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Financial Planning Services Advisors in Tucson, Arizona
643 Results
Unclaimed

RBC Capital Markets, LLC

location

TUCSON, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Crowley is a financial advisor with RBC Capital Markets, LLC, with 12 years of experience in the industry. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 6, 63 and 66 licenses. Aaron has been with RBC Capital Markets, LLC since 2011 and has experience working with individuals, families, and corporations. Previous to RBC Capital Markets, LLC, Aaron Crowley worked at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Aaron holds a license to practice in Alabama, Alaska, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Gaecke is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron is currently registered in Arizona, California, Colorado, Florida, Nevada, New Mexico, Texas, and Utah. Aaron has over 7 years of experience in the financial services industry. Aaron has a strong background in both brokerage and investment advisory services. Aaron is dedicated to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

TUCSON, AZ

experience

17 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aaron Brewer is a financial advisor with Wells Fargo Clearing Services, LLC. Aaron has been in the financial services industry since 2008. Aaron has a Series 66, Series 7 and a SIE license and is a Certified Financial Planner. Aaron has been registered with Wells Fargo Clearing Services, LLC since 2022. Previously, Aaron was registered with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and UBS FINANCIAL SERVICES INC. Aaron's office is located in Tucson, Arizona.

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

UBS Financial Services Inc.

location

TUCSON, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Rottenstein is a financial advisor registered with UBS Financial Services Inc. Aaron has been in the industry since May 2011 and has a Series 7 and Series 66 license. Aaron specializes in working with individuals, high net worth individuals, corporations, businesses, insurance companies, charitable organizations, pension and profit sharing plans, 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

TUCSON, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Lampert is an investment advisor representative with J.P. Morgan Securities LLC. Aaron has been in the industry since 2008 and is licensed in Arizona and Texas. Aaron provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Aaron holds Series 7, 66, and SIE licenses. Aaron has been registered with the Securities and Exchange Commission (SEC) since 2012.

SPECIALIZATIONS

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

Capital Analysts

location

Tucson, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Alonzo is a financial advisor with over 20 years of experience in the industry. Aaron Alonzo currently works at Capital Analysts and is licensed in 26 states. Aaron Alonzo specializes in providing financial advice to high-net-worth individuals, corporations, and pension plans. Aaron Alonzo also provides financial planning services, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

TUCSON, AZ

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Murray is an investment advisor representative with J.P. Morgan Securities LLC in Tucson, Arizona. Aaron has been working in the financial services industry since June 2014 and has a strong track record of helping clients meet their financial goals. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Aaron is also registered with the state of Arizona and Texas as an investment advisor representative.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Abbigail Guzman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Abbigail has 4 years of experience in the securities industry. Abbigail is registered with the following securities authorities: FINRA, Securities Investor Protection Corporation (SIPC) and the state securities authorities of Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Missouri, New Jersey, New Mexico, North Carolina, Oregon, Rhode Island, South Carolina, Texas, Virginia, Washington, and Wisconsin. Abbigail holds the following licenses: Series 66, Series 7TO, and SIE. Abbigail was previously registered with AXA ADVISORS, LLC. Abbigail is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and a member of SIPC.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Abhishek Gaur is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Arizona, California and Texas. Abhishek has been in the industry since 2018 and holds Series 7TO, Series 66 and SIE licenses. Abhishek specializes in providing financial planning, investment advice, and portfolio management for individuals and businesses. Abhishek is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

TUCSON, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adam Pina is a financial advisor who has been in the industry since 2017. Adam Pina is currently registered with Edward Jones and has been with the firm since June 2021. Prior to joining Edward Jones, Adam Pina was employed by WELLS FARGO CLEARING SERVICES, LLC. Adam Pina holds Series 6, 7, 63, and 66 licenses. Adam Pina provides financial advice to individuals, corporations, and other entities. Adam Pina is also registered to provide investment advisory services in Arizona and Texas.

SPECIALIZATIONS

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

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