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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Murpreesboro, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Megan Brianne Bynum is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm that specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Megan has been in the financial services industry since 2012 and has a wide range of experience in helping clients achieve their financial goals. She is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 licenses. In addition to her role at Cambridge, Megan is also a licensed insurance agent.

SPECIALIZATIONS

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

JOHNSON CITY, TN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Megan Rogers is a financial advisor with Edward Jones, a firm that specializes in providing financial advice to individuals, families, and businesses. Megan has been a financial advisor for over 5 years and has a wide range of experience in helping clients reach their financial goals. Megan is registered with the state of Tennessee and has a series 66, a series 7TO, and a SIE.

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

Meggan Glass is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Meggan has been working in the financial services industry since December 2010. Meggan has passed the Series 7 and SIE exams. Meggan is registered to provide securities and investment advisory services in 37 states. Meggan's prior experience includes working at UBS Financial Services Inc.

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

Truist Advisory Services, Inc. | CFP ® (Certifications)

location

CHATTANOOGA, TN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Meghan Scanlon Roach is a financial advisor with Truist Advisory Services, Inc. Meghan has been in the financial services industry for over 15 years. Meghan holds the Series 7, Series 24 and Series 63 licenses. Meghan specializes in providing financial planning and portfolio management for individuals, businesses and other investment advisors. Meghan is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

NASHVILLE, TN

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Meghan Taylor Orourke is a registered representative with UBS Financial Services Inc. Meghan has been in the financial services industry for 2 years. Meghan is licensed in Tennessee. Meghan works with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, other investment advisors, and pooled investment vehicles. Meghan has experience in providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Meghan McCrary is a financial advisor with over 15 years of experience in the industry. Meghan is currently registered with Raymond James & Associates, Inc. and has been with the firm since April 2012. Meghan has a wide range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Meghan holds a Series 6, Series 7, and Series 66 securities licenses.

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

First Horizon Advisors, Inc.

location

MEMPHIS, TN

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Melanie Compton has been in the financial industry since 1986. Melanie is a Registered Representative and Investment Advisor Representative with First Horizon Advisors, Inc. Melanie holds FINRA Series 4, 7, 24, 63, and 72 licenses as well as the SIE. Melanie is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Louisiana, Michigan, Mississippi, Missouri, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia. Prior to her current position at First Horizon Advisors, Inc., Melanie was employed by First Tennessee Brokerage, Inc. Melanie's specializations include 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
Unclaimed

UBS Financial Services Inc.

location

MEMPHIS, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Melanie Jane White is a financial advisor with UBS Financial Services Inc. Melanie has been in the financial industry since November 10, 2016 and holds the Series 63, SIE and Series 7 licenses. Melanie has experience in various financial areas, including securities, investments, and financial planning. Melanie is registered with the following states: Alabama, Florida, Louisiana, Mississippi, New York, North Carolina, Oklahoma, Tennessee, Vermont, and Washington.

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

UBS Financial Services Inc.

location

NASHVILLE, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Melanie Jo Pearson is a financial advisor with over 10 years of experience in the financial services industry. Melanie currently works with UBS Financial Services Inc. in Nashville, TN. Melanie has held several previous roles with firms such as Charles Schwab & Co., Inc. and American Independent Securities Group, LLC. Melanie specializes in providing investment advice, portfolio management, and financial planning services to a variety of clients, including individuals, families, and businesses. Melanie is registered in several states, including Alaska, Idaho, Montana, Oregon, Washington, and Wyoming.

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
location

NASHVILLE, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Melanie McFaddin is a financial advisor with &partners, a firm headquartered in Nashville, Tennessee. Melanie has been in the financial industry since 2012 and specializes in providing investment advisory services to individuals and businesses. Melanie is registered with FINRA and has a Series 7, 79, 62 and 63 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

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