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

OAK RIDGE, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Marie Skiles is a financial advisor who has been in the industry since 2011. Jennifer is currently registered with Edward Jones and has been with them since 2021. Jennifer has held previous positions with several other firms, including First Horizon Advisors, Inc. and SunTrust Investment Services, Inc. Jennifer holds a Series 66 and Series 7 license. Jennifer specializes in working with individuals, businesses, corporations, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Jennifer is located in OAK RIDGE, Tennessee and offers a variety of services, including financial planning, portfolio management, and pension consulting.

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

NASHVILLE, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Nichole Sellers is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since October 5, 2022. Jennifer has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. in several cities in Tennessee. Jennifer is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Jennifer holds the Series 7TO, Series 66, and SIE licenses.

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
location

NASHVILLE, TN

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer M. Bell is a registered investment advisor representative with &partners, licensed in 27 states. Jennifer has been in the industry since August 2000 and has held positions at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer holds the Series 66, Series 7 and SIE securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION
Publication of Financial Periodicals
Unclaimed

Flood, Bumstead, McCready & McCarthy, Inc.

location

NASHVILLE, TN

0 Disclosures

ADVISOR BIO

Jennifer Conger is an Investment Advisor Representative at Flood, Bumstead, McCready & McCarthy, Inc. in Nashville, Tennessee. Jennifer Conger has been in the financial services industry since February 2004 and has a Series 65 license. Jennifer Conger is registered with the state of Tennessee and New York. Jennifer Conger specializes in providing financial planning and selection of other advisers to individuals and high net worth individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Unclaimed

Covenant Partners, LLC | CFP ® (Certifications)

location

NASHVILLE, TN

0 Disclosures

ADVISOR BIO

Jennifer Davis Anderson is a financial advisor in Nashville, TN. Jennifer has been working in the financial services industry for over 10 years. Jennifer holds the Series 65 license and is a Certified Financial Planner. Jennifer has experience working with high-net-worth individuals and charitable organizations. She is currently registered with the state of Tennessee. Jennifer works at Covenant Partners, LLC which has approximately $944 million in assets under management. Covenant Partners, LLC provides financial planning, portfolio management for individuals, and other advisory services including Fiscal Counsel.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
FISCAL COUNSEL
Unclaimed

MML Investors Services, LLC

location

BRENTWOOD, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Wisthuff is a financial professional with over 20 years of experience in the financial services industry. Jennifer is currently a registered representative of MML Investors Services, LLC. Prior to joining MML, Jennifer held positions at Horace Mann Investors Inc and MetLife Securities Inc. Jennifer has a wide range of experience in the financial services industry, including investment advisory, financial planning, and portfolio management. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lynne Perrone is a financial advisor at Raymond James & Associates, Inc. Jennifer has been working in the financial industry since August 2001. She is licensed in 51 states and the District of Columbia. Jennifer holds the Series 63, Series 7, and SIE licenses. She is also registered with FINRA. Jennifer specializes in working with individuals, high net worth individuals, corporations, and businesses. Jennifer is committed to providing her clients with comprehensive financial planning and investment advice. She is dedicated to helping her clients reach 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

KNOXVILLE, TN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Dickey is a financial advisor with Edward Jones, a firm that has over $824 billion in assets under management. Jennifer has been in the financial services industry since 2018 and holds Series 7TO, SIE, and Series 66 licenses. Jennifer is registered to offer investment advice in 30 states. Jennifer helps individuals, families, and businesses with their financial planning needs, including retirement planning, college savings, and estate planning. Jennifer is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

SHELBYVILLE, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Dougherty is a financial advisor at Edward Jones. Jennifer has been in the financial services industry for over 15 years and holds a Series 7, Series 63, and Series 66 license. Jennifer has also completed the Securities Industry Essentials Exam. Jennifer is registered with the state of Tennessee and Texas. Jennifer has extensive experience working with individual investors, including those who are just starting out and high-net-worth individuals. Jennifer is also experienced in working with businesses, pension plans and other institutional clients. Jennifer specializes in providing financial planning, portfolio management and selection of other advisers.

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

NASHVILLE, TN

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Graves is a financial advisor with UBS Financial Services Inc., with over 12 years of experience in the financial services industry. Jennifer is registered with FINRA and licensed in multiple states. She has a Series 7, 9, 10, 66, and 99TO license and is qualified to advise on a variety of financial products and services. Her previous experience includes roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and LPL Financial LLC. Jennifer's expertise includes providing financial planning, portfolio management, pension consulting, and educational seminars.

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

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