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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

LPL Financial LLC

location

GREEN VALLEY, AZ

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

James Manning Hannigan is an investment advisor representative with LPL Financial LLC. James has been in the industry since 1985 and has held several positions at various firms throughout their career. James is registered in Arizona and Minnesota. James specializes in financial planning, pension consulting, and educational seminars. James also provides consulting and other non-discretionary advisory services.

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
location

Gilbert, AZ

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James Paul Brandt is an active investment advisor representative registered with Morgan Stanley. James has been in the industry for over 10 years, and is currently registered in Arizona and Texas. Previously, James was registered with E*TRADE SECURITIES LLC and Morgan Stanley. James has a Series 66, Series 7 and SIE exam.

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

PHOENIX, AZ

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James Tighe is a financial advisor with Morgan Stanley. James has been working in the financial services industry since 1998. James is licensed to sell securities in 42 states and is registered with the Securities and Exchange Commission. James has passed several industry exams, including the Series 7, Series 31, and Series 66 exams. James specializes in providing investment advice to individuals, businesses, and institutions. Previously, James was associated with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

CHANDLER, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

James Pruter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Chandler, AZ. James has been in the industry since 2009 and has been registered with FINRA since 2013. James has a wide range of experience and expertise in the financial services industry. James has passed several industry exams, including Series 7, Series 9, Series 10, Series 66 and SIE. James is licensed to provide financial advice in 53 states and the District of Columbia.

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

12 Years Experience

0 Disclosures

ADVISOR BIO

James Letourneau is a registered representative with Osaic Wealth, Inc. located in Scottsdale, AZ. James has been in the securities industry since 2013 and is licensed to conduct business in Arizona. James's areas of specialization include: Financial planning, Portfolio management for individuals, Portfolio management for businesses, Pension consulting, Educational seminars, and Selection of other advisers. James holds the Series 7 and SIE licenses.

SPECIALIZATIONS

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

Dynamic Wealth Advisors

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

James Cannon is a financial advisor with Dynamic Wealth Advisors. James has been in the industry since 1987 and has a wide range of experience. James specializes in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, other investment advisors, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. James has a deep understanding of the financial markets and is committed to helping clients reach their financial goals.

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

Strategic Financial Group, PLC

location

GILBERT, AZ

disclosure

3 Disclosures

ADVISOR BIO

James A. Rosebrough is a registered investment advisor representative with Strategic Financial Group, PLC. James has been in the financial services industry for over 20 years and has a wide range of experience in financial planning, portfolio management, and insurance. James is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Independent Financial Partners

location

PHOENIX, AZ

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James Kimmel is a financial advisor with Independent Financial Partners. James has been in the financial industry for over 25 years. James is registered with the state of Arizona as well as California, Colorado, Delaware, Massachusetts, North Carolina, Oregon, Texas, and Washington. James is also registered with FINRA as a Series 7, 6, 63, 65, and SIE representative. James has experience in financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. James also holds a license to sell insurance products.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

James Michael Packes is a financial advisor at Fidelity Personal AND Workplace Advisors, a large financial firm with a global presence. James has been in the financial services industry since October 2011 and is registered to offer investment advice in Arizona and Texas. James specializes in financial planning, portfolio management, and educational seminars for both individuals and businesses. James is a Certified Financial Planner, and holds both Series 7 and Series 63 licenses.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

GILBERT, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

James Richard Wallace is a financial advisor with Fidelity Personal And Workplace Advisors located in Gilbert, AZ. James has been in the financial industry since 2010 and has a Series 63, Series 66, Series 7, and SIE license. James is registered to provide investment advice in 52 states, including Arizona, Texas, and Utah. James is a Registered Representative with FINRA and an Investment Adviser Representative with the state of Arizona. James previously worked with J.P. Morgan Securities LLC and LPL Financial LLC. James provides financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

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

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