Invested Better
Pension Consulting Services Advisors in Nevada
1,325 Results
Unclaimed

Park Avenue Securities LLC

location

LAS VEGAS, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Paul Sonnier is a financial advisor at Park Avenue Securities LLC in Las Vegas, NV. Paul has been in the financial services industry since 2015. Paul has registrations in 14 states, including Arizona, California, Colorado, District of Columbia, Florida, Kentucky, Maryland, Michigan, Nevada, Oregon, Pennsylvania, Tennessee, Texas, and Virginia. Paul offers financial planning and portfolio management services to individuals and businesses. Paul is also registered as an Investment Advisor Representative. Paul's specializations include advising individuals and businesses on estate planning, retirement planning, college savings, and insurance planning.

SPECIALIZATIONS

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

LPL Financial LLC

location

LAS VEGAS, NV

experience

29 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Pawel Szott has been a registered investment advisor for over 25 years and has worked with several firms, including Wedbush Securities, Merrill Lynch, and New England Securities. Pawel is currently a registered representative of LPL Financial.

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

Belpointe Asset Management LLC

location

RENO, NV

0 Disclosures

ADVISOR BIO

Pedro Alfredo Ramirez is an investment advisor representative who is registered with Belpointe Asset Management LLC. Pedro Ramirez has been in the industry since 2008 and has experience with a variety of financial services, including investment advisory and insurance. Pedro Ramirez is registered with the state of Connecticut.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HENDERSON, NV

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Penny Lyn Mc allister is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Penny Lyn Mc allister has been in the financial services industry since December 1998. She has a Series 66, Series 7 and SIE license. Penny Lyn Mc allister has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2018 and was previously registered with UBS Financial Services Inc. and Hightower Securities, LLC.

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

Belpointe Asset Management LLC | CFA ® (Certifications)

location

RENO, NV

0 Disclosures

ADVISOR BIO

Peter Thomas Barcia is a financial advisor with Belpointe Asset Management LLC. Peter has been in the industry since 1981. He is registered in Connecticut and has an active Investment Advisor Representative (IAR) status. His professional licenses include Series 6, Series 7, Series 26 and Series 66. He is also a Chartered Financial Analyst (CFA). Peter has previous experience with several firms including RNR Securities, L.L.C., Leigh Baldwin & Co., LLC, Pacific West Securities, Inc., and UBS Financial Services Inc. Belpointe Asset Management LLC offers advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAS VEGAS, NV

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Peter Henriques is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has been in the industry since 2005 and has a wide range of experience in the financial services industry. Peter has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2007, and has also been registered with Charles Schwab & Co., Inc., Wells Fargo Advisors, LLC, and VALIC Financial Advisors, Inc. in the past. Peter is licensed to sell securities in 52 states and has passed a number of industry exams, including the Series 7, Series 31, and Series 66 exams.

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

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Peter Nathaniel Pulido is an Investment Advisor Representative at Ameriprise Financial Services, LLC. Peter is registered with FINRA as well as with the state regulators of Nevada, Texas, and 50 other states. Peter has been working in the financial services industry since June 15, 2022 and is currently licensed with Ameriprise Financial Services, LLC in Las Vegas, NV. Peter has experience with various investment products and services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors. Peter works with clients of all types including individuals, high-net-worth individuals, trusts, estates, corporations, businesses, charitable organizations, and pension and profit-sharing plans.

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

Western International Securities, Inc.

location

Crystal Bay, NV

experience

55 Years Experience

0 Disclosures

ADVISOR BIO

Peter Keating is a financial advisor with over 40 years of experience in the industry. Peter has worked for several firms including Wells Fargo Advisors, LLC and Morgan Stanley. Currently, Peter is registered with Western International Securities, Inc. Peter specializes in portfolio management for individuals and businesses.

SPECIALIZATIONS

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

LPL Financial LLC

location

MESQUITE, NV

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Peter J. Cox is a financial advisor with LPL Financial LLC in Mesquite, NV. Peter has been in the financial industry since April 1994. He is licensed to provide securities and investment advisory services in multiple states. His past employment includes roles at MML Investors Services, LLC, Union Gaming Advisors, Wells Fargo Securities, LLC and Bear, Stearns & Co. Inc. Peter's specialties include helping individuals, businesses, corporations, and retirement plans. He offers a variety of financial planning and portfolio management services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

STATELINE, NV

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Peter Kong is a financial advisor with over 25 years of experience in the industry. Peter is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in California, Nevada and Texas. Peter has previously worked at BARCLAYS CAPITAL INC., THOMAS WEISEL PARTNERS LLC, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, NATIONSBANC MONTGOMERY SECURITIES LLC and MONTGOMERY SECURITIES. Peter has a broad range of experience serving individuals, high-net-worth individuals, corporations, businesses, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities.

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

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