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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

51 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

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

Ameriprise Financial Services, LLC

location

PHOENIX, AZ

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mary Beth Baron is a financial advisor with Ameriprise Financial Services, LLC. Mary Beth has been in the industry since June 1995 and has a strong background in financial planning and portfolio management. She holds the Series 63, Series 7, and SIE licenses and is registered with FINRA. Mary Beth is dedicated to providing personalized financial advice 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

First Heartland Consultants, Inc. | CFP ® (Certifications)

location

Tucson, AZ

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Mary Ebi Ahearn is a financial advisor with over 35 years of experience in the financial services industry. Mary has worked with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, E.F. Hutton & Company Inc, Sentra Securities Corporation, Sorrento Pacific Financial, LLC, and CUSO FINANCIAL SERVICES, L.P. Mary is currently registered with First Heartland Consultants, Inc. and holds several licenses and certifications, including Series 7, Series 24, Series 63, Series 66, and Series 99TO. She is also a Certified Financial Planner. Mary specializes in working with individuals, families, and small businesses. She provides a range of services, including financial planning, investment management, and retirement planning. Mary is committed to providing her clients with personalized financial advice that meets their individual needs.

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

Raymond James Financial Services Advisors, Inc.

location

Phoenix, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Mary Kathryn Pierce is a financial advisor at Raymond James Financial Services Advisors, Inc. She has been in the industry since 2014 and holds Series 63, 65, 7, and SIE licenses. Mary Kathryn has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, businesses, and retirement plans. She is also a Registered Associate for Desert Financial Credit Union and Desert Financial Wealth Management, providing support to financial advisors in these organizations.

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

LPL Financial LLC

location

TUCSON, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Mary Grace Schulz is a financial advisor with LPL Financial LLC, serving clients from the Tucson, AZ branch office. Mary has a proven track record in the industry, with experience at both National Planning Corporation and First Allied Securities, Inc. Mary is also a registered investment advisor, offering financial advice to clients throughout the state of Arizona and Texas.

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

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