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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

Commonwealth Financial Network

location

Scottsdale, AZ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Robert Marks is an investment advisor representative with Commonwealth Financial Network. Robert has been in the securities industry since 2014. Robert is registered with the following securities authorities: FINRA and Arizona. Robert is also registered as an investment advisor representative in Arizona. Robert has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC in the past. Robert is currently registered with Commonwealth Financial Network and is located 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
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Robert Motley is an investment advisor representative currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Robert has been in the financial services industry since 1987, and has held past registrations with Securities America, Inc., Brecek & Young Advisors, Inc., Gore-Horvath, Inc., ASB Financial Services, and AGFC Investment Securities. Robert has passed the Series 6, Series 7 and SIE exams, and is licensed in California as an Investment Advisor Representative. Robert provides fixed annuity and term life insurance sales in addition to his advisory work.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

SCOTTSDALE, AZ

experience

45 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Robin Allen is a financial advisor at UBS Financial Services Inc. Robin has been in the industry since October 23, 1979 and has a broad range of experience in the financial services industry. Robin is registered to provide investment advice in 43 states and has a Series 63, Series 65 and Series 7 securities license. Robin is committed to helping clients achieve their financial goals and has a strong understanding of the financial markets. Robin is also 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robin Widmer is a financial advisor with over 23 years of experience. Robin is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Robin has previously held positions with Sagepoint Financial, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., Sunamerica Securities, Inc., Sentra Securities Corporation, and Spelmen & Co., Inc.. Robin is licensed to conduct business in Arizona and is a Series 63, Series 66, Series 7, Series 24, Series 52TO, Series 53, and Series 99TO licensed professional. Robin specializes in working with individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

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 Clearing Services, LLC

location

SCOTTSDALE, AZ

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Robin Jay Radoff is a financial advisor in SCOTTSDALE, AZ with over 40 years of experience in the industry. Robin is registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Robin is also registered with the state of Texas as an Investment Advisor Representative. Robin has a strong track record of providing clients with sound financial advice and guidance. Robin specializes in providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutional clients. Robin has passed the Series 7, Series 63, and Series 65 exams. Robin also has a background in shipping and packing, owning and operating a business called Esquilax Investments LLC DBA Mail Box Shop.

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

Verus Capital Partners, LLC

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Robyn Kreuer is a financial advisor in Scottsdale, Arizona. Robyn is registered with Verus Capital Partners, LLC and has been in the industry since 2011. Robyn has a Series 7, Series 66, and SIE license. Robyn has experience working for Securities America, Inc. and Merrill Lynch. Robyn has 2615 individual clients and 161 pension and profit sharing plans clients. Robyn's firm, Verus Capital Partners, LLC provides financial planning, educational seminars, and publication of periodicals.

SPECIALIZATIONS

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

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Robyn Gerke is an Investment Advisor Representative at Beacon Pointe Advisors, LLC with a focus on providing clients financial planning, portfolio management, and investment advice. Robyn Gerke is a Certified Financial Planner™ with extensive experience in the industry. Robyn Gerke has been with Beacon Pointe since 2016, and prior to that, worked for Stoker Ostler Wealth Advisors. Robyn Gerke currently holds active registrations in 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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

Scottsdale, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Rocco Bianchi is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Rocco has been in the financial industry since 2000. Rocco holds Series 6, 7, 24, 63 and 66 licenses. Rocco is registered to provide investment advice in 26 states, including Arizona, Texas, California, Florida, and New York. Rocco works with a variety of clients, including individuals, corporations, and charitable organizations. Rocco provides financial planning, investment management, and other advisory services.

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

United Planners' Financial Services OF America A Limited Partner

location

SCOTTSDALE, AZ

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Roderick Clark is an investment advisor representative with United Planners' Financial Services of America A Limited Partner. Roderick Clark has been in the securities industry since 1986 and has a strong track record of providing financial advice to individuals, families, and businesses. Clark is also a registered investment advisor with a focus on financial planning, pension consulting, and selection of other advisers. Roderick Clark holds the Series 6, 7, 24, 26, 51, 63, and 65 licenses. Clark is committed to helping clients achieve their financial goals and is passionate about providing personalized financial advice.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Rodger Hanson is a financial advisor at Vanguard Advisers, Inc., and is registered in Arizona, Minnesota and Texas. Rodger specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Rodger has been in the industry since 2002 and has a Series 6, 7, 63, 65, and SIE license. Rodger also holds the Certified Financial Planner designation.

SPECIALIZATIONS

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

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