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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Cetera Investment Advisers LLC | CFP ®,PFS ® (Certifications)

location

SCOTTSDALE, AZ

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

George Neill is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management. George has been a Registered Representative for over 35 years. He is also a Certified Financial Planner (CFP) and Personal Financial Specialist (PFS). He is licensed to provide financial advice in Arizona, California, Colorado, Georgia, Illinois, Kentucky, Missouri, Nevada, North Carolina, Ohio, Oregon, Texas, Washington, Wisconsin and Wyoming. In addition to his financial planning services, George also provides tax and accounting services to his clients through his own practice, G. Wayne Neill, CPA/PFS, CFP, PLLC.

SPECIALIZATIONS

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

GILBERT, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

George O Otieno is a financial advisor registered with Morgan Stanley. George O Otieno has been in the industry for 2 years. George O Otieno specializes in investment advisory services. George O Otieno has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. George O Otieno is registered with the state of Arizona and has been approved to act as an Investment Advisor Representative. George O Otieno is a registered representative of Morgan Stanley.

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

LPL Financial LLC

location

ORO VALLEY, AZ

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Edward Celaya is a financial advisor with over 20 years of experience in the industry. George has been registered with LPL Financial LLC since 2021 and prior to that, was registered with BMO HARRIS FINANCIAL ADVISORS, INC. and M&I FINANCIAL ADVISORS, INC. George is licensed to offer securities and investment advisory services in Arizona and Texas. George has a wide range of experience, including working with individuals, corporations, and charitable organizations.

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

Centaurus Financial, Inc.

location

Lake Havasu City, AZ

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

George Martell is a financial advisor with over 28 years of experience in the industry. George has a Series 7, Series 63, Series 24, and SIE licenses. Currently, George is registered with Centaurus Financial, Inc. in Arizona, California, Minnesota, and Nevada. George previously worked with CROWN CAPITAL SECURITIES, L.P. and LINSCO/PRIVATE LEDGER CORP. George is a registered representative of Centaurus Financial, Inc. Centaurus Financial, Inc. is an independent broker-dealer providing financial products and services to individuals, businesses, and institutions.

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
Publication of Financial Periodicals
Unclaimed

Reach ONE Teach ONE Financial | CFP ®,CFC ® (Certifications)

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

George Kao is a financial advisor in Phoenix, Arizona and is registered with Reach ONE Teach ONE Financial. George has been working in the financial industry since June 2019. He is licensed as an Investment Advisor Representative. George is registered with the state of Arizona.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

George Ripley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. George is a registered representative and investment advisor representative, and is licensed to provide financial advice in multiple states. George holds Series 6, 7, 9, 10, 63, and 66 licenses. George has been a financial advisor since 2003. George previously worked for Charles Schwab & Co., Inc. and Farmers Financial Solutions, LLC. George specializes in providing financial advice to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. George's areas of expertise include investment management, portfolio management, and financial planning. George is committed to providing personalized financial advice and helping clients reach their financial goals.

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

CHANDLER, AZ

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

George Varas is a financial advisor at LPL Financial LLC in Chandler, AZ. George has been working in the financial services industry since July 1999 and has been registered with LPL Financial LLC since December 2009. Prior to joining LPL Financial LLC, George worked at WELLS FARGO INVESTMENTS, LLC, UBS FINANCIAL SERVICES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. George is registered with the state of California as an investment advisor representative. George holds a Series 66, Series 63, Series 24, SIE, and Series 7. George provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. George is also a FINRA non-public arbitrator.

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

Verus Capital Partners, LLC | CFP ® (Certifications)

location

Scottsdale, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

George Nshanyan is an investment advisor representative with Verus Capital Partners, LLC, located in Scottsdale, Arizona. George has been a registered investment advisor since 2003. George has a background in financial planning and portfolio management. George has worked with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. George is a Certified Financial Planner. George has a strong commitment to providing clients with personalized financial advice and guidance. George offers a variety of services, including financial planning, portfolio management, 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
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Tempe, AZ

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Ernest Rambow is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tempe, Arizona. He is a registered representative with 11 years of experience in the industry. George has a Series 7 and Series 66 licenses, and has held previous positions at Edward Jones. He is also an owner of both Northpoint Wealth Partners, LLC and Rambow Holdings, LLC. The advisor works with a variety of clients including individuals, businesses, corporations, and trusts. George Ernest Rambow's firm offers a range of investment advisory services, including financial planning, portfolio management, and pension consulting. The firm also has a strong track record of providing investment advice to high-net-worth individuals.

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

Equitable Advisors, LLC

location

SCOTTSDALE, AZ

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Hodges James is an Investment Advisor Representative at Equitable Advisors, LLC. George has been active in the financial services industry since 1995. He is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), and holds the Series 6, 7, 24, 63, and 65 licenses. George is also a registered Investment Advisor Representative in 17 states. George James is an experienced financial professional who provides a range of financial services to individuals, families, and businesses. These services include financial planning, portfolio 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

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