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Pension Consulting Services Advisors in Nevada
1,325 Results
Unclaimed

Centaurus Financial, Inc.

location

RENO, NV

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Steve Walker is a financial professional with over 30 years of experience in the industry. He has held various roles at prominent financial institutions, including Prudential Insurance Company of America and Associated Securities Corp. Currently, Steve is a Registered Representative with Centaurus Financial, Inc., a firm with a strong reputation for providing comprehensive financial planning and wealth management solutions. Steve focuses on helping individuals and businesses achieve their financial goals, providing tailored guidance and expertise.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAS VEGAS, NV

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Steven McCracken is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the securities industry since 2014. Steven is registered with the state of Nevada as both a securities representative and an investment advisor representative. Steven specializes in providing financial services to corporations, individuals, high net worth individuals, and other investment advisors. Steven is also an owner of Wellington Foods, LLC, a limited liability company, and a general partner/managing member of Wellspring Holdings 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

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

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Steven Leo Cahoon is a financial advisor in Las Vegas, NV. Steven has over 35 years of experience in the financial services industry. He is currently registered with Ameriprise Financial Services, LLC. Steven has been with Ameriprise Financial Services, LLC for over 5 years. Prior to that, he was with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, A.G. Edwards & Sons, Inc., Dean Witter Reynolds Inc., Smith Barney Inc., and Lehman Brothers Inc. Steven holds the Series 7, Series 63, Series 65, and Series 66 securities licenses. Steven provides financial planning, portfolio management for businesses and individuals, and asset allocation services. Steven primarily serves individuals, high-net-worth individuals, trusts/estates, insurance companies, 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

LPL Financial LLC

location

LAS VEGAS, NV

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Steven Lloyd is a registered representative with LPL Financial LLC. Steven has been in the securities industry since 2010. Steven previously worked at MML Investors Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven holds the Series 66, Series 7 and SIE licenses. Steven's primary office location is in Las Vegas, Nevada.

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

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

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

RBC Capital Markets, LLC

location

RENO, NV

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Steven Russell Hill is an investment advisor representative with RBC Capital Markets, LLC. Steven has been in the industry since 1984. Steven has a Series 63 and Series 65 license as well as a Series 7 license and the SIE exam. Steven has been registered with RBC Capital Markets, LLC since March 2008 and previously worked for Dain Rauscher Incorporated, Everen Securities, Inc., and Dean Witter Reynolds Inc. Steven currently holds an Approved registration in Nevada and Approved Resident registration in Texas. Steven is registered in 27 states. Steven is also registered with FINRA.

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

THE Ameriflex Group

location

LAS VEGAS, NV

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Steven Smailes is a financial advisor with The Ameriflex Group. Steven has been in the financial industry for 10 years and has experience with a variety of firms, including Morgan Stanley, Securities America, Inc. and Sagepoint Financial, Inc.. Steven has a Series 66 and Series 7 license and is registered in several states, including California and Texas. Steven specializes in working with individuals, businesses, and pension plans.

SPECIALIZATIONS

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

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