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

Scottsdale, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Albert Compitello is a registered representative with Morgan Stanley. Albert has been in the financial industry since February 2012. Albert is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 65, Series 66, Series 7, Series 9, Series 10, and Series 99TO licenses. Albert is also 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Albert Anthony Grilli is a financial advisor with over 20 years of experience in the financial services industry. Albert is currently registered with Osaic Wealth, Inc. He is located in Scottsdale, Arizona and has held Series 7, Series 24, and Series 66 licenses. Albert has a strong background in financial planning, portfolio management, and investment advisory services. Prior to joining Osaic Wealth, Inc., Albert worked at Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, and Securities America, Inc. Albert specializes in serving a variety of clients, including individuals, corporations, charitable organizations, and retirement plans. He is dedicated to providing personalized financial advice to help his clients 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alberto Molina is an investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc., based in Tucson, Arizona. Alberto has been in the securities industry for over 10 years and holds Series 7TO, SIE, and Series 66 licenses. Alberto specializes in providing investment advice and portfolio management services to individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and insurance companies.

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

Gilbert, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Alden Emerson Rowe is a financial professional with over six years of experience in the industry. Alden is a registered representative with Cambridge Investment Research Advisors, Inc. and holds a Series 3, 7, 24, and 66 license. Alden specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses. Alden is committed to helping clients 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
Market Timing Services
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PHOENIX, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alec Christopher Jones is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 5 years of experience in the financial services industry. Alec is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, 7TO, and SIE licenses. Alec is also a registered Investment Advisor Representative (IAR) in Arizona and Texas. Alec specializes in providing financial planning and investment advice to individuals, families, and businesses. Alec is also experienced in portfolio management and selecting other advisors.

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 Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alec Nee is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alec has been a financial advisor for more than 10 years, and has licenses to offer securities in 53 states. Alec has experience in offering a variety of financial services including portfolio management for individuals and businesses, pension consulting, and educational seminars.

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

Dynamic Wealth Advisors | CFP ® (Certifications)

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Alecsander Zari is a Certified Financial Plannerâ„¢ registered with the state of California and affiliated with Dynamic Wealth Advisors. Alecsander has been working in the industry since 2017, and previously held roles at Steel Peak Wealth Management and Uber. Alecsander specializes in financial planning, pension consulting, educational seminars, publication of periodicals and the selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM
Publication of Financial Periodicals
Unclaimed
location

GILBERT, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alejandra Lerma Rodriguez is an investment advisor representative with Morgan Stanley. Alejandra is licensed to offer investment advice in 53 states and the District of Columbia. Alejandra holds the Series 63, Series 66, Series 7, Series 9 and SIE licenses. Prior to joining Morgan Stanley, Alejandra was an investment advisor representative at J.P. Morgan Securities LLC.

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

9 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Ursua is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alejandro has been in the financial services industry since July 2016 and is currently registered with the state of Arizona. Alejandro is also registered with the states of California, Colorado, Connecticut, Delaware, Florida, Georgia, Michigan, Minnesota, Missouri, New York, North Carolina, Pennsylvania, South Dakota, Texas, Virginia, Washington and Wyoming.

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

Raymond James & Associates, Inc.

location

TUCSON, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Burrola hernandez is a financial advisor who has been in the industry since 2007. Alejandro is currently registered with Raymond James & Associates, Inc. Prior to that, Alejandro was registered with Morgan Stanley. Alejandro holds the Series 66, Series 7, and SIE licenses and is registered in Arizona, California, Connecticut, Florida, Nevada, South Dakota, Texas, and Washington. Alejandro specializes in investment management for individuals, businesses, and pension plans.

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

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