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

Raymond James Financial Services Advisors, Inc.

location

Chattanooga, TN

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffery Keasler is a financial advisor with over 28 years of experience in the industry. Jeffery has worked with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC prior to his current role at Raymond James Financial Services Advisors, Inc. Jeffery has a Series 7, Series 31 and Series 63 licenses, and has expertise in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management. Jeffery is also a partner at Burroughs Keasler Investment Partners.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

MURFREESBORO, TN

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Jeffery Samuel Kee is a financial advisor with Raymond James & Associates, Inc. Jeffery has been in the financial services industry since 1994. Jeffery is registered to provide securities and investment advisory services in Alabama, Colorado, Connecticut, Florida, New Jersey, Tennessee, Texas, and Washington.

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

Wells Fargo Clearing Services, LLC

location

BRENTWOOD, TN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Blake Sloan is a registered investment advisor representative who has been in the industry since 2006. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC. Jeffrey is currently registered in Tennessee and Texas. Jeffrey has previously worked at Morgan Stanley and UBS Financial Services Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

BRENTWOOD, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey East is a financial advisor with over 11 years of experience in the financial services industry. Jeffrey is registered with Raymond James Financial Services Advisors, Inc. in Brentwood, TN. Prior to joining Raymond James, Jeffrey worked for CETERA INVESTMENT SERVICES LLC and MORGAN KEEGAN & COMPANY, INC. Jeffrey holds the Series 6, 7, 63, and 65 licenses as well as the SIE. He is a Certified Financial Planner™ professional. Jeffrey’s focus is on providing financial planning and investment advice to individuals, families, and businesses. Jeffrey works with clients to develop customized financial plans that meet their unique needs and goals.

SPECIALIZATIONS

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

Cypress Capital, LLC

location

FRANKLIN, TN

0 Disclosures

ADVISOR BIO

Jeffrey Hays is a financial advisor with Cypress Capital, LLC, a firm based in Franklin, Tennessee. Jeffrey has been in the industry since 1996. Jeffrey specializes in providing financial planning services, portfolio management, and pension consulting. Jeffrey is registered with the state of Tennessee as an Investment Advisor Representative. Prior to joining Cypress Capital, LLC, Jeffrey was an advisor with First Union Securities, Inc. and First Union Capital Markets Corp. Jeffrey is also the Chair for the Nashville Group of Tiger 21, a peer-to-peer learning network for high net worth investors. Jeffrey holds a Series 65, a Series 63 and a Series 7.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVE AS SUB-ADVISER, PROVIDE MODEL PORTFOLIOS, CONSULTING
Publication of Financial Periodicals
Unclaimed

Pruco Securities, LLC

location

Hendersonville, TN

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Wayne Sweet is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Pruco Securities, LLC and has a Series 6, Series 63 and SIE license. Jeffrey has been registered with Pruco Securities, LLC since December 19, 2016. Previously, Jeffrey was registered with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Jeffrey specializes in working with high net worth individuals, corporations and individuals.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Hermitage, TN

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Alan Venuto is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with MML Investors Services, LLC, and has been with the firm since September 2023. Prior to joining MML, Jeffrey worked for FARMERS FINANCIAL SOLUTIONS, LLC, for over 20 years. Jeffrey specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and corporations. Jeffrey holds Series 6 and Series 63 licenses and is a SIE exam holder.

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

Stratos Wealth Advisors LLC

location

BRENTWOOD, TN

0 Disclosures

ADVISOR BIO

Jeffrey Paul Mucci is a financial advisor who has been working in the industry since 1993. Jeffrey is currently registered with Stratos Wealth Advisors LLC in Tennessee, Texas and Alabama. Jeffrey has been with Stratos Wealth Advisors LLC since 2019. Prior to that, Jeffrey worked for VALIC Financial Advisors, INC. and Morgan Stanley DW INC.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

BRENTWOOD, TN

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Alan Pratt is an Investment Advisor Representative at Osaic Wealth, Inc. Jeffrey Pratt has been in the securities industry since August 3, 2000. Jeffrey Pratt is registered with FINRA and the Securities and Exchange Commission (SEC). Jeffrey Pratt is also registered with the state of Georgia as an Investment Advisor Representative and the state of Tennessee as an Investment Advisor Representative and the state of Texas as an Investment Advisor Representative. Jeffrey Pratt is a member of the Securities Industry Essentials Examination (SIE), the Futures Managed Funds Examination (Series 31), and the General Securities Representative Examination (Series 7). Jeffrey Pratt is also licensed to sell securities in the following states: Alabama, Florida, Georgia, Kansas, Mississippi, North Carolina, South Carolina, Tennessee, and Texas. Jeffrey Pratt's firm, Osaic Wealth, Inc., has a strong focus on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals. The firm manages approximately $94.56 billion in assets, with approximately 437,201 clients.

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

TULLAHOMA, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Grant Jenkins is a financial advisor associated with LPL Financial LLC, a firm with over $50 billion in assets under management. Jeffrey has been in the financial industry since 2011 and holds the Series 7TO, SIE and Series 66 licenses. Jeffrey can provide advisory services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

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