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

LPL Financial LLC

location

NASHVILLE, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Ginger Yvonne Harper is a financial advisor with LPL Financial LLC. Ginger has been in the financial industry since 1999 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ginger is licensed in 48 states and holds a Series 7, 6, 24, 63 and SIE licenses. Ginger is a dedicated financial advisor who is committed 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

Memphis, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Giovanna Richelle Hence is a registered representative with J.p. Morgan Securities LLC. Giovanna holds the Series 63, Series 6TO and SIE licenses. Giovanna is registered in Tennessee and has been in the industry since March 7, 2023. Giovanna specializes in 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
location

CHATTANOOGA, TN

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Giovanni Attardo is a financial advisor with Edward Jones. Giovanni has been in the financial industry since 2017 and holds Series 7 and 66 securities licenses, as well as the SIE. Giovanni is registered to provide investment advice in 27 states including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Kentucky, Louisiana, Michigan, Missouri, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Virginia. Giovanni is a dedicated financial advisor and has a passion for helping clients achieve their financial goals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MEMPHIS, TN

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Glen Edward Ilagan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Glen has been in the financial industry since 2011. Glen is registered with the state of Tennessee and Texas. Glen holds several licenses, including Series 6, 7, 63 and 65. Glen has experience working with a variety of clients, including individuals, corporations, pension plans, and charitable organizations. Glen has worked for several firms in the past, including Park Avenue Securities LLC and MML Investors Services, LLC.

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

Smyrna, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Glenda Garcia diaz is a financial professional with J.p. Morgan Securities LLC. Glenda is registered with FINRA and has been in the industry since 2023. Glenda is licensed to provide financial advice in Tennessee. Glenda is a Series 63, Series 6TO and SIE licensed representative. Glenda is associated with the Smyrna branch of J.p. Morgan Securities LLC.

SPECIALIZATIONS

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

Brookstone Capital Management LLC

location

Brentwood, TN

0 Disclosures

ADVISOR BIO

Glenn Ray Price is a financial advisor registered with Brookstone Capital Management LLC. Glenn has been in the industry since 1996. Glenn is licensed to provide investment advice in Alabama, California, Tennessee, and Texas. Glenn has a diverse background in financial services, having worked with several firms in different roles. Glenn is a financial advisor with a strong commitment to providing personalized financial guidance to his clients. Glenn Ray Price specializes in providing financial planning, investment management, and educational seminars. Glenn has over 25 years of experience and is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

PULASKI, TN

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Glenn Edward Campbell is a financial advisor associated with Ameriprise Financial Services, LLC. Glenn Edward Campbell is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. Glenn Edward Campbell has been in the securities industry since August 11, 1991 and is registered with 27 states. Glenn Edward Campbell is also registered with the state of Tennessee as an investment advisor representative.

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

First Horizon Advisors, Inc.

location

Nashville, TN

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Glenn M. Bradley is an investment advisor representative associated with First Horizon Advisors, Inc., and has been in the industry since 2004. Glenn M. Bradley is registered with the state of Tennessee. Glenn M. Bradley has been with First Horizon Advisors, Inc. since 2013. Prior to that, Glenn M. Bradley was associated with SUNTRUST INVESTMENT SERVICES, INC., in Nashville, Tennessee and INVEST FINANCIAL CORPORATION, in Appleton, Wisconsin.

SPECIALIZATIONS

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

LPL Financial LLC

location

JEFFERSON CITY, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gloria Shannon Myers is a financial advisor with LPL Financial LLC, based in Jefferson City, TN. Gloria has over 2 years of experience in the financial services industry. Gloria is registered to offer securities and investment advice in Tennessee. Gloria's previous experience includes working with W&S Brokerage Services, Inc. in Morristown, TN. Gloria holds the Series 63, Series 6TO, and SIE licenses. Gloria is dedicated to providing her clients with personalized financial advice and guidance.

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
location

KNOXVILLE, TN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Gloria Wilson is a registered representative and investment advisor representative with Osaic FA, Inc. Gloria is licensed in Tennessee. Gloria's professional experience includes roles at SAGEmark Consulting and Lincoln Financial Advisors Corporation. Gloria has passed the Series 66, SIE, and Series 7 exams. Gloria's firm, Osaic FA, Inc., offers a wide range of financial services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.

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