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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

LPL Financial LLC

location

PRESCOTT, AZ

experience

50 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Robert Lester Waring is a financial advisor with over 40 years of experience in the financial services industry. Robert currently works at LPL Financial LLC and is registered in multiple states including Arizona, California, Idaho, Illinois, Montana, New Hampshire, New York, North Carolina, Ohio, Oregon, Texas, Utah and Virginia. Robert specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Prior to joining LPL Financial LLC, Robert worked at Securities America, Inc., First Affiliated Securities, Inc., PFG Securities, Inc., Integrated Resources Equity Corporation, Financial Planners Equity Corporation, Transamerica Fund Sales, Inc., and Independent Financial Planners Corporation. Robert holds the Series 1, 63, 65, and 22TO licenses. Robert 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Robert E Peary is a financial advisor with over 20 years of experience in the industry. Robert has a Series 7, Series 31 and Series 66 license and is currently registered with Osaic Wealth, Inc. in Arizona, Florida, and Texas. Robert has held previous roles with SAGEPOINT FINANCIAL, INC., Oppenheimer & Co. Inc., UBS Financial Services Inc., and Morgan Stanley DW Inc. He has worked in several states, including Arizona, New Jersey, and New York, and has a strong understanding of the financial markets. Robert specializes in providing investment advice to individuals, businesses, and institutions. He offers a variety of financial planning services, including retirement planning, college savings, and estate planning. Robert is committed to providing his clients with personalized financial advice and guidance. He believes in building strong relationships with his clients and helping 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
Unclaimed
location

Scottsdale, AZ

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Robert John Gaines is a financial advisor at Morgan Stanley. He is a registered representative with the firm in Scottsdale, Arizona. Robert John Gaines has been in the securities industry since July 1997. He has a wide range of experience and holds multiple industry licenses. He also serves as a board member on the Finance Committee of the Boulder Crest Foundation.

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

Cetera Investment Advisers LLC

location

SCOTTSDALE, AZ

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Robert Winston Johnson has been in the financial services industry for over 26 years. Robert is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative. Robert is also registered with the following states: Arizona, Michigan and Texas. Robert previously worked with First Allied Securities, Inc., Morgan Stanley DW Inc. and Robert W. Baird & Co. Incorporated.

SPECIALIZATIONS

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

Transamerica Retirement Advisors, LLC

location

Phoenix, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Robert J. Schweitzer is a financial professional with experience in the financial services industry. Robert is currently registered with Transamerica Retirement Advisors, LLC, which is a Registered Investment Advisor. Robert is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA), and is licensed to provide investment advice in all states and territories. Robert's professional experience includes a previous role with Fidelity Brokerage Services LLC.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

TUCSON, AZ

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert John Present is a financial advisor with RBC Capital Markets, LLC based in Tucson, Arizona. Robert has been in the financial industry since 1984 and has been registered with RBC Capital Markets, LLC since 2008. Previously, Robert worked for firms including Dain Rauscher Incorporated, Rauscher Pierce Refsnes, Inc., Sutro & Co. Incorporated, and PaineWebber Incorporated. Robert specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, trusts, and employee benefit plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC

location

PHOENIX, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Robert Lancil Daugherty is a financial advisor with Cetera Investment Advisers LLC, with over two years of experience in the financial industry. Robert holds Series 7, Series 66, and SIE licenses. Robert is registered to provide investment advice in several states including Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Michigan, Montana, Nevada, New York, Oklahoma, Oregon, Texas, and Washington. Robert is also registered as an Investment Advisor Representative in Arizona and Texas. Robert is committed to providing personalized financial advice and services to help clients 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

Redw Wealth LLC | CFP ®,CFA ® (Certifications)

location

Phoenix, AZ

0 Disclosures

ADVISOR BIO

Robert Papelian is a financial advisor with Redw Wealth LLC. Robert has been working in the financial industry since 2011. Robert is a Certified Financial Planner and Chartered Financial Analyst. Robert is registered with the following states: Alaska, Arizona, California, Colorado, New Mexico, and Vermont. Robert has experience with individuals, families, trusts, estates, charitable organizations, pension and profit sharing plans, and businesses. Robert provides financial planning, portfolio management, and tax preparation services.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

SCOTTSDALE, AZ

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Eric Adams is an investment advisor representative with Ameriprise Financial Services, LLC. Robert is registered with the state of Texas and has been in the securities industry since July 16, 1998. Robert is a licensed Series 7 and Series 63 representative, with an SIE certification. Robert is also a licensed agent with Ameriprise Financial Services, Inc.

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Robert M. De la paz is an active financial advisor with over 20 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and has previously worked for other prominent firms, including Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., VOYA Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Investors Corporation, Northern Trust Securities, Inc. and Charles Schwab & Co., Inc.. Robert holds various licenses including Series 6, 7 and 63 licenses.

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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