Invested Better
Advisors in Wayzata, Minnesota
404 Results
Unclaimed

Charles Schwab & CO., Inc.

location

Wayzata, MN

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

William Schwind is an investment advisor representative with Charles Schwab & Co., Inc. William has been in the industry since 2002, and is registered with the state of Minnesota and Texas. William holds the Series 7, 31, 63, 65, and SIE licenses, and is also registered with FINRA. Prior to joining Charles Schwab & Co., Inc., William worked with Ameriprise Financial Services, Inc. and Edward Jones. William offers various services such as wrap fee program sponsor and financial planning advisor referral program, in addition to financial planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Charles Schwab & CO., Inc.

location

Wayzata, MN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Yevgeniy Drozdov is a financial advisor with Charles Schwab & CO., Inc. Yevgeniy is a registered representative in Minnesota. Yevgeniy has been in the industry since January 25, 2015. Prior to joining Charles Schwab & CO., Inc., Yevgeniy worked at Ameriprise Financial Services, Inc. in Minneapolis, Minnesota.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

RBC Capital Markets, LLC

location

WAYZATA, MN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Yvonne Carla Meloche is a financial advisor with RBC Capital Markets, LLC. Yvonne has been in the industry since 2001. Prior to joining RBC Capital Markets, LLC, Yvonne worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Piper Jaffray & Co.. Yvonne specializes in providing financial advice to individuals, corporations, and various other organizations.

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

Stifel, Nicolaus & Company, Inc.

location

WAYZATA, MN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Zigmund Carl Peret is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Wayzata, MN. Zigmund Carl Peret has been working in the financial industry since 1999 and has a broad range of experience in investment management, including portfolio management for individuals, businesses, and pooled investment vehicles. Zigmund Carl Peret is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 55, 57, and 52TO licenses.

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