Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

LPL Financial LLC

location

LAS VEGAS, NV

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Elgaard is an investment advisor representative with LPL Financial LLC. He is based in Las Vegas, NV and has been in the industry since 1997. Raymond Elgaard offers a variety of investment services including portfolio management, financial planning, and pension consulting. He is licensed to provide investment advice in multiple states. Prior to joining LPL Financial LLC, Raymond Elgaard was registered with MORGAN STANLEY DW INC.

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

Virtuoso Wealth Management

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Raymond Russo is an Investment Advisor Representative associated with Virtuoso Wealth Management. Raymond Russo has been in the industry for over 30 years and has experience in various areas of financial services. Raymond Russo has held positions at several firms throughout their career, including Independent Financial Group, LLC and World Group Securities, Inc. Raymond Russo is also a licensed insurance professional and has experience in selling insurance products.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Unclaimed

Raymond N Seakan D/b/a Performance Investment Management

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Raymond Norman Seakan is a registered investment advisor representative in Nevada. Raymond Norman Seakan is the founder and owner of Performance Investment Management, based in Las Vegas, Nevada. Raymond Norman Seakan has been in the investment industry since 1998. Raymond Norman Seakan provides investment advice for individuals and publishes periodicals related to investment advice.

SPECIALIZATIONS

Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Hightower Securities, LLC

location

HENDERSON, NV

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Rayna Penelova is a financial professional currently registered with Hightower Securities, LLC. She is licensed to provide investment advice in Nevada. Rayna is committed to providing her clients with personalized financial advice and investment management services. She has been in the financial services industry since 2016. Rayna holds Series 7 and 66 licenses. She is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Institutional Cash Distributors, LLC

location

RENO, NV

0 Disclosures

ADVISOR BIO

Reagan Avery Newton is a financial professional with experience in the securities industry. Reagan is a licensed representative of Institutional Cash Distributors, LLC. Reagan is registered with FINRA and holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MacDonald Wealth Associates LLC

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Rebecca MacDonald is a financial advisor with over 15 years of experience in the industry. Rebecca currently works with MacDonald Wealth Associates LLC and Endowment Partners LLC and previously worked with WELLS FARGO CLEARING SERVICES, LLC and BANCWEST INVESTMENT SERVICES, INC. Rebecca MacDonald is registered to provide investment advice in Nevada. She is dedicated to creating customized wealth management, strategic philanthropy and multigenerational plans for her clients.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

LAS VEGAS, NV

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Warnick is a financial advisor registered with Ameriprise Financial Services, LLC. Rebecca has been in the financial services industry since October 24, 2013. Rebecca has her Series 66, Series 7 and SIE licenses. Rebecca's office is located in Henderson, NV. She is registered to provide investment advice in Nevada. Rebecca is also a Certified Public Accountant (CPA). Rebecca has experience working with individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. She provides financial planning, investment advice, and asset allocation services to her clients.

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

Strategic Portfolio Advisors | CFP ® (Certifications)

location

LAS VEGAS, NV

disclosure

1 Disclosures

ADVISOR BIO

Rebecca Buckley is a financial advisor with over 40 years of experience in the financial services industry. Rebecca is currently registered with Strategic Portfolio Advisors, a Registered Investment Advisor in Nevada, and has previously been affiliated with UBS Financial Services Inc., Prudential Securities Incorporated, Paine, Webber, Jackson & Curtis Inc., J Daniel Bell & Company, Inc. and First Colorado Investments & Securities, Inc. Rebecca has a broad range of experience in the industry, with expertise in financial planning, portfolio management and insurance. Rebecca's specializations include providing financial planning and portfolio management services to corporations, high-net-worth individuals, and other individuals. Rebecca is committed to providing personalized financial guidance and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RENO, NV

experience

38 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Rebecca Susan Rothstein is a financial advisor with over 30 years of experience in the industry. Currently, Rebecca is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and works out of their Beverly Hills and Reno offices. Prior to joining Merrill Lynch, Rebecca has held positions at Morgan Stanley, Citigroup Global Markets Inc., BT Alex. Brown Incorporated, Alex. Brown & Sons Incorporated, Bear, Stearns & Co. Inc., Toluca Pacific Securities Corp., and Baraban Securities, Inc. Rebecca has a wide range of experience in advising individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. Rebecca provides a variety of services, including portfolio management, financial planning, and retirement planning.

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

TCP Asset Management, LLC

location

Las Vegas, NV

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Goebel is a financial advisor with over 30 years of experience in the financial industry. Rebecca has worked with a number of firms including Wells Fargo Advisors, Wells Fargo Clearing Services and Lehman Brothers Inc. Rebecca is a registered representative and investment advisor representative and is currently affiliated with TCP Asset Management, LLC. Rebecca is registered to provide investment advice in Nevada.

SPECIALIZATIONS

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

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