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Pension Consulting Services Advisors in San Tan Valley, Arizona
9 Results
Unclaimed

LPL Financial LLC

location

SAN TAN VALLEY, AZ

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adam Chaney is a registered representative and investment advisor representative associated with LPL Financial LLC. Adam has been in the financial services industry for over 10 years. Adam specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Adam is registered to conduct business in 28 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Voya Financial Advisors, Inc.

location

San Tan Valley, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jason Gambaiani is an investment advisor representative with Voya Financial Advisors, Inc., registered in Arizona, Connecticut, and Iowa. Jason has been in the financial services industry since November 2015 and is actively registered as a broker-dealer and investment advisor. Jason specializes in various services, including financial planning, educational seminars, and portfolio management for individuals and businesses. Jason is also registered with FINRA, a self-regulatory organization for the securities industry.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

SAN TAN VALLEY, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Leah Marie Johnson is a financial advisor with Eagle Strategies LLC. Leah has been in the financial industry since October 2019. Leah is licensed in 33 states and holds the Series 7TO, Series 63, and Series 65 licenses. Leah's current firm, Eagle Strategies LLC, is a New York-based firm with over 6000 clients and manages over $20 billion in assets. Leah provides a range of services to clients, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

SAN TAN VALLEY, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Logan Hancock is a financial advisor at Fidelity Personal and Workplace Advisors, located in SAN TAN VALLEY, AZ. Logan has been in the financial services industry since May 2014, and has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Logan holds FINRA Series 7 and 66 licenses, as well as the SIE exam.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

SAN TAN VALLEY, AZ

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Douglas Godes is a financial advisor with over 25 years of experience in the industry. Mark currently works with LPL Financial LLC and has been with the firm since December 2005. Mark's previous experience includes working with firms like LINSCO/PRIVATE LEDGER CORP. and SCUDDER INVESTOR SERVICES, INC.. He is a Certified Financial Planner and has been a Registered Representative since 1996. Mark's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. He has a strong track record of helping clients 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

SAN TAN VALLEY, AZ

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ernest Fornero is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC, and is licensed in several states. Michael is also associated with two other business entities: Preferred Rate Lending and Optimal Wealth & Investments. In addition to providing investment advice, Michael offers financial planning and other non-discretionary advisory services to individual and business clients. Michael’s experience and commitment to his clients are reflected in his high client satisfaction ratings.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

First Nations Eagle | CFP ® (Certifications)

location

SAN TAN VALLEY, AZ

0 Disclosures

ADVISOR BIO

Paul McHorse is a financial advisor associated with First Nations Eagle Financial Planning, LLC located in San Tan Valley, Arizona. Paul holds licenses to provide advisory services in Arizona. Paul's profile shows he has been a financial professional for several years with past experience at Vanguard Marketing Corporation. Paul has a Series 7 and Series 63 license, as well as the SIE exam, and holds a Certified Financial Planner designation. The advisor is a registered investment advisor representative and offers financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

San Tan Valley, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Scott Krueger is a financial advisor with over 7 years of experience in the financial services industry. Scott Krueger currently works at Raymond James & Associates, Inc. and has previously worked at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott Krueger holds the Series 7 and Series 66 licenses. Scott Krueger specializes in providing financial advice to individuals, families, and businesses.

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

Empower Advisory Group, LLC

location

San Tan Valley, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tammy Elizabeth Longworth is a registered representative with Empower Advisory Group, LLC. Tammy is a Series 7TO, Series 66, and SIE licensed professional. Tammy has been in the industry since 2021 and is registered in 46 states. Previous employers include Edward Jones and Vanguard Marketing Corporation. Tammy has a variety of experience in the financial industry including working for Humana and self-employment. Tammy is a financial advisor with a focus on financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals