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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Cetera Investment Advisers LLC

location

SCOTTSDALE, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Millar is a financial advisor with Cetera Investment Advisers LLC. Christopher has been in the financial services industry since 2014. Christopher is registered with FINRA and has a Series 66, Series 7, and SIE license. Christopher is also registered in 14 states as a broker-dealer and investment advisor. Christopher's previous experience includes working as a financial advisor with Edward Jones. Christopher specializes in financial planning, pension consulting, and portfolio management. Christopher is committed to providing clients with personalized financial advice and helping 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
Unclaimed
location

PHOENIX, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Lapaglia is a financial advisor registered with Morgan Stanley, a well-established financial services company with a history of providing a wide range of investment products and services. Christopher is a Registered Representative (RR) and an Investment Advisor Representative (IAR). He has been active in the securities industry since 2011. Christopher holds a Series 7 General Securities Representative license and a Series 66 Uniform Combined State Law Examination license. He is licensed in 53 states and is currently active in Arizona, Illinois and Texas. His career history shows experience working with Morgan Stanley in Chicago and Phoenix.

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

Equitable Advisors, LLC

location

SCOTTSDALE, AZ

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Lanier is a registered investment advisor with Equitable Advisors, LLC. Christopher has been in the financial industry since June 2008 and is licensed in 15 states. Christopher has been with Equitable Advisors, LLC since May 2008. Christopher is a Series 66, Series 7, and SIE licensed professional. Christopher offers various financial planning services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Christopher also provides 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

Public Safety Financial/galloway

location

MESA, AZ

0 Disclosures

ADVISOR BIO

Christopher Alan Hern is a registered investment advisor representative with Public Safety Financial/galloway, a firm headquartered in Mesa, Arizona. Christopher has been a registered representative since 2002 and currently holds a Series 6, 63, and 65 license. Christopher has experience in providing financial planning and portfolio management services to individuals and businesses. Christopher specializes in working with high-net-worth individuals and individuals other than high-net-worth. Christopher has worked for ING Financial Advisors, LLC and the City of Mesa Police in the past.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Edelman Financial Engines

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Christopher Rieger is a financial advisor with over 10 years of experience in the industry. Christopher currently works at Edelman Financial Engines, where Christopher is registered with the state of Arizona and Texas. Christopher has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, and Vanguard Marketing Corporation. Christopher holds several professional licenses and designations.

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

Cetera Investment Advisers LLC

location

PHOENIX, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Janes is a financial advisor who is registered with Cetera Investment Advisers LLC in Arizona and Texas. Christopher has been in the industry since March 2021, previously working with Securian Financial Services, Inc. in Phoenix, Arizona. Christopher's expertise is in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

PRESCOTT, AZ

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Kissel is a financial advisor with Morgan Stanley. Christopher has been in the industry since 1996 and has a broad range of experience working with individuals, corporations, and institutions. Christopher holds Series 7, 10, 9, 63, and 65 licenses, and has a wide array of specializations. Christopher is a registered representative with the firm in the states of Arizona, California and Texas.

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
location

SCOTTSDALE, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Kirby is an investment advisor representative with Osaic Wealth, Inc. Christopher has been in the securities industry since March 18, 2001. Christopher is licensed in Nebraska and has passed the following exams: Series 66, Series 24, SIE, and Series 7. Christopher's previous employer was Securities America, Inc. Christopher has been with Osaic Wealth, Inc. since June 2024. Christopher specializes in a variety of areas, including: providing financial planning services, pension consulting, conducting educational seminars, selecting other advisors, managing portfolios for businesses and individuals. Christopher is also a business consultant employee of Securities America Financial Corporation.

SPECIALIZATIONS

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

Wright Wealth Management Group

location

PRESCOTT, AZ

experience

25 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Christopher Wright is a financial advisor with over 20 years of experience in the industry. Christopher has a Series 6, 7, 26, 63, and 65 licenses, as well as the SIE. Christopher currently works for Wright Wealth Management Group, which is based in Prescott, Arizona. Christopher has been registered with the firm since 2015 and has also been registered with Center Street Securities, Inc. and Multi-Financial Securities Corporation. Christopher is a Registered Investment Advisor in Arizona and Texas, and Christopher is also an active insurance agent. Christopher's previous experience also includes roles at H.D. Vest Investment Services, Linsco/Private Ledger Corp., and Realta Equities, Inc. Christopher specializes in providing financial advice to individuals, and Christopher is also known for his expertise in education, fixed insurance, and investment advisory services.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Unclaimed

Ameriprise Financial Services, LLC

location

Gilbert, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Housley is an investment advisor representative and has been in the industry for 14 years. Christopher is currently registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in Arizona. Christopher has a strong track record of providing investment advice to individuals, families, and businesses. Christopher has held previous registrations with WELLS FARGO CLEARING SERVICES, LLC and EDWARD JONES.

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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