Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

Eagle Strategies LLC

location

RENO, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Edward Shain is a registered investment advisor representative with Eagle Strategies LLC. Michael has been in the securities industry for 8 years. He is registered in Nevada, California, and Colorado. Michael also holds Series 6, 7TO, 24, 63, and 66 licenses. Michael specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Michael's primary office is located at 5340 Kietzke Ln, Suite 200 in Reno, Nevada.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

NORTH LAS VEGAS, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Branham is a financial advisor with J.P. Morgan Securities LLC, located in North Las Vegas, NV. Michael has been in the financial industry since 2012 and has a Series 6, SIE, and Series 63 license. Michael is registered with the state of Nevada and holds a FINRA registration. Michael specializes in Financial Planning, Pension Consulting, and Portfolio Management for businesses and individuals. Michael also holds an active Series 6 license, which means Michael is licensed to sell investment company products.

SPECIALIZATIONS

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

Ventoux Securities, LLC

location

GARDNERVILLE, NV

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Michael Cummiskey is a registered representative with Ventoux Securities, LLC, in Gardnerville, NV. Michael has been in the securities industry since 2010. Michael holds Series 7, 63, and 65 licenses. Michael is also registered in North Carolina.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Las Vegas, NV

experience

29 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Johnston is a financial advisor with Morgan Stanley, with over 27 years of experience in the financial services industry. Michael has a broad range of experience, having worked at a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Banc of America Securities LLC. Michael is registered to provide securities and investment advisory services in 53 states and the District of Columbia. Michael is also a registered Investment Advisor Representative in California, Nevada, Texas, and Utah. Michael specializes in providing a variety of services including financial planning, portfolio management, and asset allocation advice to individuals, corporations, high-net-worth individuals, charitable organizations, insurance companies, and investment companies.

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

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

20 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Alexander Swinehart is a financial advisor with Ameriprise Financial Services, LLC, with over 18 years of experience in the financial services industry. Michael is a licensed financial advisor in 32 states and the District of Columbia. Michael provides a variety of financial planning services, including portfolio management for businesses and individuals, asset allocation services, and educational seminars. Michael is committed to providing his clients with personalized financial advice and guidance to help them 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Bofa Securities, Inc.

location

LAS VEGAS, NV

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Magsalin is a registered representative with Bofa Securities, Inc. Michael has been in the financial industry since 2010 and has experience in investment banking. Michael has Series 7, Series 66 and SIE licenses and is registered in Nevada and New Jersey. Prior to joining Bofa Securities, Inc., Michael worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and PNC Investments.

SPECIALIZATIONS

RESEARCH-RELATED SERVICES
Publication of Financial Periodicals
Unclaimed

Belpointe Asset Management LLC

location

RENO, NV

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Reisel is a financial advisor with over 10 years of experience in the financial services industry. Michael is registered with Belpointe Asset Management LLC and Redwood Financial Strategies, and is licensed in Wisconsin and New York. Michael specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

RENO, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony De la rosa is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Michael is licensed in Nevada and California. Michael has been in the securities industry for over 2 years. Michael is associated with Wells Fargo Clearing Services, LLC since August 2021. Michael has experience providing investment advice to individuals, corporations, 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

Parallel Advisors, LLC | CFP ®,CFC ® (Certifications)

location

RENO, NV

disclosure

2 Disclosures

ADVISOR BIO

Michael Steven Millman is an investment advisor representative registered with Parallel Advisors, LLC, in California and Nevada. Michael is a Certified Financial Plannerâ„¢ and a Chartered Financial Consultant. He is also a manager of High Desert Holdings II, LLC, a real estate company. Michael has experience working in financial services at multiple companies. His previous employers include U.S. Bancorp Investments, Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Banc of America Investment Services, Inc., Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc. and The Heritage Group, Inc. Michael has been active in the industry since 1996.

SPECIALIZATIONS

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

Nylife Securities LLC

location

RENO, NV

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Michael John Wallace is a financial advisor with over 39 years of experience in the industry. Michael is currently registered with Nylife Securities LLC and holds Series 6, 22, and 63 licenses. Michael is licensed in California, Illinois, Nevada, Oregon, and Washington. Michael's experience includes investment company products, variable contracts, and direct participation programs.

SPECIALIZATIONS

No specializations listed.

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