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

TUCSON, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mark Helphinstine is a financial advisor with LPL Financial LLC. Mark has been in the industry since April 2015. Mark is licensed to sell securities in 28 states and is registered as an Investment Advisor Representative in 3 states. Mark holds a Series 7, Series 66, and SIE license. Mark offers financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is also registered to provide consulting and other non-discretionary advisory 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

1 Years Experience

0 Disclosures

ADVISOR BIO

Mark Sullivan is a financial advisor with Edward Jones in Tucson, Arizona. Mark has been in the financial industry for over 20 years. Mark is a Series 7TO and Series 66 licensed representative. Mark also holds an SIE license. Mark has a strong commitment to providing clients with personalized financial advice and guidance. Mark specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

LPL Financial LLC

location

TUCSON, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Mark Jay Valentine is a financial advisor with over 20 years of experience in the industry. Mark currently works with LPL Financial LLC, a firm with over $463 billion in assets under management. Mark is a registered representative in Arizona and Ohio. Mark has a broad range of experience, including working with high net worth individuals, corporations, pension plans, and charitable organizations. Mark's specializations include a variety of investment strategies and financial planning. Prior to joining LPL Financial LLC, Mark held positions at Cambridge Investment Research, Inc., and Lincoln Investment Planning, Inc.

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

Stifel, Nicolaus & Company, Inc.

location

TUCSON, AZ

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Mark Stephen Lattanzi is a registered representative of Stifel, Nicolaus & Company, Inc. Mark has been in the industry since 1991. Mark has a Series 7, Series 63, and SIE license and is registered in 41 states and Washington, D.C.. Mark previously worked at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Mark specializes in providing financial planning, portfolio management and investment advisory services to individuals, high-net-worth individuals, corporations, and other businesses. Mark currently works out of the Tucson, AZ office.

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 Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

TUCSON, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mark Rosema is a financial advisor with Wells Fargo Clearing Services, LLC. Mark has been in the financial industry since 2013 and has a broad range of experience in helping clients with their financial needs. Mark holds the Series 66, Series 7, and SIE licenses. Mark is registered in Arizona, California, Colorado, Hawaii, Idaho, Iowa, Kansas, Michigan, Mississippi, New Mexico, Oregon, and Texas. Mark has previously worked with Edward Jones and NYLIFE Securities LLC.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

Marnie Rose has been in the financial services industry since 2000. Marnie is currently registered with UBS Financial Services Inc. and is licensed to conduct business in Arizona, California, Colorado, Florida, Michigan, Nebraska, New Mexico, New York, Ohio, Texas, and Washington. Marnie has previously worked with RBC Capital Markets, LLC, UBS Financial Services Inc., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wachovia Securities, Inc. Marnie is Series 66 and Series 7 licensed.

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

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

TUCSON, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Martin D. Beard is a financial advisor who has been working in the financial services industry since 1994. Martin currently works with LPL Financial LLC. Previously, Martin has worked with HD Vest Investment Services and Cue Financial Group, Inc. Martin is a Certified Financial Planner and a Chartered Financial Consultant. Martin is also a registered representative in 13 states. Martin provides financial planning and portfolio management services to individuals, businesses, and retirement plans.

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

Ironwood Financial, LLC | CFP ® (Certifications)

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

Martin Anthony Smith is a financial advisor with over 20 years of experience in the industry. Martin is currently registered with Ironwood Financial, LLC in Tucson, Arizona. Previously, Martin was registered with Davis Distributors, LLC and Charles Schwab & Co., Inc. Martin has a Series 7, Series 31, and Series 63 license, as well as a Series 65 license. Martin holds the Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

TUCSON, AZ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Marvin Quirt is an investment advisor representative with LPL Financial LLC and has been in the industry since 2003. Marvin is registered to offer securities and investment advisory services in 22 states. He holds the Series 6, 7, 24, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) exam. Marvin was previously registered with Mutual Service Corporation and American General Securities Incorporated. Marvin is located in Tucson, Arizona and is affiliated with the firm's branch office in Tucson.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCSON, AZ

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Mary Williamson has been in the financial services industry since April 16, 2003. Mary is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary is also registered with the states of California and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Mary was employed by Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC and A. G. Edwards & Sons, 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

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