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Pension Consulting Services Advisors in Denver, Colorado
1,490 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

DENVER, CO

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anna Marie O'Byrne is a financial advisor at Fidelity Personal And Workplace Advisors. Anna Marie has been in the industry for two years and is licensed to conduct business in Colorado and Texas. She is a Registered Representative (RA) and offers financial planning, portfolio management for individuals and businesses, and educational seminars. Anna Marie is registered with 25 states and two Investment Adviser Representatives (IAR) states.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

DENVER, CO

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anna Liza De pinto is a financial advisor at Raymond James & Associates, Inc. Anna Liza is a registered representative in Colorado and holds a Series 6, Series 7, Series 63, and Series 66 license. Anna Liza has been in the financial industry since 2000. Anna Liza has been with Raymond James & Associates, Inc. since November 2023. Anna Liza previously worked at RBC Capital Markets, LLC. Anna Liza is a dedicated financial professional with a strong track record of success. Anna Liza is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

DENVER, CO

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Anna Catherine Burton is a registered representative with Osaic FA, Inc. located in Denver, Colorado. Anna Catherine has been in the industry since January 6, 2021 and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Anna Catherine specializes in providing financial planning and portfolio management services for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed
location

DENVER, CO

0 Disclosures

ADVISOR BIO

Anna Todorova is an Investment Advisor Representative with Syntrinsic LLC, a firm headquartered in Denver, CO. Anna is a registered Investment Advisor in Colorado and has been in the industry since September 2014. Anna has a Series 65 license. Syntrinsic LLC specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages assets for a variety of clients, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

DENVER, CO

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anna Elizabeth Buchine is a financial advisor with Fidelity Personal And Workplace Advisors. Anna has been in the financial services industry since 2022 and has experience with both investment advisory and brokerage services. She has Series 7, 9, 66, and SIE licenses and is registered in Colorado and Texas. Anna provides portfolio management and financial planning services to individual and institutional clients. Her clients include individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Anna has a strong understanding of the financial markets and a commitment to providing her clients with the best possible service.

SPECIALIZATIONS

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

Mercer Global Advisors Inc.

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Anthony Thomas Bouton is a financial advisor associated with Mercer Global Advisors Inc. He has been in the industry for over 20 years and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Anthony holds Series 6, 7, 63, and 65 licenses and is registered in Florida, Georgia, and Wisconsin. His areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, estate planning, and tax return preparation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DENVER, CO

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Delgado is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony is registered to provide investment advice in 38 states and the District of Columbia, as well as broker-dealer services in 39 states. Anthony has been in the financial industry since November 2014, providing services to individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state and municipal government entities. Anthony has specialized experience in 2, 3, 4, 5, and 6.

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

THE Colony Group, LLC

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Anthony Cheang is a registered Investment Advisor Representative with The Colony Group, LLC, a firm headquartered in Boston, MA. Anthony has been in the financial industry since 2018, and has experience working with a variety of clients, including high-net-worth individuals, families, and charitable organizations. Anthony is committed to providing personalized financial advice and guidance to help clients reach their financial goals. Anthony holds Series 7 and Series 66 licenses. Anthony has a strong background in financial planning, investment management, and insurance, and is committed to providing clients with the highest level of service and expertise. Anthony has worked with The Colony Group, LLC since July 2024.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Sanctuary Advisors, LLC

location

DENVER, CO

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Christopher Englert is a financial advisor who has been in the industry since 2014. Anthony is currently registered with Sanctuary Advisors, LLC as a Registered Representative and Investment Advisor Representative. Anthony has also worked at a number of other firms, including Mercer Allied Company, L.P., Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Goldman Sachs & Co. LLC. Anthony holds a Series 65, Series 66, Series 3, Series 7, and SIE licenses. Anthony specializes in working with individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. Anthony's services include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Denver, CO

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Paul Satriano is a financial advisor with over 20 years of experience in the industry. Anthony has worked with several financial institutions over the years, including UBS Financial Services Inc., Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Morgan Stanley Smith Barney LLC. Anthony currently works with Morgan Stanley in Denver, Colorado. Anthony holds the Series 66, Series 7, and SIE licenses. Anthony has a diverse range of specializations, including investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, 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
Portfolio Management for Investment Companies
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