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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

LPL Financial LLC

location

QUEEN CREEK, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Eric Myre is a financial advisor with LPL Financial LLC. Eric has been in the financial services industry since 2007. Eric is licensed to provide investment advice in Arizona, Idaho, Pennsylvania, and Texas. Eric's previous experience includes working for National Planning Corporation. Eric is a registered representative with FINRA and a registered investment advisor.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Eric Lopez farmer is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has been in the industry for over 10 years and holds Series 7TO, Series 66, and SIE licenses. Eric is registered in 48 states as a broker-dealer and in two states as an investment advisor. Eric provides portfolio management services to individuals, businesses, and investment companies. Eric also offers a variety of other services, including financial planning, educational seminars, and selection of other advisors.

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

location

PHOENIX, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Eric Paul Cook is a registered representative with LPL Financial LLC. Eric has been in the financial services industry since January 2002. Eric holds the Series 66, Series 7, and SIE licenses. Eric is registered in 18 states and the District of Columbia for securities and investment advisory services. Eric is also a registered representative for LPL Financial LLC in Texas. Eric is a member of the National Planning Corporation and has been with the firm since 2017. Eric's areas of expertise include retirement planning, investment management, and insurance.

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

UBS Financial Services Inc.

location

PHOENIX, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Eric V. Franz is a financial advisor with over 13 years of experience in the industry. Eric is currently registered with UBS Financial Services Inc. and has been with the firm since May 2012. Prior to joining UBS Financial Services Inc., Eric worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Eric is licensed to provide securities advice in several states including Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, Missouri, Montana, New Jersey, Oregon, South Carolina, Texas, Virginia, and Washington. Eric holds several licenses and certifications, including the Series 7, Series 66, and SIE exams. Eric is also a member of the board of directors for COPPER BASIN BIBLE CAMP.

SPECIALIZATIONS

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

Morgan Stanley

location

Tucson, AZ

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eric Brian Boos is a financial advisor with over 30 years of experience in the industry. Eric is currently registered with Morgan Stanley and holds Series 3, 7, 63, 65, and 66 licenses. Eric has been registered with Morgan Stanley since June 2009. Eric has previous registrations with Citigroup Global Markets Inc., Lehman Brothers Inc., and Morgan Stanley Smith Barney. Eric is also a real estate owner in Tucson, Arizona. Eric specializes in providing financial advice to individuals, businesses, investment companies, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Eric Jeffrey Penney is a financial advisor with Osaic Wealth, Inc., located in Scottsdale, Arizona. Eric has been in the industry since April 2014 and has worked at Woodbury Financial Services, Inc. in Oakdale, Minnesota. Eric is licensed to provide financial advice in multiple states and has a Series 99 and a SIE license. Eric is also a specialist in various financial fields and can assist with a wide range of financial planning needs.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Mesa, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Eric Pettitt is a financial advisor at Cambridge Investment Research Advisors, Inc. in Mesa, Arizona. Eric has been in the financial industry since August 2014. Eric is registered with the state of Arizona and Texas.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Eric Martin Peters is a financial advisor with over 17 years of experience in the financial services industry. Eric is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Eric has held several other positions with firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., and TD Ameritrade, Inc. Eric holds several licenses and certifications including Series 66, Series 4, Series 24, Series 7 and SIE. Eric specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eric Waszolek is a financial advisor with Raymond James & Associates, Inc. Eric has been in the financial services industry since 2008. Eric holds both Series 7 and Series 66 licenses as well as the SIE exam. Eric has previously worked at UBS Financial Services Inc, Morgan Stanley & Co. Incorporated, and Morgan Stanley Smith Barney. Eric is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Dakota, Texas, Utah, Virginia, Washington, and Wisconsin. Eric also owns and manages a rental property in Phoenix, Arizona.

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
location

Scottsdale, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Eric Bearup is a financial advisor with over 10 years of experience in the industry. Eric has a diverse background, having worked in a variety of roles at different firms. Currently, Eric is a registered representative with Morgan Stanley. Eric holds the Series 66, Series 7TO, Series 9, Series 10, and SIE licenses. Eric is registered in 53 states and districts, including Arizona, Texas, California and Florida. Eric 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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