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

LPL Financial LLC

location

MEMPHIS, TN

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Mirza is a financial advisor with LPL Financial LLC, based in Memphis, TN. Rebecca has been working in the financial industry for over 10 years. Rebecca is registered to offer investment advisory services in Tennessee and Texas. Rebecca offers a variety of financial planning and investment advisory services, including financial planning, portfolio management, and pension consulting. Rebecca is committed to 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Hightower Advisors, LLC

location

Memphis, TN

0 Disclosures

ADVISOR BIO

Rebecca Jolly is an investment advisor representative with Hightower Advisors, LLC. Rebecca is registered with the state of Tennessee. Rebecca is also licensed to conduct investment advisory business in Tennessee. Rebecca is associated with Hightower Advisors, LLC in their Memphis, Tennessee branch office. Rebecca has a Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Raymond James & Associates, Inc.

location

Jackson, TN

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Gordon is a financial advisor with Raymond James & Associates, Inc., located in Jackson, TN. Rebecca has been working in the financial industry since 1997. Rebecca holds the Series 63, 7 and SIE licenses. Rebecca has experience working for multiple financial firms including Morgan Stanley, Stifel, Nicolaus & Company, Incorporated and UBS Financial Services Inc.. Rebecca also works with Gordon Farm, a farm land lease business.

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

Merrill Lynch, Pierce, Fenner & Smith Inc. | CFP ® (Certifications)

location

KINGSPORT, TN

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Frazier is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rebecca has been in the industry since 1992. Rebecca is registered to offer securities in 27 states and has a Series 6, 7, 63, and 66 license.

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

MML Investors Services, LLC

location

Chattanooga, TN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Gaylord is an investment advisor representative with MML Investors Services, LLC and has been in the financial services industry since July 14, 2019. Rebecca is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Rebecca's primary office location is in Chattanooga, Tennessee, but also services clients remotely in Texas. Rebecca provides a variety of financial services, including financial planning, portfolio management, asset allocation programs, educational seminars, and pension consulting. Rebecca is also a registered investment advisor representative for 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
ASSET ALLOCATION PROGRAMS
Unclaimed

UBS Financial Services Inc.

location

NASHVILLE, TN

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Campagnuolo is a financial advisor at UBS Financial Services Inc. Rebecca has been in the financial industry since 2002 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Rebecca is a Series 7, 6, and 63 licensed financial advisor. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Rebecca is dedicated to providing her clients with exceptional service and building long-term relationships based on trust and transparency.

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 Financial Services Advisors, Inc.

location

Shelbyville, TN

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Hazel Carter is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Rebecca is licensed in Alabama, Maine, Tennessee, Virginia, and West Virginia. Rebecca has been in the financial industry since December 2020. Rebecca is licensed in the following areas: Series 7TO, SIE, Series 66. Rebecca has been associated with Raymond James Financial Services Advisors, Inc. since August 2019. Rebecca's office is located in Shelbyville, Tennessee.

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

Ameritas Advisory Services, LLC

location

MEMPHIS, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Schulter is a financial advisor at Ameritas Advisory Services, LLC. Rebecca has been in the industry since 2017 and is registered in 13 states. Rebecca specializes in providing financial planning and investment advice to individuals, families, and businesses. Rebecca has a strong commitment to helping clients achieve their financial goals. Rebecca is a member of the National Association of Insurance and Financial Advisors.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

CORDOVA, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Brown is a financial advisor with Ameriprise Financial Services, LLC. Rebecca has been in the financial industry for more than 1 year. Rebecca is licensed to provide financial advice in Tennessee. Rebecca specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and asset allocation services. Rebecca is also a registered representative of Ameriprise Financial Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

JOHNSON CITY, TN

0 Disclosures

ADVISOR BIO

Rebecca Hyatt is a financial advisor who is registered with Stifel, Nicolaus & Company, Inc. She specializes in providing financial planning, portfolio management, and other investment services to a wide range of clients. Rebecca holds the Series 7TO and SIE licenses.

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 Pooled Investment Vehicles

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