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

Park Avenue Securities LLC

location

KNOXVILLE, TN

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ian Kail is a financial professional with over 20 years of experience in the financial services industry. Ian is currently a registered representative with Park Avenue Securities LLC in Knoxville, Tennessee. Ian has a wide range of experience in providing financial advice and services to individuals and businesses.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

KNOXVILLE, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ian Malcolm Woodgate is a financial advisor registered with MML Investors Services, LLC. Ian has been in the industry since 2014 and holds a Series 6 and Series 63 license. Ian's previous experience includes positions with Allianz Life Financial Services, LLC, MML Strategic Distributors, LLC and MML Distributors, LLC. Ian specializes in providing financial advice to individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations and insurance companies. Ian provides a range of services including financial planning, asset allocation programs, educational seminars 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 PROGRAMS
Unclaimed
location

HIXSON, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ian Matthew Early is a financial advisor at Edward Jones. Ian has been in the financial services industry since 2013 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Tennessee. He provides a variety of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Ian is committed to 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

Paul Winkler, Inc. | CFC ® (Certifications)

location

NASHVILLE, TN

0 Disclosures

ADVISOR BIO

Ira Mitchell Work is an Investment Advisor Representative with Paul Winkler, Inc.. Ira is registered in six states: Arizona, California, Florida, Kentucky, Mississippi, and Tennessee. Ira is an active Investment Advisor Representative and has been in the industry for over 35 years. Ira has been associated with Paul Winkler, Inc. since March 2009. Prior to that Ira was with Jefferson Pilot Securities Corporation.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Franklin, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Iris Brashear is a financial professional with Charles Schwab & CO., Inc. Iris has been in the financial services industry since August 2019. She holds Series 7TO and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Iris is registered to provide investment advice in all 50 states and the District of Columbia. In addition to her role at Charles Schwab & CO., Inc., Iris also provides advisory services for Charles Schwab Bank SSB.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

FRANKLIN, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Isaac Stoneking is a financial advisor with Fidelity Personal and Workplace Advisors. Isaac has been in the financial services industry since 2007. Isaac holds the Series 7, 63, and 66 securities licenses and is registered in 26 states and the District of Columbia. Isaac is also a Certified Financial Planner.

SPECIALIZATIONS

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

First Trust Advisors LP

location

FRANKLIN, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Isaac Gregory Heath is a financial professional with over 14 years of experience in the financial services industry. Isaac is currently registered with First Trust Advisors LP and has been with the firm since December 2011. Isaac is also registered in Illinois and Tennessee. Prior to joining First Trust Advisors LP, Isaac worked for John Hancock Distributors LLC and Securian Financial Services, Inc. Isaac holds a Series 66, Series 7 and SIE.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Morgan Stanley

location

Franklin, TN

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Ivie Burns is a financial advisor with Morgan Stanley. Ivie has been in the industry since 1993 and holds licenses for both Broker-Dealer and Investment Advisor. Ivie provides financial advice and services to a wide range of clients including individuals, businesses, charitable organizations, and institutions.

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
ASSET ALLOCATION ADVICE
Unclaimed

Fidelity Personal AND Workplace Advisors

location

JOHNSON CITY, TN

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

John Christopher Millburn is a financial advisor at Fidelity Personal And Workplace Advisors with over 29 years of experience in the financial services industry. John is licensed and registered in multiple states to provide investment advice and financial planning services. He has a broad range of experience and expertise, including securities, options, futures, and other financial products. John is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning 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

10 Years Experience

0 Disclosures

ADVISOR BIO

J Brett Whitmore is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. J Brett Whitmore has been in the industry since September 15, 2014 and currently has registrations with the states of Tennessee and Texas. J Brett Whitmore is licensed to provide securities and investment advisory services in 31 states. J Brett Whitmore's firm manages over $1 trillion in assets.

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

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