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Educational Seminars & Workshops Advisors in Tennessee
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Unclaimed

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

NASHVILLE, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Steven Mitchell is a financial advisor at Raymond James & Associates, Inc.. Steven is registered with FINRA and the states of Arizona, California, Connecticut, Florida, Idaho, Kansas, North Carolina, South Carolina, Tennessee and Texas. Steven has been in the securities industry since July 2, 2008. Steven earned a Series 66, Series 7, and SIE. Steven is also a Certified Financial Planner. Steven works in the Nashville office of Raymond James & Associates, Inc. and is active in the investment advisory 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

MML Investors Services, LLC

location

Chattanooga, TN

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Steven B Campbell is a registered representative with MML Investors Services, LLC. Steven has been in the industry since March 2004 and has experience with MSI Financial Services, Inc., New England Securities and AXA Advisors, LLC. Steven is licensed in multiple states and is a licensed insurance broker. Steven has worked in various roles in the financial industry including as a preacher and an agent. Steven offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Steven works with a variety of client types including individuals, corporations, and pension and profit-sharing plans.

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

MML Investors Services, LLC

location

Franklin, TN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Steven Samuel is a registered investment advisor representative. Steven has been in the securities industry since July 26, 2015. Steven is currently employed by MML Investors Services, LLC. Steven is registered in the states of California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Ohio, Tennessee, Texas, Virginia, and West Virginia. Steven also has a Series 63, Series 65, Series 6, and Series 7 license.

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

Pruco Securities, LLC

location

Hendersonville, TN

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Steven Simerka is a financial professional with over 27 years of experience in the financial services industry. Steven has a wide range of experience, having worked with firms such as Smith Barney Shearson Inc., Lehman Brothers Inc., and Dean Witter Reynolds Inc. Steven currently works as a registered representative for Pruco Securities, LLC, a firm with over 36 licensed agents and 112 registered representatives. Steven is registered to provide investment advice in Tennessee.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHATTANOOGA, TN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Steven Riley Coffman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in CHATTANOOGA, TN. Steven has been in the securities industry since 2000 and has a diverse range of experience. Steven is licensed to sell securities in Alabama, Arizona, California, Delaware, Florida, Georgia, Minnesota, Missouri, New Jersey, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, and Virginia. Steven has passed the Series 7, Series 66, and SIE exams. Steven previously worked 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BRENTWOOD, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Steven Brian Laughlin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the securities industry for over 7 years and is licensed in Tennessee and Texas. Steven is a Series 66, Series 7, and SIE licensed professional. Steven has experience working with high net worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Steven also offers various services such as performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisors, and portfolio management for businesses and individuals.

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

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Steven Letrung Quach is a registered investment advisor representative with Raymond James & Associates, Inc. Steven is licensed in 28 states and has been in the industry since August 2020. Steven is also a registered investment advisor representative in Tennessee. Steven's experience includes working with various clients, including individuals, businesses, and retirement plans. Steven specializes in financial planning, investment management, and providing educational seminars to clients.

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.

location

FRANKLIN, TN

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Steven Selig is a financial advisor who has been in the financial services industry since 2001. Steven is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has experience working with a variety of clients, including individuals, corporations, and institutions. Steven has also worked with clients in a number of states, including California, Florida, North Carolina, Tennessee, and Texas. Steven has a strong track record of success in the financial services industry.

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

LPL Financial LLC

location

HIXSON, TN

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Steven Miller is a financial advisor who has been in the industry since 1996. He is currently registered with LPL Financial LLC. Steven has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Steven is committed to helping his clients reach their financial goals. Previous firms include CUNA Brokerage Services, Inc. and Lincoln Financial Advisors Corporation. Steven holds the Series 6, 7, 63, 65, and 66 securities licenses and has worked at COMTRUST FCU and LPL Financial.

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

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Steven Chadwick Puryear is a registered representative with Raymond James & Associates, Inc. with over 20 years of experience in the financial industry. Steven's previous employment experience includes a role with MORGAN KEEGAN & COMPANY, INC. Steven is registered in numerous states, including Arkansas, Colorado, District of Columbia, Florida, Illinois, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Puerto Rico, Tennessee, Texas, Wisconsin, and Wyoming. Steven specializes in providing financial services to a wide range of clients, including individuals, corporations, businesses, and institutions.

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

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