Invested Better
Selection of Other Advisors Advisors in Phoenix, Arizona
1,402 Results
Unclaimed

J.p. Morgan Securities LLC

location

Phoenix, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Leykam is a financial advisor with J.p. Morgan Securities LLC. Elizabeth has been in the industry since August 2019. Elizabeth has Series 7TO, Series 63, and Series 65 licenses. Elizabeth is registered in 53 states and the District of Columbia as a broker-dealer, as well as two states as an investment advisor. Elizabeth's firm offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

PHOENIX, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Ellen Dean is a financial advisor with Raymond James Financial Services Advisors, Inc. Ellen has been in the financial services industry since 1998. Ellen has a wide range of experience and expertise in financial planning, investment management, and retirement planning. Ellen holds Series 7, 6, 63, 51, and 24 licenses. Ellen is registered with the state of Texas and is a licensed insurance agent. Ellen is committed to providing her clients with personalized financial advice and guidance to help them 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

Phoenix, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Elva Arceo Mendoza is a financial advisor at Edward Jones. Elva has been in the financial industry since December 2011. Elva is registered with FINRA as a Registered Representative and with the state of Arizona as an Investment Advisor Representative. Elva has passed the Series 7, Series 63 and Series 66 exams and the SIE exam. Elva has experience working with clients in Arizona and Missouri.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Edelman Financial Engines

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Elyse B Bibb is an Investment Advisor Representative at Edelman Financial Engines. Elyse has been working in the financial services industry since 2014. Elyse is registered with the state of Arizona and Texas. Elyse specializes in Retirement Planning, Asset Allocation, Portfolio Management, and Estate Planning.

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
Unclaimed

Fidelity Personal AND Workplace Advisors

location

PHOENIX, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Emerson Armstrong is a financial advisor with Fidelity Personal and Workplace Advisors. Emerson has been working in the financial industry since June 2022. Emerson holds Series 63, 66, and 7TO licenses and is registered to provide investment advice in 53 states and 2 districts. Emerson is a Registered Representative and Investment Advisor Representative at Fidelity Personal and Workplace Advisors.

SPECIALIZATIONS

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

TFO Family Office Partners | CFP ® (Certifications)

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Emily Elizabeth Bolick is a financial advisor and Certified Financial Planner at TFO Family Office Partners in Phoenix, Arizona. Emily Bolick is registered with the state of Arizona and Texas. TFO Family Office Partners is a registered investment advisor that provides financial consulting services to individuals, families and charitable organizations. TFO Family Office Partners has a diverse client base including individuals, corporations, and non-profits. Emily Bolick offers a wide range of services to her clients including financial planning, portfolio management, and family office services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

PHOENIX, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Emily Stead is a financial advisor with Cetera Investment Advisers LLC. Emily is licensed to provide financial advice in Arizona and other states. Emily has been in the financial services industry since 2016. Emily is a Certified Financial Planner. Emily also works for ByMethod Financial Collective, a DBA for her Cetera business.

SPECIALIZATIONS

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

TFO Family Office Partners | CFP ® (Certifications)

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

Emily Aepelbacher is an investment advisor representative at TFO Family Office Partners. Emily has been in the industry since August 2014 and has a Series 65 license. Emily is a Certified Financial Planner and specializes in providing financial planning, pension consulting, and educational seminars to clients. Emily has experience working with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth clients. Emily has been registered as an investment advisor representative in 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
FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

PHOENIX, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Emisael Villalobos is a financial advisor registered with J.P. Morgan Securities LLC in Phoenix, Arizona. Emisael Villalobos has a Series 63 license and has been working in the financial services industry since January 4, 2024. Emisael Villalobos specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

PHOENIX, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Emmanuil Kandinov is a financial professional with over 11 years of experience in the financial services industry. Emmanuil is currently registered with Cetera Investment Advisers LLC and is licensed to provide investment advice in Arizona and Texas. Emmanuil has a strong background in investment planning, portfolio management, and financial planning. Emmanuil earned his Series 7TO, 6, 63, 65, and 26 licenses through FINRA and has achieved the Chartered Financial Consultant designation. Emmanuil has experience working with individual investors, corporations, and other businesses.

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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