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

CWA Asset Management Group

location

Nashville, TN

0 Disclosures

ADVISOR BIO

Patricia Willis Imperial is a registered Investment Advisor Representative with CWA Asset Management Group. Patricia has been in the securities industry for over 20 years. She is currently registered with the state of Tennessee and has previously been registered with the state of Florida and North Carolina. Patricia specializes in providing financial planning and portfolio management services to a wide range of clients, including individuals, businesses, charities, and retirement plans. Patricia is a graduate of Vanderbilt University.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

CHATTANOOGA, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Darlene Yell is a registered representative with UBS Financial Services Inc. in Chattanooga, Tennessee. Patricia has been in the financial services industry since 2007 and holds the Series 7, Series 63, and Series 65 licenses. Patricia has worked with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. in the past. In addition to her financial career, Patricia serves on the Sequatchie County School Board. Patricia specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.

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

LPL Financial LLC | CFP ® (Certifications)

location

NASHVILLE, TN

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Mynatt is a financial advisor with LPL Financial LLC based in Nashville, TN. Patricia has been in the financial services industry since 1994. Patricia is a Certified Financial Planner and holds the Series 7, Series 24 and Series 63 licenses. Patricia also offers non-variable insurance products at her office.

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
Unclaimed

Wells Fargo Clearing Services, LLC

location

KNOXVILLE, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Patrick William Sherrill is a financial advisor at Wells Fargo Clearing Services, LLC, with over 20 years of experience in the industry. Patrick William Sherrill has a broad range of experience in the securities industry, including working with clients to develop financial plans and manage their investments. Patrick William Sherrill is also a registered representative of the firm.

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.

location

NASHVILLE, TN

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Moody is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Nashville, TN. Patrick has over 30 years of experience in the financial services industry. Patrick is registered to provide investment advice in 23 states, including Alabama, Arizona, Arkansas, California, District of Columbia, Florida, Georgia, Hawaii, Indiana, Kansas, Kentucky, Maine, Massachusetts, Michigan, Mississippi, Nevada, New York, North Carolina, Ohio, Tennessee, Texas, Virginia and Washington.

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

UBS Financial Services Inc.

location

NASHVILLE, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Cook is a financial advisor at UBS Financial Services Inc. based in Nashville, TN. Patrick has been working in the financial services industry since 2016. Patrick has a Series 66, Series 7, Series 10, Series 9 and SIE licenses. Previously, Patrick worked at UBS Securities LLC, Commonwealth Financial Network and LPL Financial LLC. Patrick specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations, insurance companies, and pension and profit-sharing plans. Patrick is registered with the state of Tennessee.

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

MURFREESBORO, TN

0 Disclosures

ADVISOR BIO

Patrick D Adams is a registered Investment Advisor Representative with Terra Wealth. Patrick D Adams has been in the financial industry for 7 years and has experience in the insurance industry. Patrick D Adams is also a sales engineer for PixelFLEX, LLC, which is a direct view LED manufacturing company. Patrick D Adams's services include financial planning, portfolio management for businesses and individuals, and selection of other advisers. Patrick D Adams has Series 63, Series 65, Series 6TO and SIE licenses and is registered in Tennessee.

SPECIALIZATIONS

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

Nashville, TN

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Logan Galloway is a financial advisor with Morgan Stanley. Patrick has been in the financial services industry since August 12, 2003. Patrick has a wide range of experience and is registered to provide investment advice in numerous states, including Florida, Tennessee, and Texas. In addition to working at Morgan Stanley, Patrick has also worked for Morgan Keegan & Company, Inc. and Synovus Securities, Inc.

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

Thoroughbred Financial Services, LLC | CFP ® (Certifications)

location

BRENTWOOD, TN

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Gibbons Parker is a financial advisor registered in 25 states and the District of Columbia. Patrick has been in the industry since 1980 and has a Certified Financial Planner designation. Patrick is currently employed at Thoroughbred Financial Services, LLC and has been with the firm since 2000. Patrick is also registered with the state of Texas as an Investment Advisor Representative. Patrick provides financial planning and portfolio management services to individuals and corporations. Patrick also has experience in insurance and is an insurance agent for Thoroughbred Financial Services.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FRANKLIN, TN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Konyn is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick is registered in 27 states and is a registered representative with FINRA and a registered investment advisor representative in Tennessee and Texas. Patrick has over 10 years of experience in the financial services industry. Patrick's primary office is located in Franklin, TN. Patrick specializes in financial planning, portfolio management, and investment management. Patrick provides investment advisory services to individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.

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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