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Portfolio Management for Individuals Advisors in Arizona
901 Results
Unclaimed
location

GILBERT, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Fabrice Choute is an investment advisor representative who has been in the industry since 2019. Fabrice is currently registered with Morgan Stanley and is licensed in 55 states and the District of Columbia. Fabrice has previous experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Bank, N.A., Montclair State University, Equitable Advisors, LLC, and Morgan Stanley Private Bank, N.A. Fabrice has passed the Series 66, Series 7TO and SIE exams.

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
location

GILBERT, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Felicity Daniels is a financial advisor registered with Morgan Stanley. Felicity is licensed in 53 states and has been in the industry for over 23 years. Felicity offers financial planning, portfolio management for individuals, businesses, and investment companies. She holds Series 66, 7TO, and SIE licenses and has a record of approved registrations with FINRA and state agencies.

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
location

Gilbert, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Antonio Marquez is a financial advisor with Morgan Stanley. Fernando has been in the industry since May 10, 2019, and is registered with both FINRA and the state of Arizona. Fernando previously worked at E*TRADE Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fernando holds the Series 66, Series 7TO and SIE licenses. Fernando is registered to provide investment advice in a number of states.

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
location

Scottsdale, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Sandoval luna is a Registered Representative and Investment Advisor Representative associated with Morgan Stanley. Fernando has been in the industry since 2020 and holds the Series 63, 66 and 7TO licenses. Fernando is registered in 55 states and Washington D.C. in both the Broker-Dealer and Investment Advisor capacities. Fernando has experience with Vanguard Marketing Corporation. Fernando also has a real estate rental property in Riverbank, CA and works as a customer service representative for Victoria's Secret Stores LLC. Fernando is a graduate of University of California Merced. Fernando provides portfolio management for businesses, individuals and investment companies. Fernando also provides asset allocation advice, financial planning 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

State Farm Investment Management Corp.

location

Tucson, AZ

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Fernando Martinez is an investment advisor representative with State Farm Investment Management Corp. He has been working in the industry since 2024. Fernando Martinez is registered with the state of Arizona and has passed the Series 63, Series 65, Series 6TO, and the SIE exams. Fernando Martinez also owns and operates his own insurance agency.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Tucson, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Alberto Arreola tapia is a registered investment advisor representative associated with Morgan Stanley. Fernando Alberto Arreola tapia is licensed to provide securities and investment advisory services in 48 states. Fernando Alberto Arreola tapia's experience in the securities industry dates back to October 18, 2017. Fernando Alberto Arreola tapia has passed the Series 66, Series 7, and SIE exams.

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
location

Tucson, AZ

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Fernando Camou Parada is a registered investment advisor with Morgan Stanley in Tucson, Arizona. Fernando has over 25 years of experience in the financial services industry. Fernando holds Series 7, Series 63, and Series 65 licenses. Fernando also has experience working with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Fernando is able to provide financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting.

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
location

Tempe, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Frank Wellington Hendricks is a financial advisor at Morgan Stanley with over 14 years of experience in the financial services industry. Frank holds the Series 7, Series 57, and Series 63 licenses. Frank has been registered with Morgan Stanley since 3/17/2022. Prior to that, Frank was with VANGUARD MARKETING CORPORATION from 9/11/2008 to 2/18/2022. Frank is registered to provide investment advice in Arizona.

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
location

Scottsdale, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Franklin J. Wenning is a registered investment advisor representative with Morgan Stanley. Franklin has been in the securities industry for over 6 years. Franklin is licensed in 37 states and is a Series 66, Series 7 and SIE licensed representative. Franklin is a financial planner and provides asset allocation advice and portfolio management for individuals, businesses, and investment companies. Franklin also provides pension consulting and educational seminars. Prior to joining Morgan Stanley, Franklin was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Franklin is a graduate of the University of Phoenix.

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
location

Scottsdale, AZ

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Fredrick Benton Bickett is a financial advisor with over 25 years of experience in the industry. Fredrick is currently registered with Morgan Stanley in Scottsdale, Arizona. Prior to joining Morgan Stanley, Fredrick was employed with CHARLES SCHWAB & CO., INC. and OPTIONSXPRESS, INC. Fredrick is a Series 24, Series 4, Series 10, Series 9, Series 57TO, SIE, Series 3, Series 55, and Series 7 licensed professional. Fredrick is also registered in all 50 states and Puerto Rico. Fredrick specializes in providing financial advice to individuals, corporations, businesses, investment companies, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans.

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

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