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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

Able Financial Group, LLC | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Paul Cherry is a financial advisor with Able Financial Group, LLC. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2015. He has experience working with clients at Charles Schwab & Co., Inc., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, and Wealth Management Solutions, LLC. Matthew is registered to provide investment advice in Arizona, California, and South Carolina. Matthew specializes in providing financial advice to high net worth individuals, individuals other than high net worth, and corporations or other businesses. Matthew has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

Northsight Wealth Management

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Matthew Vian is an investment advisor representative with Northsight Wealth Management. Matthew has been in the industry for 12 years and is registered in Arizona. Matthew is a Series 7 and 66 licensed advisor. He has a Series 65 license and a SIE. His previous employment was with Waddell & Reed. Matthew focuses on providing financial planning services, pension consulting, and portfolio management services for individuals. Northsight Wealth Management manages assets for high-net-worth individuals, individuals other than high-net-worth individuals, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Vanguard Advisers, Inc.

location

Scottsdale, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Donley is a financial advisor registered with Vanguard Advisers, Inc. Matthew Donley is currently registered with FINRA, the Securities Industry and Financial Markets Association (SIFMA) as well as 55 state regulators. Matthew Donley holds the Series 7TO and SIE licenses in addition to the Series 66 license. Matthew Donley has been a financial advisor for 1 year and 3 months and has previously worked at Crescent Crown Distributing, LLC, Spray Systems, Inc and Claremont Unified School District.

SPECIALIZATIONS

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

Strategic Wealth Advisors, LLC | CFP ® (Certifications)

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Matthew Masin is an Investment Advisor Representative with Strategic Wealth Advisors, LLC. Matthew has been in the financial industry since 2017. He specializes in working with individuals, businesses, and charitable organizations. Matthew holds the Series 7, 63, and 65 licenses, as well as the SIE designation. He is also a Certified Financial Planner. Matthew's primary office is in Scottsdale, Arizona. He is registered with the state of Arizona. Matthew is a registered representative with Strategic Wealth Advisors, LLC and was previously a representative with Vanguard Marketing Corporation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
GENERAL FINANCIAL CONSULTING
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Herron is a financial advisor with over 2 years of experience in the industry. Matthew currently works at Osaic Wealth, Inc. based in Scottsdale, Arizona. Prior to joining Osaic Wealth, Matthew held positions at several other firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation and Sagepoint Financial, Inc. Matthew is a licensed securities principal and has passed several securities exams including the Series 7, SIE and Series 24.

SPECIALIZATIONS

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

United Planners' Financial Services OF America A Limited Partner

location

SCOTTSDALE, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Matthew De Heras is a financial advisor with over 15 years of experience in the industry. Matthew has held licenses in several states, including Arizona, California, Texas, and more. Currently, Matthew works with United Planners' Financial Services of America, where he provides financial planning services and portfolio management for individuals and businesses. Before joining United Planners', Matthew worked with Pruco Securities, LLC. and LPL Financial Corporation. Matthew has a broad range of experience in financial planning, including retirement planning, college savings, and estate planning.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SCOTTSDALE, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Matthew L. Tolen is an investment advisor representative who has been in the financial industry since 2015. Matthew is currently registered with J.P. Morgan Securities LLC in Scottsdale, Arizona. Matthew has previously been registered with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and E D & F Man Capital Markets Inc. Matthew has passed the Series 7, Series 63, Series 66, Series 9, and SIE exams. Matthew specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Radvansky is a financial advisor with Vanguard Advisers, Inc. located in Scottsdale, Arizona. Matthew has been in the industry since November 1997. Matthew holds a Series 7, Series 52, and Series 63 license and is also a Certified Financial Planner. Matthew has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, trusts, pension and profit sharing plans, and pooled investment vehicles. Matthew provides financial planning, portfolio management, and selection of other advisors services.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Masaru Kwong is an Investment Advisor Representative, registered with Vanguard Advisers, Inc. Matthew is a registered representative in Arizona, California, and Texas. Matthew is a financial advisor and works with individuals, families, and businesses to help them achieve their financial goals. Matthew has a diverse range of experience in the financial industry, having been active in the field since 2013. Matthew is also the owner/partner of Pop N Tea Bar, LLC, a drink and dessert restaurant in Phoenix, Arizona.

SPECIALIZATIONS

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

LPL Financial LLC

location

SCOTTSDALE, AZ

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Welgat is a financial advisor at LPL Financial LLC. Matthew has over 20 years of experience in the financial services industry. Matthew's previous experience includes roles at Sigma Financial Corporation, National Planning Corporation, Waterstone Financial Group, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds Series 63, 66, 7 and SIE licenses. Matthew is registered in Arizona and Illinois. Matthew's practice specializes in financial planning, portfolio management, and retirement planning. Matthew also offers educational seminars and consulting services.

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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