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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

LPL Financial LLC

location

PHOENIX, AZ

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephen Riordan is an investment advisor representative with LPL Financial LLC, a registered investment advisor with the SEC. Stephen has been in the financial services industry since 1997 and is currently registered in 21 states. Stephen is a Series 7, Series 63, and Series 65 licensed professional. Stephen previously worked at BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc.

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

Watch Guard Capital LLC | CFP ® (Certifications)

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Stephen Paluga is a financial advisor with Watch Guard Capital LLC. Stephen has been working in the financial services industry since 2010 and holds a Series 63 and 66 license as well as the Series 9 and SIE exams. Stephen is a Certified Financial Planner™ professional and specializes in financial planning, portfolio management for individuals, and educational seminars. Stephen also has a background serving in the Arizona Air National Guard.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Scottsdale, AZ

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Byrd Horrell is a financial advisor with MML Investors Services, LLC. Stephen has been in the financial services industry since June 1992. Stephen is registered with the state of Arizona. Stephen is a Series 6 and 63 licensed representative with the firm. He also holds the Series SIE license. Stephen's firm MML Investors Services, LLC is an investment advisor with approximately $72.83 billion 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Queen Creek, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Sample is a financial advisor at Raymond James Financial Services Advisors, Inc. in Queen Creek, Arizona. Stephen has been in the industry since 2020 and has experience with both Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. MORGAN SECURITIES LLC. Stephen is registered with the state of Arizona and holds Series 7TO, Series 63, and Series 66 licenses. Stephen specializes in providing financial planning and portfolio management services to individuals and businesses. Stephen also works with insurance companies, 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

Scottsdale, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Steve Boeckmann is a financial advisor with LPL Financial LLC and has been in the industry since August 7, 1998. Steve is registered with the state of Arizona, Illinois, and Texas. Steve previously worked at VALIC Financial Advisors, Inc., OneAmerica Securities, Inc., Mutual of Omaha Investor Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Merriman Capital, Inc., Thomas Weisel Partners LLC, Preferred Capital Markets, Inc., BancAmerica Robertson Stephens, Robertson, Stephens & Company LLC, and Hambrecht & Quist LLC. Steve holds the Series 7, Series 55, Series 63, and Series 66 licenses. Steve is a Certified Financial Planner and a Chartered Financial Consultant.

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

Ameriprise Financial Services, LLC

location

Phoenix, AZ

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Steve Howard Nelson is a financial advisor with over 30 years of experience in the industry. Steve is currently registered with Ameriprise Financial Services, LLC, and is licensed to provide investment advice in Arizona, California, and Texas. Prior to joining Ameriprise, Steve worked at FSC Securities Corporation, Walnut Street Securities, Inc., Waddell & Reed, Inc., and NYLIFE Securities Inc. Steve holds several industry certifications, including the Series 6, 7, 22, 24, 63, and 65 exams.

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

Fidelity Personal AND Workplace Advisors

location

SCOTTSDALE, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Steve Lusietto is a financial advisor affiliated with Fidelity Personal and Workplace Advisors. Steve is registered with the state of Arizona and Texas as an investment advisor representative. Steve has been a part of the financial industry since 2021 and has worked for Fidelity Personal and Workplace Advisors since 2022. Previously, Steve was employed by Robinhood Financial, LLC and TD Ameritrade, Inc.

SPECIALIZATIONS

Financial Planning 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

25 Years Experience

0 Disclosures

ADVISOR BIO

Steve Allen James has been a financial advisor for over 20 years. Steve currently works with Cambridge Investment Research Advisors, Inc. Steve is also a registered representative in Arizona and Texas. Steve's previous work experience includes roles at Legend Equities Corporation, American General Financial Advisors, Inc., and The Variable Annuity Marketing Company. Steve has a wide range of experience and is well-equipped to provide 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
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

PEORIA, AZ

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Steve Smith is an active Registered Representative and Investment Advisor Representative with Centaurus Financial, Inc. Steve is licensed to offer investment advice and securities products in Arizona and California. Steve has been in the financial services industry since 1993, with previous experience at Wall Street Financial Group, Inc., California Financial Network, Inc., Financial Network Investment Corporation, and Jackson National Financial Services, Inc. Steve is also affiliated with Estate Planning Team, providing investment vehicles for trustees of clients that participate in the trust. Steve has earned several industry designations, including the Series 6, Series 63, Series 26, and Series 65 securities licenses, as well as the SIE exam. Steve offers a range of services to individuals, including financial planning, pension consulting, educational seminars, market timing services, 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
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PHOENIX, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Steven Garth Selsky is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Phoenix, Arizona. Steven has been in the securities industry for over four years and is licensed to offer a wide range of investment products and services. Steven holds Series 7, Series 66, and SIE licenses, and is registered to conduct business in multiple states. Steven has experience working with a diverse range of clients, including individuals, corporations, and institutions.

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

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