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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

SCOTTSDALE, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Tara Lynn Hinzman is an investment advisor representative with Wells Fargo Clearing Services, LLC, located in Scottsdale, Arizona. Tara Hinzman has been in the financial services industry for over 21 years. Tara Hinzman has passed the Series 63, Series 66, Series 7, and SIE exams. Tara Hinzman is registered with the state of Arizona and Texas. Tara Hinzman specializes in providing financial advice and portfolio management for businesses, individuals, and institutional clients.

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

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Tara Marie Hendrix is a registered representative with Vanguard Advisers, Inc. and has been in the industry since June 1, 2000. Tara holds licenses in Arizona, North Carolina and Texas and has several designations. Tara has been with Vanguard Advisers, Inc. since May 2000 and is based in Scottsdale, Arizona. Tara specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.

SPECIALIZATIONS

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

Harbour Investments, Inc.

location

SCOTTSDALE, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Tate Kopulos is a financial professional with Harbour Investments, Inc. Tate has been working in the industry for over a year. Tate is licensed to provide financial advice in Arizona and holds Series 7TO and SIE licenses. Tate's professional experience includes a focus on providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Kotevski is a financial advisor registered with Vanguard Advisers, Inc. Taylor has been in the industry since 2017 and is currently registered in Arizona, North Carolina, Ohio, and Texas. Taylor has passed the Series 7 and 66 exams and is also a Certified Financial Planner. Taylor's areas of specialization include retirement planning, investment management, and estate planning. Taylor works with a wide range of clients, including individuals, families, and businesses.

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

0 Disclosures

ADVISOR BIO

Taylor Roncancio is an Investment Advisor Representative with Quantumvest, Inc. Taylor is registered with the state of Arizona and has been in the industry since 2012. Taylor has previously worked with Merrill Lynch and Park Avenue Securities. Taylor holds Series 7 and Series 66 securities licenses. Taylor is an experienced financial advisor who provides financial planning, retirement planning, and portfolio management services to individuals, businesses, and high-net-worth clients. Taylor is committed to providing clients with personalized advice and strategies that meet their individual needs.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLANNING SERVICES
Unclaimed

Fidelity Personal AND Workplace Advisors

location

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Nikole Rodriguez kempton is an investment advisor representative for Fidelity Personal and Workplace Advisors. Taylor holds Series 7TO, Series 63, and Series 65 licenses and is registered in multiple states. Taylor has over 8 years of experience in the financial industry, with previous experience at The Leona Group, The Federal Savings Bank, and Madison School District. Taylor specializes in financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

Taylor McMain is a financial advisor at Beacon Pointe Advisors, LLC. Taylor has been in the financial industry for over 10 years. Taylor is also a Certified Financial Planner. Prior to joining Beacon Pointe Advisors, LLC, Taylor was registered with Charles Schwab & Co., Inc..

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 Clearing Services, LLC

location

SCOTTSDALE, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Blakley is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Taylor is licensed in Arizona and California. Taylor is currently based in Scottsdale, Arizona and has over 10 years in the financial services industry. Taylor has the Series 7TO, Series 66, and SIE licenses. Taylor specializes in various financial planning and investment 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

Cetera Investment Advisers LLC

location

SCOTTSDALE, AZ

experience

23 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Teena Ann Milldebrandt is a financial advisor with Cetera Investment Advisers LLC, based in Scottsdale, Arizona. Teena has been working in the financial services industry since 2002 and holds a Series 7 and Series 66 license. She is registered in multiple states including Arizona, California, Colorado, Florida, Illinois, Kansas, Maryland, Michigan, New Jersey, New York, Oklahoma, Oregon, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Teena offers a range of financial services, including financial planning, pension consulting, and portfolio management. She has a strong track record of helping 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

MML Investors Services, LLC

location

Scottsdale, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Teig Kennon Hauer is an investment advisor representative with MML Investors Services, LLC. Teig has been in the securities industry since June 2018. Teig has passed the Series 66, Series 7TO, and SIE exams. Teig is registered to provide securities and investment advisory services in Arizona, California, Colorado, Iowa, Kentucky, Maine, and Ohio. Teig specializes in providing financial planning, asset allocation programs, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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

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