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

Wellfit Financial | CFP ® (Certifications)

location

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

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

PHOENIX, AZ

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PHOENIX, AZ

experience

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

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

L. ROY Papp & Associates, LLP | CFA ® (Certifications)

location

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

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PHOENIX, AZ

experience

15 Years Experience

disclosure

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

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

Wells Fargo Clearing Services, LLC

location

PHOENIX, AZ

experience

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Cetera Investment Advisers LLC

location

PHOENIX, AZ

experience

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

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

location

Phoenix, AZ

experience

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

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

Cetera Investment Advisers LLC

location

PHOENIX, AZ

experience

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

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

Edelman Financial Engines

location

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

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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