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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed
location

GILBERT, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Christopher Fraser is an investment advisor representative at Morgan Stanley, a firm with over 1402 billion dollars in regulatory assets under management. Aaron has been in the industry since 2012 and holds a Series 66 license, as well as Series 7, 9, and 10 licenses. Aaron Fraser is registered to provide advisory services in 53 states.

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
ASSET ALLOCATION ADVICE
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Scottsdale, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Matthew Schram is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Scottsdale, Arizona. Aaron has been working in the financial industry since July 2017. He is registered as a Registered Representative (RA) in Arizona and Texas. Aaron previously worked at MML INVESTORS SERVICES, LLC, W&S BROKERAGE SERVICES, INC., and EDWARD JONES. Aaron is licensed to sell a variety of investment products, including stocks, bonds, mutual funds, and other financial products. He also provides financial planning and consulting services.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Jay Spahr is a financial advisor at Osaic Wealth, Inc. Aaron has been in the securities industry since May 27, 1997. Aaron holds FINRA Series 7, Series 24, Series 66, Series 99TO, and SIE licenses. Aaron is registered in Nebraska. The firm, Osaic Wealth, Inc., is based in Scottsdale, Arizona, and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Osaic Wealth, Inc. has 437201 total accounts, 397196 of those are discretionary and 40005 are non-discretionary. The firm's total assets under management are 94557613744.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Wood is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2018. Aaron is registered in 51 states and holds Series 7, Series 6, Series 66 and SIE licenses. Previously, Aaron was associated with PARK AVENUE SECURITIES LLC and NYLIFE SECURITIES LLC. The firm has offices in Scottsdale, AZ.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

PHOENIX, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Supita is a financial advisor with over 15 years of experience in the financial services industry. Aaron is currently registered with Morgan Stanley in Phoenix, Arizona. Aaron has held previous positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Aaron holds a variety of securities licenses, including Series 6, 7, 24, 63, and 65.

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
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Berger is a financial advisor who has been in the industry since 1994. Currently, Aaron is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with them since 2009. Before that, Aaron was with BANC of AMERICA INVESTMENT SERVICES, INC. Aaron is registered to offer investment advice in several states including Arizona, California, Colorado, Texas, and others.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

PEORIA, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Cosmo Montez is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since January 16, 2000. Prior to joining LPL Financial LLC, Aaron worked at LINCOLN FINANCIAL ADVISORS CORPORATION and AXA ADVISORS, LLC. Aaron is registered with FINRA and holds the following licenses: Series 6, Series 7, Series 24, Series 63, Series 66, and SIE. Aaron is also a Certified Financial Planner. Aaron is dedicated to providing his clients with personalized financial advice and guidance. He specializes in a variety of financial planning areas, including retirement planning, investment planning, and college savings.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Mariner Wealth | CFA ® (Certifications)

location

SCOTTSDALE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Clark is an investment advisor representative and associated person at Mariner Wealth Advisors. Aaron is registered with the Securities and Exchange Commission and has been in the industry since 2008. The individual specializes in a variety of services, including investment planning, retirement planning, and portfolio management. Aaron is a Chartered Financial Analyst and has earned numerous certifications in the financial services industry. He is dedicated to providing clients with personalized financial advice to help 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
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Foothills Advisors, LLC | CFP ® (Certifications)

location

Cave Creek, AZ

0 Disclosures

ADVISOR BIO

Aaron Coates is a financial advisor associated with Foothills Advisors, LLC. Aaron has 8 years of experience in the financial industry. Aaron is licensed to provide advisory services in Arizona. Aaron is a Certified Financial Planner™. Aaron is also a licensed CPA. Aaron is affiliated with Foothills Accounting & Tax, PLLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Phoenix, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Martin Thomas is a financial advisor with Ameriprise Financial Services, LLC. Aaron has been in the industry since 2007. Aaron is licensed in 16 states and is registered with FINRA. Aaron specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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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