Years of Experience
5-20+ Years
Las Vegas, NV
30 Years Experience
3 Disclosures
ADVISOR BIO
Bernard Schofield is a financial advisor with over 29 years of experience in the financial industry. Bernard currently works at Morgan Stanley and is registered as a Registered Representative and Investment Advisor Representative in Nevada and Texas. Bernard's previous employment includes Citigroup Global Markets Inc. where Bernard was a registered representative from September 1994 to June 2009. Bernard Schofield has a strong track record of providing comprehensive financial advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Bernard has a deep understanding of the financial markets and a commitment to providing personalized service to each client.
SPECIALIZATIONS
RENO, NV
1 Disclosures
ADVISOR BIO
Blake Candreva is an investment advisor representative with Nevada Retirement Planners, LLC. Blake has been in the industry since 2016 and has a Series 7 and Series 66 license. Blake also holds an insurance agent license and works with Nevada Senior Advisors, LLC. Blake's primary focus is on financial planning and portfolio management for individuals.
SPECIALIZATIONS
Reno, NV
25 Years Experience
0 Disclosures
ADVISOR BIO
Blayne Gale is an investment advisor representative with Eagle Strategies LLC. Blayne has been in the financial services industry since 1999. Blayne holds Series 6, 7, 26, and 63 securities licenses. Blayne also is a Chartered Financial Consultant. Blayne's previous experience includes working as a financial advisor with Mutual of Omaha Investor Services, Inc. Blayne is registered with the state of Nevada as an Investment Advisor Representative and also is registered with the state of Texas as an Investment Advisor Representative. Blayne is registered with FINRA as an Investment Advisor Representative and also is registered with FINRA as a General Securities Representative. Blayne is a board member with the Salvation Army. Blayne is a board member with the Division of Insurance Commissioner's Agent Advisory Council Nevada. Blayne is also a board member with Frontline Wealth Group. Blayne is an experienced financial advisor with a focus on investment advisory services, financial planning, and pension consulting.
SPECIALIZATIONS
LAS VEGAS, NV
8 Years Experience
0 Disclosures
ADVISOR BIO
Bo Qiao is a financial professional with over 6 years of experience in the industry. Bo Qiao is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide financial advice in Nevada and Texas. Previously, Bo Qiao was registered with WELLS FARGO CLEARING SERVICES, LLC. Bo Qiao holds several professional licenses including Series 6, 7TO, 63, 66, 9, and 10, and is qualified to provide financial advice across a wide range of financial products and services.
SPECIALIZATIONS
Las Vegas, NV
1 Years Experience
4 Disclosures
ADVISOR BIO
Bobbi Jo Clark hoger is a financial advisor affiliated with Ameriprise Financial Services, LLC. Bobbi Jo Clark hoger has been in the financial industry since September 27, 2023. Bobbi Jo Clark hoger is registered with FINRA as a Series 7TO and SIE representative. They also hold the Series 66 license. Bobbi Jo Clark hoger specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, and pension consulting.
SPECIALIZATIONS
LAS VEGAS, NV
8 Years Experience
0 Disclosures
ADVISOR BIO
Bojana Grujicic is an investment advisor representative at UBS Financial Services Inc. in Las Vegas, NV. Bojana has been working in the financial industry since July 2017. She has experience with Ameriprise Financial Services, Inc. and Wells Fargo. Bojana is licensed in several states and holds Series 7, 63 and 65 licenses. She is registered with FINRA and the state of Nevada. Bojana specializes in providing financial advice to individuals, businesses, and institutions.
SPECIALIZATIONS
Las Vegas, NV
13 Years Experience
0 Disclosures
ADVISOR BIO
Brad Margison is a financial advisor with RBC Capital Markets, LLC in Las Vegas, NV. Brad has been in the financial services industry since 2012. Brad holds the Series 7 and Series 66 securities licenses as well as the Series SIE, and is registered in Nevada, Texas, and other states. Brad has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Brad specializes in financial planning, portfolio management, and investment advisory services. Brad is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
LAS VEGAS, NV
0 Disclosures
ADVISOR BIO
Brad Draper is a Registered Investment Advisor with Edelman Financial Engines, working from the firm's Las Vegas, NV office. Brad holds the Series 65 - Uniform Investment Adviser Law Examination, and his work focuses on providing financial planning and portfolio management for individuals, businesses, and pension plans. Brad has over a decade of experience in the industry.
SPECIALIZATIONS
Elko, NV
4 Years Experience
0 Disclosures
ADVISOR BIO
Brad Reed Brazil is a financial advisor registered with Ameriprise Financial Services, LLC. Brad has been in the financial services industry for 20 years. Brad's office is located in Elko, Nevada. Brad holds the Series 66, 63, 7TO, and SIE licenses. Brad also holds the Series 7 license. Brad has been registered with Ameriprise Financial Services, LLC since May 2023. Brad's previous experience includes working for Great Eastern Securities, Inc. in New York. Brad's specializations include asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
HENDERSON, NV
2 Years Experience
0 Disclosures
ADVISOR BIO
Braden Olsen is an investment advisor representative at Fidelity Personal And Workplace Advisors. Braden is registered with FINRA and the state of Nevada. Braden has been in the securities industry since July 2022. Fidelity Personal And Workplace Advisors is an investment advisor registered with the SEC. The firm manages over $1 billion in assets for a wide range of clients, including individuals, businesses, and institutions. Fidelity Personal And Workplace Advisors offers a variety of advisory services, including financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS