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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Tami Lynn Logue is a financial advisor currently affiliated with Osaic Wealth, Inc. in Scottsdale, Arizona. With over two decades of experience in the financial industry, Tami has a strong background in securities and investment advising.

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

23 Years Experience

0 Disclosures

ADVISOR BIO

Tamika Nashae Byrd is a financial advisor with over 20 years of experience in the industry. Tamika is currently registered with LPL Financial LLC in Tempe, Arizona. Tamika has a broad range of experience in the industry, having worked with firms such as RBC Capital Markets, LLC, Figure Securities, Inc., and Morgan Stanley. Tamika holds several licenses including Series 63, 65, 7, 10, 24, and 99TO. Tamika is committed to providing personalized financial advice 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tamim Wali is a financial advisor with over 8 years of experience in the industry. Tamim Wali is currently registered with Osaic Wealth, Inc. and has previously worked at firms such as SagePoint Financial, Inc., Equitable Advisors, LLC, Spire Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, ICMA-RC Services, LLC, MetLife Securities, Inc, and J. W. Gant & Associates, Inc.. Tamim Wali provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutions. Tamim Wali is a Series 6, 7, 63, 66, and SIE licensed professional. Tamim Wali holds a Series 66 license from Virginia, as well as a Series 7 license from Virginia.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PHOENIX, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Tammie Renee Scheuermann is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Tammie has been in the securities industry since February 1998. Tammie has passed the Series 63, 66, 7, 9 and 10 exams. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Tammie was employed with Charles Schwab & Co., Inc. Tammie is licensed in 53 states and has been working with Merrill Lynch since February 2016.

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

LPL Financial LLC

location

SAFFORD, AZ

experience

18 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tammy Tenney Paquette is a financial advisor with LPL Financial LLC in Safford, AZ. Tammy has been working in the financial services industry for over 16 years. Tammy holds a Series 7, Series 63, and Series 66 license. Tammy is also registered to provide investment advice in 23 states. Tammy is committed to helping clients reach their financial goals. Tammy's previous experience includes working for Edward Jones.

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

Empower Advisory Group, LLC

location

San Tan Valley, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tammy Elizabeth Longworth is a registered representative with Empower Advisory Group, LLC. Tammy is a Series 7TO, Series 66, and SIE licensed professional. Tammy has been in the industry since 2021 and is registered in 46 states. Previous employers include Edward Jones and Vanguard Marketing Corporation. Tammy has a variety of experience in the financial industry including working for Humana and self-employment. Tammy is a financial advisor with a focus on financial planning and portfolio management.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

PHOENIX, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Tania Kvakic is a registered representative with RBC Capital Markets, LLC. Tania has been in the securities industry since November 2013 and is currently licensed to conduct business in 37 states. Tania specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Tania also offers educational seminars and selects other advisors for clients.

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
location

GILBERT, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Tanner Wayne Everson is a registered representative and investment advisor representative with Morgan Stanley. Tanner has been in the securities industry since May 10, 2019. Tanner is registered to conduct securities business in 54 states and the District of Columbia. Tanner has passed the Series 7, Series 66 and SIE exams. Tanner's current firm is Morgan Stanley. Tanner is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Tanner Brady is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chandler, Arizona. Tanner has been in the financial industry since 2012. Tanner is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 66, and SIE licenses.

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

Dynamic Wealth Advisors

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Tanya Michelle Escobedo is an investment advisor representative with Dynamic Wealth Advisors, a firm headquartered in Phoenix, Arizona. Tanya has been in the industry for over 25 years and holds a Series 3, 7, 9, 10, 63, and 65 license. Tanya's previous experience includes working with UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Tanya primarily focuses on providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM
Publication of Financial Periodicals

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