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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Elisheba Pheodosia Gainey is a financial professional with over 18 years of experience in the industry. Elisheba is currently registered with Vanguard Advisers, Inc. in Arizona, Pennsylvania, South Carolina, and Texas. Elisheba has a strong background in financial planning and portfolio management, and is a Certified Financial Planner. Elisheba has experience working with a wide range of clients, including individuals, businesses, and institutions. Elisheba is committed to providing her clients with personalized financial advice and guidance to help them 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

Robert W. Baird & Co. Inc.

location

SCOTTSDALE, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Silverman Weiss is an investment advisor representative with Robert W. Baird & Co. Inc. Elizabeth has been in the industry since 2001. Elizabeth's experience includes previous roles with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Elizabeth has passed the Series 7, Series 31, Series 63, and Series 65 exams. Elizabeth is currently registered in Arizona and Texas. Elizabeth works in Scottsdale, 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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

SCOTTSDALE, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Mary Duran is a financial professional with over 17 years of experience in the financial services industry. Elizabeth has worked for several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Investment Services, Inc. Elizabeth is currently a registered representative with Wells Fargo Clearing Services, LLC and provides financial advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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
location

SCOTTSDALE, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Salmon-osbon is an Investment Advisor Representative with Osaic Wealth, Inc., and has been in the industry since July 2002. Elizabeth is based in Scottsdale, Arizona, and has been registered with FINRA since November 2018. She is a registered representative and investment advisor in Florida. Elizabeth offers a variety of advisory services, including financial planning, portfolio management, and selection of other advisors. She is licensed to work with individuals, businesses, and other investment advisors. Elizabeth's primary focus is on providing personalized financial advice to help 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
Unclaimed

Vanguard Advisers, Inc.

location

Scottsdale, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Palma is a registered investment advisor representative with Vanguard Advisers, Inc. Elizabeth has been in the securities industry since September 25, 2018. Elizabeth is licensed to provide investment advisory services in Arizona and Texas. Elizabeth has passed the Series 63, Series 66, Series 7, and SIE exams. Elizabeth's office is located in Scottsdale, Arizona.

SPECIALIZATIONS

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

SCOTTSDALE, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Jenkins is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Elizabeth has over 5 years of experience in the financial services industry and holds the Series 7 and SIE licenses. Elizabeth's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Elizabeth has a strong track record of providing personalized financial advice and guidance to help 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
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

SCOTTSDALE, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Ericksen is a financial advisor with Wells Fargo Advisors Financial Network, LLC. She is registered in 31 states and holds the Series 63, Series 7TO and SIE licenses. Elizabeth Ericksen is an experienced financial advisor with a focus on providing investment consulting services to institutional clients, financial planning, 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

Fidelity Personal AND Workplace Advisors

location

SCOTTSDALE, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Lorson is a financial advisor with Fidelity Personal and Workplace Advisors. Elizabeth has been in the financial services industry since 2017. Prior to joining Fidelity Personal and Workplace Advisors, Elizabeth worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and USAA Financial Advisors, Inc. Elizabeth is registered with the following securities authorities: Series 66, SIE, Series 7. Elizabeth is licensed in 53 states. Elizabeth is a musician, playing crystal singing bowls for weddings, events, and meditation sessions. Elizabeth is also a registered investment advisor in Arizona and Texas.

SPECIALIZATIONS

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

SCOTTSDALE, AZ

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Nicolaysen is a financial advisor with Osaic Wealth, Inc. Elizabeth has been in the financial services industry since 1997. Elizabeth is licensed to provide investment advice in Arizona and California. Elizabeth has extensive experience providing financial advice to individuals, corporations, and charitable organizations. Elizabeth specializes in financial planning, portfolio management, 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
Unclaimed

Equitable Advisors, LLC

location

SCOTTSDALE, AZ

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Elizabeth Arndt is a financial professional with over 30 years of experience in the financial services industry. She is currently registered with Equitable Advisors, LLC and has been with the firm since May 2020. Elizabeth has previously held positions at several other firms, including Sagepoint Financial, Inc., Arque Capital, Ltd., Scottsdale Capital Advisors Corp, Meridian United Capital, LLC, Chase Investment Services Corp., LPL Financial Corporation, UVEST Financial Services Group, Inc., Compass Brokerage, Inc., Essex National Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Morgan Stanley DW Inc., Wheat, First Securities, Inc., Prudential Securities Incorporated, NYLIFE Securities Inc., Investacorp, Inc., Southmark Financial Services, Inc., and Prudential-Bache Securities Inc. Elizabeth holds a Series 63, Series 65, Series 7, Series 3, Series 4, Series 8, Series 9, Series 10, Series 24, Series 52TO, and Series 53 license. Elizabeth specializes in financial planning, portfolio management for individuals and businesses, 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

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