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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Laura Navarro is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Laura has been in the financial services industry since 2014 and is registered to offer securities and investment advice in 55 states and jurisdictions. Laura's experience includes providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Laura is also registered as an Investment Advisor Representative in California and Texas.

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 Financial Services Advisors, Inc.

location

Goodyear, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Laura Robb is a financial advisor with over 20 years of experience in the industry. Laura is registered with Raymond James Financial Services Advisors, Inc. and is currently licensed in Arizona and Texas. Laura has a proven track record of success in helping individuals and families 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Laura Merilatt is a financial advisor with Osaic Wealth, Inc. Laura has been working in the financial services industry since 2015. Laura is licensed in Minnesota. Laura has a Series 6, Series 7TO, Series 24, Series 26 and Series 63 license. Laura is registered with FINRA and the state of Minnesota. Laura specializes in working with individuals, businesses, high-net-worth clients, corporations, pension and profit-sharing plans, 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

Ameriprise Financial Services, LLC

location

SCOTTSDALE, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Laura Elias is a registered investment advisor representative at Ameriprise Financial Services, LLC. Laura has been in the financial services industry since 2018 and is licensed in Arizona and California. Laura's expertise includes financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Laura 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Laura Sullivan has been in the financial services industry since 2003. Laura is currently registered with Osaic Wealth, Inc. in Arizona and California. Prior to joining Osaic Wealth, Inc., Laura was a financial advisor at SagePoint Financial, Inc., Charles Schwab & Co., Inc., and Banc One Securities Corporation. Laura holds Series 7, Series 63, and Series 66 licenses.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

PHOENIX, AZ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Laura Leever is a financial advisor with Principal Securities, Inc. Laura has been working in the financial services industry since September 2003. Laura is registered to provide investment advice in Arizona and Texas. Laura has experience working with a variety of clients, including individuals, businesses, and non-profit organizations. Laura is dedicated to providing her clients with personalized financial advice and investment strategies to help them achieve their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

PHOENIX, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Laura Worzella is a financial advisor with LPL Financial LLC. Laura has been in the financial services industry since 2000. Laura holds the Series 6, Series 63, and SIE licenses and is registered in Arizona. Prior to joining LPL Financial LLC, Laura worked for WELLS FARGO CLEARING SERVICES, LLC in Denver, Colorado, and FIRST UNION BROKERAGE SERVICES, INC. in Charlotte, North Carolina. Laura specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans.

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

LPL Financial LLC

location

CHANDLER, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Laura Ann Schaal is a financial advisor with LPL Financial LLC in Chandler, AZ. Laura has been in the financial industry since 2001. Laura holds the Series 7, Series 63, and Series 65 licenses. Laura has worked for a number of firms in the past including Oppenheimer & Co. Inc., Bear, Stearns & Co. Inc., and UBS Financial Services Inc. Laura is also registered to provide investment advisory services in 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
location

Tempe, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Laura Bones is a financial advisor with over 2 years of experience in the industry. Laura is currently registered with Morgan Stanley in Tempe, Arizona and is licensed to offer financial advice in multiple states. Previously, Laura worked as a financial advisor at Robinhood Financial, LLC and Vanguard Marketing Corporation. Laura holds the Series 7, 63, 66, and 24 licenses. Laura specializes in providing financial advice to individuals, businesses, and institutions. Laura has a broad range of experience and a commitment 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Cetera Investment Advisers LLC

location

PHOENIX, AZ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Laurel Whitney is a financial advisor who has been in the industry since 2004. Laurel holds the Series 7 and Series 66 licenses, and the SIE exam. Laurel is currently registered with Cetera Investment Advisers LLC, and has previously worked at B. C. Ziegler and Company, American Express Financial Advisors Inc. and IDS Life Insurance Company. Laurel specializes in financial planning and portfolio management for businesses and individuals. Laurel is affiliated with Cetera Advisor Networks LLC and Financial Network- Larkin Region. Laurel works with clients of all types, including individuals, families, businesses, 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

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