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Pension Consulting Services Advisors in Nevada
1,325 Results
Unclaimed

UBS Financial Services Inc.

location

LAS VEGAS, NV

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Russell Warren Price is an investment advisor representative with UBS Financial Services Inc. in Las Vegas, Nevada. Russell has been in the financial services industry since September 19, 2003. Russell holds Series 63, 65, 7, and SIE licenses. Russell is registered with the state of Nevada, as well as with Arizona, California, Colorado, Idaho, Illinois, Michigan, Minnesota, Montana, Oregon, Tennessee, Texas, Utah and Washington. Russell also provides financial planning services to 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

Avantax Advisory Services

location

LAS VEGAS, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Russell Garrett is a financial advisor with over 20 years of experience in the financial services industry. Russell has a strong background in investment advising and financial planning. Russell currently works for Avantax Advisory Services. Russell is registered to provide investment advice in Maine, Nevada and Texas. Russell is a licensed Investment Advisor Representative. Russell holds FINRA Series 7, SIE and Series 66 licenses. Russell is also registered as an investment advisor in Nevada. Russell is a Registered Representative. Russell has worked for several companies including RSG Consulting, Inc. , LPL FINANCIAL, LLC , RSG Financial, LLC , RSG Professional Center LLC , Avantax Insurance Agency, LLC , Avantax Investment Services Inc. and Avantax Advisory Services.

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

UBS Financial Services Inc.

location

RENO, NV

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Russell Cory jr. is a financial advisor with UBS Financial Services Inc. Russell has been in the financial industry since 1998 and has experience in a number of areas, including securities, commodities, and investment advisory. Russell has a broad range of expertise and can provide advice and services to a variety of clients. The firm has over $50 billion 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Fortis Capital Advisors, LLC

location

RENO, NV

0 Disclosures

ADVISOR BIO

Russell Gerard Christopher is a registered investment advisor representative with Fortis Capital Advisors, LLC. Russell has been in the financial services industry since 2006. Russell holds Series 6, 63, and 65 licenses. Russell has experience working with high net worth individuals, corporations, and pension plans. Russell provides financial planning, portfolio management, and pension consulting services. Russell has experience with both discretionary and non-discretionary accounts. Russell is also a registered representative with NYLIFE Securities LLC.

SPECIALIZATIONS

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

Belpointe Asset Management LLC

location

RENO, NV

0 Disclosures

ADVISOR BIO

Ryan Rowe is an Investment Advisor Representative with Belpointe Asset Management LLC. Ryan is a Registered Investment Advisor with the state of Ohio. He specializes in providing financial planning, pension consulting, and educational seminars to clients. Ryan has been in the financial services industry since 2014 and has a Series 65 license. He has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Las Vegas, NV

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Angelo D'souza is a financial advisor who has been in the industry since August 7, 2016. Ryan is currently registered with Raymond James & Associates, Inc. in Nevada and Texas. Previously, Ryan was a registered representative with RBC CAPITAL MARKETS, LLC from October 2, 2018, to May 24, 2024, and with Ameriprise Financial Services, Inc. from August 1, 2016, to September 24, 2018.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HENDERSON, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Phan Truong is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the securities industry since June 7, 2016 and is licensed in Nevada and Texas. Ryan has been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. since March 2014 and is registered with the Financial Industry Regulatory Authority (FINRA). Ryan holds a Series 7, Series 66 and SIE licenses. Ryan has experience in providing securities and investment advice and has expertise in providing financial planning, pension consulting, and portfolio management services. Ryan is also an owner of RyT Stuff LLC and Ill Gotten Gains LLC, both of which are not investment related.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAS VEGAS, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Deutsch is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., a broker-dealer with a total of 12506 licensed agents and 27997 registered representatives. Ryan Deutsch's current employment at Merrill Lynch, Pierce, Fenner & Smith Inc. started in April 2022. Ryan Deutsch is licensed in the state of Nevada and Texas. Ryan Deutsch has been active in the industry for approximately 6 years.

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

Ameritas Advisory Services, LLC

location

LAS VEGAS, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ryan McCollum is a financial advisor with Ameritas Advisory Services, LLC, a firm based in Lincoln, Nebraska. Ryan holds Series 63 and Series 66 licenses, allowing him to advise clients on a variety of investment products. Ryan has a strong track record in the financial industry, having previously worked for Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Ryan's experience includes providing financial planning, pension consulting, and portfolio management services to 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAS VEGAS, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Graff is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the industry since January 2018 and is currently registered with the state of Nevada and Texas. Ryan also holds Series 66, 7 and SIE licenses. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan worked at LPL Financial LLC. Ryan is active in the industry, holding a number of specializations and working with a diverse client base.

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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