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Advisors in Tucson, Arizona
730 Results
Unclaimed
location

TUCSON, AZ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael Carmichael is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative. Michael has held previous roles at SAGEPOINT FINANCIAL, INC. and VOYA FINANCIAL ADVISORS, INC. Michael offers a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Michael is licensed in 49 states and the District of Columbia as a broker and 6 states as an investment advisor.

SPECIALIZATIONS

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

Tucson, AZ

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michaelle Martinez is an active investment advisor representative at Morgan Stanley. Michaelle has been in the financial services industry since July 10, 1993. In addition to her current role at Morgan Stanley, Michaelle has held previous positions at UBS INTERNATIONAL INC., UBS FINANCIAL SERVICES INC., and WACHOVIA SECURITIES, LLC. Michaelle is registered in 47 states and has a total of 47 approved state registrations. She is also registered with FINRA as an investment advisor representative. Michaelle has obtained the Series 63, Series 66, Series 7, and SIE licenses.

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

LPL Financial LLC

location

Tucson, AZ

0 Disclosures

ADVISOR BIO

Michele Hopson is a financial advisor with LPL Financial LLC in Tempe, Arizona. Michele is also registered with the state of Texas. Michele has been in the industry for 7 years. Before joining LPL Financial LLC, Michele worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC. Michele is also a notary and runs a bookkeeping service. Michele offers financial planning, pension consulting, educational seminars, and portfolio management 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
Unclaimed
location

Tucson, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Jenness Bredehoft is a financial advisor at Morgan Stanley. Michelle has been in the financial industry since 2011 and has a strong track record of providing financial advice to individuals, families, and businesses. Michelle specializes in investment planning, retirement planning, and estate planning. Michelle holds the Series 7, Series 66, and SIE licenses. Michelle is also a registered representative in 39 states and is active in the investment advisor industry. Michelle is committed to providing her clients with the highest level of service and personalized financial advice.

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

Centaurus Financial, Inc.

location

TUCSON, AZ

experience

21 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Michelle Anthony is a financial advisor with Centaurus Financial, Inc. Michelle is a registered representative in Arizona, California, Colorado, Indiana, Louisiana, Massachusetts, Nebraska, New Mexico, North Carolina, Ohio, Texas, Utah, Virginia, Washington, and Wisconsin. Michelle has been in the financial industry since October 30, 2003, and has experience working with Wells Fargo Advisors, LLC, WELLS FARGO INVESTMENTS, LLC, CHASE INVESTMENT SERVICES CORP., and MORGAN STANLEY DW INC. Michelle provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Michelle is also a member of the Arizona Financial Academy, a non-profit organization dedicated to having advisors donate time and experience to teach financial literacy.

SPECIALIZATIONS

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

Tucson, AZ

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Fleming is a financial advisor with Morgan Stanley. Michelle has been in the industry since February 15, 1990 and has worked for CITIGROUP GLOBAL MARKETS INC. and SMITH BARNEY SHEARSON INC. before joining Morgan Stanley. Michelle's registrations include Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE. Michelle offers financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michelle is registered in 53 states and 2 provinces.

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
location

TUCSON, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Monteleone is a registered representative with GWN Securities Inc. Michelle is licensed to offer investment advice in Arizona. Michelle has been in the securities industry since December 2016. Michelle has passed the Series 66 exam, Uniform Combined State Law Examination and also has a Series 7 and SIE license. Michelle offers services such as financial planning, market timing services, and portfolio management. Michelle specializes in retirement planning, insurance, mutual funds, and variable annuities.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

TUCSON, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Reeder is a financial advisor who has been in the industry since 2011. Michelle is registered with Wells Fargo Clearing Services, LLC, and is licensed in multiple states. Michelle has experience in providing financial planning, portfolio management, and investment consulting services to both individual and business clients. Michelle holds the Series 7, Series 63, and Series 66 licenses as well as the SIE exam. Michelle has worked at several firms including Raymond James Financial Services, Inc., LPL Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michelle is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

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

J.p. Morgan Securities LLC

location

TUCSON, AZ

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Miguel Cardenas is a registered investment advisor representative with J.p. Morgan Securities LLC. Miguel has been in the securities industry for over 10 years. Miguel holds a Series 7TO, Series 6, and Series 66 licenses, and a SIE exam. Miguel is registered with the state of Arizona. J.p. Morgan Securities LLC has a total of more than $50 billion in assets under management. The firm has over 1,000,000 clients and is headquartered in New York. The firm provides financial planning, pension consulting, and selection of other advisors. Miguel has a specialization in 1, 2, 4, 5, and 6.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

TUCSON, AZ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Miguel Angel Quinones is an investment advisor representative registered with Raymond James & Associates, Inc. since November 2017. Miguel has been in the financial services industry since December 2003. Miguel also holds a Series 65 license and has worked for several other firms in the past, including Summit Trail Securities, LLC, Barclays Capital Inc., and Lehman Brothers Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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