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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

52 Years Experience

0 Disclosures

ADVISOR BIO

Marty Henne is a financial advisor at Osaic Wealth, Inc., headquartered in Scottsdale, Arizona. Marty is registered as a broker-dealer and investment advisor with a total of 21 active state registrations. Marty has over 48 years of experience in the financial services industry.

SPECIALIZATIONS

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

Verus Capital Partners, LLC

location

SCOTTSDALE, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Marty Block is a registered investment advisor representative with Verus Capital Partners, LLC based in Scottsdale, Arizona. Marty has over 20 years of experience in the financial services industry. Marty has a broad range of experience including investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. Marty is also a registered representative of LPL Financial.

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

LPL Financial LLC

location

TUCSON, AZ

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Marvin Quirt is an investment advisor representative with LPL Financial LLC and has been in the industry since 2003. Marvin is registered to offer securities and investment advisory services in 22 states. He holds the Series 6, 7, 24, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) exam. Marvin was previously registered with Mutual Service Corporation and American General Securities Incorporated. Marvin is located in Tucson, Arizona and is affiliated with the firm's branch office in Tucson.

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

UBS Financial Services Inc. | CFP ® (Certifications)

location

PHOENIX, AZ

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Marvin Lancaster Stancil is a financial advisor who has been in the industry since June 2006. Marvin is currently registered with UBS Financial Services Inc. and has been with them since July 2008. Previously, Marvin was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, Inc.. Marvin specializes in investments and has earned a Certified Financial Planner designation. Marvin has a branch office in Phoenix, Arizona.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

SCOTTSDALE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Mary Gad amin Azer is a financial advisor who has been working in the financial industry since 2008. Mary is currently registered with Raymond James & Associates, Inc. in Scottsdale, Arizona. Prior to joining Raymond James & Associates, Inc., Mary worked at CALTON & ASSOCIATES, INC. in Mesa, Arizona. Mary holds Series 11 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

THE Ameriflex Group

location

Phoenix, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Mary Catherine Harris is a financial advisor with over 4 years of experience in the industry. Mary is currently registered with The Ameriflex Group in Phoenix, AZ and provides comprehensive wealth management, financial planning, and investment advisory services. Mary is a Series 66 and Series 7TO licensed professional, and is also registered with the states of Arizona, California, Colorado, Florida, Illinois, Kentucky, Minnesota, Texas, Virginia, and Wisconsin. Prior to joining The Ameriflex Group, Mary was a Financial Advisor with SAGEPOINT FINANCIAL, INC. and a Registered Representative with PRINCIPAL SECURITIES, INC. Mary specializes in helping individuals, families, and businesses achieve their financial goals.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Mary Frances Weed is a registered representative and investment advisor representative with Osaic Wealth, Inc. in Scottsdale, Arizona. Mary has been in the financial services industry since June 2001. Mary has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Mary offers financial planning, portfolio management, and pension consulting services. Mary holds a variety of licenses and certifications, including Series 7, 63, 66, and 52TO.

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

Carefree, AZ

0 Disclosures

ADVISOR BIO

Mary Bridget Riley is a financial advisor with over 20 years of experience in the financial services industry. Mary is registered with AE Wealth Management, LLC and has a Series 7, 63, and 65. Mary provides financial planning, portfolio management for businesses and individuals, and educational seminars. In addition to her work with AE Wealth Management, LLC, Mary is also the owner of Riley Higgins & Associates, LLC, an insurance sales company. Mary is committed to providing her clients with personalized financial advice and services to help them 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
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Mary Elizabeth Widmayer is a financial advisor at Osaic Wealth, Inc. Mary has over 20 years of experience in the financial services industry and is dedicated to helping clients achieve their financial goals. Previously, Mary worked at Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Park Avenue Securities LLC and National Financial Services LLC. Mary holds the Series 7, 24, 55, 57TO and SIE licenses, and is registered with the state of New York. Mary has a broad range of experience in providing financial planning services to individuals and businesses. Mary is committed to providing clients with personalized financial advice and guidance to help them reach 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
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

CHANDLER, AZ

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Mary Louise Vannoni has been in the financial industry since 1987. Mary is a Certified Financial Planner who holds the Series 7, Series 24, Series 63 and Series 65 licenses. Mary currently works at Osaic Wealth, Inc. and is registered with FINRA and is a registered Investment Advisor in Arizona. Mary previously worked at SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., FFP SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Mary's current firm, Osaic Wealth, Inc., manages over $94 Billion in assets under management, has over 437,000 accounts, and has over 4000 employees. Osaic Wealth, Inc. offers financial planning, pension consulting, and investment management services to individuals, businesses, and investment companies. Mary is licensed in 28 states and the District of Columbia.

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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