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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

United Planners' Financial Services OF America A Limited Partner

location

SCOTTSDALE, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Vettraino is a financial advisor who has been in the industry since 2013. He is currently registered with United Planners' Financial Services of America A Limited Partner and is licensed in Arizona. Previously, Aaron worked at M. S. Howells & Co. and Vanguard Marketing Corporation. Aaron has a wide range of experience, having worked with individuals, corporations, and charitable organizations. Aaron specializes in financial planning, pension consulting, and portfolio management. He is also a registered investment advisor.

SPECIALIZATIONS

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

Mariner Wealth | CFA ® (Certifications)

location

SCOTTSDALE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Clark is an investment advisor representative and associated person at Mariner Wealth Advisors. Aaron is registered with the Securities and Exchange Commission and has been in the industry since 2008. The individual specializes in a variety of services, including investment planning, retirement planning, and portfolio management. Aaron is a Chartered Financial Analyst and has earned numerous certifications in the financial services industry. He is dedicated to providing clients with personalized financial advice 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
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Brookstone Wealth Advisors, LLC | CFP ® (Certifications)

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Aaron Hail is an investment advisor representative for Brookstone Wealth Advisors, LLC. Aaron is licensed in Arizona and Texas. Aaron has been an advisor in the industry for at least 16 years. Aaron is a Certified Financial Planner and also works as the owner/president of Hail Financial Group. Aaron offers financial planning, educational seminars, and selection of other advisors.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Timothy Winters is a financial advisor with over 17 years of experience in the financial services industry. Aaron has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Aaron holds the Certified Financial Planner designation and has passed numerous securities and investment industry exams. Aaron is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., Raymond James Financial Services, Inc., First National Capital Markets, and MML Investors Services, LLC.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

SCOTTSDALE, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Driscoll is a financial advisor with Park Avenue Securities LLC. He specializes in the areas of investment advisory, investment management, retirement planning, and financial planning. Aaron has over 15 years of experience in the financial services industry. He is a Series 6, 7, 24, and 63 licensed representative with a strong track record of success in helping individuals and families reach their financial goals. His previous work experience includes employment with MML Investors Services, LLC and Park Avenue Securities LLC.

SPECIALIZATIONS

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

Ashton Thomas Private Wealth

location

SCOTTSDALE, AZ

disclosure

4 Disclosures

ADVISOR BIO

Aaron Brodt is a financial advisor in Scottsdale, AZ. Aaron is an investment advisor representative with Ashton Thomas Private Wealth. The firm has offices in Scottsdale. Aaron has been in the industry for over 16 years and has passed the Series 7, Series 63, and Series 65 exams. Aaron specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Previous employers include Accelerated Capital Group, Meridian United Capital, LLC, and Peachtree Capital Corporation. Aaron is also a member of GFA Wealth Design and Amplify Ventures Group, which are insurance sales and investment-related businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE
Unclaimed

Edward Jones | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

3 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Aaron James Donnelly is a financial advisor with Edward Jones. Aaron has been in the financial industry since December 2021 and has experience in a number of areas including financial planning, pension consulting, and portfolio management. Aaron is licensed to provide investment advice in Arizona, Texas, and a number of other states. Aaron is also a Certified Financial Planner.

SPECIALIZATIONS

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

Bedrock Investment Advisors

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Aaron Steele is an investment advisor representative with Bedrock Investment Advisors. He is based in Scottsdale, Arizona, and is licensed to provide investment advice in Washington. Aaron has been in the financial services industry since 1994 and has experience working with a variety of clients, including high-net-worth individuals. He holds a Series 63 and Series 65 license and offers financial planning and portfolio management services to individuals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SCOTTSDALE, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Julian Jackson is an investment advisor representative with Wells Fargo Clearing Services, LLC and has been in the industry since July 31, 2017. Jackson is registered in Arizona and California. Jackson is licensed to offer securities and investment advisory services in Arizona and California. Jackson has Series 6, 7TO, 63 and 66 licenses. Jackson is also a notary public in Arizona and specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

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

LPL Financial LLC | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aaron M. Gordon is a financial advisor with LPL Financial LLC, based in Scottsdale, Arizona. Aaron has been in the financial services industry since February 1999 and holds Series 6, 7, 63 and 65 licenses. Aaron's background also includes experience with Kestra Investment Services, LLC and SII Investments, Inc.. Aaron is a Certified Financial Planner.

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

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