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Advisors in Scottsdale, Arizona
3,616 Results
Unclaimed

J.p. Morgan Securities LLC

location

SCOTTSDALE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Vesna Milosevic is a registered representative with J.p. Morgan Securities LLC. Vesna has passed the Series 63, SIE, and Series 6TO exams and is licensed in Arizona. Vesna is currently employed at the J.p. Morgan Securities LLC branch office located in Scottsdale, Arizona.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Victor Manuel Rivera is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona. Victor has over 9 years of experience in the financial services industry. Victor holds the Series 99 and SIE licenses. Victor is a dedicated professional who is committed to 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

26 Years Experience

0 Disclosures

ADVISOR BIO

Victor Goldman is a registered representative with MML Investors Services, LLC. Victor has been in the securities industry since August 10, 1998. Victor is currently registered with FINRA and 53 states.

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Victor Manuel Munoz is an investment advisor with over 20 years of experience. Victor has been with Osaic Wealth, Inc. since November 2018. Previously, Victor worked for Signator Investors, Inc., Signator Financial Services, Inc., Charles Schwab & Co., Inc. and Lehman Brothers Inc.. Victor is registered with the state of California as both an Investment Advisor Representative and a Broker.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Printz is a registered investment advisor representative with Osaic Wealth, Inc. Victoria has been in the financial industry for over 12 years. Victoria holds Series 7, 66 and SIE licenses. Victoria has worked at various firms in the industry including LPL Financial, LLC, Charles Schwab & Co., Inc., Ameriprise Financial Services, Inc. and AXA Advisors, LLC.

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

14 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Lynn Thomas is a financial professional with over 13 years of experience in the industry. Victoria is registered with MML Investors Services, LLC and is licensed in 36 states. Victoria has a strong background in securities and investment advisory services, and is dedicated to providing personalized financial guidance to her clients. Victoria specializes in providing financial planning, asset allocation programs, and portfolio management services to individuals, businesses, and pension plans.

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
location

Scottsdale, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Vikram Krishnaswamy is an active investment advisor representative with Morgan Stanley, working out of their Scottsdale, Arizona office. Vikram has been working in the financial industry since August 2007. Vikram specializes in portfolio management and has provided advice for individuals, businesses, and investment companies.

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

Robert W. Baird & Co. Inc.

location

SCOTTSDALE, AZ

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vince Richard Hawley has been in the financial industry since 1989 and is currently registered with Robert W. Baird & Co. Inc. in Scottsdale, Arizona. Previously, Vince Richard Hawley was registered with UBS FINANCIAL SERVICES INC. and PIPER JAFFRAY & CO.. Vince Richard Hawley is a Series 6, 7, 31, and 63 licensed professional. He is also a Series 65 licensed professional. He specializes in providing financial planning, portfolio management for individuals, investment companies, pooled investment vehicles and businesses, as well as pension consulting and educational seminars.

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

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Gregorovich is a financial advisor with Vanguard Advisers, Inc., a firm that manages approximately $333,066,527,268 in assets for approximately 804,462 clients. Vincent has been in the financial services industry since 1999. Vincent has a Series 6, 7, and 63 license and holds a Series 65 license for the state of Arizona. Vincent has been registered with the state of Arizona since 1999, the state of Texas since 2017, and is registered with the state of Arizona as an Investment Advisor Representative.

SPECIALIZATIONS

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

Intelligent Capitalworks | CFP ® (Certifications)

location

SCOTTSDALE, AZ

disclosure

2 Disclosures

ADVISOR BIO

Vincent Rossi is a financial advisor currently associated with Intelligent Capitalworks in Scottsdale, Arizona. Vincent has been in the industry since 1983. Vincent is registered to provide investment advice in Arizona, California, Delaware, Florida, Louisiana and Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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