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

Raymond James Financial Services Advisors, Inc.

location

Nashville, TN

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Lunke is a financial advisor with Raymond James Financial Services Advisors, Inc. Brandon has been in the financial services industry since 2009, and is a Registered Representative and Investment Advisor Representative. Brandon has experience in financial planning, portfolio management, and investment advisory services. Brandon is committed to providing his clients with personalized financial advice and guidance.

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

Cetera Investment Advisers LLC

location

KNOXVILLE, TN

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brandon Bean is a registered investment advisor representative with Cetera Investment Advisers LLC in Knoxville, TN. Brandon has been in the financial services industry since 2008. Brandon has a Series 6, 7, 63, 65, and 66 securities license and is registered in 8 states. Before joining Cetera Investment Advisers LLC, Brandon was employed with MML Investors Services, LLC, Fifth Third Securities, Inc., and First Command Financial Planning, Inc. Brandon specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

SPECIALIZATIONS

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

Creative Planning

location

Memphis, TN

0 Disclosures

ADVISOR BIO

Brandy Leann Wagner is an investment advisor representative with Creative Planning. Brandy has been in the industry since April 2007 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Brandy holds the Series 65 license and is registered with the state of Tennessee. Brandy currently works out of the Memphis, Tennessee office.

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
Unclaimed

J.p. Morgan Securities LLC

location

Nashville, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brant Blomberg is a financial professional with J.P. Morgan Securities LLC based in Nashville, TN. Brant holds the Series 63, Series 6TO, and SIE licenses and has been active in the industry since June 2024. Brant specializes in providing financial services and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Cypress Capital Advisors, LLC | CFP ® (Certifications)

location

Nashville, TN

0 Disclosures

ADVISOR BIO

Brayden Oswald is a financial advisor at Cypress Capital Advisors, LLC in Nashville, TN. Brayden holds the Certified Financial Planner designation and has a history of working in the financial industry. Brayden specializes in financial planning, pension consulting and selecting other advisors. Brayden has been in the business for 5 years, has 306 clients and over $355 million in assets under management.

SPECIALIZATIONS

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

Finwell, Inc. | CFP ® (Certifications)

location

Nashville, TN

0 Disclosures

ADVISOR BIO

Breanna May Stott is a financial advisor registered with Finwell, Inc. in Tennessee, working in the financial industry since 2008. Breanna has a Series 7, SIE and Series 66 license. Breanna specializes in providing financial planning and portfolio management for individuals, as well as educational seminars and publication of periodicals. Breanna has experience with high-net-worth individuals and corporations, as well as charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SUBSCRIPTION BASED SERVICES
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

NASHVILLE, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Joyce Hustedde is a financial advisor with UBS Financial Services Inc., a firm with more than $50 billion in assets under management. Brenda Hustedde has been in the industry since 1999. Brenda Joyce Hustedde has worked at both American Express Financial Advisors Inc. and IDS Life Insurance Company before joining UBS. Brenda Hustedde is registered with FINRA and 53 state securities regulators. She holds the Series 7, Series 63 and SIE licenses. Brenda Hustedde provides financial planning, portfolio management for individuals and businesses, and pension consulting services to clients.

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

J.p. Morgan Securities LLC

location

Murfreesboro, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Murphy is a licensed investment advisor representative with J.p. Morgan Securities LLC, registered in Idaho and Tennessee. Brenda has been in the industry since December 2021. Brenda holds a Series 63, Series 6TO, and SIE licenses and works with individual investors, businesses, corporations, insurance companies, charitable organizations, labor unions, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Chattanooga, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Louise Bridges is a financial advisor with over nine years of experience in the financial industry. Brenda is currently registered with Cambridge Investment Research Advisors, Inc., and is licensed in Alaska, Georgia, Illinois, Tennessee, and Texas. Brenda previously worked with AXA Advisors, LLC, and Equity Services, Inc. Brenda specializes in providing financial planning services to individuals, corporations, and charitable organizations. Brenda is committed to providing her clients with personalized financial advice that meets their unique needs.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

MEMPHIS, TN

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Brenda V. Hatmaker is a financial advisor with over 30 years of experience in the industry. She is currently registered with UBS Financial Services Inc. in Tennessee and Texas. Brenda has a wide range of experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. She provides a variety of services including financial planning, portfolio management, and educational seminars. Her previous experience includes work at Citigroup Global Markets Inc. and NBC Capital Markets Group, Inc.. Brenda has a strong track record of success and is committed to providing her clients with personalized financial advice and guidance.

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

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