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

Tucson, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Alberto Arreola tapia is a registered investment advisor representative associated with Morgan Stanley. Fernando Alberto Arreola tapia is licensed to provide securities and investment advisory services in 48 states. Fernando Alberto Arreola tapia's experience in the securities industry dates back to October 18, 2017. Fernando Alberto Arreola tapia has passed the Series 66, Series 7, and SIE exams.

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

Gilbert, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Antonio Marquez is a financial advisor with Morgan Stanley. Fernando has been in the industry since May 10, 2019, and is registered with both FINRA and the state of Arizona. Fernando previously worked at E*TRADE Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fernando holds the Series 66, Series 7TO and SIE licenses. Fernando is registered to provide investment advice in a number of 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

13 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Fernando K Cubillas is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Fernando has been in the industry since 2012 and has a history of working with various firms including PFS INVESTMENTS INC., MORGAN STANLEY and CHASE INVESTMENT SERVICES CORP.. Fernando is licensed to offer securities and investment advisory services in various states. Fernando holds multiple licenses and has passed several industry exams, including Series 7, Series 6, Series 63 and Series 66. Fernando has a proven track record of providing financial guidance to a diverse clientele including individuals, businesses, pension plans, corporations, and charitable organizations.

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

Scottsdale, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Sandoval luna is a Registered Representative and Investment Advisor Representative associated with Morgan Stanley. Fernando has been in the industry since 2020 and holds the Series 63, 66 and 7TO licenses. Fernando is registered in 55 states and Washington D.C. in both the Broker-Dealer and Investment Advisor capacities. Fernando has experience with Vanguard Marketing Corporation. Fernando also has a real estate rental property in Riverbank, CA and works as a customer service representative for Victoria's Secret Stores LLC. Fernando is a graduate of University of California Merced. Fernando provides portfolio management for businesses, individuals and investment companies. Fernando also provides asset allocation advice, financial planning and educational seminars to clients.

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

Tucson, AZ

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Fernando Camou Parada is a registered investment advisor with Morgan Stanley in Tucson, Arizona. Fernando has over 25 years of experience in the financial services industry. Fernando holds Series 7, Series 63, and Series 65 licenses. Fernando also has experience working with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Fernando is able to provide financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting.

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

TUCSON, AZ

experience

28 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Fernando Gandara is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Fernando has been in the industry since 1997. Fernando specializes in retirement planning, investment management, and insurance. Fernando has a wide range of experience in serving a variety of clients, including individuals, families, businesses, and institutions.

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

Cambridge Investment Research Advisors, Inc.

location

Tempe, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Fiore J Liberta is a financial advisor with over 10 years of experience in the industry. Fiore currently works with Cambridge Investment Research Advisors, Inc. Fiore is registered in Arizona, Texas and a number of other states. Fiore previously worked at KESTRA INVESTMENT SERVICES, LLC and SII INVESTMENTS, INC.. Fiore holds Series 7 and Series 66 licenses. Fiore specializes in working with high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities. Fiore's firm manages over $87 billion in assets.

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
location

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Folakemi Omotosho is a registered representative with Osaic Wealth, Inc. Folakemi holds Series 7, Series 63, and SIE licenses. Folakemi has been in the financial industry for over a year. Before joining Osaic Wealth, Inc., Folakemi worked at SAGEPOINT FINANCIAL, INC. and CHARLES SCHWAB & CO., INC. Folakemi specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Folu Ayoola is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Folu is active in the financial industry since 2019 and holds several licenses including Series 7, 63, 66, 9, 10 and 24. Folu is registered with the Securities and Exchange Commission (SEC) and has a FINRA registration. Folu is registered in all states and has both Broker Dealer and Investment Advisor registrations. Folu has experience with a variety of client types, including high-net-worth individuals, corporations and charitable organizations. Folu is committed to providing clients with comprehensive financial planning and investment management 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

Cambridge Investment Research Advisors, Inc.

location

Phoenix, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Forrest Martin Holland is a financial advisor who has been in the industry since 2019. Forrest is currently registered with Cambridge Investment Research Advisors, Inc. and has been registered with this firm since 2022. Forrest has a broad range of experience in the industry. Prior to joining Cambridge Investment Research Advisors, Inc. Forrest worked at Morgan Stanley from 2019 to 2022. Forrest has Series 4, 7, 24, 52, 66 and SIE licenses. Forrest is also registered as an Investment Advisor Representative in Arizona.

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

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