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Financial Advisors in Nevada
3,189 Results
Unclaimed

UBS Financial Services Inc.

location

LAS VEGAS, NV

experience

41 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kurt Elliott Maier is a financial advisor with over 38 years of experience in the financial services industry. Kurt is currently registered with UBS Financial Services Inc. and is licensed to conduct business in numerous states. Kurt has previously worked with Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., Chase Securities Inc., Hambbrecht & Quist LLC, and Sutro & Co. Incorporated. Kurt is a registered representative and investment advisor representative, holding several industry licenses including the Series 3, Series 7, Series 63, and Series 65 exams. Kurt offers a wide range of services including financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.

SPECIALIZATIONS

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

ELKO, NV

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kurt Michael Neddenriep is a financial advisor with Morgan Stanley, registered in Nevada since June 1, 2009. Kurt Neddenriep has 26 years of experience in the financial services industry. Before joining Morgan Stanley, Kurt Neddenriep worked at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Kurt Neddenriep provides asset allocation advice and financial planning services. Kurt Neddenriep holds Series 3, 7, 9, 10, 31, 63 and 65 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Belpointe Asset Management LLC | CFP ® (Certifications)

location

RENO, NV

experience

19 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kurt Zipp is a financial advisor who has been in the industry since 2006. Kurt is registered with Belpointe Asset Management LLC and Park Avenue Securities LLC. Kurt has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kurt specializes in financial planning and investment management. Kurt is a Certified Financial Planner and has passed the Series 7, Series 66, and SIE exams. Kurt is also a trustee for the Village of Darien and is a board member of the ORLC Board of Education.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Sparks, NV

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ky Gemmill is a registered representative with J.P. Morgan Securities LLC, offering financial services in Nevada and California. Ky holds the Series 63, Series 6TO and SIE licenses. Ky has been in the industry since November 2020 and specializes in investments, including investment company products, variable contracts, and other financial services.

SPECIALIZATIONS

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

Foundations Investment Advisors LLC | CFP ® (Certifications)

location

Henderson, NV

disclosure

1 Disclosures

ADVISOR BIO

Kyle William Chapman is an investment advisor representative with Foundations Investment Advisors LLC, an investment advisory firm headquartered in Phoenix, Arizona. Kyle has a diversified background in the financial industry with experience at firms such as American Trust Investment Services, Inc., Westpark Capital, Inc., and Cetera Advisor Networks LLC. Kyle is a Certified Financial Planner and holds FINRA Series 6, 7, and 66 licenses. Kyle is currently active in Nevada as an Investment Advisor Representative and focuses on providing financial planning and portfolio management services to individuals and corporations.

SPECIALIZATIONS

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

Las Vegas, NV

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Kyle Matthew Harpin is a registered representative with Edward Jones. Kyle has been in the securities industry since 2010 and holds several licenses, including Series 66, Series 7, and Series 52TO. Kyle is registered to provide investment advice in Arizona, Missouri, and Nevada.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LAS VEGAS, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kyle Martin is a registered representative with J.P. Morgan Securities LLC. Kyle is licensed in Nevada, and has been in the industry since March 6, 2022. Kyle has passed the Series 63, Series 6TO and SIE exams. Kyle holds a branch office location in Las Vegas, Nevada. Kyle's specializations include investment products for individuals, pensions and profit sharing plans, insurance companies, corporations or other businesses, high net worth individuals, labor unions, and charitable organizations.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Henderson, NV

0 Disclosures

ADVISOR BIO

Kyle Price is a financial advisor at Cambridge Investment Research Advisors, Inc. with over 13 years of experience in the industry. Kyle Price holds Series 66 and Series 7 licenses and is also a Certified Financial Planner. Kyle Price is registered to offer investment advisory services in Nevada and has previously been employed with Equitable Advisors, LLC and Capstone Capital Group, Inc. Kyle Price specializes in offering financial planning services for individuals and businesses, as well as providing portfolio management services. Kyle Price has a strong track record of success in helping clients achieve their financial goals.

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

Vantage Wealth Planning | CFP ® (Certifications)

location

RENO, NV

0 Disclosures

ADVISOR BIO

Kyle McCann is an Investment Advisor Representative with Vantage Wealth Planning. Kyle has been in the financial services industry since 2007. Kyle holds the Series 7 and Series 63 licenses as well as the Series 65 license. Kyle has experience working with both individuals and corporations, and he has a strong commitment to providing personalized financial advice. Kyle specializes in providing financial planning and investment management services to individuals and families. Kyle's goal is to help individuals and families achieve their financial goals through sound financial planning and investment management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Farmers Financial Solutions, LLC

location

LAS VEGAS, NV

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kyle Kenny is a financial professional with over 20 years of experience in the financial services industry. Kyle holds a Series 6 and Series 63 license and is registered in both Nevada and California. Kyle's professional career began at Farmers Financial Solutions, LLC in 2001. Kyle is currently working as a Registered Representative of Farmers Financial Solutions, LLC, an independent firm, specializing in providing financial advice and services to individuals and families.

SPECIALIZATIONS

No specializations listed.

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