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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Glendale, AZ

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Brian Derrick is a financial advisor with over 15 years of experience in the industry. Brian is registered with Raymond James Financial Services Advisors, Inc. He provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Brian is dedicated to helping clients achieve their financial goals. Brian's areas of expertise include working with individuals, corporations, and businesses. Brian has a strong commitment to providing clients with personalized financial guidance and advice.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PHOENIX, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brian Nething is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian is a registered representative in Arizona, California, Colorado, Delaware, Florida, Idaho, Illinois, Maine, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Oregon, Rhode Island, Tennessee, Texas, Virginia, and Washington. Brian is also a registered investment advisor representative in California and Texas. Brian has been in the financial industry since 2012. Brian is an active advisor offering both Broker/Dealer and Investment Advisor services.

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

TUCSON, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brian Christopher Dubyk is an investment advisor representative with Raymond James & Associates, Inc., with an office in Tucson, Arizona. Brian has been in the securities industry since 2009. Brian holds a Series 63, 66, 7, 9, and 10 license. Brian has worked for several firms before joining Raymond James & Associates, Inc. Brian is a registered 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Brian James Perkins is a financial advisor with over 28 years of experience in the industry. Brian currently works at Osaic Wealth, Inc. Brian holds the Series 6 and SIE securities licenses as well as the Series 63 state license. Brian has a proven track record of success in providing financial advice to individuals, businesses, and institutions. Brian's areas of expertise include financial planning, investment 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Brian Shiao is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the industry since December 2019 and is licensed in 53 states. Brian has a Series 66, Series 7TO, and SIE license.

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

Brookstone Capital Management LLC

location

Cave Creek, AZ

0 Disclosures

ADVISOR BIO

Brian Jones is a financial advisor with Brookstone Capital Management LLC. Brian is based in Cave Creek, AZ and has been in the industry for over 27 years. Prior to joining Brookstone, Brian was a registered representative at Brokers International Financial Services, LLC. in Urbandale, IA, Packerland Brokerage Services, Inc. in Carefree, AZ and MML Investors Services, LLC in Phoenix, AZ. Brian has also worked in the past for Center Street Securities, Inc. in Carefree, AZ and ING Financial Partners, Inc. in Carefree, AZ. Brian is a licensed advisor in Arizona, Iowa, Oregon, and Washington.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

SCOTTSDALE, AZ

experience

53 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian George Dobbins is an active broker and investment advisor representative with over 50 years in the industry. Brian is currently registered with Ameriprise Financial Services, LLC and has been with them since 2005. Brian has held previous positions with IDS Life Insurance Company, IDS Financial Services Inc., and First Investors Corporation. Brian is a Series 24, 51, 63, 7TO, and SIE licensed representative and offers investment advice and financial planning services.

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

Packerland Brokerage Services, Inc.

location

TUCSON, AZ

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Brian Goldstein is a financial advisor who has been in the industry since 1992. Brian is currently registered with Packerland Brokerage Services, Inc. and has previously worked with MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Brian is registered in 12 states and holds the Series 6, Series 63, and SIE exams. Brian specializes in insurance, mutual funds, fixed income, and variable annuities.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Mark Upshaw is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Brian has been working in the financial industry since 2015 and is registered to offer investment advice in 26 states and the District of Columbia. Brian has passed the Series 7 and Series 66 exams, as well as the Securities Industry Essentials Examination.

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

Allworth Financial, LP

location

Tucson, AZ

0 Disclosures

ADVISOR BIO

Brian Murphy is a financial advisor with Allworth Financial, LP, a firm that provides financial planning, portfolio management, and other advisory services. Brian has been in the industry for over 30 years and has a strong track record of helping individuals, families, and businesses achieve their financial goals. Brian holds the Series 7, 63 and 65 licenses and is registered in Arizona.

SPECIALIZATIONS

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

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