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

Fidelity Personal AND Workplace Advisors

location

QUEEN CREEK, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Higgins is a financial advisor at Fidelity Personal And Workplace Advisors. Jennifer is a Registered Representative and Investment Advisor Representative and has been in the financial services industry since December 2014. Jennifer holds the Series 7, Series 66 and SIE licenses. Jennifer has previously worked at Morgan Stanley and Merrill Lynch. Jennifer specializes in providing financial planning, portfolio management and educational seminars to individuals and families. Jennifer's practice is focused on helping clients achieve their long-term financial goals.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Brunner is a financial advisor in Scottsdale, Arizona. Jennifer Brunner is registered with Osaic Wealth, Inc. Jennifer Brunner has 23 years of experience in the financial services industry. Jennifer Brunner holds a Series 6, Series 7, Series 24, Series 52, Series 53 and Series 63 license.

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

PHOENIX, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Hinckley Walker is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the financial services industry since 1995. Jennifer holds a Series 63 license, a Series 65 license, a Series 66 license, a Series 7 license, a Series 31 license and a Series 52 license. Jennifer is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jennifer specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jennifer is committed to helping clients achieve their financial goals through a personalized approach.

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

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lynn Draheim is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Osaic Wealth, Inc. and has previously worked with firms such as Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., VALIC Financial Advisors, Inc., Charles Schwab & Co., Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jennifer holds Series 6, 7, 24, and 63 licenses and has passed the Securities Industry Essentials (SIE) exam. Jennifer specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Public Safety Financial/galloway

location

MESA, AZ

0 Disclosures

ADVISOR BIO

Jennifer Jerome is an investment advisor representative associated with Public Safety Financial/galloway. Jennifer has been working in the financial industry since 2024. Jennifer holds a Series 65 license. Jennifer specializes in providing financial planning, educational seminars, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
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
Unclaimed

Robert W. Baird & Co. Inc.

location

Tucson, AZ

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Suzanne Mills is an investment advisor representative with Robert W. Baird & Co. Inc. in Tucson, Arizona. Jennifer has been in the industry since October 24, 1995 and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Jennifer has previously worked at Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., and Banc One Securities Corporation. Jennifer is registered in 37 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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

SCOTTSDALE, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lyn Groholski is a financial advisor currently working with Osaic Wealth, Inc. located in Scottsdale, AZ. Jennifer Lyn Groholski has 14 years of experience in the financial industry. Jennifer Lyn Groholski has a series 66 license and holds Series 4, 7, 24, 52, and SIE licenses as well. Jennifer Lyn Groholski offers financial planning services to individuals, families, and businesses, as well as pension consulting and educational seminars.

SPECIALIZATIONS

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

COX Advisors, LLC

location

Chandler, AZ

0 Disclosures

ADVISOR BIO

Jennifer Lynn Lamb is a registered Investment Advisor Representative with Cox Advisors, LLC in Chandler, Arizona. Jennifer has been working in the financial industry since 2015 and has a Series 65 license. Jennifer's firm provides financial planning, portfolio management for individuals and pooled investment vehicles. They serve a variety of clients, including high net worth individuals, pooled investment vehicles, and individuals other than high net worth.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?