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Advisors in Palm Desert, California
154 Results
Unclaimed

Osaic Wealth, Inc.

location

PALM DESERT, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Samaan is an investment advisor representative associated with Osaic Wealth, Inc. in the Palm Desert, California location. Nancy has been a registered representative since July 18, 2010. Nancy has held 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
Unclaimed
location

Palm Desert, CA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nancy Spidell is a financial advisor registered with Morgan Stanley in Palm Desert, CA. Nancy Spidell has been in the financial services industry since June 14, 2000. Nancy Spidell is also registered with the state of Texas. Nancy Spidell has a total of 38 state licenses. Previously, Nancy Spidell was affiliated with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC..

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

Wells Fargo Clearing Services, LLC

location

PALM DESERT, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Nanette Conradi is a financial advisor with Wells Fargo Clearing Services, LLC. Nanette has been in the industry since 2009 and has worked for several firms including UBS Financial Services Inc. and Oppenheimer & Co. Inc. Nanette has a Series 7 and SIE license, and is registered in Texas. Nanette's specializations include portfolio management for individuals and businesses, financial planning, and investment consulting. Nanette has a strong commitment to providing her clients with personalized financial advice and guidance.

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

THE Wealth Consulting Group

location

Palm Desert, CA

0 Disclosures

ADVISOR BIO

Neal Brian Wilson is an investment advisor representative associated with The Wealth Consulting Group, a registered investment advisor. Neal Brian Wilson is also a registered representative of LPL Financial LLC. Neal Brian Wilson has been in the financial services industry for over 29 years, and holds a Series 63, Series 65 and a Series 7 license. Neal Brian Wilson is located in Palm Desert, CA and has been registered in the state of California. Neal Brian Wilson specializes in providing financial planning, investment advice, pension consulting and selection of other advisors. Neal Brian Wilson has a long history of experience in providing investment advisory services. Neal Brian Wilson may be reached at the main office of The Wealth Consulting Group, which is located at 8925 West Post Road, 2ND FLOOR, Las Vegas, NV 89148. The phone number at this location is 702-263-1919.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PALM DESERT, CA

experience

39 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Nicholas Maffeo is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Nicholas Maffeo has been in the financial services industry since February 18, 1986. Prior to joining Wells Fargo, Nicholas Maffeo worked at Prudential Securities Incorporated and Shearson Lehman Hutton Inc. Nicholas Maffeo provides financial planning services and investment consulting services to institutional clients.

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

RBC Capital Markets, LLC

location

PALM DESERT, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nichole Ruth is a financial advisor with RBC Capital Markets, LLC. Nichole has been working in the financial industry since 2012. Nichole holds the Series 63, 65, 7TO and SIE licenses. Nichole is registered with the state of California and Texas.

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

Avivar Capital, LLC | CFA ® (Certifications)

location

Palm Desert, CA

0 Disclosures

ADVISOR BIO

Nicolas Alejandro Rubio Rubio is an investment advisor representative with Avivar Capital, LLC, registered in California. Nicolas Rubio has been in the industry since May 2012. Avivar Capital, LLC is an investment advisory firm with offices in Palm Desert and North Hollywood, California. Nicolas Rubio is a Chartered Financial Analyst and specializes in financial planning, educational seminars, selection of other advisors, and portfolio management.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PALM DESERT, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Lebeck is a financial professional with over 11 years of experience in the industry. Nicole Lebeck is a registered representative of Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in multiple states. Nicole Lebeck is dedicated to helping clients 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

THE Wealth Consulting Group | CFC ® (Certifications)

location

PALM DESERT, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Nila Lynn Tatum is a financial advisor with over 28 years of experience in the industry. Nila has a strong background in investment advisory services and has been registered with the Securities and Exchange Commission (SEC) since 1994. Nila currently works with The Wealth Consulting Group, an independent investment advisor firm with a strong focus on providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Nila's primary focus is on providing investment advisory services to clients through her firm, WCG Wealth Advisors, LLC. She has worked with a variety of clients, including those with retirement, college savings, and estate planning needs.

SPECIALIZATIONS

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

Morgan Stanley

location

Palm Desert, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Noel Alexa Dodge is a financial advisor with Morgan Stanley. Noel Alexa Dodge is registered with the state of California, as well as the state of Texas. Noel Alexa Dodge has been in the industry for 22 years, and has held previous roles at Citigroup Global Markets Inc. and UBS Financial Services Inc.. Noel Alexa Dodge has a Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Noel Alexa Dodge is also registered as a Registered Representative (RR) for Morgan Stanley.

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

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