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Financial Planning Services Advisors in Tucson, Arizona
643 Results
Unclaimed
location

TUCSON, AZ

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John O'Neill is a financial advisor who has been in the industry since 2015. He is currently registered with Edward Jones and works at their Tucson, Arizona office. John has a series of 7, Series 66, and SIE registrations. John has experience working at Edward Jones in various capacities. John is licensed in several states including Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Minnesota, Mississippi, Missouri, Montana, New Jersey, New Mexico, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

Tucson, AZ

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Sigmund Simonson has been providing investment advice to individuals and businesses for over 30 years. John began his career at Merrill Lynch and went on to work at Morgan Stanley and First Financial Equity Corporation before founding Simonson Wealth Management in 2016. John is a registered representative with Cetera Investment Advisers LLC and has a comprehensive understanding of the financial markets and a proven track record of success. John's expertise spans financial planning, pension consulting, portfolio management, and selection of other advisers. John is committed to providing personalized advice and working with clients to 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

Commonwealth Financial Network

location

Tucson, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

John H. Schannep is a financial advisor with Commonwealth Financial Network in Tucson, Arizona. John has been in the financial industry since August 2023 and holds licenses for both securities and investment advising. John can assist with financial planning, portfolio management and educational seminars for individual and business clients.

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
location

TUCSON, AZ

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

John G Bartimoccia is a financial advisor with LPL Financial LLC. John has been in the industry since August 2002 and is registered in the state of Arizona. Previously, John worked with VOYA FINANCIAL ADVISORS, INC. John is registered in the following states: Arizona, California, Colorado, Illinois, Indiana, Kentucky, Michigan, Minnesota, Nevada, and Wyoming.

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

TCI Wealth Advisors, Inc. | CFP ®,CFA ® (Certifications)

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

John Joseph Stephens is a financial advisor with TCI Wealth Advisors, Inc. John Stephens is an Investment Advisor Representative, holding a Series 65 license. John Stephens has been a financial advisor since 2000 and is a Certified Financial Planner and a Chartered Financial Analyst. John Stephens specializes in portfolio management for individuals, financial planning and selection of other advisors. John Stephens also provides pension consulting services. John Stephens has a diverse client base including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFC ® (Certifications)

location

TUCSON, AZ

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John R. Peters is a financial advisor with over 30 years of experience in the industry. John is currently registered with Commonwealth Financial Network, where John has been since December 2006. John previously held positions at several other firms, including AIG Financial Advisors, Inc., SunAmerica Securities, Inc., and Allstate Financial Services, LLC. John is a Series 66, Series 63, Series 24, Series 26, Series 6TO, SIE, and Series 7 licensed advisor. John offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management.

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

Retirement Evolutions Wealth Management LLC

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

Jon Kenneth Magoch is an investment advisor representative of Retirement Evolutions Wealth Management LLC. Jon has been a registered investment advisor representative since July 2008. Jon is licensed in Arizona. Jon's current firm, Retirement Evolutions Wealth Management LLC, is based in Tucson, Arizona. Retirement Evolutions Wealth Management LLC provides advisory services to individuals, charitable organizations, and pension and profit-sharing plans. The firm has $56,362,624 in regulatory assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Rafferty is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 2015 and has a Series 6, 7, 63, and 65 license. Jonathan specializes in financial planning and portfolio management for individuals and businesses. He has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jonathan Rafferty provides a range of investment advisory services, including portfolio management, investment research, and educational seminars. Jonathan Rafferty is also a registered representative with Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc.

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

Equitable Advisors, LLC

location

TUCSON, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Rankin is a financial advisor at Equitable Advisors, LLC. Jonathan has been in the financial services industry since 2011 and is registered in 14 states. Jonathan holds a Series 7, Series 66 and SIE licenses. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jonathan 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

UBS Financial Services Inc.

location

TUCSON, AZ

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jonathan Mayo Mitchell is an investment advisor representative associated with UBS Financial Services Inc. Jonathan Mayo Mitchell has been in the industry since November 1995. Jonathan Mayo Mitchell is licensed to offer investment advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Washington, and Wisconsin. UBS Financial Services Inc. is a well-established firm offering a variety of financial services to individuals, corporations, and institutional clients.

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

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