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Financial Advisors in Nevada
3,189 Results
Unclaimed

U.s. Bancorp Investments, Inc.

location

Reno, NV

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Thornton is a financial advisor with U.S. Bancorp Investments, Inc. in Reno, Nevada. He has been in the financial services industry since 2007. Matthew has a Series 7, Series 66, and SIE license. He is registered with the state of Nevada and is a member of FINRA. U.S. Bancorp Investments, Inc. is a registered investment advisor with the SEC. The firm provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Matthew has experience working with clients of all ages and income levels. He is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

LAS VEGAS, NV

experience

20 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Matthew Angelo Bees is a financial advisor with over 20 years of experience in the industry. Matthew is a registered representative of Wells Fargo Clearing Services, LLC in the state of Nevada. Matthew Angelo Bees has also been previously registered with Wells Fargo Investments, LLC, Banc of America Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MidSouth Capital, Inc. and Banc One Securities Corporation. Matthew specializes in providing financial planning and investment consulting services to individuals and businesses.

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

Ameriprise Financial Services, LLC

location

Henderson, NV

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Matthew Wayne Shaughnessy is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the financial services industry since 1994 and has experience with both broker-dealer and investment advisor activities. Matthew is registered in several states and specializes in financial planning, asset allocation, and investment management for individuals and businesses. Matthew is a registered representative of Ameriprise Financial Services, LLC and a Registered Investment Advisor.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

INCLINE VILLAGE, NV

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Maurice Storch is a financial advisor with over 25 years of experience in the industry. Maurice is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with J.P. Morgan Securities LLC, UBS Financial Services Inc., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bear, Stearns & Co. Inc., and Fasco International, Inc.. Maurice is a Series 3, 7, 63, and 65 licensed professional and has obtained the SIE designation. Maurice provides investment advisory services to a wide range of clients, including individuals, corporations, and institutions.

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

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Mauro Tomax porfirio is a registered representative with Wells Fargo Clearing Services, LLC in the Las Vegas area. Mauro has been active in the financial services industry since August 2023. Mauro has passed the Series 63, Series 6TO, and SIE exams. Mauro is registered to conduct business in Nevada.

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

Northwestern Mutual Investment Services, LLC

location

RENO, NV

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Max Baillargeon is a financial professional with over 8 years of experience in the industry. Max is registered with Northwestern Mutual Investment Services, LLC. Max provides financial advice to a range of clients, including high-net-worth individuals, corporations, and businesses. Max's professional licenses include Series 6, Series 26, Series 63 and SIE. Max is currently licensed in Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Nevada, New Hampshire, New York, Oregon, Rhode Island, Texas, and Washington.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Equitable Advisors, LLC

location

LAS VEGAS, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Max Scott Baracani is an investment advisor representative, licensed in Nevada. Max has been working in the financial industry since 2024. Max is currently employed by Equitable Advisors, LLC, where they provide financial planning, portfolio management, and other financial services to individuals, businesses, and retirement plans. Max holds Series 66, Series 7TO, and SIE licenses and has experience in a variety of financial areas.

SPECIALIZATIONS

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

THE Wealth Consulting Group

location

LAS VEGAS, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Maximilian John Clifford is a financial advisor with The Wealth Consulting Group. Maximilian has been in the industry since 2013 and has a Series 7, Series 66, and SIE license. He provides financial planning, pension consulting, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Churchill Management Group

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Maximus Xuan Nguyen is a registered Investment Advisor Representative associated with Churchill Management Group, a firm based in Los Angeles, CA. Maximus has a diverse work background including experience with BANCWEST INVESTMENT SERVICES, INC., TD AMERITRADE, INC., IMORTGAGE and NOVA HOME LOANS. Maximus Xuan Nguyen has been in the securities industry for over a decade, specializing in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Maximus holds Series 7 and Series 66 licenses and the SIE.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cbre Capital Advisors, Inc.

location

Las Vegas, NV

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Maxwell James Marsh is a registered representative with Cbre Capital Advisors, Inc. in Las Vegas, Nevada. Maxwell has been in the financial services industry since March 22, 2021. Maxwell is a Series 63, 7TO, 86, 87, and SIE licensed representative. He previously worked with CBRE SECURITIES, LLC and TD AMERITRADE, INC.

SPECIALIZATIONS

No specializations listed.

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