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Financial Advisors in Nevada
3,189 Results
Unclaimed

PFS Investments Inc.

location

LAS VEGAS, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Carman Ladawne Evans is a registered representative with PFS Investments Inc. Carman has been in the industry since July 2023. Carman is licensed to sell securities in the state of Nevada. Carman is currently based in Las Vegas, Nevada. Carman specializes in investment company products and variable contracts.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

LAS VEGAS, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Carmen Nayeli Meza ramirez is a registered representative with J.P. Morgan Securities LLC, having joined the firm on January 16, 2024. Carmen holds the Series 63, Series 6TO, and SIE licenses. Carmen is currently registered with the state of Nevada. The advisor's primary office is located at 8174 S. LAS VEGAS BLVD., STE. 113 in LAS VEGAS, NV.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

INCLINE VILLAGE, NV

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Carol Smith is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Carol has been in the industry since 1999 and is registered in 26 states, including Nevada, New Mexico, and Texas. Carol specializes in working with individual and business clients, providing financial planning, investment management, and portfolio management services.

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

CARSON CITY, NV

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Carol Nussbaumer is a financial advisor with over 13 years of experience in the financial services industry. Carol is currently registered with LPL Financial LLC, a large financial services firm headquartered in Fort Mill, South Carolina. Carol holds a Series 66 and Series 7 license, as well as the SIE exam, and is registered with the state of Nevada as an Investment Advisor Representative. Carol is also registered with the state of Texas as a resident Investment Advisor Representative. Carol's experience includes working with Waddell & Reed, Inc and various insurance carriers for W&R Insurance Agencies, 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

Wells Fargo Clearing Services, LLC

location

RENO, NV

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Carol Lewis is a financial professional with over 30 years of experience in the financial services industry. Carol has a strong background in providing financial advice to a diverse range of clients, including individuals, families, and businesses. Carol holds several professional licenses and designations, including Series 7, 6, and 63. She is currently registered with Wells Fargo Clearing Services, LLC and has previously worked for Wells Fargo Investments, LLC, CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, U.S. BANCORP INVESTMENTS, INC., U.S. BANCORP SECURITIES, and INVEST FINANCIAL CORPORATION.

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

Avantax Advisory Services

location

Reno, NV

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Carola Leigh is an investment advisor representative with Avantax Advisory Services. Carola has been in the financial services industry since October 2010. Carola is registered with the state of Nevada and Texas. Carola specializes in financial planning and portfolio management for individuals and businesses. Carola is also a registered representative with FINRA. Carola is a licensed and experienced professional who is dedicated to providing her clients with sound financial advice.

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
location

Las Vegas, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Carole Y Hartley is a registered representative with Morgan Stanley. Carole has been in the industry since December 7, 2015 and is licensed to sell securities in Nevada. Carole has passed the Series 7, Series 63 and SIE exams. Carole specializes in a number of areas including: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Asset Allocation Advice. Morgan Stanley has a total of approximately $1.4 trillion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Carolina Dean is a financial advisor with Ameriprise Financial Services, LLC, where Carolina has been working since August 2021. Carolina is also a registered representative in Nevada and Texas. Carolina has a variety of experience in the financial services industry, including working for Varsity Tutors and UNLV. Carolina is committed to providing financial advice that helps clients achieve their goals.

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
location

NORTH LAS VEGAS, NV

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Carolyn Stinson washington is a licensed financial advisor with over 35 years of experience in the industry. Carolyn is currently registered with PFS Investments Inc. and has a Series 6, 26, and 63 license, as well as the SIE exam. Carolyn has a history of working with a variety of clients, including high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

South Cove Financial, LLC

location

HENDERSON, NV

0 Disclosures

ADVISOR BIO

Carolyn Horadan is an investment advisor representative at South Cove Financial, LLC, an investment advisory firm located in Henderson, NV. Carolyn has been working in the financial industry since 2001 and has experience in providing investment advice to both high-net-worth individuals and individuals other than high-net-worth. Carolyn is registered with the state of Nevada and Washington.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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