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Financial Advisors in Nevada
3,189 Results
Unclaimed

Palisade Investments, LLC

location

ZEPHYR COVE, NV

0 Disclosures

ADVISOR BIO

Steven Michael Burkett is a financial advisor with Palisade Investments, LLC. Steven is a registered representative in Washington and holds the Series 7, 24, and 63 licenses. Steven has been in the financial industry since 1993. Prior to joining Palisade Investments, Steven was a registered representative at Raymond James Financial Services, Inc., Multi-Bank Securities, Inc., ADP Broker-Dealer, Inc., Safeco Investment Services, Inc., and John Nuveen & Co., Incorporated. Steven specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Steward Partners Investment Advisory, LLC | CFP ® (Certifications)

location

LAS VEGAS, NV

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Steven Miller is a financial advisor with over 25 years of experience in the industry. Steven has a strong background in providing investment advice and financial planning services to individuals and businesses. Steven currently works with Steward Partners Investment Advisory, LLC and has previously worked with UBS Financial Services Inc., Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Steven holds a Series 65, Series 63, Series 7, and Series 31 license and is also a Certified Financial Planner.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

LAS VEGAS, NV

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Steven George Peacock is a financial advisor with Ameriprise Financial Services, LLC. Steven has been a registered representative for over 11 years and has held numerous licenses and registrations throughout his career. Steven has achieved numerous certifications and licenses which include Series 66, Series 24, SIE and Series 7. Steven's primary business consists of providing portfolio management services to individuals, businesses, charitable organizations and trusts/estates. In addition, Steven offers a full range of financial planning services, including retirement planning, college savings planning, and estate planning. Ameriprise Financial Services, LLC is a large financial services firm that provides a wide range of investment and financial planning services to individual and institutional clients. The firm has a strong reputation for providing high-quality financial advice and has a large network of financial advisors throughout the United States.

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

Farmers Financial Solutions, LLC

location

HENDERSON, NV

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Steven Schiebel is a financial advisor with Farmers Financial Solutions, LLC. Steven has been in the financial industry since January 19, 2000 and is registered with the state of Nevada. Steven holds the Series 6, Series 63, and SIE licenses. Steven’s previous experience includes working at Investors Brokerage Services, Inc. in Elgin, Illinois.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

HENDERSON, NV

0 Disclosures

ADVISOR BIO

Steven Melanson is an Investment Advisor Representative with QCI Partners LLC. Steven holds a Series 65 license. Steven is currently registered with the state of California. Steven's past experience includes roles at QUANTITAS CAPITAL in Denver, CO and QCI Partners Inc. in Henderson, NV. QCI Partners LLC manages approximately $57,020,000 in assets. The firm provides portfolio management for businesses and individuals, as well as performance-based fees and fees based on a percentage of assets under management.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

RENO, NV

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Steven Craig Anderson is a financial advisor with RBC Capital Markets, LLC and has been in the financial industry since 1987. Steven has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and E. F. Hutton & Company Inc. Steven is a Series 63 and Series 65 licensed advisor. Steven is a member of the Economic Development Authority of Northern Nevada, Trucee Meadow Toastmasters, and Reno Christian Fellowship. Steven offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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

Cetera Investment Advisers LLC

location

RENO, NV

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Steven Lindquist is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the industry since 1998 and has a wide range of experience. Steven provides financial planning and investment advice to individuals, families, and businesses. Steven holds the Series 7, Series 63, and Series 66 licenses. Steven is also a registered representative with Great Basin Credit Union, dba Great Basin Financial Services and Financial Horizons Investment & Insurance Services.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAS VEGAS, NV

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Steven Andrew Yeager is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with experience in the industry since 1995. Steven has held previous positions with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY & CO., INCORPORATED and MORGAN STANLEY DW INC. Steven is currently licensed in Nevada and Texas. Steven has a strong track record of providing financial advice to individuals, corporations, and institutions.

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

Meahan Financial Services

location

LAS VEGAS, NV

disclosure

2 Disclosures

ADVISOR BIO

Steven Douglas Meahan is an investment advisor representative with Meahan Financial Services, located in Las Vegas, NV. Steven has been in the financial services industry for over 30 years, and has held prior positions at firms such as DFPG Investments, Inc, Sandlapper Securities, LLC, Pacific West Securities, Inc, H. Beck, Inc, FSC Securities Corporation, First Affiliated Securities, Inc, PFG Securities, Inc, Chubb Securities Corporation, and NEL Equity Services Corporation. Steven is currently registered to provide investment advice in California and Nevada. Steven is a registered principal in Nevada and holds the following securities licenses: Series 63, Series 65, Series 7, Series 31 and SIE. Steven is also a registered investment advisor representative in California. Steven specializes in financial consulting.

SPECIALIZATIONS

Selection of Other Advisors
FINANCIAL CONSULTING
Unclaimed

Valtus Capital Group, LLC

location

LAS VEGAS, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Storm Ainsley is a registered representative with Valtus Capital Group, LLC. Storm has been in the industry since December 20, 2017. Storm has a Series 63, Series 79 and SIE licenses. Storm is registered to sell securities in Nevada. Storm was previously registered with CAPRO CAPITAL from August 16, 2018 to July 23, 2020.

SPECIALIZATIONS

No specializations listed.

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