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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

Matthew Kocolowski is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Chandler, Arizona. Matthew has been in the financial industry since 2015. Matthew has a Series 6, Series 7, Series 9, Series 10 and Series 66 licenses. Matthew has been registered with FINRA since 2015 and currently holds registrations in California and Texas. Matthew's current employment is with Merrill Lynch, Pierce, Fenner & Smith Inc. and in the past Matthew worked at Northwestern Mutual Investment Services, LLC.

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

4 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Herron is a financial advisor with over 2 years of experience in the industry. Matthew currently works at Osaic Wealth, Inc. based in Scottsdale, Arizona. Prior to joining Osaic Wealth, Matthew held positions at several other firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation and Sagepoint Financial, Inc. Matthew is a licensed securities principal and has passed several securities exams including the Series 7, SIE and Series 24.

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

Matthew Eilers is a financial advisor registered with Foundations Investment Advisors LLC and licensed in Michigan. Matthew holds the Series 7 and 66 securities licenses and the SIE exam. Matthew has been in the industry since 2008 and has experience with USA Financial Securities Corporation. Matthew currently provides financial planning and investment advisory services to individuals, families, and businesses.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

PHOENIX, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Layman is a financial advisor with Fidelity Personal and Workplace Advisors. Matthew Layman has been in the industry since January 27, 2022, and is registered in 54 states and jurisdictions. Matthew Layman has a Series 7, Series 66, and SIE license and specializes in financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. In addition to being a financial advisor, Matthew Layman is also a food delivery driver for Doordash.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

TUCSON, AZ

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Meyer is a financial advisor with UBS Financial Services Inc. Matthew has been in the financial services industry since May 1996. Matthew has a wide range of experience in the industry and is registered with several states. Matthew is also a registered representative of UBS Financial Services Inc. Matthew has a commitment to providing his clients with high-quality financial advice and services.

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

Equitable Advisors, LLC

location

SCOTTSDALE, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Shackley is a registered representative with Equitable Advisors, LLC. Matthew is licensed to provide financial services in Arizona, California, and Idaho. Matthew has been in the financial industry for a short time. Matthew has passed the Series 7TO and Series 66 exams. Matthew is also licensed as an Investment Advisor Representative in Arizona, California, and Idaho.

SPECIALIZATIONS

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

Dynamic Wealth Advisors | CFP ® (Certifications)

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Matthew Michael Hoaglin is an Investment Advisor Representative, registered with Dynamic Wealth Advisors. Matthew has been active in the industry since 2006. Matthew is a Certified Financial Planner and has a Series 65 license. Matthew is a 50% owner of Allison Ragdsdale Photography LLC. Dynamic Wealth Advisors is a registered investment advisor that specializes in providing financial planning and investment advisory services to a variety of clients, including individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Matthew John Partusch is a financial professional with over 16 years of experience in the industry. Currently, Matthew is a Registered Representative for Osaic Wealth, Inc. Matthew has a wide range of experience with various financial services firms, including Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc. and TD Ameritrade, Inc. Matthew has passed numerous industry exams, including the Series 6, 7, 24, 63 and SIE exams. Matthew is registered in Nebraska and has the following specializations: 1, 2, 3, 4, 5, and 6.

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

25 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Clay is an investment advisor representative with Ameriprise Financial Services, LLC. Matthew has been in the financial services industry for 23 years. His firm provides a variety of investment advisory services, including financial planning, portfolio management, and asset allocation. Matthew has a broad range of experience, having previously worked at Raymond James Financial Services, Inc. and Russell Investments. He is a licensed investment advisor representative in multiple states, including California, Texas, Arizona, and others.

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

Edelman Financial Engines

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Matthew James Kovarik is an Investment Advisor Representative at Edelman Financial Engines. Matthew has been in the industry since August 2015 and has been registered with Edelman Financial Engines since January 2016. Matthew holds a Series 66, Series 7, and SIE licenses. Matthew has been a resident of Arizona since February 2016.

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

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