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

BOK Financial Securities, Inc.

location

Memphis, TN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Keshia Riggins is a financial advisor with over 16 years of experience in the industry. Keshia is currently registered with BOK Financial Securities, Inc. and holds a Series 7, Series 63, Series 52TO and SIE license. Keshia has been registered in over 50 states and is experienced in a wide range of financial products and services. Previously, Keshia was a registered representative with TRUIST SECURITIES, INC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

NASHVILLE, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Jacob Cowles is a registered representative of UBS Financial Services Inc. Kevin is an active financial professional and is registered with the state of Tennessee. Kevin has been in the industry since 2017 and has a background in finance and education. Kevin's experience includes working at UBS Financial Services, Merrill Lynch and The Home Depot. Kevin's goal is to provide clients with a personalized financial planning experience.

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

MWA Financial Services Inc. | CFC ® (Certifications)

location

Lebanon, TN

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Lynn Jones is a financial professional with over 12 years of experience in the financial services industry. Kevin is a registered representative with MWA Financial Services Inc. and is also a Registered Investment Advisor. Kevin holds the Series 6, 7, 24, 26 and 63 licenses, as well as the SIE designation. Kevin has previously worked with Hornor, Townsend & Kent, LLC and Woodmen Financial Services, Inc. Kevin specializes in providing financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

NASHVILLE, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Michael Richardson is a Registered Representative with Osaic Wealth, Inc. Kevin has been in the financial industry for over 24 years. Kevin is currently registered with the state of Tennessee and holds Series 63, Series 7 and SIE licenses. Kevin also has experience in Insurance and has been a soccer referee.

SPECIALIZATIONS

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

First Horizon Advisors, Inc.

location

BRENTWOOD, TN

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Clunan is a registered investment advisor representative with First Horizon Advisors, Inc., where Kevin has been employed since October 2013. Kevin has been in the financial services industry since November 1996 and has a wide range of experience in providing financial advice and services to clients. Kevin is registered with the Securities and Exchange Commission (SEC) and the state of Tennessee as well as other states.

SPECIALIZATIONS

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

Franklin, TN

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Dean Riskevich is an Investment Advisor Representative associated with Morgan Stanley. Kevin has been in the securities industry since May 6, 1996. Kevin has passed the Series 63, 65, 7 and 31 exams. Kevin has registrations in 28 states. Kevin is also a Board of Director at Blue Gray Lodge LLC.

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

J.p. Morgan Securities LLC

location

Nashville, TN

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Thompson is a financial advisor with J.P. Morgan Securities LLC. Kevin has been in the financial services industry since March 9, 2000. Kevin has a Series 65, Series 63, Series 4, Series 53, Series 24, Series 52TO, SIE, and Series 7 licenses. Kevin is registered with the state of Tennessee and Alabama. Kevin's previous employers include Ross, Sinclaire & Associates, LLC, Waddell & Reed, Inc., and Fifth Third Securities, Inc. Kevin specializes in providing financial advice to high-net-worth individuals, corporations, insurance companies, and charitable organizations.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

KNOXVILLE, TN

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Mackenzie Miller is a financial advisor registered with Fidelity Personal And Workplace Advisors in Knoxville, Tennessee. Kevin has been in the industry since 2021, and holds Series 65, Series 66, Series 7TO and SIE licenses. Kevin specializes in providing financial advice to individuals and businesses and offers a range of services including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

DICKSON, TN

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Scott Smith is a financial professional with over 25 years of experience in the industry. Kevin has a strong background in providing financial planning and investment management services to a diverse clientele, including individuals, businesses, and retirement plans. Kevin is currently registered with Cetera Investment Advisers LLC, a firm that provides investment advisory services to a broad range of clients. Prior to joining Cetera Investment Advisers LLC, Kevin had been employed with a variety of firms in the industry, including Signator Investors, Inc., New England Securities, Princor Financial Services Corporation, Ameristar Capital Markets, Inc., and W. S. Griffith & Co., Inc. Kevin has a strong track record of helping 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
Unclaimed

Cetera Investment Advisers LLC

location

LOUDON, TN

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Thomas Sheffield is a financial professional with over 18 years of experience in the financial services industry. Kevin has held positions at a number of firms including Edward Jones, Wells Fargo Advisors, and Summit Brokerage Services. He is currently a Registered Principal with Cetera Investment Advisers LLC, and owns his own firm, Sheffield Wealth Management. Kevin is registered to offer investment advisory services in Tennessee. He is also registered with the FINRA and holds the Series 7, 24, 63, and 65 licenses. Kevin specializes in financial planning, retirement planning, and portfolio management for individuals, businesses, and charitable organizations. He offers a variety of investment services to meet the needs of his clients.

SPECIALIZATIONS

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

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