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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

Glendale, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Diana Renee Sisk is a financial advisor who has been in the industry since 2013. Diana is a Certified Financial Planner™ and holds Series 7, 9, 10, 63, and SIE licenses. Diana is currently registered with Fidelity Personal and Workplace Advisors. Diana is also a partner in BRD I Partnership, Ltd.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Diana Criser is a financial advisor who has been in the industry since 2000. Diana is currently registered with Osaic Wealth, Inc. and holds Series 7, SIE, and Series 99TO licenses. Diana has previously worked with Securities America, Inc. and Osaic Wealth, Inc. specializes in 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

AE Wealth Management, LLC

location

MESA, AZ

0 Disclosures

ADVISOR BIO

Diana Stultz-bianchi is a financial advisor currently registered with AE Wealth Management, LLC in Mesa, Arizona. Diana has been in the financial industry since March 2020. Diana has passed the Series 65 exam and is registered as an Investment Advisor Representative in Arizona. Diana has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Diana's specialties include financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors. Diana is also involved with Ensign Wealth Management as Director of Client Relations.

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

SCOTTSDALE, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Diana Bagley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Diana is a registered representative with both the BrokerCheck (BC) and the Investment Adviser (IA) regulatory scopes. Diana has been working in the financial industry since June 25, 2019. Diana is a Series 7, Series 63, and Series 65 licensed advisor. Diana is registered to provide financial advice in Arizona, California, Colorado, Florida, Illinois, Minnesota, Mississippi, Nevada, New Jersey, New Mexico, Texas and Utah. Diana has previously worked at Thrivent Investment Management, Inc. in Scottsdale, Arizona. Diana is licensed to provide a variety of financial services including portfolio management, financial planning, education seminars, and research reports and services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Diana Vanmeter is an active investment advisor representative, registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Diana has been in the industry since November 6, 2016, and has experience working with various client types, including individuals, corporations, and charitable organizations. Diana holds a Series 7 and Series 66 licenses, and is registered to provide investment advice in multiple states. Diana's firm, Merrill Lynch, is a well-established financial institution with a strong track record in investment management and financial planning.

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Diana Vannessa Londono is a registered representative with Osaic Wealth, Inc. Diana has been in the financial industry since December 2021 and holds the Series 7TO and SIE licenses. Diana is located in Scottsdale, Arizona and specializes in various financial services including portfolio management, financial planning, and pension consulting. Diana's current firm is actively registered with both the SEC and FINRA. Previously Diana worked for Securities America, Inc. in La Vista, Nebraska.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

SCOTTSDALE, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Diane Marie King is a financial professional with over 20 years of experience in the industry. Diane is currently registered with Raymond James & Associates, Inc. in Scottsdale, Arizona. Previously, Diane worked at Stifel, Nicolaus & Company, Incorporated, Raymond James & Associates, Inc. and Citigroup Global Markets Inc., all in Scottsdale, Arizona. Diane has a strong background in securities, with licenses including Series 7, Series 63 and SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

MML Investors Services, LLC

location

Scottsdale, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Diane Toyama Thomas is a financial advisor with MML Investors Services, LLC. Diane has been in the securities industry for over 10 years and is registered with the state of Arizona. She specializes in financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Diane Carol Brown is a financial advisor with Osaic Wealth, Inc. Diane has been in the financial industry since 2010 and has a wide range of experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Diane provides financial planning, portfolio management, and pension consulting services. Diane holds Series 6, 7, 24, 63 and 66 licenses.

SPECIALIZATIONS

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

J. W. Cole Advisors, Inc. | CFP ® (Certifications)

location

Scottsdale, AZ

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Dianne Therese Fay is a financial advisor with over 30 years of experience in the industry. Dianne has a strong track record of success in providing financial advice to individuals, families, and businesses. Dianne is a Certified Financial Planner™ and holds the Series 6, 7, 63, and 65 licenses. Dianne is currently registered with J.W. Cole Advisors, Inc. and is a licensed advisor in Arizona. In addition to her work as a financial advisor, Dianne also owns and operates a tax and accounting practice.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTING

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