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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

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Krouse is a financial advisor at United Planners' Financial Services Of America. Michael has been in the industry since February 11, 2005. Michael provides financial planning and portfolio management services to individuals and businesses. Michael is registered with the state of Ohio as an Investment Advisor Representative.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Newhart is an investment advisor representative with Vanguard Advisers, Inc. Michael has been in the industry since May 2008 and is registered to provide investment advice in 53 states and the District of Columbia. Michael specializes in financial planning, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles. Michael has a strong track record of success in the industry, and is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS

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

MML Investors Services, LLC | CFC ® (Certifications)

location

SCOTTSDALE, AZ

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Michael Joseph Thomas has been a registered representative for over 38 years. Michael is affiliated with MML Investors Services, LLC in the Scottsdale, AZ branch office. Michael also has over 38 years of experience in the securities industry. Previous affiliations include MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Michael holds several licenses including Series 6, Series 7, Series 24 and Series 63. Michael also has a designation of Chartered Financial Consultant. Michael works with a range of clients including high-net-worth individuals, corporations, and pension plans. Michael offers advisory services including financial planning, asset allocation programs, educational seminars and portfolio management.

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

Stratos Wealth Partners, Ltd.

location

Scottsdale, AZ

disclosure

1 Disclosures

ADVISOR BIO

Michael Alan Sherman is a financial advisor at Stratos Wealth Partners, Ltd. Michael has over 30 years of experience in the financial services industry. Michael is registered as an Investment Advisor Representative in Arizona and Texas. Michael has held Series 65, 63, 10, 9, 8, 24, 57TO, SIE, 55, 31, 7 and 52 licenses. Michael has a strong background in financial planning and investment management.

SPECIALIZATIONS

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

Concourse Financial Group Securities, Inc. | CFP ® (Certifications)

location

Scottsdale, AZ

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Phillips Black is a financial advisor with over 40 years of experience in the financial services industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. Michael has been with Concourse Financial Group Securities, Inc. since 2006, and has held various positions with different firms in the past. Michael specializes in investment advisory services for individuals, businesses, and charitable organizations. Michael Phillips Black's services include financial planning, portfolio management, and investment advisory. He is also a Certified Divorce Financial Analyst (CDFA) and provides expert analysis and consulting services in divorce legal proceedings. Michael holds Series 7, Series 63, and Series 65 licenses, is registered in multiple states, and provides investment and financial advice to clients across the country.

SPECIALIZATIONS

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

Scottsdale, AZ

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Butt is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Morgan Stanley, providing investment advisory services to a variety of clients including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Michael's career began in 1990 with Boettcher & Company, Inc., and continued with Kemper Securities Group, Inc., Paine Webber Incorporated, Piper Jaffray & Co., and Citigroup Global Markets Inc. Michael has a broad range of experience and holds several licenses and designations, including the Series 3, 7, 9, 10, 63, and 65 licenses. Michael's focus is on providing personalized financial advice and wealth management strategies to help his 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Park Avenue Securities LLC | CFC ® (Certifications)

location

SCOTTSDALE, AZ

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Klarfeld is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Park Avenue Securities LLC, where Michael provides financial planning and portfolio management services. Michael holds Series 6, Series 63 and SIE licenses. Michael is also a Chartered Financial Consultant.

SPECIALIZATIONS

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

Mazzella Estate & Asset Management, LLC | CFC ® (Certifications)

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Michael Richard Mazzella is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Mazzella Estate & Asset Management, LLC, and has previously worked with several other financial firms including ST. BERNARD FINANCIAL SERVICES, INC., LPL FINANCIAL LLC, and SII INVESTMENTS, INC. Michael is licensed to offer investment advice in Arizona and Texas, and specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses. Michael is also a Chartered Financial Consultant.

SPECIALIZATIONS

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

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Singleton is a financial professional with experience in the industry. Michael has held previous roles with Sagepoint Financial, Inc. and is currently registered with Osaic Wealth, Inc. Michael is a Series 7TO and SIE exam holder. Michael specializes in providing services to individuals, businesses, pension and profit sharing plans, charitable organizations, and high-net-worth individuals.

SPECIALIZATIONS

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

LPL Financial LLC

location

SCOTTSDALE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Bishop Moore is a financial advisor who is currently registered with LPL Financial LLC. Michael has been in the industry since 2023. Michael has Series 7TO, SIE, and Series 66 securities licenses. Michael is registered in Arizona, Colorado, Florida, Georgia, Indiana, Nevada, Ohio, Texas, Virginia, and Washington. Michael is a registered investment advisor in Colorado and Texas. Michael's previous experience includes employment with KESTRA INVESTMENT SERVICES, LLC. Michael is also affiliated with Watermark Wealth Strategies LLC which is a DBA for LPL business.

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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