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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Commonwealth Financial Network

location

Scottsdale, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Darby Ellen Christenson is a financial advisor with Commonwealth Financial Network. Darby has been in the industry since July 2012, and has extensive experience providing financial advice. Darby has been registered with Commonwealth Financial Network since May 2019 and previously worked with Northwestern Mutual Investment Services, LLC.

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

Fidelity Personal AND Workplace Advisors

location

SCOTTSDALE, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Darby Maley is a financial advisor at Fidelity Personal And Workplace Advisors. Darby has been in the industry since 2017 and is registered in 54 states. Darby's specializations include providing financial planning, educational seminars and selecting other advisors to clients. Fidelity Personal And Workplace Advisors is a large firm with over 15,000 employees. The firm has been in business for over 75 years and manages over $818 billion in assets.

SPECIALIZATIONS

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

Ellevest | CFP ® (Certifications)

location

QUEEN CREEK, AZ

0 Disclosures

ADVISOR BIO

Darci Zaunmiller is a financial advisor who has been working in the industry since 2006. Darci is a Certified Financial Planner™ professional and holds the Series 6, 7, 10, 63, 65, and SIE licenses. Darci Zaunmiller currently works for Ellevest, where Darci provides financial planning, portfolio management for individuals and businesses, and educational seminars. Previously, Darci worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Vanguard Marketing Corporation.

SPECIALIZATIONS

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

AE Wealth Management, LLC

location

Peoria, AZ

0 Disclosures

ADVISOR BIO

Darcy Bergen is an Investment Advisor Representative at AE Wealth Management, LLC, and has been in the industry since 2003. Darcy Bergen is registered with the state of Arizona, California and Texas and specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Darcy Bergen is associated with AE Wealth Management, LLC, which has a main office in Topeka, Kansas.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PHOENIX, AZ

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Daren Frankeberger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Daren has been in the industry since 1998 and has a Series 7, Series 66, and SIE licenses. Daren is registered to provide investment advice in 42 states and the District of Columbia. Daren specializes in working with individuals, corporations, insurance companies, charitable organizations, and pension plans.

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

GILBERT, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Darien Romero, a financial advisor with over 2 years of experience, is registered with Morgan Stanley in Gilbert, Arizona. Darien has a Series 7, Series 66, and SIE license. Darien has previously worked at J.P. Morgan Securities LLC in Tempe, Arizona and Equitable Advisors, LLC in Boca Raton, Florida. Darien is able to provide financial advice and services to individuals, corporations, insurance companies, pension plans, and more.

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. | CFP ® (Certifications)

location

Scottsdale, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Darin Robert Shebesta is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with over 5,700 investment advisor representatives across the United States. Darin has been in the industry since May 2008 and is registered in 22 states to provide investment advice. Darin specializes in a range of financial planning services, including investment management for individuals and businesses, retirement planning, and insurance services. Darin holds the Certified Financial Planner (CFP®) designation and holds Series 7, Series 66 and SIE licenses. In addition to his work with Raymond James, Darin also runs a separate consulting business, Possibility Wealth Advisors, LLC, where he provides financial planning services independently.

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

LPL Financial LLC

location

CHANDLER, AZ

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Darin Rokke is a financial advisor with LPL Financial LLC. Darin has been in the financial services industry since 1996 and has experience working with individuals, businesses, and retirement plans. Darin holds licenses in multiple states including Arizona, Colorado, Florida, Indiana, Kansas, Maine, Minnesota, North Dakota, and Wisconsin. In addition to his work with LPL Financial, Darin is also involved with Rokke Family Farms LLC.

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

Principal Securities, Inc.

location

PHOENIX, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Darin Lowell Hood is a financial advisor with Principal Securities, Inc. Darin is a registered representative in Arizona and Texas and has been in the industry since 2018. Darin has passed the Series 66, Series 7, and SIE exams. Darin specializes in providing financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations. Darin also provides advisory services in the selection of other advisors and portfolio management. Darin is currently licensed with Principal Life Insurance Company and Principal Securities Inc. in Scottsdale, AZ.

SPECIALIZATIONS

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

Foundations Investment Advisors LLC

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Darren Lundy is an investment advisor representative with Foundations Investment Advisors LLC. Darren has been working in the financial industry since 1996 and is registered with the state of Ohio. Darren also holds Series 63, 65, 66 and 7 securities licenses. Darren has been with Foundations Investment Advisors LLC since April 2018. Darren provides financial planning services and portfolio management for individuals. Darren also provides educational seminars.

SPECIALIZATIONS

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

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