series 66, and SIE license. Michael is registered with the state of Tennessee and 21 other states. Michael specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Michael is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Marsh Wealth Management, LLC

location

KNOXVILLE, TN

0 Disclosures

ADVISOR BIO

Michael Burns Marsh is an investment advisor representative with Marsh Wealth Management, LLC in Knoxville, Tennessee. Michael has been in the financial industry since December 2010 and is registered with the state of Tennessee and Texas as an Investment Advisor Representative. Michael is also a Certified Public Accountant and an active owner of a registered CPA firm, Marsh Professional Group. Michael's firm provides financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

Knoxville, TN

0 Disclosures

ADVISOR BIO

Michael Reynolds is a financial advisor with Mariner Wealth, an investment advisory firm. Michael is registered in Tennessee as an Investment Advisor Representative. Michael has been a financial advisor since 2019. Michael earned a Certified Financial Planner designation and has experience in the financial services industry for more than 10 years. Michael has worked at Insight Strategic Wealth LLC, Helen Hudson Boring CPA, Pellissippi State Community College, Crowe LLP and the University of Tennessee. Michael has a Series 65 license. Mariner Wealth is a firm headquartered in Overland Park, Kansas that provides portfolio management for individuals, businesses, and pooled investment vehicles. The firm offers a range of financial planning and investment services, including family office services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

KNOXVILLE, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Delozier Jenkins is a financial advisor who has been in the industry since 2008. Michael is a registered representative of Ameriprise Financial Services, LLC and is licensed in 23 states. Michael is also a registered investment advisor in Tennessee and Texas. Michael offers a variety of financial services, including financial planning, asset allocation, and portfolio management.

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

Need help matching

with the right advisor?