Years of Experience
5-20+ Years
Daniel Island, SC
16 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Watkins is a financial advisor with over 15 years of experience in the industry. Aaron is currently registered with Ameriprise Financial Services, LLC and holds licenses in multiple states. Aaron has a broad range of experience, having worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc., and Bank of America, N.A. Aaron has earned the Certified Financial Planner designation and has specialized expertise in retirement planning, insurance, and investment management.
SPECIALIZATIONS
DANIEL ISLAND, SC
0 Disclosures
ADVISOR BIO
Adam Curran is a financial advisor registered with Curran Financial Partners, LLC. Adam has been in the financial services industry since 2008 and is also a managing member of B&B Media Group, LLC, a media buying specialist for Curran Financial Partners. Adam is a Certified Financial Planner™ professional. Adam is licensed to offer securities and investment advice in Georgia, North Carolina, and South Carolina.
SPECIALIZATIONS
Verified
Cetera Investment Advisers LLC | CFP ® (Certifications)
DANIEL ISLAND, SC
7 Years Experience
0 Disclosures
ADVISOR BIO
AJ grew up in Freehold, NJ, in a house where financial planning was an everyday phrase. His father is a wealth advisor and has an independent practice. AJ’s passion for the industry grew under his father’s stewardship. This interest grew into a career as an independent financial advisor where he can educate and grow with his clients. AJ is driven by a passion for solving complex wealth building, wealth transfer, and tax planning issues. His focus is on helping business owners and families. When not in the office, AJ enjoys the beach, golf, and spending time with his wife Toni. He also is the Chairman of the University of South Carolina Alumni Association in Charleston. Credentials AJ received a Bachelor of Science degree in Business Administration with a major in Finance and a minor in Integrated Information Technology from the University of South Carolina. He is a Registered Representative and Investment Advisor Representative and holds the following licenses/certifications: Series 7 and Series 66 securities registrations. CFP® (Certified Financial Planner™): A prestigious certification for financial planners, emphasizing rigorous education and ethical standards to prepare for secure client futures. AIF® (Accredited Investment Fiduciary®): Designation for professionals demonstrating a deep understanding of fiduciary duties and investment management standards. CEPA® (Certified Exit Planning Advisor): Certification that prepares advisors to help business owners plan and execute effective exit strategies.
SPECIALIZATIONS
DANIEL ISLAND, SC
2 Years Experience
0 Disclosures
ADVISOR BIO
Alexander Edward Roliczek is a financial advisor with Cetera Investment Advisers LLC. Alexander has been in the securities industry since December 6, 2022. Alexander holds Series 66, Series 7 and SIE licenses. Alexander also works as an agent/broker for Commonwealth Fixed Insurance. Alexander is registered with and provides investment advice in Florida, Georgia, New York, North Carolina, Pennsylvania and South Carolina. Cetera Investment Advisers LLC has 5438 licensed agents, 6645 investment advisor representatives and 6626 registered representatives. Cetera Investment Advisers LLC specializes in providing investment advice and services to charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Cetera Investment Advisers LLC provides services like financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
Daniel Island, SC
19 Years Experience
0 Disclosures
ADVISOR BIO
Alexis Tucker is a financial advisor with Ameriprise Financial Services, LLC. Alexis has been in the financial services industry since February 2006 and is registered to provide securities and investment advisory services in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Ameriprise Financial Services, LLC is a registered investment advisor and broker-dealer with a total of $479,793,782,427 in regulatory assets under management.
SPECIALIZATIONS
DANIEL ISLAND, SC
22 Years Experience
0 Disclosures
ADVISOR BIO
Ansley Mellette is a financial advisor with over 19 years of experience in the industry. Ansley is currently registered with Harbour Wealth Management Group, Inc. as a Registered Representative. Previously, Ansley has been associated with RAYMOND JAMES & ASSOCIATES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ansley has Series 66, Series 10, Series 9, SIE, Series 31 and Series 7 licenses and is registered with the state of South Carolina. Ansley is also a Registered Client Service Associate for Harbour Wealth Management Group, Inc..
SPECIALIZATIONS
DANIEL ISLAND, SC
7 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Valentino is an active investment advisor representative registered with Cetera Investment Advisers LLC. Anthony's current employment is with Cetera Investment Advisers LLC. Anthony has been in the industry since 2018, working previously with First Allied Securities, Inc., Securian Financial Services, Inc., and Commonwealth Financial. Anthony has a total of 9 approved state licenses, 2 approved IA state licenses, and is registered in 11 states. Anthony has passed the Uniform Combined State Law Examination (Series 66), Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Anthony's specialties include: portfolio management, financial planning, and educational seminars.
SPECIALIZATIONS
DANIEL ISLAND, SC
0 Disclosures
ADVISOR BIO
Christine Marie Kriegl is a financial advisor registered with the state of South Carolina. Christine Marie Kriegl is currently employed with Curran Financial Partners, LLC and has been in the industry since 2013. Christine Marie Kriegl has passed the Series 65, Series 66, SIE, and Series 7 exams. Christine Marie Kriegl specializes in providing financial planning, pension consulting, and portfolio management services for individuals and investment companies.
SPECIALIZATIONS
DANIEL ISLAND, SC
0 Disclosures
ADVISOR BIO
Christopher McQuade is a financial advisor with Curran Financial Partners, LLC. Christopher has been in the industry since 2005. Christopher is licensed to provide investment advisory services in Georgia, North Carolina, and South Carolina. Curran Financial Partners, LLC provides investment advisory services to individuals, high-net-worth individuals, and investment companies. The firm specializes in financial planning, pension consulting, and portfolio management.
SPECIALIZATIONS
DANIEL ISLAND, SC
19 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Corley is a Managing Director at Harbour Wealth Management Group, Inc. Christopher has been in the industry since July 2006 and has been registered with Harbour Wealth Management Group, Inc. since June 2021. Christopher is also a Registered Representative with M Holdings Securities, Inc.. He is also a Director on the Board of Zoning Appeals for the Town of Awendaw. Christopher is a Series 66, Series 7 and SIE licensed advisor who specializes in Financial Planning, Portfolio Management, and Pension Consulting. Christopher has experience working with High Net Worth Individuals, Pensions and Profit Sharing Plans, and Corporations or other Businesses. He has also worked with individuals other than high-net-worth, and charitable organizations.
SPECIALIZATIONS
