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

Duncan Williams Asset Management, LLC

location

MEMPHIS, TN

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Snyder is a financial advisor who has been in the industry since 2018. Alexander has a Series 7, Series 66, and SIE license, and has been registered with the state of Tennessee since 2018. Alexander currently works at Duncan Williams Asset Management, LLC, where they manage client assets and 401(k) plans. Prior to this role, Alexander worked at B. RILEY WEALTH MANAGEMENT and RAYMOND JAMES & ASSOCIATES, INC. Alexander is a Registered Representative and Investment Advisor Representative with Duncan Williams Asset Management, LLC. Alexander's area of specialization includes investments, securities, financial planning, and asset management.

SPECIALIZATIONS

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

UBS Financial Services Inc. | CFP ® (Certifications)

location

JOHNSON CITY, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Swatzell is a financial advisor with UBS Financial Services Inc. Alexander has been in the securities industry since June 12, 2017. Alexander has a total of 30 approved state registrations, including Tennessee, Texas, and others. Alexander has been registered with UBS Financial Services Inc. since May 2023. Alexander is a Certified Financial Planner™ and holds the Series 6, Series 7TO, Series 63, Series 65, and Series 66 licenses. Alexander also has experience as a licensed insurance agent. Alexander is a member of FINRA.

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

Florida Financial Advisors, LLC

location

Nashville, TN

0 Disclosures

ADVISOR BIO

Alexander Thomas Lee is a financial advisor registered with Florida Financial Advisors, LLC, and is actively licensed to provide financial advice in Tennessee. Alexander has been in the financial services industry since June 2024. Alexander is a registered investment advisor representative with a Series 65 and a SIE license. Alexander specializes in financial planning, portfolio management for individuals and businesses, and selecting other advisors. Alexander is also a registered representative for Trinity Wealth Securities, LLC, and has provided fixed insurance sales for Florida Financial Insurance (DBA Tristate Financial Advisors).

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

FRANKLIN, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Verrone is a financial advisor at Equitable Advisors, LLC. Alexander has been in the financial industry since 2014 and is licensed in Mississippi and Tennessee. Alexander has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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 | CFP ® (Certifications)

location

CHATTANOOGA, TN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Rogers Moore is a financial advisor with Ameriprise Financial Services, LLC in Chattanooga, TN. Alexander has been in the financial services industry since June 2015 and is licensed in both Tennessee and Texas. Alexander has earned the Series 66, Series 7 and the SIE licenses and is also a Certified Financial Planner. Ameriprise Financial Services, LLC is a large firm headquartered in Minneapolis, MN, that has been providing financial advice to individuals, businesses, and organizations for over 100 years. The firm manages over $479 Billion in assets and has over 140,000 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
location

NASHVILLE, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Petrovich is a financial advisor with Osaic Wealth, Inc. based in Nashville, Tennessee. Alexander has been in the financial services industry since May 24, 2008 and is registered with the following securities regulators: FINRA, the state of California, Pennsylvania, and Tennessee. He is also registered as an Investment Advisor in California, Pennsylvania, and Tennessee. Alexander's primary focus is on providing financial planning and investment advice to individuals, businesses, and pension plans. He also offers educational seminars and services for selecting other advisors.

SPECIALIZATIONS

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

Eudaimonia Partners, LLC | CFP ®,CFC ® (Certifications)

location

WINCHESTER, TN

disclosure

1 Disclosures

ADVISOR BIO

Alexander Jones is a financial advisor with over 10 years of experience in the industry. Alexander is registered as an Investment Advisor Representative in Tennessee. Alexander currently works at Eudaimonia Partners, LLC, and Kingswood Wealth Advisors, LLC, where Alexander provides financial planning and portfolio management services. Alexander has previously worked at LPL FINANCIAL LLC and FIRST TENNESSEE BROKERAGE, INC. Alexander holds the Series 6, 7, 24, 63, and 65 licenses. Alexander also holds the SIE and is a Certified Financial Planner and Chartered Financial Consultant.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

Maryville, TN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Minge is a financial professional with over 15 years of experience in the industry. Alexander currently works with Cetera Investment Advisers LLC. Before joining Cetera Investment Advisers LLC, Alexander worked at LPL Financial LLC, Invest Financial Corporation, UVEST Financial Services Group, Inc., Morgan Stanley & Co. Incorporated, and Securian Financial Services, Inc. Alexander is registered in Arkansas, Florida, Georgia, Indiana, Louisiana, Mississippi, and Tennessee. Alexander has passed the Series 66, Series 31, Series 7, and SIE exams. Alexander is a financial professional with a commitment to providing comprehensive and personalized financial advice.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

KNOXVILLE, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Dalton is an investment advisor representative and investment advisor representative registered in Tennessee. Alexander works with clients including individuals, corporations, and charitable organizations. Alexander has been in the industry for over 15 years and is a registered representative of Eagle Strategies LLC, a firm with 1534 licensed agents, 1878 investment advisor representatives and 1998 registered representatives. Eagle Strategies LLC manages approximately $20.3 Billion in assets, primarily for high-net-worth individuals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

KINGSPORT, TN

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Frazier is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexandra is licensed in 27 states and has been in the industry since 2017. Alexandra has a strong background in financial planning, portfolio management, and retirement planning. Alexandra is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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