Invested Better
Advisors in Sheffield, Alabama
5 Results
Unclaimed
location

SHEFFIELD, AL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Steven Malone is a registered representative with Edward Jones. Andrew has been in the industry since March 23, 2015 and has been with Edward Jones since February 2015. Andrew holds the Series 66, Series 7, and SIE licenses and has been registered in multiple states.

SPECIALIZATIONS

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

Sheffield, AL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ausie Clement has been in the financial industry since 2013. Ausie is a registered representative of Edward Jones, an established financial services firm. Ausie is licensed in Alabama and Texas, and has earned the Series 66 and Series 7 licenses. Ausie focuses on providing financial planning and portfolio management services to a range of clients, including individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SHEFFIELD, AL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jimmy Holland is a financial professional with over 13 years of experience in the financial services industry. Jimmy is currently registered with Osaic Wealth, Inc. and holds Series 7, 63, and 66 licenses. Prior to joining Osaic Wealth, Inc., Jimmy worked with SagePoint Financial, Inc. and G.F. Investment Services, LLC. Jimmy focuses on providing financial planning services and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SHEFFIELD, AL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jimmy Holland is a financial advisor with Osaic Wealth, Inc. Jimmy has over 20 years of experience in the financial services industry. Jimmy is licensed to provide financial advice in Alabama, Georgia, Mississippi, New York and Oklahoma. Jimmy's specializations include financial planning, pension consulting, and portfolio management.

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

Sheffield, AL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Raleigh Green is a financial advisor with Ameriprise Financial Services, LLC. Joseph Green is registered with the state of Alabama and holds licenses in both brokerage and investment advisory capacities. Joseph Green has been in the financial services industry for over 10 years and is committed to providing personalized financial advice 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals