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Financial Advisors in Nevada
3,189 Results
Unclaimed

J.p. Morgan Securities LLC

location

Las Vegas, NV

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Marie Clayton is an investment advisor representative who has been in the industry since 2014. Ashley is currently registered with J.p. Morgan Securities LLC in Nevada and Texas. Ashley's background includes experience with JPMorgan Chase Bank NA. Ashley is registered to provide investment advice in 53 states and is approved for investment advisor activities in Nevada and Texas.

SPECIALIZATIONS

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

GW Financial | CFP ® (Certifications)

location

RENO, NV

0 Disclosures

ADVISOR BIO

Ashley Reiter is a financial advisor with over 12 years of experience in the industry. Ashley is currently registered with GW Financial, Great River Financial, and Advanced Planning Collective. Ashley focuses on providing financial planning and wealth advisory services to individuals, high-net-worth individuals, charitable organizations, trusts, and corporations. Ashley also has experience in portfolio management for both businesses and individuals. Ashley is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FINANCIAL CONSULTING
Unclaimed

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Hines is a financial advisor at Fidelity Personal and Workplace Advisors. Ashley has been in the industry since June 2020 and holds Series 63, Series 66, Series 7TO, and SIE licenses. Ashley is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Maryland, Massachusetts, Michigan, Montana, Nevada, New Jersey, New York, Ohio, Oklahoma, Tennessee, Texas, Utah, Virginia, and Washington. Ashley specializes in providing financial advice to individuals, families, and businesses. Ashley's expertise includes financial planning, investment management, and retirement planning.

SPECIALIZATIONS

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

Cbre Capital Advisors, Inc.

location

Las Vegas, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ashton Joseph Morgan is a financial professional registered with Cbre Capital Advisors, Inc. in Nevada. Ashton has a Series 79TO, Series 63, and SIE licenses. Ashton has been in the industry since May 1, 2023. Ashton's previous employer was CBRE SECURITIES, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Asiya Alikhan is a registered representative with Wells Fargo Clearing Services, LLC. Asiya is licensed in Nevada. Asiya has been in the securities industry since April 2019. Asiya has passed the Series 63, Series 6TO, and SIE exams. Asiya specializes in helping clients with their financial planning, portfolio management, and investment consulting needs.

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

J.p. Morgan Securities LLC

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Aszia Straughter is a registered representative with J.p. Morgan Securities LLC, based in Las Vegas, NV. Aszia has been in the securities industry since June 24, 2024 and holds the Series 63, Series 6TO and SIE licenses. Aszia is also registered with the state of Nevada. The firm's main office is located in New York, NY and has over $50 billion in assets under management.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Las Vegas, NV

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aubrey Liddell is a registered representative with UBS Financial Services Inc. with over 9 years of experience in the financial services industry. Aubrey is licensed in 13 states, including Nevada, Arizona, California, Colorado, Florida, Illinois, New York, Oregon, Texas, Washington, and Wyoming. Aubrey holds both a Series 66 and Series 7 license, as well as a SIE. UBS Financial Services Inc. is a large financial services company headquartered in Weehawken, New Jersey. The firm manages over $700 billion in assets for more than 21,000 clients.

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

Mariner Independent | CFP ® (Certifications)

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Audry Batiste is an Investment Advisor Representative with Mariner Independent in Las Vegas, Nevada. Audry has been in the industry since November 2009 and holds the Series 65 license. Audry is a Certified Financial Planner and has been providing investment advisory services since September 2022. Audry specializes in working with high-net-worth individuals, corporations, and pension and profit sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Allworth Financial, LP

location

Incline Village, NV

0 Disclosures

ADVISOR BIO

Austin Norton is an Investment Advisor Representative with Allworth Financial, LP. Austin has been in the industry since 2015 and is licensed in California. The firm’s main office is located in Folsom, California. Austin is dedicated to providing comprehensive financial planning and portfolio management services to individuals, families, and businesses. Allworth Financial, LP, serves a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.

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

LPL Enterprise, LLC

location

Las Vegas, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Austin Richard Sherman is a financial advisor currently registered with LPL Enterprise, LLC. Austin has been in the industry since 2024 and has a Series 7TO, Series 66, and SIE license. Austin provides consulting, financial planning, educational seminars, and portfolio management for businesses and individuals. Austin was previously registered with Equitable Advisors, LLC and has experience in the insurance industry.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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