Invested Better
Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Chandler, AZ

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jennifer Romano is a registered investment advisor with Cambridge Investment Research Advisors, Inc. Jennifer has been in the securities industry since July 1995. Jennifer is licensed to provide financial advice in Arizona, Hawaii, Nevada, and Texas. Jennifer has extensive experience in financial planning, portfolio management, and investment advisory services for individuals and businesses. Jennifer also holds Series 6, 7, 26, 63, and 65 licenses. Jennifer has worked with a number of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jennifer's experience and expertise make her an ideal choice for individuals and businesses looking for comprehensive financial advice.

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

26 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Erickson is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. Jennifer has been in the industry since 1999 and has a broad range of experience. Jennifer has a Series 7, Series 6, and Series 24 license as well as the SIE exam. Jennifer is a skilled financial planner and has been recognized for her expertise in providing a wide range of financial services to clients.

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

20 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Franco is a financial advisor with over 17 years of experience in the industry. Jennifer is currently registered with Morgan Stanley in Arizona and Texas. Jennifer has a broad range of experience, having previously worked at E*TRADE SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jennifer holds a Series 66, Series 7, Series 9, Series 10, and SIE licenses. Jennifer offers a variety of financial services, including financial planning, investment management, pension consulting, and educational seminars. Jennifer is committed to providing her clients with personalized financial advice and guidance.

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

TEMPE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Leigh Todd is a financial advisor at LPL Financial LLC in Tempe, Arizona. Jennifer has been in the financial services industry since 1999 and has a wide range of experience working with clients in the Tempe, Arizona area. Jennifer is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 22, 24, 28, 62, 63, 79TO, 99TO and SIE licenses. Jennifer is also a registered investment advisor representative in Arizona. Jennifer has a strong commitment to providing her clients with personalized financial advice and guidance.

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

TUCSON, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Rose Khallouf is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Tucson, Arizona. Jennifer has been in the industry since January 6, 2020. Jennifer's firm is one of the largest investment firms in the United States, with over $1.3 trillion in assets under management. The firm provides a wide range of financial services to individuals, businesses, and institutions. Jennifer is licensed to provide investment advice and sell securities in Arizona, California, Colorado, Florida, Kansas, Maine, Massachusetts, Michigan, Nevada, New Mexico, Texas, and Utah. Jennifer specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Jennifer holds Series 7, 63, and 66 licenses and the SIE certification.

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

PEORIA, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Merrifield is a financial advisor at LPL Financial LLC. Jennifer is a Series 63, 6TO and SIE licensed professional who has been in the financial services industry since May 2019. Jennifer's previous experience was at BMO HARRIS FINANCIAL ADVISORS, INC.. Jennifer is currently located in PEORIA, Arizona.

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

Osaic Wealth, Inc.

location

Phoenix, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lynne Funke is a financial professional with over 16 years of experience in the industry. She is currently registered with Osaic Wealth, Inc. and has previously worked with SECURITIES AMERICA, INC., KMS FINANCIAL SERVICES, INC., and GENEOS WEALTH MANAGEMENT, INC. Jennifer is a Series 6, SIE, and Series 63 licensed representative. She 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

Robert W. Baird & Co. Inc.

location

GILBERT, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Morris is a financial advisor at Robert W. Baird & Co. Inc., with a focus on providing financial guidance to individuals, families, and businesses. Jennifer holds multiple licenses and certifications, including Series 7, Series 63, and Series 66, demonstrating her expertise in the financial industry. With over 15 years of experience, Jennifer has a proven track record of helping clients achieve their financial goals. She is dedicated to providing personalized financial advice and working closely with her clients to understand their unique needs and objectives. Jennifer is committed to building long-lasting relationships with her clients based on trust, transparency, and exceptional service.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Hersh is a financial advisor with over 23 years of experience in the industry. Jennifer is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. She holds a Series 7 and Series 63 license and has passed the SIE and Series 65 exams. Prior to her time with Merrill Lynch, Jennifer worked with Citigroup Global Markets Inc. and Dean Witter Reynolds Inc. Jennifer is committed to providing her clients with personalized financial advice and guidance.

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

Ameriprise Financial Services, LLC

location

PEORIA, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lynn Herl is a financial advisor associated with Ameriprise Financial Services, LLC in Peoria, AZ. She is a registered representative of the firm and has been in the financial services industry since February 26, 2008. She is licensed in 32 states and holds the Series 7, Series 66, and SIE licenses. Jennifer specializes in providing financial planning, asset allocation services, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

Need help matching

with the right advisor?