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Financial Advisors in Alaska
510 Results
Unclaimed

Foundational Retirement Solutions LLC

location

HAINES, AK

0 Disclosures

ADVISOR BIO

William Chetney is a retirement planning specialist with over 30 years of experience in the financial services industry. William is currently registered with Foundational Retirement Solutions LLC. In addition to William's professional experience, William is also involved with the Global Retirement Partners LLC. William's experience spans various firms, including LPL Financial LLC, NRP Financial, Inc., Financial Telesis Inc., Sterling Financial Investment Group, Inc., Washington Square Securities, Inc., Prudential Retirement Services, Inc., Green Hill Financial Service Corporation and Prudential Asset Management Company Securities Corporation. William specializes in retirement planning, pension consulting, selection of other advisors and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

ANCHORAGE, AK

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

William Guy Recknagle is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since January 14, 2009. William Guy Recknagle holds multiple licenses including Series 31, Series 7 and Series 66. William Guy Recknagle is also a Certified Financial Planner. William Guy Recknagle is registered to provide investment advice in 20 states and is an active advisor with both FINRA and the SEC. William Guy Recknagle is currently working with Wells Fargo Clearing Services, LLC in Anchorage, Alaska. William Guy Recknagle previously worked with UBS Financial Services Inc. in Anchorage, Alaska. William Guy Recknagle has provided investment advice to a wide variety of clients including individuals, corporations, charitable organizations, pension and profit sharing plans and investment companies. William Guy Recknagle has a track record of success in helping clients achieve their financial goals. William Guy Recknagle is committed to providing personalized financial advice and exceptional customer service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Eagle Strategies LLC

location

FAIRBANKS, AK

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

William B. Bast is a financial advisor with Eagle Strategies LLC in FAIRBANKS, Alaska. William has been in the industry since 2007 and holds several licenses, including Series 6, 7, 63, and 66. William has passed the SIE exam and has experience working with individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Nylife Securities LLC

location

ANCHORAGE, AK

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

William David Geiger is a registered representative in Alaska, Oregon, and Washington. William has been in the industry since August 31, 2014, and is currently employed by Nylife Securities LLC. William's registrations include Series 6, Series 26, and Series 63. William has a total of 5 exams on record, including a Principal exam and a State exam.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

ANCHORAGE, AK

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

William Boyd Stokes is a financial advisor with over 30 years of experience in the industry. Currently registered with Osaic Wealth, Inc., William has also held previous positions with Securities America, Inc., KMS Financial Services, Inc., Edward Jones, Waddell & Reed, Inc., and PFS Investments Inc. William is a Certified Financial Planner and holds a Series 6, 7, 63, and 65 license, as well as the SIE. William's expertise covers financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Eagle Strategies LLC | CFC ® (Certifications)

location

ANCHORAGE, AK

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

William Hurst is a financial professional with over 28 years of experience in the industry. He is currently registered as a Registered Representative with Eagle Strategies LLC in Anchorage, AK. William Hurst's areas of expertise include financial planning, pension consulting, and educational seminars. William Hurst is also a Chartered Financial Consultant.

SPECIALIZATIONS

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

WASILLA, AK

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Willy Thomas Shelton is a financial advisor with Edward Jones. Willy has been in the financial services industry since 2011 and is registered in 25 states. Willy has a Series 66, Series 7 and SIE license. Willy specializes in providing financial advice to individuals, families, and businesses. Willy’s practice focuses on providing comprehensive financial planning services, including retirement planning, college savings, estate planning, and insurance. Willy also provides portfolio management services. Willy’s commitment to providing personalized service has earned him a reputation as a trusted advisor in the community.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ANCHORAGE, AK

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Xang Xiong is an investment advisor representative with Wells Fargo Clearing Services, LLC. Xang has been active in the industry for several years and is registered with the state of Alaska. Xang holds the Series 63 and Series 65 licenses, as well as the Series 6TO and SIE. Xang specializes in providing financial planning, pension consulting and investment consulting services to institutional clients. Xang is located in Anchorage, AK and has a strong track record of helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Eagle Strategies LLC

location

ANCHORAGE, AK

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Yoshikuni Ogawa is an investment advisor representative with Eagle Strategies LLC. Yoshikuni Ogawa has been in the securities industry since 2007. Yoshikuni Ogawa is registered in Alaska, Arizona, Colorado, Idaho, Iowa, Massachusetts, New Mexico, Oregon, Texas and Washington and is licensed to provide financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals. Yoshikuni Ogawa is also a shareholder in NYLARC Holding Company, Inc. Eagle Strategies LLC is a Registered Investment Advisor with a main office in New York, NY.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JUNEAU, AK

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Kohan is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 13 years of experience in the financial services industry. Zachary has been registered as a broker-dealer and investment advisor representative with the firm since 2011. Zachary is licensed in multiple states and holds Series 6, 7, 63 and 66 licenses. Zachary also holds the Securities Industry Essentials (SIE) license. Zachary has been recognized for his commitment to providing exceptional client service and his dedication to helping clients achieve their financial goals.

SPECIALIZATIONS

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