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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Equitable Advisors, LLC

location

TUCSON, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Angela Vanblargan is a financial professional with Equitable Advisors, LLC, based in Tucson, Arizona. Angela has been active in the industry since 2017 and is registered as a broker and investment advisor in multiple states. Angela's experience includes financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

AVONDALE, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Angela Young is a financial advisor with Fidelity Personal and Workplace Advisors. She is licensed to provide investment advice in Arizona and Texas. Angela has been in the securities industry since 1997. She has held prior positions with USAA Investment Services Company, USAA Financial Advisors, Inc., and Vanguard Marketing Corporation. Angela has a strong track record of success in helping clients achieve their financial goals. She is committed to providing personalized service and developing long-term relationships with clients. Angela is a registered representative with FINRA and is also registered with the state securities regulators in Arizona, Texas, and other states. She is also a Certified Financial Planner. Angela is passionate about helping individuals and families reach their financial goals and can help you plan for retirement, college savings, and other financial needs.

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

Phoenix, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Howard is a financial advisor registered with UBS Financial Services Inc. Angela Howard has been in the financial services industry since 1998. Angela Howard is also registered with the state of California.

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

World Investment Advisors, LLC

location

Tempe, AZ

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Angela Faridnia-brumm is an Investment Advisor Representative, registered with the Securities and Exchange Commission (SEC) and with the state of Arizona. Angela has been working in the financial industry since 2006. Angela currently works with World Investment Advisors, LLC, and is registered in Arizona, California and Texas. Prior to her current role, Angela worked at Lincoln Financial Advisors Corporation and Vanguard Marketing Corporation. Angela is a Series 6, 7, 63 and 65 licensed professional. She is a qualified advisor for individual investors, high net worth individuals, pension and profit sharing plans, corporations or other businesses and state or municipal government entities. She is also qualified to advise pooled investment vehicles, charitable organizations, and investment companies. Angela has 5 clients, including 2614 pension and profit sharing plans, 123 corporations or other businesses, and 19 state or municipal government entities. Angela has $37,759,764,327 in assets under management.

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 Pooled Investment Vehicles
Unclaimed
location

Scottsdale, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Angela Jean McDonald is a registered investment advisor with Morgan Stanley. Angela has been in the financial industry since August 14, 2007. Angela is registered in 51 states and the District of Columbia. Angela has a Series 66, Series 7 and SIE license. Angela offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for individuals, businesses and investment companies.

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

Unique Investment Advisors, LLC

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Angela Valentine is a registered Investment Advisor Representative with Unique Investment Advisors, LLC. Angela is licensed to provide investment advice in Arizona and California. Angela has been in the financial industry since August 2010. Angela is a member of the Sonoran Sky 1103 LLC. Angela is also an Insurance Agent for Unique Business Planning, LLC.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Unclaimed

Park Avenue Securities LLC

location

SCOTTSDALE, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Angela Mansfield is a financial advisor with Park Avenue Securities LLC. Angela has been working in the financial services industry since 2010. She has a broad range of experience, including working for Ameritas Investment Corp, Guardian Investor Services, and Transamerica Investors Securities. Angela specializes in providing financial planning, portfolio management, and selection of other advisors. She is registered to provide investment advice in 17 states and is also registered with the Securities Industry and Financial Markets Association (FINRA). Angela is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

SCOTTSDALE, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Kunze is a financial advisor at Raymond James & Associates, Inc. with over 14 years of experience in the industry. Angela has a strong background in financial planning and investment management. Angela is dedicated to helping 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Angela Maday is an investment advisor representative with Osaic Wealth, Inc. Angela has been working in the financial industry since 2019. Angela holds Series 7, 6, 99, and 24 licenses and has prior experience with SAGEPOINT FINANCIAL, INC. and CETERA INVESTMENT SERVICES LLC. Angela's office is located at 18700 N. HAYDEN ROAD, SUITE 255 in SCOTTSDALE, AZ.

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.

location

SCOTTSDALE, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Dunivent is a financial advisor with over 15 years of experience in the industry. Angela has a strong background in securities and investment advisory services. She holds multiple licenses and registrations, including Series 6, 7, 24, and 66, demonstrating a wide range of expertise. Angela is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Previously, Angela worked at Woodbury Financial Services, Inc. in Oakdale, Minnesota and Hartford Investment Financial Services, LLC in Wayne, Pennsylvania.

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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