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Pension Consulting Services Advisors in Nevada
1,325 Results
Unclaimed
location

Las Vegas, NV

experience

30 Years Experience

disclosure

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

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

Nevada Retirement Planners, LLC

location

RENO, NV

disclosure

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

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

Eagle Strategies LLC | CFC ® (Certifications)

location

Reno, NV

experience

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

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAS VEGAS, NV

experience

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

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

1 Years Experience

disclosure

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

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

UBS Financial Services Inc.

location

LAS VEGAS, NV

experience

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

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

RBC Capital Markets, LLC

location

Las Vegas, NV

experience

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

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

Edelman Financial Engines

location

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

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

Ameriprise Financial Services, LLC

location

Elko, NV

experience

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

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

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

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

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

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