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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Sageview Advisory Group, LLC

location

Phoenix, AZ

0 Disclosures

ADVISOR BIO

Thomas Arcuri is a financial advisor who is registered as an Investment Advisor Representative in Arizona with Sageview Advisory Group, LLC. Thomas has been in the industry for over 12 years and has experience working with individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. He is also knowledgeable about the securities industry and holds the Series 6, Series 63 and Series 65 licenses. Thomas is an active advisor and a member of the Sageview Advisory Group, LLC team.

SPECIALIZATIONS

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

Foundations Investment Advisors LLC

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Thomas C. Elder is an investment advisor representative at Foundations Investment Advisors LLC. Thomas has been in the industry since July 2017. Prior to joining Foundations Investment Advisors LLC, Thomas was employed at MML Investors Services, LLC in Chesterfield, MO. He holds a Series 66, Series 7 and SIE. Thomas's specializations include financial planning, educational seminars, selection of other advisers, and portfolio management for individuals.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

SCOTTSDALE, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Stewart Hunt is a financial advisor with Park Avenue Securities LLC, where Thomas has been employed since May 2024. Thomas has been in the industry since July 2008, and specializes in providing financial planning, portfolio management for individuals, and educational seminars. Previously, Thomas worked for Northern Trust Securities, Inc. in Tucson, AZ from July 2008 to September 2011, and also works with Tango Commercial Real Estate, LLC. Thomas is registered with the state of Arizona, where Thomas is licensed to provide both investment advisory and brokerage services.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Michael Raguso is an investment advisor representative registered with Osaic Wealth, Inc. Thomas has been in the industry since 1998 and has experience in both Broker-Dealer and Investment Advisor activities. Thomas is a Registered Options Principal, Municipal Securities Principal, and General Securities Principal. Thomas is registered in 51 states and the District of Columbia. Thomas specializes in financial planning, pension consulting, educational seminars, and portfolio management. Thomas is registered with Osaic Wealth, Inc. since December 2005.

SPECIALIZATIONS

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

West Ridge Advisors

location

Gilbert, AZ

0 Disclosures

ADVISOR BIO

Thomas Udall is a registered investment advisor representative (IAR) at West Ridge Advisors. Thomas has been in the industry since January 2017. He is a certified public accountant (CPA) and has over 10 years of experience in the accounting field. Thomas is also a managing member of several real estate holding companies. Thomas holds the Series 65 license. He is registered as an investment advisor in Arizona.

SPECIALIZATIONS

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

WT Wealth Management, LLC

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Thomas Clayton Simmons is a registered investment advisor with WT Wealth Management, LLC and has been in the financial industry since 1990. Simmons specializes in financial planning, portfolio management, and variable annuities. Simmons is also an agent for fixed insurance and fixed annuities sales. Simmons is registered with the states of Arizona, California, Florida, Idaho and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
VARIABLE ANNUITIES
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc. | CFC ® (Certifications)

location

GLENDALE, AZ

experience

48 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Joyce is a financial professional with over 47 years of experience in the industry. Thomas has been registered with Osaic Wealth, Inc. since November 2023. Prior to that, Thomas was registered with FSC Securities Corporation from March 1985 to November 2023. Thomas is licensed in 16 states and holds the Series 1, 7, 24, and 63 securities licenses as well as the SIE exam. Thomas is a Chartered Financial Consultant. In addition to his work at Osaic Wealth, Inc., Thomas is also an insurance and annuity agent.

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 | CFP ® (Certifications)

location

Peoria, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Gerboth is a financial advisor who is registered with Ameriprise Financial Services, LLC. Thomas has been in the industry since 2011 and has worked with a number of firms, including Charles Schwab & Co., Inc., HARBOUR INVESTMENTS, INC., and Thompson Wealth Management. Thomas is a Certified Financial Planner and has a number of specializations, including investment advice and financial planning. Thomas works with a variety of clients, including 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

Scottsdale, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Thomas McGeorge is a financial advisor based in Scottsdale, Arizona. Thomas has been in the financial industry since December 2011. Thomas is a registered representative with Morgan Stanley. Thomas holds the Series 3, 7, 31, 66, and SIE licenses. Thomas has registrations in 46 states and 2 IA states. Thomas is a specialist in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.

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

Nova Financial Services

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Thomas Michael Fischer is a financial advisor in Scottsdale, AZ and has been in the industry since 1995. Thomas is currently registered with Nova Financial Services. Previously, Thomas was registered with Mutual Securities, Inc., Lincoln Financial Advisors Corporation, NYLIFE Securities LLC, and Fortis Investors, Inc. Thomas's certifications include the Series 7, Series 6, and Series 63.

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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