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

Rather & Kittrell, Inc. | CFP ®,CFA ® (Certifications)

location

KNOXVILLE, TN

0 Disclosures

ADVISOR BIO

Samuel Wallace Paganelli is a Certified Financial Planner™ and Chartered Financial Analyst® who has been in the industry since 2014. Samuel currently works for Rather & Kittrell, Inc. where he is a registered investment advisor representative and holds a Series 65 license. Samuel has experience working with insurance companies, charitable organizations, high-net-worth individuals, and other investment advisors. Samuel works with clients on a range of services including financial planning, pension consulting, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

MEMPHIS, TN

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Carson is a financial advisor with UBS Financial Services Inc. Samuel has been in the financial industry for over 30 years, working with a wide range of clients including high-net-worth individuals, corporations, and pension plans. Samuel specializes in financial planning, portfolio management, and pension consulting. Samuel is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 31, 63, and 65 licenses. Samuel is committed to providing clients with personalized advice and strategies 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
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

NASHVILLE, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Orr is an investment advisor representative registered with Seia in Nashville, TN. Samuel Orr is a registered investment advisor and has been in the industry since 2019. Samuel Orr is also a registered representative with Series 7, Series 66 and SIE licenses. Samuel Orr's firm, Seia, has offices in Los Angeles, CA and Nashville, TN. Seia has 103 registered representatives and 89 investment advisor representatives. Seia provides financial planning services, educational seminars, and selection of other advisers.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Nashville, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Samyam Dhungel is a financial advisor with Florida Financial Advisors, LLC. Samyam has been in the industry since 2021. Samyam holds Series 63, 65, 6TO and SIE licenses. Samyam is registered in Arkansas, California, Florida, Illinois, Tennessee and Texas. Samyam specializes in retirement planning, investment management, financial planning, college planning and estate planning.

SPECIALIZATIONS

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

B. Riley Wealth Advisors, Inc.

location

Memphis, TN

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Dee Mays is a registered investment advisor representative associated with B. Riley Wealth Advisors, Inc. Sandra has been in the industry since March 2009 and holds the Series 7, Series 66 and SIE licenses. Sandra currently holds a registration with the state of Tennessee for investment advisor activities. Sandra currently works from the Memphis, Tennessee branch office of B. Riley Wealth Advisors, Inc.

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

KNOXVILLE, TN

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Cannon is a registered investment advisor representative with First Horizon Advisors, Inc. based in Knoxville, TN. Sandra has been in the industry since 1998 and has held previous roles with UBS Financial Services Inc. and J.C. Bradford & Co.. Sandra is registered with the state of Tennessee and is a Series 7 and Series 63 licensed representative. Sandra offers a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses. She is also a licensed insurance agent and offers investment-related sales of insurance and annuities through First Horizon Advisors, Inc.'s affiliated entities.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BRENTWOOD, TN

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sandra Welborn has been in the financial services industry since 1984. Sandra is currently registered with Wells Fargo Clearing Services, LLC. Sandra is also registered in 28 states and the District of Columbia. Sandra has extensive experience in the industry, having worked for Prudential Securities Incorporated and Dean Witter Reynolds Inc. in the past. Sandra specializes in providing financial planning and investment consulting services to individuals and businesses.

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

LPL Financial LLC

location

JACKSON, TN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Goodman is a financial advisor with over 20 years of experience in the industry. Sandra is currently registered with LPL Financial LLC and has a Series 7, Series 24, Series 53, Series 63, and Series 66 license. Sandra has previously worked with Thoroughbred Financial Services, LLC, Amsouth Investment Services, Inc. and Invest Financial Corporation. Sandra has a wide range of experience in the financial industry and is committed to providing her clients with the best possible service.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MEMPHIS, TN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Sandra McDearman is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Sandra has been in the financial services industry since September 21, 2000. Sandra has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2018. Previously, Sandra worked at Stephens Inc., LPL Financial LLC, UVEST Financial Services Group, Inc., VALIC Financial Advisors, Inc., Wachovia Securities, LLC and J.C. Bradford & Co. Sandra is a Series 7, Series 63, and Series 66 licensed professional.

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.

location

NASHVILLE, TN

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Gay Kane is a financial professional with over 10 years of experience in the industry. She has held various roles at prominent financial institutions, including BB&T Securities, LLC and SunTrust Investment Services, Inc. Sandra is currently registered with Truist Advisory Services, Inc., a firm that provides comprehensive financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and non-profits. Her primary focus is on providing personalized advice and guidance to help her clients reach their financial goals.

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

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