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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Park Avenue Securities LLC | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Brown is a financial advisor with Park Avenue Securities LLC. Joshua has been in the financial services industry since August 30, 2016. Joshua is licensed to sell securities in 24 states. Joshua is a Certified Financial Planner. Joshua's firm is a registered investment advisor. Joshua's firm has offices in New York, New York and Scottsdale, Arizona.

SPECIALIZATIONS

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

THE Colony Group, LLC

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Joshua Robert Berger is a registered Investment Advisor Representative in Arizona, affiliated with The Colony Group, LLC. Joshua has been in the industry since 2015 and has a Series 65 license. Joshua's background includes previous employment at Henry+Horne Wealth Management, InterOcean Capital Group, LLC, and The Colony Group, LLC. The Colony Group, LLC is a Boston-based firm with a strong focus on providing financial planning, portfolio management, and other services to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Empower Advisory Group, LLC

location

Phoenix, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Bruce Lewis is an investment advisor representative with Empower Advisory Group, LLC. Lewis has been in the industry since 2018 and is currently registered in Arizona. Lewis holds the Series 7, Series 66, and SIE licenses. Lewis has previous experience with Edward Jones. In addition to his work as an investment advisor, Lewis also facilitates a pre-marital communication workshop.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

SCOTTSDALE, AZ

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joshua Winston is a financial advisor with Ameriprise Financial Services, LLC. Joshua has been in the financial services industry since January 17, 2001. Joshua is registered with the state of Texas and has been registered with Ameriprise Financial Services, LLC since January 21, 2022. Joshua has held previous roles with UBS Financial Services Inc. and Piper Jaffray & Co.

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

Raymond James Financial Services Advisors, Inc.

location

PHOENIX, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Edward Fadel is a financial advisor with over 10 years of experience in the industry. Joshua is currently registered with Raymond James Financial Services Advisors, Inc. and previously worked with LPL FINANCIAL LLC. Joshua provides a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Joshua holds the Series 7, Series 66, and SIE licenses and is currently registered with the states of Arizona and California.

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Smith is a financial advisor registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Joshua is a licensed Series 7, Series 66 and Series 52TO and Series 53, Series 4 and Series 24 licensed professional. Joshua has experience with Securities America, Inc. and SAGEPOINT FINANCIAL, INC. Joshua provides services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, 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
Unclaimed

Foundations Investment Advisors LLC

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Joshua Paul Stander is a financial advisor who has been registered with the Securities and Exchange Commission since 2013. Joshua is currently employed by Foundations Investment Advisors LLC. Joshua is licensed to provide investment advisory services in California. He is also registered as an insurance agent in California. Previously Joshua was employed by AXA Advisors, LLC. Joshua is committed to providing his clients with personalized financial advice to help them reach their financial goals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

SCOTTSDALE, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Jenkins is a financial advisor currently registered with Equitable Advisors, LLC. Joshua has been in the financial services industry since July 2019. Joshua's expertise is in providing a variety of financial planning, pension consulting and portfolio management services 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
Unclaimed

AE Wealth Management, LLC

location

Gilbert, AZ

0 Disclosures

ADVISOR BIO

Joshua Blaker is a registered Investment Advisor Representative with AE Wealth Management, LLC. Joshua has been in the financial services industry for over 25 years. Joshua is licensed to provide financial advice in Arizona and Texas. Joshua has a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Joshua has a passion for helping individuals and families reach their financial goals. Joshua specializes in financial planning, pension consulting, and portfolio management.

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

Foundations Investment Advisors LLC

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Josiah James Fricke is a financial advisor with Foundations Investment Advisors LLC. Josiah has been in the financial services industry since 2007. Josiah's primary office location is in Phoenix, Arizona. Josiah is licensed to provide financial advice in Missouri and Arkansas. Josiah has Series 6, 7, 63 and 65 licenses.

SPECIALIZATIONS

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

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