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Financial Advisors in Nevada
3,189 Results
Unclaimed

PFS Investments Inc.

location

N LAS VEGAS, NV

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Elmer James Sitts is a financial professional with over 25 years of experience in the industry. Elmer is currently registered with PFS Investments Inc. and has a Series 6 and Series 63 license, as well as the SIE exam. Elmer is registered in Nevada, California, Montana, and New York.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

N LAS VEGAS, NV

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Elmer Moran is a financial professional with over 12 years of experience in the industry. Elmer is currently registered with PFS Investments Inc. and is licensed in Nevada and Florida. Elmer is able to provide investment advice to individuals. Elmer has passed the Series 6, Series 63, and SIE exams.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Elva Veronica Simeon is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Elva is registered with the state of Nevada as an Investment Advisor Representative. Elva has been in the industry for over 5 years, and holds Series 63, 66 and 7 licenses.

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

Edelman Financial Engines

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Emanuel Lizama is an investment advisor representative at Edelman Financial Engines. Emanuel is registered with the state of Nevada and Texas. He is also a registered Investment Advisor (IA). Emanuel has passed the Uniform Investment Adviser Law Examination (Series 65). He has been working in the financial industry since 2016. Emanuel has previous experience at USAA, American Express, and as a Homemaker. Emanuel is also a sole proprietor of Lizard-Llama Games LLC, a game and graphic design company. He has 1 state exam and is currently registered as an Investment Advisor with 2 states.

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

Transamerica Financial Advisors, Inc.

location

LAS VEGAS, NV

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Emelly Dadivas is a registered representative with Transamerica Financial Advisors, Inc., based in Las Vegas, Nevada. Emelly has been in the industry since 1998. Emelly's primary specializations are in investment company products and variable contracts. Emelly's previous experience includes roles with WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Axos Invest, Inc.

location

LAS VEGAS, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Emily Yu is a registered investment advisor representative with Axos Invest, Inc. based in Las Vegas, Nevada. Emily is a seasoned financial professional with experience in the financial services industry since 2015. Emily has a broad range of experience and has successfully passed the Series 7TO, SIE and Series 66 exams.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RENO, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Emma Woods is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Emma is licensed in Nevada and Texas and has been in the industry since May 2024. Emma is registered to provide advisory services in Arizona, California, Florida, Idaho, Nevada, Oregon, Texas, and Utah.

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
location

Reno, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Emma Anderson Briggs is a financial advisor at Morgan Stanley, with over 5 years of experience in the industry. Emma is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed securities professional with the state of Nevada. Emma holds Series 7TO, Series 66 and SIE licenses. Emma is a member of the Young Leaders Committee at The Boys and Girls Club of Truckee Meadows. Emma's expertise covers a variety of investment strategies and financial planning services, including asset allocation, portfolio management, and pension consulting.

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
location

LAS VEGAS, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Emmy Zhang is an investment advisor representative at Edward Jones. Emmy has been in the financial services industry for over 7 years, with prior experience at companies like Cisco and Adecco Staffing. Emmy is licensed to provide investment advice in 28 states and has been registered as an investment advisor representative since April 2023. Emmy is committed to providing personalized financial guidance to her clients, helping them achieve their financial goals. Emmy specializes in financial planning, retirement planning, and investment management for individuals and families.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ena dominique Villarete is a financial advisor registered with Ameriprise Financial Services, LLC. Ena dominique Villarete has been in the industry since January 18, 2017. Ena dominique Villarete holds Series 63 and Series 65 licenses, as well as Series 7 and SIE. Ena dominique Villarete provides a variety of services to clients, including financial planning, portfolio management, asset allocation, and educational seminars. Ena dominique Villarete is registered with the state of Nevada as an Investment Advisor Representative. Ena dominique Villarete is also registered with the state of Texas as a resident Investment Advisor Representative. Ena dominique Villarete is also registered with the state of California and Washington as an Investment Advisor Representative. Ena dominique Villarete is registered with the state of Nevada as a Broker-Dealer. Ena dominique Villarete has 51 state registrations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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