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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

M Holdings Securities, Inc.

location

PHOENIX, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Fitzgerald Bugbee is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with M Holdings Securities, Inc. in Phoenix, AZ. Michael holds the Series 6, 7, and 63 licenses, and is also qualified to provide investment advice. Before joining M Holdings Securities, Inc., Michael was a registered representative with JOHN HANCOCK DISTRIBUTORS LLC in Boston, MA. Michael focuses on providing financial planning, portfolio management, and pension consulting services to individual clients, corporations, and pension and profit-sharing plans.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

GILBERT, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Plesh is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael is registered with the state of California and Texas and is a securities professional with over 6 years of experience in the industry. Michael Plesh holds the Series 66, SIE, and Series 7 licenses.

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

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Timothy Clark is an investment advisor representative with over 5 years of experience in the financial services industry. Michael Clark is currently registered with Robert W. Baird & Co. Inc. in Arizona and California and has previously been registered with U.S. BANCORP INVESTMENTS, INC. in California. Michael Clark has a Series 6, 7, 63, and 65 license and is a Certified Financial Planner. Michael Clark specializes in working with a variety of client types including individuals, high net worth individuals, corporations and businesses, charitable organizations, 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Public Safety Financial/galloway

location

MESA, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Galloway is an active investment advisor representative in the state of Arizona and currently works for Public Safety Financial/galloway. Michael has been in the industry for 25 years and has a strong background in securities and investment advising. Michael has a number of registrations, including Series 6, 7, 24, 63, 66, and SIE. Michael specializes in providing financial planning, educational seminars, portfolio management for businesses and individuals, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

PRESCOTT, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Bacci is a financial advisor with over 23 years of experience in the industry. Michael currently works with LPL Financial LLC, where Michael has been since December 2021. Prior to this role, Michael worked with Royal Alliance Associates, Inc., The Strategic Financial Alliance, Inc., and Multi-Financial Securities Corporation. Michael is registered to offer securities and investment advice in Arizona, California, Colorado, Delaware, Illinois, Indiana, Iowa, Kansas, Louisiana, Montana, New Mexico, North Carolina and Pennsylvania. Michael has passed the Series 66, SIE and Series 7 exams, and is also a Certified Financial Planner. Michael is a registered representative with LPL Financial LLC, a registered investment advisor.

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

Cetera Investment Advisers LLC

location

SCOTTSDALE, AZ

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Michael Charles Pryor is a financial professional with over 35 years of experience in the financial services industry. Michael Pryor has been registered with Cetera Investment Advisers LLC since June 2023. Prior to that, Michael Pryor was registered with First Financial Equity Corporation. Michael Pryor has also held registrations with Citigroup Global Markets Inc., Westamerica Investment Group, RL Kotrozo, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael Pryor is a licensed Investment Advisor Representative. Michael Pryor holds the following FINRA licenses: Series 63, Series 65, Series 66, Series 7, and Series 24. Michael Pryor is also a licensed Investment Advisor Representative in the states of Arizona, California, Idaho, Illinois, Michigan, Mississippi, Nevada, New Mexico, New York, North Carolina, Ohio, Tennessee, and Washington.

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

Mesa, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Sadjadi is a financial advisor at Raymond James Financial Services Advisors, Inc. Michael has been in the financial industry since 2016 and holds licenses for both broker-dealer and investment advisor. Michael provides investment advice to individuals and businesses and specializes in financial planning, retirement planning, and college savings.

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

Sage Financial Advisors Inc.

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Michael P. Christensen is an Investment Advisor Representative at Sage Financial Advisors Inc. located in Scottsdale, AZ. Michael has been in the industry for over 5 years and has a Series 65 license. Michael specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael provides financial planning, tax preparation, planning, and compliance, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
TAX PREPARATION, PLANNING, AND COMPLIANCE
Unclaimed

Cetera Investment Advisers LLC

location

SCOTTSDALE, AZ

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michael Patinella is a financial advisor with Cetera Investment Advisers LLC in Scottsdale, Arizona. Michael has been in the financial services industry since 2002. He has a Series 6, 7, 63 and 65 licenses and is registered with FINRA and the state of Arizona as an investment advisor representative. Michael also has a background in tax preparation and accounting. His firm has more than 16,000 clients and manages over $104 billion in assets. Michael is committed to providing his clients with personalized financial advice and guidance.

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

SCOTTSDALE, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Michael Bogseth is a financial advisor registered with Osaic Wealth, Inc. Michael has been working in the securities industry since 2006. Michael is a Certified Financial Planner™ professional and holds Series 4, 7, 24, 53, 63 and 66 licenses. Michael is also registered in Nebraska. Michael has experience working with a variety of clients including individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. Michael provides financial planning, portfolio management, and selection of other advisors to clients.

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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