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Market Timing Services Advisors in Tallahassee, Florida
17 Results
Unclaimed

Truist Advisory Services, Inc.

location

TALLAHASSEE, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Charles Mark Hopkins is a financial advisor with Truist Advisory Services, Inc. Charles Mark Hopkins is registered with the Securities and Exchange Commission and holds the following licenses: Series 6, Series 7, Series 26, Series 63 and Series 66. Charles Mark Hopkins has been in the financial services industry since February 2, 1999. Charles Mark Hopkins is also registered in Alabama, California, Colorado, Connecticut, Florida, Georgia, Louisiana, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Wisconsin.

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
Unclaimed

Centaurus Financial, Inc.

location

TALLAHASSEE, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Colin Farley Stark is a registered representative with Centaurus Financial, Inc. Colin has been in the securities industry since 2008. Colin holds the Series 63, Series 7 and SIE licenses. Colin is registered with the state of Florida. Colin's firm is located in Anaheim, CA.

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
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

TALLAHASSEE, FL

experience

26 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Denis C Nash is a financial advisor currently registered with Ameriprise Financial Services, LLC. Denis Nash has been in the industry since April 1999. Denis Nash is licensed to provide investment advice in Florida. Denis C Nash is a registered representative of Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a financial advisory firm headquartered in Minneapolis, Minnesota. The firm manages assets of more than $479 billion for individuals and families, businesses, charities, pension funds, and trusts.

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
Unclaimed

Independent Advisor Alliance, LLC

location

Tallahassee, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Erin McCarty is a financial advisor at Independent Advisor Alliance, LLC. Erin has been in the financial services industry since 2017 and holds Series 7, 66, and SIE licenses. Erin works with a wide range of clients, including individuals, families, businesses, and non-profits. Erin is committed to providing her clients with personalized financial advice and guidance. She is passionate about helping people achieve their financial goals. Erin is also active in the community and serves on the board of directors of several non-profit organizations.

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
Unclaimed

Ameriprise Financial Services, LLC

location

Tallahassee, FL

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jackson Tyler Gardner is a financial advisor registered with Ameriprise Financial Services, LLC in Tallahassee, Florida. Jackson is licensed in several states including Florida, Alabama, Georgia, Illinois, Minnesota, Tennessee and Texas. Jackson has been working in the financial services industry since October 10, 2019. Jackson has passed both the Series 7 and 66 exams, and the SIE exam. Jackson is also a Registered Investment Advisor with the state of Florida. Ameriprise Financial Services, LLC is a large financial services firm with offices in many states.

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
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

TALLAHASSEE, FL

experience

43 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Jennifer Todd Nash is a financial advisor who has been in the industry since 1981. Jennifer holds licenses to provide investment advice and sell securities in multiple states including Florida, Georgia and Texas. Jennifer currently works for Ameriprise Financial Services, LLC. Prior to working at Ameriprise Financial Services, Jennifer worked at IDS Financial Services Inc. and IDS Life Insurance Company. Jennifer specializes in providing financial advice and investment management services to individuals, families, corporations 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
Unclaimed

Synovus Securities, Inc.

location

TALLAHASSEE, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Brooks Groover is a financial advisor who has been in the industry since 2023. Jonathan is currently registered as a broker-dealer and investment advisor representative with Synovus Securities, Inc. Jonathan previously worked with Thrivent Investment Management Inc. and has a Series 7TO, Series 66, and SIE license. Jonathan's professional focus includes providing financial planning, portfolio management services, and educational seminars. Jonathan works with clients across a broad range of needs, including individuals, businesses, and non-profits.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed

Centaurus Financial, Inc.

location

TALLAHASSEE, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Libert Warren, a registered representative with Centaurus Financial, Inc., has been in the financial services industry since 2015. Libert is licensed to provide investment advice in Colorado, Florida, Georgia, Illinois, Kansas, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Libert holds the Series 7 and Series 66 licenses. Libert is a registered representative with Centaurus Financial, Inc. Libert is also a financial analyst for The Tallahassee Economic Index.

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
Publication of Financial Periodicals
Unclaimed

Independent Advisor Alliance, LLC

location

TALLAHASSEE, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Thomas Blanco is a financial advisor with Independent Advisor Alliance, LLC in Tallahassee, FL. Nathaniel has been in the industry since January 2024 and has his Series 66, Series 7, and SIE licenses. Nathaniel is registered to provide investment advisory services to individuals, corporations, and retirement plans. Independent Advisor Alliance, LLC is an independent investment advisor firm that provides a range of services, including financial planning, portfolio management, and investment education.

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
Unclaimed

Ameriprise Financial Services, LLC

location

Tallahassee, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Richard Neil Bergstrom is a financial advisor with Ameriprise Financial Services, LLC. Richard is a registered representative with 18 years of experience in the industry. Richard has a strong background in financial planning, portfolio management, and asset allocation. Richard also holds a Series 66 license and a Series 7 license. Richard is committed to providing his clients with personalized financial advice that helps 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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