Years of Experience
5-20+ Years
PHOENIX, AZ
0 Disclosures
ADVISOR BIO
Gregory J Lane is a financial advisor with Wellfit Financial, based in Phoenix, Arizona. Gregory has been in the financial services industry since 1995. Gregory is a Certified Financial Planner and holds Series 7, 24, 63, and 65 licenses. Gregory provides portfolio management services for both individuals and businesses. Gregory has a strong track record of providing financial advice to clients. Gregory is a trusted advisor who is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
PHOENIX, AZ
12 Years Experience
0 Disclosures
ADVISOR BIO
Gregory Kraemer is a financial advisor with over 10 years of experience in the industry. Gregory currently works for RBC Capital Markets, LLC. Gregory is a registered representative with a Series 7, 63 and SIE license. Gregory is also a registered Investment Advisor representative in Arizona and Texas. Prior to joining RBC Capital Markets, LLC, Gregory worked for Vanguard Marketing Corporation and Morgan Stanley Smith Barney. Gregory offers financial planning, portfolio management, and educational seminars to clients.
SPECIALIZATIONS
PHOENIX, AZ
32 Years Experience
0 Disclosures
ADVISOR BIO
Gregory Alan Huyck is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has been in the financial industry since 1992 and is licensed in 39 states. Gregory specializes in providing financial advice to individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. Gregory can help you with a variety of financial needs, including portfolio management, financial planning, and retirement planning.
SPECIALIZATIONS
PHOENIX, AZ
0 Disclosures
ADVISOR BIO
Gregory S. Smith is a financial advisor registered in Arizona with L. Roy Papp & Associates, LLP. Gregory Smith is a Chartered Financial Analyst and has been in the industry since July 2005. Gregory Smith specializes in providing financial planning, portfolio management, and pension consulting services.
SPECIALIZATIONS
PHOENIX, AZ
15 Years Experience
1 Disclosures
ADVISOR BIO
Gregory Miller is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Scottsdale, Arizona. Gregory has over 12 years of experience in the financial services industry. Gregory is also registered with the state of Arizona and holds the Series 6, 7, 9, 10, 63, and 66 licenses. Gregory specializes in working with individuals, businesses, corporations, and charitable organizations. Gregory's previous experience includes working with Chase Investment Services Corp.
SPECIALIZATIONS
PHOENIX, AZ
2 Years Experience
0 Disclosures
ADVISOR BIO
Gunash Saidova is a financial advisor registered in Arizona and has been in the industry for about a year. She is a registered representative with Wells Fargo Clearing Services, LLC and is licensed to offer investment company products and variable contracts. Gunash Saidova holds the Series 63, Series 6TO and SIE exams.
SPECIALIZATIONS
PHOENIX, AZ
1 Years Experience
0 Disclosures
ADVISOR BIO
Hailey Nicole Schmitt is a financial advisor with Cetera Investment Advisers LLC. Hailey is licensed to offer advisory services in Arizona and Texas. Hailey has been in the financial services industry since 2024. Hailey is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Hailey's office is located in Phoenix, Arizona. She has been with Cetera Investment Advisers LLC since June 2024 and has been a financial advisor since January 2024.
SPECIALIZATIONS
Phoenix, AZ
3 Years Experience
0 Disclosures
ADVISOR BIO
Haley Richelle Bjorklund is a financial advisor associated with Ameriprise Financial Services, LLC. Haley is licensed and registered to provide financial advice in a variety of states, including Arizona, California, Connecticut, and Texas. Haley is also registered as an Investment Advisor Representative (IAR) in California and Texas. Haley has worked in the financial services industry since 2017. Haley is currently working at the Ameripise Financial Services, LLC branch located in Phoenix, AZ.
SPECIALIZATIONS
PHOENIX, AZ
4 Years Experience
0 Disclosures
ADVISOR BIO
Hannah Weber is a financial advisor at Cetera Investment Advisers LLC. Hannah has been in the industry since February 5, 2021 and holds both Series 7 and Series 66 licenses. Hannah specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
Phoenix, AZ
0 Disclosures
ADVISOR BIO
Harley Jay Eisner is a financial advisor who is registered with the state of Arizona and Texas. Harley works for Edelman Financial Engines, a company that provides financial planning, investment management, and other services to individuals and businesses. Harley has been in the financial services industry since 1998, and holds the Series 63, Series 7, and Series 65 licenses. Harley has been working with clients in Arizona, and Texas. Harley is committed to helping clients achieve their financial goals, and offers a range of services, including financial planning, investment management, and retirement planning. Harley has experience working with a variety of clients, including high-net-worth individuals, businesses, and charitable organizations.
SPECIALIZATIONS