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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

PHOENIX, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Moraya Canales is a registered representative with Fidelity Personal And Workplace Advisors. Moraya has been in the industry since September 26, 2020, and has experience working with individual investors, businesses, and charitable organizations. Moraya Canales is currently registered with the state of Arizona and Texas, as well as the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Morgan Edlund is a registered investment advisor representative with Osaic Wealth, Inc. based in Scottsdale, Arizona. Morgan has been in the industry since November 2021. Morgan holds the Series 66, Series 7TO and SIE licenses. They are also registered as an investment advisor representative in Minnesota. Morgan's past experience includes working with Woodbury Financial Services, Inc. in Oakdale, Minnesota. Morgan has experience in providing financial planning, portfolio management, and pension consulting services.

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

CHANDLER, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Morgan Holleran is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with over 8 years of experience in the financial services industry. Morgan is licensed in 53 states and holds both Series 63 and 66 licenses. Morgan is also a Series 7 and Series 10 licensed representative. Morgan has a strong background in providing investment advice and portfolio management services to a wide range of clients.

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

LPL Financial LLC

location

SURPRISE, AZ

experience

41 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Morgan Ayers is a financial advisor with over 39 years of experience in the industry. Ayers has a strong background in financial planning and portfolio management. Morgan is currently affiliated with LPL Financial LLC, a large independent broker-dealer. Morgan's previous employers include Parsonex Securities, Inc., CCF Investments, Inc., The Leaders Group, Inc., Penates Group, Inc. and PFS Investments Inc.. Ayers holds FINRA Series 6, 26 and 63 licenses, as well as the SIE. Morgan is registered to provide financial advice in 21 states.

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

Cambridge Investment Research Advisors, Inc.

location

Surprise, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Moses Medina is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Moses is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since June 2017. Moses has a Series 6, Series 63, and Series 65 licenses. Moses is currently registered in 33 states. Prior to joining Cambridge, Moses was an Investment Advisor Representative at Ameritas Investment Corp., where he worked from June 2017 to October 2017. Moses is committed to providing personalized financial advice to help clients 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
Market Timing Services
Unclaimed
location

Tempe, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Mukaddes Dreischhoff is an investment advisor representative who has been in the financial services industry for more than five years. She is currently registered with Morgan Stanley and has previous experience with Robinhood Financial, LLC and Vanguard Marketing Corporation. Mukaddes is licensed in Arizona and specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, investment companies, and other entities.

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
ASSET ALLOCATION ADVICE
Unclaimed

Empower Advisory Group, LLC

location

PHOENIX, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Myer Rickless is an Investment Advisor Representative with Empower Advisory Group, LLC. Myer has been in the industry since April 2, 2012. Myer is registered with FINRA and the SEC. Myer is licensed in 45 states and the District of Columbia. Myer's previous employers include Morgan Stanley and Alliance Global Partners. Myer specializes in retirement planning, financial planning, and investment management.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Copperwynd Financial

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Myra Alport is an Investment Advisor Representative at Copperwynd Financial and has been working in the financial services industry for over 16 years. Myra has held previous roles at Harbour Investments, Inc., Cambridge Investment Research, Inc., and Geneos Wealth Management, Inc. Myra is registered with the state of Arizona and holds the Series 6, Series 63, and Series 65 licenses as well as the SIE exam.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Myron Johnson, is an active investment advisor representative with Osaic Wealth, Inc., based in Scottsdale, Arizona. Myron has been in the financial services industry since July 2008. Before joining Osaic Wealth, Inc., Myron worked at Securities America, Inc. and Charles Schwab & Co., Inc. Myron is licensed in Nebraska.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting 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

40 Years Experience

0 Disclosures

ADVISOR BIO

Myron Solomon Rottenstein is an investment advisor representative with UBS Financial Services Inc. located in TUCSON, Arizona. Myron has been in the financial services industry since February 1985. Myron is licensed in Arizona. Myron holds Series 3, 7, 63, and 65 licenses as well as the SIE exam. Myron's previous experience includes MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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

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