Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

Belpointe Asset Management LLC

location

RENO, NV

0 Disclosures

ADVISOR BIO

Vincent Perna is a financial advisor associated with Belpointe Asset Management LLC. Vincent is registered to provide investment advice in Connecticut. He has a Series 7 and Series 66 securities license. His prior experience includes working as a financial advisor for LHF Wealth Advisory Group, LLC in New York. Vincent also holds a license as an insurance producer with Belpointe Insurance, LLC in Connecticut.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc. | CFP ® (Certifications)

location

Las Vegas, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Vincenzo Anthony Fresquez is a financial advisor with Charles Schwab & CO., Inc. based in Las Vegas, Nevada. Vincenzo has been in the financial services industry since 2015. Vincenzo is registered with FINRA, the State of Nevada, and 22 other states. Vincenzo has a Series 63, Series 66, and Series 7 licenses. Vincenzo is also a Certified Financial Planner. Vincenzo specializes in Financial Planning and offers investment advisory services through Charles Schwab.

SPECIALIZATIONS

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

Valtus Capital Group, LLC

location

LAS VEGAS, NV

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Viney Kumar Singal is an investment professional with over 20 years of experience in the financial services industry. Viney is currently a registered representative with Valtus Capital Group, LLC. Viney has held previous positions at CAPRO CAPITAL and SILVER PACIFIC ADVISORS, LLC. Viney is licensed to sell securities in California, Nevada, and New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Ameriprise Financial Services, LLC

location

LAS VEGAS, NV

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Vinnie Evette Legg is a financial professional registered with Ameriprise Financial Services, LLC. Vinnie has been in the financial services industry since 1997, and has Series 6 and Series 63 securities licenses. Vinnie is located in LAS VEGAS, NV and is registered to conduct business in Nevada. Ameriprise Financial Services, LLC is headquartered in Minneapolis, MN and manages approximately $1 billion - $10 billion in client assets. The firm offers a wide range of financial products and services, including financial planning, portfolio management, and asset allocation.

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

Transamerica Financial Advisors, Inc.

location

LAS VEGAS, NV

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Violeta Ramos Sotelo is a financial advisor with Transamerica Financial Advisors, Inc. Violeta has been in the financial industry for over a year. Violeta is registered to provide investment advice in California and Nevada. Violeta specializes in financial planning for individuals. Violeta's office is located in Las Vegas, NV. Violeta is also registered with FINRA as a Registered Representative.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

MINDEN, NV

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Virginia Anne bayne Merkouris is a financial advisor with LPL Financial LLC in Minden, NV. Virginia has been in the financial industry since April 9, 2008. Previously, Virginia was associated with Waddell & Reed and Edward Jones. Virginia is licensed to provide investment advice in 39 states and the District of Columbia. Virginia is also registered with the Securities and Exchange Commission (SEC).

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

Nylife Securities LLC

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Vladislav Reva is a financial professional licensed to provide investment advice in Nevada. Vladislav is associated with Nylife Securities LLC. Vladislav has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Vladislav has been in the financial services industry since August 2024.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

LAS VEGAS, NV

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Vlatko Mirceski is a financial advisor at Fidelity Personal and Workplace Advisors, with over 6 years of experience in the industry. Vlatko has worked previously at Morgan Stanley, Edward Jones, and Pruco Securities LLC. Vlatko provides financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Vlatko holds Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

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

Avantax Advisory Services

location

CARSON CITY, NV

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Walter Robert Shepperd is a financial advisor registered with Avantax Advisory Services. Walter has been in the financial services industry since 2006. He has worked with firms like Linsco/Private Ledger Corp. and Wachovia Securities Financial Network, LLC. Walter has also worked with Personnel Plus as a Business/Management Consultant. Walter is licensed to provide financial advice in California, Nevada and Texas. Walter specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Nylife Securities LLC

location

LAS VEGAS, NV

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Walter Aristides Flores-aguirre is a registered representative with Nylife Securities LLC. Walter is licensed in Nevada, Missouri, and California. Walter has been in the securities industry for 3 years. Walter holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

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