Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

Charles Schwab & CO., Inc.

location

Las Vegas, NV

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Milano is a financial professional with over 11 years of experience in the industry. Gabriel is currently registered with Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative. Gabriel previously held positions with TD Ameritrade, Inc. and New England Securities. Gabriel holds a Series 7 and Series 66 license as well as the SIE exam.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

HENDERSON, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gabriela Madrigal-cervantes is a financial advisor associated with J.p. Morgan Securities LLC. Gabriela has been in the industry for 1 year, having joined J.p. Morgan Securities LLC on 4/19/2022. Gabriela is registered with FINRA and the state of Nevada. Gabriela is a Series 63, Series 6TO and SIE exam holder and is licensed to provide financial advice in the state of Nevada. Gabriela specializes in a range of investment options and services.

SPECIALIZATIONS

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

Morgan Stanley

location

Las Vegas, NV

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Gail Geneen Brown is a registered investment advisor representative with Morgan Stanley. Gail has been in the industry since 2009 and holds a Series 6, Series 7 and Series 66 license, as well as the SIE exam. Gail has experience working with 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, and individuals other than high-net-worth. Before joining Morgan Stanley, Gail worked with J.P. Morgan Securities LLC, Chase Investment Services Corp, and WAMU Investments, Inc. Gail is also involved in the community, currently serving as chair of the Summerlin Rotary and managing a rental property.

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

J.p. Morgan Securities LLC

location

LAS VEGAS, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Galina Kirova is a financial advisor with J.P. Morgan Securities LLC based in Las Vegas, NV. Galina has been in the financial services industry since 2012. Prior to joining J.P. Morgan Securities LLC, Galina worked at CHASE INVESTMENT SERVICES CORP. Galina holds the Series 6, Series 63 and SIE licenses.

SPECIALIZATIONS

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

United Planners' Financial Services OF America A Limited Partner

location

LAS VEGAS, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Galina Krol is an investment advisor representative at United Planners' Financial Services Of America A Limited Partner. Galina has been in the financial services industry since March 27, 2018 and holds a Series 6, Series 63, and SIE license. Prior to her current role, Galina was an advisor at Cambridge Investment Research, Inc. Galina specializes in Financial Planning, Portfolio Management for Individuals, Pension Consulting, and Selection of Other Advisors.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Garett Fay is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Garett is registered in Nevada and Texas. Garett has been in the industry since 2003. Garett is also a board member for Ten Minas Ministries, Inc. and an insurance agent.

SPECIALIZATIONS

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

PFS Investments Inc.

location

LAS VEGAS, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Garin Escalante is a financial professional registered with PFS Investments Inc. Garin has been in the financial industry since June 12, 2023. Garin is licensed in California and Oregon. PFS Investments Inc. is a registered investment advisor with offices in Duluth, GA. PFS Investments Inc. is known for its expertise in providing portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

LAS VEGAS, NV

experience

40 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Garren Joseph Sepede is a financial advisor with LPL Financial LLC. Garren has been in the financial industry since 1984. Garren holds FINRA Series 7, 24 and 63 securities licenses as well as the Series 65 Investment Adviser license. Garren has been registered with LPL Financial LLC since 2000 and has previous registrations with several other broker-dealers and investment advisors. Garren's previous experience includes roles with WMA Securities, Inc., USA Capital, Union Equity Partners, Inc., NYLIFE Securities Inc., Dain Bosworth Incorporated, Prudential-Bache Securities Inc. and Wedbush, Noble, Cooke, Inc. Garren is licensed in 23 states and provides financial advice to individuals, businesses, charitable organizations, pension and profit sharing plans, corporations, high net worth individuals, and other investment advisors.

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

Country Capital Management Co.

location

FERNLEY, NV

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Diegel is a financial professional with over 15 years of experience in the industry. Garrett holds the Series 6, Series 63, and SIE licenses. Garrett is currently registered with Country Capital Management Co. in Nevada.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Belpointe Asset Management LLC

location

RENO, NV

0 Disclosures

ADVISOR BIO

Garrett C. Smith is a financial advisor with Belpointe Asset Management LLC. Garrett has been in the industry for over 6 years. Garrett is licensed to provide advisory services in Wisconsin. Prior to joining Belpointe Asset Management LLC, Garrett worked at MML Investors Services, LLC in Janesville, WI. Garrett also has experience as an Assistant Professor at the University of Wisconsin-Whitewater. Garrett's credentials include passing the Series 7, Series 66 and the SIE exams.

SPECIALIZATIONS

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

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