Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

State Farm VP Management Corp.

location

LAS VEGAS, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Mitsugi Joslin is a financial professional associated with State Farm VP Management Corp. Jacob is a registered representative in the state of Nevada, having passed the Series 63, Series 6TO, and SIE examinations. Jacob's registration with State Farm VP Management Corp. began on January 12, 2024.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

RENO, NV

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Arroyo is a financial advisor with Edward Jones. Jacob has been in the industry since 2016. Jacob has a Series 7 and Series 66 license. Jacob specializes in providing financial planning services to individuals and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Hurtado is a financial advisor at Wells Fargo Clearing Services, LLC. Jacob holds a Series 63, Series 6TO, and SIE licenses. Jacob is registered in Nevada. Jacob has experience in providing investment consulting services to institutional clients, financial planning, and pension consulting.

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

Voya Financial Advisors, Inc.

location

Las Vegas, NV

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Versteeg is a financial advisor with Voya Financial Advisors, Inc. based in Las Vegas, Nevada. Jacob has been in the financial industry since 2006. Jacob is licensed in Nevada and Alaska and has experience with providing financial planning services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

LPL Financial LLC

location

RENO, NV

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jacob Woodson Ritter is a financial advisor with LPL Financial LLC based in Reno, NV. Jacob has been in the financial services industry for over 11 years and has experience with a variety of investment products and services. Jacob holds the Series 66, Series 7 and SIE exams and is registered to conduct business in California, Idaho, Kansas, Nevada, Texas, and Utah. Jacob previously worked at Ameriprise Financial Services, LLC and Waddell & Reed, Inc. in Reno, NV.

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

Farmers Financial Solutions, LLC

location

LAS VEGAS, NV

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jacoby Aaron Atako is a registered representative with Farmers Financial Solutions, LLC, in Las Vegas, NV. Jacoby has been in the industry since August 2007. He holds the Series 66, Series 7 and SIE licenses. His past employment includes positions at TD Ameritrade, Inc. and Ameriprise Financial Services, Inc. Jacoby has been registered with the state of Nevada since June 2011.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jacqueline Mlechick is a financial advisor at Ameriprise Financial Services, LLC, a firm that manages over $479 billion in assets. Jacqueline has been working in the financial services industry since 2019 and is registered with the state of Nevada as a registered representative and investment advisor representative. Jacqueline is also a licensed principal with FINRA and has a Series 24 license. Jacqueline holds the Series 7, Series 66, and the SIE exams and has been licensed and active in the securities industry for over 3 years. Jacqueline offers financial planning services to individuals, families, and businesses. Jacqueline also provides asset allocation services, pension consulting, educational seminars, and publication of periodicals.

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
Unclaimed

THE Retirement Solutions Group

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Jacqueline S. Benjamin hatherley is a registered Investment Advisor Representative with The Retirement Solutions Group. Jacqueline has been in the financial services industry since 2008 and holds the Series 6 and Series 65 licenses. Jacqueline has a focus on providing financial planning and portfolio management for individuals. Jacqueline also owns and consults for RIA OPS LLC where she provides staffing and operational consulting.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jacqueline Baquera is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC, licensed to provide investment advice in 13 states and territories. Jacqueline has been active in the financial services industry since 2014, focusing on helping clients reach their financial goals. Jacqueline holds Series 6, 7, 63, and 66 licenses, and is committed to providing her clients with professional and ethical service.

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

J.p. Morgan Securities LLC

location

HENDERSON, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jacqueline Rosania is a financial advisor associated with J.p. Morgan Securities LLC. Jacqueline holds a Series 63, SIE, and Series 6TO licenses. Jacqueline works in the Henderson, NV branch of J.p. Morgan Securities. Jacqueline is registered in the state of Nevada. Jacqueline joined the firm on 04/04/2019. Jacqueline has been in the securities industry since 04/03/2019.

SPECIALIZATIONS

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

Need help matching

with the right advisor?