Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

Commonwealth Financial Network

location

Las Vegas, NV

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Patrick Jordan is a financial advisor with Commonwealth Financial Network. Patrick has over 28 years of experience in the financial services industry. Patrick is licensed to provide investment advice in 21 states. Patrick provides a variety of services to individuals and businesses, including financial planning, portfolio management, and insurance sales.

SPECIALIZATIONS

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

Independent Financial Group, LLC

location

Stateline, NV

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Hassan Ehsan is an experienced financial advisor who has been in the industry since May 1987. Patrick is currently registered with Independent Financial Group, LLC in Nevada. Prior to joining Independent Financial Group, LLC, Patrick worked at several other firms including QA3 Financial Corp., Securities America, Inc., Royal Alliance Associates, Inc., Soares Financial Group, Inc., and Pruco Securities Corporation. Patrick holds licenses for Series 4, 6, 7, and 63. Patrick is a strong advocate for financial planning and portfolio management, with a proven track record of helping individuals, businesses, and retirement plans achieve their financial goals.

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

RENO, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Patrick John mckernan Moyle is a registered representative associated with Wells Fargo Clearing Services, LLC, located in Reno, Nevada. Patrick has been in the securities industry since 2018 and is registered to provide securities-related services in Nevada. Patrick has passed the Series 6, Series 63, and SIE exams.

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

LPL Financial LLC | CFP ® (Certifications)

location

MINDEN, NV

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Martin Gaskill is a financial advisor at LPL Financial LLC with over 20 years of experience in the financial services industry. Patrick has a strong background in both securities and insurance, having worked for Waddell & Reed in Reno, Nevada. He is registered with FINRA as a Registered Representative and has been active in the Nevada, Texas, and many other states. Patrick holds the Series 7, 24, and 66 licenses, as well as the SIE certification. He is also a Certified Financial Planner (CFP®). Patrick offers a wide range of financial services to his clients, including financial planning, portfolio management, and retirement planning. Patrick is committed to providing personalized financial advice to help 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Patrick J. Keating Investment Management, LLC | CFA ® (Certifications)

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Patrick J. Keating is an Investment Advisor Representative at Patrick J. Keating Investment Management, LLC. Patrick has been in the industry since June 2011. Patrick is a Chartered Financial Analyst. Patrick is also a part-time adjunct instructor at the University of Chicago Graham School of Continuing Studies, where co-teaches an investments course. Patrick J. Keating Investment Management, LLC provides investment consulting and portfolio management for individuals. Patrick J. Keating Investment Management, LLC has 7 clients and $6,200,000 in regulatory assets under management. Patrick J. Keating Investment Management, LLC charges fees based on a percentage of assets. Patrick J. Keating Investment Management, LLC provides advisory services to high-net-worth individuals and individuals other than high-net-worth individuals. Patrick J. Keating Investment Management, LLC has a branch office in Las Vegas, NV.

SPECIALIZATIONS

Portfolio Management for Individuals
INVESTMENT CONSULTING
Unclaimed

Ameriprise Financial Services, LLC

location

Henderson, NV

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Patrick Joseph Wainscott is a financial advisor with Ameriprise Financial Services, LLC, a firm with over $1 trillion in assets under management. Patrick has been in the financial services industry since 1985 and holds a number of licenses and registrations including the Series 7, Series 63, and Series 65 licenses. Patrick has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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

Keystate Advisory, LLC

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Patrick Michael Hidden is an Investment Advisor Representative registered with Keystate Advisory, LLC in Nevada. Patrick has been active in the industry since March 2013 and holds the Series 65 license. Keystate Advisory, LLC has approximately 17 billion dollars in regulatory assets under management. The firm focuses on providing advisory services to insurance companies, banking or thrift institutions and other clients. Keystate Advisory, LLC has a total of 83 clients.

SPECIALIZATIONS

Portfolio Management for Businesses
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RENO, NV

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Revels is a financial advisor who has been in the industry since August 2000. Patrick is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Nevada and Texas. Patrick has held previous positions with Fidelity Brokerage Services LLC, TD Ameritrade, Inc., Waddell & Reed, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company.

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
location

Las Vegas, NV

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Paul Cahoon is a financial advisor with Morgan Stanley and has been in the industry since 1985. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 3, Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) certification. Paul provides a wide range of financial services to individuals and businesses, including portfolio management, financial planning, and investment advisory services. Paul is also registered as an Investment Advisor Representative in Texas and Nevada.

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

Charles Schwab & CO., Inc.

location

Las Vegas, NV

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Paul Guistolise is a financial advisor who has been in the industry since 1996. He currently works at Charles Schwab & CO., Inc. in Henderson, Nevada. Paul has experience working with a range of firms including TD Ameritrade, Inc. and Scottrade, Inc. Paul holds several licenses and certifications, including Series 63, Series 66, Series 7, Series 8, Series 9, Series 10, and SIE. He has a strong track record of providing financial advice to individuals, families and businesses.

SPECIALIZATIONS

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

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