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Market Timing Services Advisors in Hendersonville, North Carolina
13 Results
Unclaimed

AE Wealth Management, LLC

location

Hendersonville, NC

0 Disclosures

ADVISOR BIO

Amelia Grace Shechet is a financial advisor associated with AE Wealth Management, LLC. Amelia is currently registered as an Investment Advisor Representative in North Carolina. Amelia holds a Series 65 - Uniform Investment Adviser Law Examination.

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

AE Wealth Management, LLC

location

Hendersonville, NC

0 Disclosures

ADVISOR BIO

Carlton Wright Murrey is an investment advisor representative at AE Wealth Management, LLC in Hendersonville, North Carolina. Carlton has been in the industry since 2000. Carlton has passed the Series 63, Series 62 and Series 7 exams. Carlton also holds the Series 65 exam. Carlton has a strong background in financial planning and portfolio management. Carlton has a long history of working with clients in a variety of industries. Carlton is committed to providing his clients with personalized financial advice that helps them achieve their financial goals. Carlton also has experience with insurance sales. Carlton is a highly experienced and qualified investment advisor 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
Unclaimed

Robert W. Baird & Co. Inc.

location

Hendersonville, NC

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Deane Gauthier is a financial advisor with over 23 years of experience in the industry. Deane is registered with Robert W. Baird & Co. Inc. in Florida, North Carolina, and Texas. Deane has a proven track record of success in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Deane has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. Deane is committed to providing personalized financial advice and services to help clients 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

Hendersonville, NC

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dwayne Wesley Powell is a financial advisor with over 20 years of experience in the industry. Dwayne is registered with Robert W. Baird & Co. Inc. and has previously held registrations with firms such as J.J.B. HILLIARD, W.L. LYONS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Dwayne is licensed to provide investment advice in multiple states. Dwayne is a Certified Financial Planner. Dwayne's areas of specialization include portfolio management, financial planning, 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Brokers International Financial Services, LLC

location

Hendersonville, NC

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Frederick William Stansberry is an investment advisor representative who has been working in the financial services industry since November 10, 2015. Frederick is currently registered with Brokers International Financial Services, LLC, a firm headquartered in Urbandale, Iowa. Frederick has a broad range of experience, having worked for firms such as PRUCO SECURITIES, LLC., QUESTAR CAPITAL CORPORATION, and SUNTRUST INVESTMENT SERVICES, INC. Frederick is registered in Florida, North Carolina, and South Carolina, and he holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Frederick's primary specialization is in providing portfolio management services for individuals and investment companies. In addition, Frederick is a substitute teacher at Henderson County Public Schools and works as an agent for the National Agents Alliance.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

HENDERSONVILLE, NC

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James Allen Morrison is a financial advisor in Hendersonville, NC. James has been in the financial services industry since July 10, 1994. James is registered with Ameriprise Financial Services, LLC and has branch offices in Hendersonville, NC and Horse Shoe, NC. James is also registered in 15 states and has passed the Series 63, Series 66, Series 7 and SIE exams. James offers a variety of financial services, including financial planning, asset allocation services, portfolio management, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Hendersonville, NC

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

John Newman Glover is an investment advisor representative with Robert W. Baird & Co. Inc., a firm with a history of providing investment advice and financial services. John Glover is registered to provide investment advice in multiple states, with offices in Hendersonville, NC. John Glover has been in the financial industry since 2016 and has a broad base of knowledge regarding investment strategies and financial planning. In addition to his experience, John Glover has passed several industry exams, including the Series 7, SIE and Series 66, demonstrating a strong understanding of securities regulations and best practices.

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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Hendersonville, NC

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Dissette Maumenee is a financial advisor with Robert W. Baird & Co. Inc. located in Hendersonville, NC. Kelly has been in the financial services industry since 2002. Kelly is registered with the state of North Carolina, as well as many other states including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin and Wyoming. Kelly holds the Series 7, Series 63, and Series 65 securities licenses, as well as the SIE exam. Kelly previously worked for J.J.B. HILLIARD, W.L. LYONS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Commonwealth Financial Network

location

Hendersonville, NC

disclosure

1 Disclosures

ADVISOR BIO

Michael Angel Cano is a financial advisor with Commonwealth Financial Network in Hendersonville, North Carolina. Michael has been in the financial services industry for over 20 years and has a diverse background in both investment advising and insurance. Michael's focus is on serving individuals, families, and businesses with a range of investment needs.

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

HENDERSONVILLE, NC

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Robert Jerald Dotson is a financial advisor with Ameriprise Financial Services, LLC in Hendersonville, NC. Robert has been in the industry since 1994 and is registered with the state of Florida, North Carolina, and Texas. He has passed the Series 63, Series 65, Series 7, and SIE exams. Robert is a member of the Ameriprise Financial Services, LLC team, and is committed to providing comprehensive financial planning and investment advice to clients. He specializes in asset allocation, financial planning, and portfolio management for individuals and businesses. Robert is dedicated to helping clients 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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