Invested Better
Advisors in Tucson, Arizona
730 Results
Unclaimed
location

Tucson, AZ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Victor Ernest Bruno is a financial advisor with over 5 years of experience in the industry. Victor has a Series 3, 7, 9, 10, and 66 license and is currently registered with Morgan Stanley in Arizona, North Carolina, and Texas. Victor specializes in a variety of areas, including asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Victor has also been active in the community as a participant in Duke University's research study for neuromodulatory treatments for pain management in TBI.

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

27 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Wilson is a registered investment advisor representative with Centaurus Financial, Inc. Victoria has been in the industry since 1998 and has a strong background in financial planning, portfolio management and investment advice. Victoria holds licenses in Arizona and Indiana, and has a number of certifications, including Series 66 and Series 7. Victoria is committed to providing her clients with personalized financial advice and helping them 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
Market Timing Services
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

TUCSON, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Walter Baker is a registered representative with J.P. Morgan Securities LLC, working out of their Tucson, Arizona office. Walter has been in the industry since October 30, 2023, and has passed the Series 63, Series 6TO and SIE exams. Walter's areas of specialization include: securities, investment advisory services, mutual funds, variable annuities, and fixed annuities. Walter is also registered in Arizona.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

TUCSON, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Warren Randall Tyler is a financial advisor at Edward Jones. Warren has been in the financial industry since 2007 and is licensed to provide advisory services in Arizona and Texas. Warren previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, Inc. Warren is a Certified Financial Planner and holds the Series 7 and Series 66 licenses.

SPECIALIZATIONS

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

Tucson, AZ

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Griffith is a financial advisor with over 30 years of experience in the industry. He has worked at several major financial institutions, including Citigroup Global Markets Inc. and Wells Fargo Advisors, LLC. Wayne is currently registered with Morgan Stanley. Wayne is a Registered Representative and an Investment Advisor Representative. He has a wide range of experience and expertise, and is well-qualified to provide financial advice. Wayne is also licensed to sell insurance. He holds a Series 7, Series 63, and Series 65 license. He is a trusted advisor who can help you with a variety of financial needs.

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

Commonwealth Financial Network

location

Tucson, AZ

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Wendy K. Oliver is a financial advisor in Tucson, AZ. Wendy has been in the industry since 2002 and has been registered with Commonwealth Financial Network since August 2018. Wendy is licensed to provide securities and investment advisory services in the state of Arizona. Wendy also has experience with Merrill Lynch. Wendy is committed to helping her 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
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

TUCSON, AZ

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Wendy Harbath is an Ameriprise Financial Services, LLC financial advisor in TUCSON, Arizona. Wendy has been in the industry for 3 years. Wendy is also registered with FINRA. Wendy has the Series 63, Series 7TO, and SIE licenses. Prior to joining Ameriprise Financial Services, LLC, Wendy worked at FIDELITY BROKERAGE SERVICES LLC in GREENWOOD VILLAGE, Colorado.

SPECIALIZATIONS

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

LPL Financial LLC

location

TUCSON, AZ

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Wendy Hobbs is a Registered Representative and Investment Adviser Representative with over 40 years of experience in the financial industry. Wendy has a diverse background and is currently registered with LPL Financial LLC and Hobbs Advisory Services, specializing in providing financial advice and portfolio management services to individuals, families, and businesses.

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

Wells Fargo Advisors Financial Network, LLC

location

TUCSON, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

William D. Burk is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial services industry since 1999. William has a Series 7, Series 63, and Series 65 license. William has a FINRA approved registration with Wells Fargo Advisors Financial Network, LLC. William is also registered as an investment advisor representative in 44 states and the District of Columbia. William has experience working at UBS Financial Services Inc. and Prudential Securities Incorporated. William's specializations include investment advisory services, financial planning, pension consulting, and selection of other advisors.

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

Oneamerica Securities, Inc.

location

TUCSON, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

William Stanley is a financial advisor with Oneamerica Securities, Inc. William has been in the industry since June 13, 2009. William is registered with FINRA and the state of Arizona. William offers a variety of services, including financial planning, pension consulting, and educational seminars. William also provides portfolio management for individuals and businesses.

SPECIALIZATIONS

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

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