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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Hightower is a financial professional with over 20 years of experience in the industry. Ryan is currently a Registered Representative with Osaic Wealth, Inc. in Scottsdale, AZ. Ryan has a strong background in financial planning, portfolio management and investment advisory services. Ryan has held various roles at other firms, including WADDELL & REED, FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC. and SECURITIES AMERICA, INC. Ryan has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice.

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

Scottsdale, AZ

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ryan Lurie is an investment advisor representative with UBS Financial Services Inc. Ryan has been in the financial services industry since 2005 and has worked with multiple firms including Ameriprise Financial Services, LLC, MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ryan is a licensed financial advisor in numerous states. Ryan holds the Series 66, Series 24, Series 9, Series 31, Series 7, and SIE licenses. Ryan specializes in investment advisory services, security ratings, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Equitable Advisors, LLC

location

SCOTTSDALE, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Harper is a registered investment advisor representative with Equitable Advisors, LLC. Ryan is licensed in Arizona, California, Colorado, Indiana, Minnesota, New Mexico, North Carolina, Pennsylvania, Texas, Utah and Washington. Ryan has been in the securities industry for over 4 years. Ryan is also a trustee for a family living trust and holds a long term disability license.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

TUCSON, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Hammond is a financial advisor with Cetera Investment Advisers LLC. Ryan has been in the financial services industry since May 25, 2006 and holds Series 63, 66, 7 and SIE licenses. Ryan has a specialization in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations 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
Unclaimed

LPL Financial LLC

location

TEMPE, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ryan David Evans is a financial advisor with LPL Financial LLC. Ryan has been in the financial services industry for over 4 years. Ryan holds the Series 66, Series 7TO, and SIE licenses and is registered with the state of California, Texas and 15 other states. Prior to joining LPL Financial LLC, Ryan worked at SAGEPOINT FINANCIAL, INC.. Ryan's clients include individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment clubs. Ryan provides a variety of services to his clients, including financial planning, portfolio management, and retirement planning.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PHOENIX, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Dallas Granados is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the securities industry for over two years, and is registered with the state of Arizona. Ryan holds a Series 7TO, Series 66 and SIE license. Ryan is also licensed to conduct investment advisory business in California and Texas.

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

Foundations Investment Advisors LLC

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Ryan Nowotny is an investment advisor representative at Foundations Investment Advisors LLC. Ryan has been in the industry since 2017 and is registered with the state of Florida. Ryan is also a licensed insurance agent and sells various insurance products. Ryan has experience in financial planning, educational seminars, and selection of other advisors. Ryan specializes in investment management for individuals and businesses.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Christofer Dungan is a financial professional with over 10 years of experience in the financial services industry. Ryan is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Ryan has a broad range of experience, having previously worked at SAGEPOINT FINANCIAL, INC., XNERGY FINANCIAL LLC, MARCH CAPITAL CORP., and GERWIN GROUP, INC.. Ryan holds the Series 63, Series 7, and SIE licenses and has a strong track record of providing financial advice to individuals, families, 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

LPL Financial LLC

location

SCOTTSDALE, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Alec Beamon is a registered representative with LPL Financial LLC. Ryan has been in the securities industry for 2 years. Ryan holds the Series 7TO, SIE, and Series 66 licenses. Ryan is registered in Arizona and California. Ryan is also a registered investment advisor in California. Ryan is affiliated with LPL Financial LLC, which is based in Fort Mill, SC. LPL Financial LLC is a leading independent broker-dealer and financial advisor, with more than 20,000 financial advisors and over $1 trillion in assets under management. LPL Financial LLC provides a wide range of financial products and services, including investment advisory services, brokerage services, and insurance products.

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

LPL Financial LLC

location

MESA, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Allan O'Neill is a financial advisor with LPL Financial LLC. Ryan has been in the industry since August 2008. Ryan has a strong background in financial planning and portfolio management, with experience in working with individuals, corporations, and charitable organizations. Ryan is registered to provide investment advisory services in Arizona, Arkansas, California, Colorado, Florida, Illinois, Iowa, Maine, Minnesota, Montana, North Dakota, Ohio, Oklahoma, Texas, Washington, and Wisconsin. Ryan's commitment is to provide clients with personalized financial solutions that meet their individual needs.

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

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