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Educational Seminars & Workshops Advisors in Tennessee
5,989 Results
Unclaimed

Cetera Investment Advisers LLC

location

KNOXVILLE, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Renshaw is a registered investment advisor representative at Cetera Investment Advisers LLC. Christopher is based in Knoxville, Tennessee and has been in the industry since 2021. Christopher has a Series 7TO and SIE license in addition to a Series 66 license, and is registered in Tennessee as well as several other states. Christopher's expertise includes portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Cetera Investment Advisers LLC specializes in providing financial services to individuals, high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

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

BRIGHTON, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Coats is a financial advisor with over 6 years of experience in the financial services industry. Christopher is a registered representative with RFG Advisory, LLC and holds Series 63, 65 and 7 licenses along with the SIE exam. Christopher has worked for multiple firms, including Edward Jones, and is experienced in providing financial advice to individuals and families.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ®,CFC ® (Certifications)

location

FRANKLIN, TN

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Todd Russell is a financial professional with over 17 years of experience in the industry. Christopher is currently registered with Osaic Wealth, Inc. and is located in FRANKLIN, TN. Christopher holds the Series 7, Series 66, and SIE securities licenses. Christopher is a Certified Financial Planner and a Chartered Financial Consultant.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Kaya is a financial advisor associated with Raymond James & Associates, Inc. Christopher Kaya has been in the financial services industry since November 4, 2022. Christopher Kaya holds the Series 63, Series 79TO and SIE licenses.

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

Cetera Investment Advisers LLC

location

MEMPHIS, TN

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Alan Shelton is a financial advisor with Cetera Investment Advisers LLC. Christopher has been in the financial industry since April 12, 2016. Christopher is registered with the following securities authorities: Series 7, Series 66, and SIE. Christopher is also registered to provide investment advice in Arkansas, Georgia, Hawaii, Mississippi, Ohio, Tennessee, and Texas. In addition to Cetera Investment Advisers LLC, Christopher has worked for Cetera Investment Services LLC, Scottrade, Inc., and MML Investors Services, LLC. Christopher is currently located in Memphis, Tennessee.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Brentwood, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Thompson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the industry since September 2022 and is registered in 32 states for both securities and investment advisory services. Christopher has a strong background in financial services and is committed to providing personalized financial advice to clients.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

J.p. Morgan Securities LLC

location

Hendersonville, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher McCoy is a financial advisor with J.P. Morgan Securities LLC. Christopher has been in the financial industry for over 1 year. Christopher is registered in Kentucky and Tennessee. Christopher holds Series 63, 6TO and SIE licenses and offers financial planning and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

KNOXVILLE, TN

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Cameron is a financial advisor with UBS Financial Services Inc. Christopher has been in the financial services industry since September 1996 and is registered in 28 states. Christopher is also a board member of Conservation Fisheries, Inc. and a member of the Webb School of Knoxville's board of trustees. Christopher specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, corporations, 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

MML Investors Services, LLC

location

BRENTWOOD, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Rogers is a financial advisor with MML Investors Services, LLC. Christopher has been in the financial services industry since 2008 and has held prior positions at CFD INVESTMENTS, INC. and Waddell & Reed, Inc. Christopher holds licenses for various states and holds Series 7, 24, 53, and 66 registrations. In addition to his financial advisor role, Christopher is also a soccer referee. Christopher provides asset allocation, financial planning, pension consulting, educational seminars, and selection of other advisors. Christopher is also registered as an Investment Advisor Representative in Tennessee and Texas.

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

First Horizon Advisors, Inc.

location

MEMPHIS, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Miesse is an Investment Advisor Representative at First Horizon Advisors, Inc. Christopher has been working in the financial industry since May 2012 and is registered with the state of Tennessee. Christopher has passed the Series 63, Series 65, Series 7, and Series 24 exams. First Horizon Advisors, Inc. offers a variety of financial services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, 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

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