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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

LPL Financial LLC

location

SCOTTSDALE, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Lora McLaughlin is a financial advisor with over 13 years of experience in the industry. Lora is currently registered with LPL Financial LLC and has been with the firm since April 25, 2023. Prior to joining LPL Financial LLC, Lora was employed with STIFEL, NICOLAUS & COMPANY, INCORPORATED, from May 4, 2010 to May 18, 2023. Lora is licensed to provide securities and investment advisory services in 32 states, including Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Idaho, Illinois, Indiana, Kansas, Maryland, Michigan, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Lora specializes in providing financial advice and services to individuals, corporations, and other businesses.

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

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Lordes Serwaa Nyamaah is a financial advisor with Osaic Wealth, Inc. Lordes has worked in the financial industry since 2022 and has experience at Securities America, Inc. and Transamerica Capital, Inc. in the past. Lordes is licensed to provide financial planning and portfolio management for both 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Lorena Maldonado is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Lorena is a registered representative for the firm in multiple states. She has a background in the financial industry, starting in 2008 and joining Merrill Lynch in 2016. Lorena holds several professional licenses including Series 7 and Series 66.

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

25 Years Experience

0 Disclosures

ADVISOR BIO

Lorena Michelle Kelley is an investment advisor representative at Osaic Wealth, Inc. Lorena has over 23 years of experience in the financial services industry, with a focus on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Lorena has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized service and a high level of professionalism.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Glendale, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Lori Ann Derrick is a financial advisor with over 10 years of experience in the industry. Lori is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since September of 2020. Prior to that, Lori was a financial advisor with Edward Jones for over 13 years. Lori holds a Series 66, Series 7 and SIE license. Lori is registered in 17 states for broker-dealer services and 2 states for investment advisory services. Lori is also a partner in Derrick Family Financial. Lori offers financial planning, investment management, and retirement planning services to individuals, families, and businesses.

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

Wedbush Securities Inc.

location

SCOTTSDALE, AZ

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Lori Callahan has been in the financial services industry since 1989 and is currently a registered representative with Wedbush Securities Inc. Lori is licensed to provide financial advice in Arizona, Colorado and other states. Lori has previous experience with other firms including 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Lori Pascarella has over 25 years of experience in the financial services industry. Lori is a Registered Representative and Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Lori has been with Merrill Lynch since 2007. Previously, Lori was a Registered Representative at Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc. Lori has a wide range of experience in providing financial advice to individuals and businesses. Lori is dedicated to helping clients reach their financial goals.

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

Cambridge Investment Research Advisors, Inc.

location

Phoenix, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Lori Crilley is a financial professional with over 13 years of experience in the industry. Lori has been registered with Cambridge Investment Research Advisors, Inc. since 2017. Before that, Lori was registered with Ameritas Investment Corp. and CCF INVESTMENTS, INC. Lori is a Series 6, 7, 26, 63, and 65 licensed professional. Lori holds active registrations in 29 states and is a Registered Representative and Investment Advisor Representative for Cambridge Investment Research Advisors, Inc. Lori specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and pension plans.

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

Ameriprise Financial Services, LLC

location

Gilbert, AZ

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Louis Schuster has been in the financial services industry since 1995 and has a long history of working with clients in Arizona and across the country. Louis is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC and is currently registered with FINRA and the state of Texas. Louis's experience includes working with individual investors, high-net-worth clients, trusts and estates, charitable organizations, and corporations. Louis has held past roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Advisor Services, Inc. Louis offers a range of advisory services to clients, including financial planning, portfolio management, asset allocation, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Louis Carmen Flamino is an Investment Adviser Representative for Lido Advisors, LLC and IDB Lido Wealth, LLC, a joint venture between Lido Advisors, LLC and IDB New York. Louis has been in the industry for over 20 years and holds Series 3, 7, 63 and 65 licenses, as well as the SIE exam. Louis has previously worked for Foreside Fund Services, LLC in Portland, ME, Rafferty Capital Markets, LLC in Garden City, NY and Dean Witter Reynolds Inc. in Purchase, NY. Currently, Louis is active in Arizona, California, Florida and Texas and is inactive in other states.

SPECIALIZATIONS

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

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