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Educational Seminars & Workshops Advisors in East Liverpool, Ohio
6 Results
Unclaimed

Stonex Advisors Inc.

location

East Liverpool, OH

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bryan Russell is a financial advisor with Stonex Advisors Inc., a company based in Birmingham, Alabama. Bryan has worked in the financial industry since December 19, 2014. Bryan has experience in providing financial consulting services, financial planning, pension consulting, educational seminars, and selection of other advisors. Bryan holds Series 6, 63, 65 and SIE licenses. In addition to working with Stonex Advisors Inc., Bryan is also an Associate Agent with Chris Arnott Agency, Inc. where Bryan sells and services client accounts for life, health, and Medicare insurance as well as fixed investments.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

EAST LIVERPOOL, OH

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Charles McCoy is a financial advisor registered in Florida, Kentucky, North Carolina, Ohio, Pennsylvania and West Virginia. Charles has been in the financial industry since 1987 and is currently registered with Cetera Investment Advisers LLC. Charles is also registered as an investment advisor representative in Ohio. Charles' previous employers include MetLife Securities Inc., Metropolitan Life Insurance Company and Securities Brokerage Services, Inc. He is licensed to sell insurance products and provides financial advice to individuals, businesses, corporations, charitable organizations and pension and profit sharing plans. Charles offers investment 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
Unclaimed

THE Huntington Investment Co.

location

EAST LIVERPOOL, OH

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Emmalee Jane Mattern is a registered representative with The Huntington Investment Co. based in EAST LIVERPOOL, OH. Emmalee is a registered investment advisor representative in Ohio and has been in the financial industry since 2009. Emmalee holds a Series 6, Series 7, and Series 66 license as well as a Securities Industry Essentials Exam. Emmalee's specializations include: Retirement Planning, College Savings, and Estate Planning. The Huntington Investment Co. provides a variety of financial services to individuals, businesses, and institutions.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Bricker Financial Planning | CFP ®,PFS ® (Certifications)

location

EAST LIVERPOOL, OH

0 Disclosures

ADVISOR BIO

Gregory T. Bricker is a financial advisor registered with the state of Ohio, Pennsylvania and West Virginia. Gregory is associated with Bricker Financial Planning. Gregory is also the owner/member of Sunny Weather, LLC dba Gregory T. Bricker, CPA an accounting firm/tax preparation service firm. Gregory T. Bricker is also the Mayor of the City of East Liverpool, OH. Gregory is a Certified Financial Planner™ and a Personal Financial Specialist. The firm's services include financial planning, educational seminars and portfolio management for individuals.

SPECIALIZATIONS

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

PNC Investments

location

East Liverpool, OH

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Joshua McCoy is a financial advisor with PNC Investments. Joshua has been in the financial services industry since 2019. Joshua has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Joshua holds a Series 7, Series 66 and Series 24 license.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

THE Huntington Investment Co.

location

EAST LIVERPOOL, OH

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Stacey Elizabeth Yoho is an Investment Advisor Representative associated with The Huntington Investment Co.. Stacey has been in the industry since June 2017. Stacey is a Series 6, SIE and Series 63 licensed representative.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals