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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tyrik Thompson is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Tyrik has been in the securities industry since February 2020. Tyrik is licensed in 53 states. Tyrik has a Series 66, a Series 7TO, and a SIE. Tyrik has experience in working with a range of clients including individuals, corporations, pension plans, and charitable organizations.

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

Raymond James & Associates, Inc.

location

Tempe, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tyson Lersch is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Tyson is licensed to provide investment advice in Arizona and Illinois. Tyson has been in the financial industry since 2017.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Fidelity Personal AND Workplace Advisors

location

PEORIA, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tyson Johnalan Dredge is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Tyson has been in the industry for 2 years and is registered in 48 states. Tyson holds the Series 7TO, SIE and Series 66 securities licenses. Tyson specializes in financial planning, portfolio management for businesses and individuals, and educational seminars.

SPECIALIZATIONS

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

PHOENIX, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Tyson Walter Kelley is a financial advisor with Morgan Stanley. Tyson has been in the industry since November 10, 1997. Tyson has been registered with Morgan Stanley since June 1, 2009. Prior to that, Tyson was employed with Citigroup Global Markets Inc. from August 1998 to June 2009. Tyson has passed the Series 63, Series 65, Series 7, Series 31, and Series 52 exams. Tyson is currently registered with the state of Arizona and Texas.

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

UBS Financial Services Inc.

location

PHOENIX, AZ

experience

40 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tyson Michael Tibshraeny is an active investment advisor representative with UBS Financial Services Inc. with 39 years of experience in the financial industry. Tyson has been registered with UBS Financial Services Inc. since October 20, 2004. Prior to joining UBS Financial Services Inc., Tyson was employed by UBS Financial Services Inc.. Tyson has passed several securities exams including Series 65, Series 63, Series 9, Series 10, Series 8, SIE, Series 15, and Series 7. Tyson is registered to provide investment advisory services in several states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Tyson is also a partner in TYDAM, LLC, a family partnership involved in real estate.

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

Oneamerica Securities, Inc.

location

Gilbert, AZ

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Tyson Harvey Cook is a financial advisor with OneAmerica Securities, Inc. Tyson has been in the financial services industry since September 1998. Tyson is registered as a securities broker and investment advisor representative in Arizona, California, Idaho, Missouri, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, Texas, Utah, and Washington. Tyson specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

East Valley Wealth LLC

location

GILBERT, AZ

0 Disclosures

ADVISOR BIO

Undrea Morcal Smith is an investment advisor representative with East Valley Wealth LLC, a firm registered with the state of Arizona. Undrea has been working in the financial services industry since August 2011. Undrea holds a Series 65 license and specializes in financial planning, educational seminars, and portfolio management for individuals. East Valley Wealth LLC provides financial planning, investment management, and educational seminars to individuals. The firm specializes in providing investment advice to high-net-worth individuals and individuals other than high-net-worth.

SPECIALIZATIONS

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

Dynamic Wealth Advisors

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Urban Walter Adams is a registered investment advisor with Dynamic Wealth Advisors in Phoenix, Arizona. Urban has over 20 years of experience in the financial services industry. Urban has been registered with the state of Arizona since 2017 and is also registered in California and Colorado. Urban has a Series 6, 7, 9, 10, 63, and 65 license. Urban is a highly experienced and qualified investment advisor who is committed to providing his clients with the highest level of service. Urban has extensive experience in providing financial advice and investment management services to individuals, families, and businesses.

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
Unclaimed

MML Investors Services, LLC

location

Scottsdale, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Usman Nabi is a registered representative with MML Investors Services, LLC. Usman is licensed to offer investment advisory services in Arizona. Usman has been working in the financial industry since June 15, 2020 and is currently located in Scottsdale, Arizona. Usman is a Series 7TO and SIE exam qualified individual. MML Investors Services, LLC is a large, well-established firm that provides a wide range of financial products and services to individual investors, businesses, and institutions.

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
location

SCOTTSDALE, AZ

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Valarie Washington is a registered representative with Osaic Wealth, Inc. and has been in the financial industry since December 2004. Valarie has a Series 66, Series 4, Series 53, Series 24 and Series 7. Valarie previously worked at FSC SECURITIES CORPORATION in Atlanta, GA. Valarie is licensed in Georgia.

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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