Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Saleh Ibrahim Elhendi is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Saleh has been in the industry for over two years and is registered with FINRA and has a Series 7TO, Series 63 and Series 65 license. Saleh's experience at Ameriprise Financial Services, LLC provided valuable industry experience before joining Fidelity Personal And Workplace Advisors.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Salem Fleury is a financial advisor with Ameriprise Financial Services, LLC. Salem has been in the industry since 2020 and is registered in Nevada, Maryland, Tennessee and Virginia. Salem has passed the Series 7TO, SIE and Series 66 exams. Salem is currently registered with Ameriprise Financial Services, LLC in Las Vegas, Nevada. Salem has previously been registered with CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC. Salem specializes in financial planning, portfolio management for businesses and individuals, asset allocation services 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

THE Wealth Consulting Group | CFP ® (Certifications)

location

LAS VEGAS, NV

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Sally Woo Ng is a financial advisor with over 30 years of experience in the financial services industry. She has held various positions at prominent firms including MML Investors Services, Inc., Cadaret, Grant & Co., Inc., and AIG Equity Sales Corp. Sally is currently a Registered Representative and Investment Advisor Representative for The Wealth Consulting Group. The Wealth Consulting Group is a registered investment advisor firm headquartered in Las Vegas, NV. They provide a range of financial services, including financial planning, portfolio management, and pension consulting. Sally is a Certified Financial Planner (CFP) and holds several securities licenses, including Series 6, 7, 24, 31, and 63. With her extensive experience and expertise, Sally provides personalized financial guidance to individuals, families, and businesses.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

Las Vegas, NV

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Sally Rae Walker is a financial advisor with over 30 years of experience in the industry. She is currently registered with RBC Capital Markets, LLC in Nevada. Sally has previously held positions at BANC of America Investment Services, Inc., Wedbush Morgan Securities Inc., RBC Dain Rauscher Inc., Sutro & Co. Incorporated and Prudential Securities Incorporated. Sally has a wide range of experience in the financial services industry and is dedicated to 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

1 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Salvador Munoz garcia is a financial advisor registered in Nevada and is associated with Wells Fargo Clearing Services, LLC. Salvador has been in the industry since June 2023. Salvador holds the Series 63, Series 6TO and SIE licenses. Salvador's primary office is located at 4604 W SAHARA AVE STE 3 in LAS VEGAS, NV.

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
location

LAS VEGAS, NV

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Salvatore Petetti is a financial advisor with LPL Financial LLC. Salvatore has over 20 years of experience in the financial services industry. Salvatore is registered to provide investment advice in several states including Nevada, Oregon, and Texas. Salvatore's previous experience includes roles at Citigroup Global Markets Inc., Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., and PaineWebber Incorporated.

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

UBS Financial Services Inc.

location

LAS VEGAS, NV

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Sam Mineo is a financial advisor with UBS Financial Services Inc. located in Las Vegas, Nevada. Sam has been in the financial industry since May 1999. Sam is registered with the state of Nevada as an Investment Advisor Representative and with the state of Texas as a Resident Investment Advisor Representative. Sam is also registered with FINRA. Sam has passed the Series 63, Series 65, Series 7 and SIE exams. Sam has experience working at Salomon Smith Barney Inc, UBS Paine Webber Inc, WM Financial Services, Inc and ZIONS DIRECT, INC. Sam is a member of the UNLV Rebel Football Foundation. Sam has specializations in various financial areas, including fixed income, equity, mutual funds, options, and variable annuities.

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

J.p. Morgan Securities LLC

location

LAS VEGAS, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Saman Farmani is a financial advisor registered with J.P. Morgan Securities LLC. Saman Farmani has 5 years of experience in the financial services industry. Saman Farmani is registered to offer securities products and investment advice in the states of Arizona, California, Nevada, Texas and Washington. Prior to joining J.P. Morgan Securities LLC, Saman Farmani was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Las Vegas, NV. Saman Farmani has passed the Series 7 and Series 66 exams. Saman Farmani also holds the Securities Industry Essentials (SIE) exam.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Green is a registered representative of Ameriprise Financial Services, LLC in Las Vegas, NV. Samantha is a licensed investment advisor representative with experience in the financial industry. Samantha is also a registered representative for a number of states including Colorado, Idaho, Iowa, Michigan, Minnesota, Montana, Nebraska, Nevada, North Dakota, South Dakota, Wisconsin, and Wyoming.

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

First Command Brokerage Services, Inc.

location

LAS VEGAS, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Bretz is a financial professional registered with First Command Brokerage Services, Inc.. Samantha has passed the Series 63, Series 6TO, and SIE exams and is licensed in Nevada. Samantha Bretz has been in the financial services industry since April 23, 2024.

SPECIALIZATIONS

No specializations listed.

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