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

Osaic Wealth, Inc.

location

NASHVILLE, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sean Richard Bove is a financial advisor with over 15 years of experience in the financial services industry. Sean is currently registered with Osaic Wealth, Inc. in Tennessee. Prior to joining Osaic Wealth, Inc., Sean was a registered representative with Signator Investors, Inc. and Signator Financial Services, Inc. in Massachusetts. Sean is also a registered investment advisor in California, Massachusetts, and Rhode Island. Sean holds Series 7, 24, 63, and 65 licenses. Sean specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Sean's commitment to providing personalized, client-centric service is reflected in his positive client reviews.

SPECIALIZATIONS

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

KNOXVILLE, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Sean Wilson is a financial advisor based in Knoxville, Tennessee. Sean has over 25 years of experience in the financial services industry and is currently registered with Edward Jones. Sean has held previous roles with AVANT AX Investment Services, Inc., LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, CETERA Investment Services LLC, CUNA Brokerage Services, Inc., AMSOUTH Investment Services, Inc. Sean holds a Series 63, 66, 7, 24, 4, 52, 53, 55, and 57 securities licenses, as well as a state license in Tennessee. Sean’s areas of specialization include retirement planning, college savings, and investment management.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Memphis, TN

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Sean Sharpe is a financial advisor with over 35 years of experience in the industry. Sean is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2009. Sean is also a registered investment advisor in Tennessee. Sean's practice focuses on providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.

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
location

NOLENSVILLE, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sean McMahan is a financial advisor with Edward Jones in Nolensville, TN. Sean is a registered representative with FINRA and has been in the financial services industry since 2017. Sean has a Series 7, Series 66, and SIE licenses and specializes in working with individuals, families, and businesses. Sean is passionate about helping clients achieve their financial goals.

SPECIALIZATIONS

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

First Trust Advisors LP

location

FRANKLIN, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Sean Keane is a registered investment advisor representative associated with First Trust Advisors LP. Sean Keane has been in the industry since August 8, 2014, and has a Series 66, Series 7, and SIE license. Sean Keane is registered with the states of Illinois and Tennessee. Prior to joining First Trust Advisors LP, Sean Keane was employed with SunTrust Investment Services, Inc. in Atlanta, Georgia and Amerprise Financial Services, Inc. in Sioux City, Iowa.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

MEMPHIS, TN

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Selenne Calhamer is a financial advisor with over 29 years of experience in the industry. Selenne is currently registered with Wells Fargo Clearing Services, LLC and has offices in Memphis, TN and Tupelo, MS. Selenne has been a registered representative since 1994 and has a broad range of experience, including working with individuals, corporations, and charitable organizations. Selenne's previous employers include USAA Financial Advisors, Inc. and Citigroup Global Markets Inc. Selenne holds a variety of licenses and certifications, including Series 3, 7, 8, 9, 10, 63, and 65.

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

Covenant Partners, LLC | CFP ® (Certifications)

location

NASHVILLE, TN

0 Disclosures

ADVISOR BIO

Serena Slaughter is a financial advisor with over 3 years of experience in the financial industry. She works for Covenant Partners, LLC, a firm that manages over $944 million in assets. Serena is a Certified Financial Planner and has a Series 66 license, which allows her to provide investment advice. Serena specializes in financial planning, investment management, and retirement planning. She works with a variety of clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

SPECIALIZATIONS

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

NASHVILLE, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Seth Joseph Lacombe is a registered representative with &partners. Seth Joseph Lacombe has a Series 7, Series 63, and SIE licenses. Seth Joseph Lacombe is registered in Tennessee. Seth Joseph Lacombe has been in the industry since July 18, 2017. &partners is headquartered in Nashville, TN.

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
Unclaimed

UBS Financial Services Inc.

location

NASHVILLE, TN

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Seth Tyson Huber is a financial advisor with UBS Financial Services Inc. in Nashville, Tennessee. Seth has been in the financial industry since 1999, and is registered to offer securities in multiple states. Seth specializes in providing financial planning, investment management, and portfolio management for businesses and individuals. Seth has held previous positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and AMERICAN EXPRESS FINANCIAL ADVISORS INC..

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

19 Years Experience

0 Disclosures

ADVISOR BIO

Seth Anthony Stewart is a registered representative with Stephens and Kingswood Wealth Advisors, LLC. Seth has been in the financial services industry since August 2006 and is currently registered in 26 states. Seth is a Series 66, Series 7 and SIE licensed representative.

SPECIALIZATIONS

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

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