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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Redw Wealth LLC | CFP ® (Certifications)

location

Phoenix, AZ

0 Disclosures

ADVISOR BIO

Robert William Elzholz is a financial advisor with Redw Wealth LLC, located in Phoenix, Arizona. Robert has been in the financial services industry for over 15 years and is a Certified Financial Planner. He has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans. Robert specializes in financial planning, tax preparation, pension consulting, and portfolio management.

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

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
location

TEMPE, AZ

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Gallagher is a financial advisor at LPL Financial LLC. Robert has been in the financial services industry for over 11 years and holds Series 7, Series 63, Series 65, and SIE licenses. Robert specializes in providing financial planning and investment management services to individuals, families, and businesses. Robert is committed to helping clients achieve their financial goals and has a strong reputation for providing personalized service.

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
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

PRESCOTT, AZ

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Robert William Faehnrich is a financial advisor with over 38 years of experience in the industry. Robert has been with Cetera Investment Advisers LLC since June 2023. Prior to joining Cetera Investment Advisers LLC, Robert was a financial advisor with Summit Brokerage Services, Inc., for 15 years. Robert holds Series 7, Series 24, Series 63, and Series 65 licenses. Robert provides financial planning, portfolio management for businesses and individuals, and pension consulting services. Cetera Investment Advisers LLC manages over $104 billion in assets for over 423,000 accounts.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

TEMPE, AZ

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Robert L. Polley is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. and has been active in the financial industry since August 1993. Robert has been with Cambridge Investment Research since May 2013. Prior to joining Cambridge, Robert worked for Mutual of Omaha Investor Services, Inc. in Tempe, Arizona from August 1993 until May 2013. Robert is licensed to provide advisory services in Arizona, California, Colorado, Iowa, Kansas, Nebraska, Nevada, New Jersey, Oregon, Texas, and Wyoming. Robert specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. Robert is committed to providing personalized financial advice and guidance 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

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
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Robert Strober is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and Ladenburg Thalmann & Co. Inc., with his primary office location in Scottsdale, Arizona. Robert has extensive experience in various areas including financial planning, pension consulting, and portfolio management for individuals and businesses. Robert is dedicated to providing personalized financial advice and working closely with clients to help 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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Robert Pimbert Dovala is a financial advisor with over 15 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and holds a Series 66 license. Robert also has previous experience with SAGEPOINT FINANCIAL, INC., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY and CHARLES SCHWAB & CO., INC. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Robert has a strong track record of 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
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

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