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

Las Vegas, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christine Marie Graham is a registered representative with Morgan Stanley. Christine has been in the securities industry since 2019 and is licensed to sell securities in 47 states, as well as in Ohio and Texas. Christine is an active member of the broker-dealer and investment adviser communities.

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

Raymond James & Associates, Inc.

location

Las Vegas, NV

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christine A. Zalonka is a financial advisor with over 20 years of experience in the industry. Christine is currently registered with Raymond James & Associates, Inc. and is active in the state of Nevada. Christine has previously worked with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Christine offers a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Christine is committed to providing her clients with personalized financial advice and guidance.

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

RBC Capital Markets, LLC

location

RENO, NV

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christine Sotiri is a financial advisor with RBC Capital Markets, LLC. Christine has been in the industry since August 2008. Christine holds the Series 7 and Series 66 licenses. Christine has a strong background in financial planning and portfolio management, and specializes in providing services for pension and profit-sharing plans, corporations, and high-net-worth individuals.

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

Eagle Strategies LLC

location

RENO, NV

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christine Hope Parman is a financial advisor with Eagle Strategies LLC. Christine has been in the financial services industry since 2006 and is licensed in 14 states. Christine focuses on financial planning, portfolio management for individuals, and educational seminars. Christine is also a board member for Scarlet Hope, a non-profit organization that helps women in the adult entertainment industry. Christine is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

LAS VEGAS, NV

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christine abigail Expression Nolan is a financial advisor at LPL Financial LLC. Christine abigail has been in the industry since 2007 and has worked for both Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Christine abigail is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and with the state of Nevada as an Investment Advisor Representative. Christine abigail holds the Series 7 and Series 66 licenses as well as the SIE exam. Christine abigail also provides consulting and other non-discretionary advisory 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

Prime Capital Financial

location

Reno, NV

0 Disclosures

ADVISOR BIO

Christopher Kendall Abts is an Investment Advisor Representative with Prime Capital Financial. Christopher is registered to provide investment advice in Nevada and Texas. Christopher has been in the industry since 2004. Christopher earned a Series 65 license on 6/30/2006. Christopher is affiliated with Prime Capital Investment Advisors, LLC, which provides investment advisory services. Christopher is also an insurance agent with Cornerstone Retirement Group.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cresset Asset Management, LLC

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Christopher Schlatter is a financial advisor with Cresset Asset Management, LLC, based in Las Vegas, Nevada. Christopher has been in the industry since 2011. Christopher holds the Series 66, Series 7 and SIE exams. Christopher has experience working with high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Cresset Asset Management, LLC is a registered investment advisor with $10 billion to $50 billion in assets under management. The firm specializes in providing financial planning, portfolio management, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Simplicity Wealth | CFP ® (Certifications)

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Christopher Chiarella is a financial advisor registered with Simplicity Wealth. Christopher has been in the financial services industry since 1986 and holds the Series 6, 7, and 63 licenses. Christopher also holds the Certified Financial Planner designation. Christopher provides a variety of services including financial planning, investment management, and educational seminars. Christopher is committed to providing clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

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

Benjamin F. Edwards & Company, Inc.

location

Reno, NV

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Cook is a financial advisor registered with Benjamin F. Edwards & Company, Inc. Christopher Cook is a Registered Representative with over 40 years of experience in the financial services industry. Christopher Cook specializes in retirement planning, investment management, and estate planning. Christopher Cook has an active license in 24 states and 2 Investment Advisor jurisdictions, including Nevada, Texas, and California. Christopher Cook has a strong track record of success in helping clients 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
Unclaimed

Equitable Advisors, LLC

location

LAS VEGAS, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Eastman is a registered representative with Equitable Advisors, LLC. Christopher has been in the industry since August 2023. Christopher is licensed in Nevada. He is a Series 66 and a Series 7TO registered representative and holds a SIE. Christopher is an experienced financial professional who can help clients reach their financial goals. Christopher can help with financial planning, pension consulting, and portfolio management. He can also provide educational seminars and select other advisors. Christopher is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

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

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