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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Dikshya Bista is a financial advisor with Osaic Wealth, Inc., located in Scottsdale, Arizona. Dikshya Bista is also registered in Nebraska. Dikshya Bista has passed the Series 63, Series 7TO, and SIE exams. Previously, Dikshya Bista worked at SAGEPOINT FINANCIAL, INC., PACIFIC SELECT DISTRIBUTORS, LLC, and TD AMERITRADE, INC.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

SCOTTSDALE, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Dillan Joe Micus is a financial advisor who has been in the industry for over 20 years. Dillan is registered with Equitable Advisors, LLC and provides investment advice and financial planning services to individuals, families, and businesses. Dillan is a Series 66, Series 53 and Series 24 licensed principal. Dillan has also earned the Series 7 and SIE licenses. Dillan is currently registered in 13 states, including Arizona, California, Colorado, Georgia, Nevada, New Mexico, New York, Texas, Virginia, Washington, Alaska, Hawaii, and Utah. Dillan has a long history of working in the financial services industry, and is a member of the board of governors of the Boys & Girls Clubs of Scottsdale, Arizona.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

SCOTTSDALE, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Dimitri Angelo Spanos is a financial advisor with Oppenheimer & Co. Inc. Dimitri has been a registered representative since 1999. Before joining Oppenheimer, Dimitri worked at Morgan Stanley for over 12 years. Dimitri has a wide range of experience providing financial advice, including portfolio management for individuals and businesses, financial planning and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Dino John Lopresti is a registered investment advisor representative with Trek Financial, based in Scottsdale, Arizona. Dino is also an agent for Midland National Life Insurance. Dino's career in the financial services industry spans over a decade, and he is dedicated to providing financial advice and guidance to individuals, families, and small businesses. Dino has extensive experience in fixed index annuities and works to create tailored financial plans for clients.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Dmitriy Libov is a financial professional with over a decade of experience in the industry. Dmitriy is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Previously, Dmitriy was affiliated with Securities America, Inc. in LaVista, Nebraska. Dmitriy holds the Series 99 and SIE licenses.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Dmitry Goldin is a financial advisor at Osaic Wealth, Inc. with over 20 years of experience in the financial services industry. Dmitry is a registered representative and investment advisor in multiple states. Dmitry's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

MML Investors Services, LLC | CFP ® (Certifications)

location

SCOTTSDALE, AZ

disclosure

1 Disclosures

ADVISOR BIO

Dolman Vineyard is a financial advisor currently registered with MML Investors Services, LLC and Vinity. Dolman is a Certified Financial Planner with a focus on providing financial planning and asset management services. Dolman has experience working with individuals, corporations, and other businesses, and is also a partner at Vinity Legacy Group, LLC, which focuses on estate planning. Dolman is dedicated to helping clients reach 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Griffis is a financial advisor with over 8 years of experience in the industry. Dominic is currently registered with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona, that provides a variety of financial services to individual and institutional clients. Dominic has held previous positions with SagePoint Financial, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dominic has a wide range of experience working with individuals, corporations, and charitable organizations. Dominic is registered in 54 states and territories to provide both investment advisory and brokerage services.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

Scottsdale, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Saragaglia is an investment advisor representative with Vanguard Advisers, Inc., based in Scottsdale, AZ. Dominic has been in the industry since October 2020 and holds the Series 66, Series 7TO, and SIE licenses. Dominic has a background in sales and marketing, and is also a published author. He is passionate about helping individuals achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Charles Schwab & CO., Inc.

location

Scottsdale, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Dominick Sardella is a registered representative with Charles Schwab & CO., Inc. Dominick has been in the securities industry for 6 years. Dominick currently holds the following licenses: Series 7, Series 63, Series 66 and SIE. Dominick is registered with the following states: Arizona, California, Florida, Idaho, Illinois, Nevada, North Carolina, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin. Dominick has previously worked at Grant Thornton, Sardella's Pizza & Wings and Charles Schwab Bank, SSB.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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