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Pension Consulting Services Advisors in Nevada
1,325 Results
Unclaimed

Navellier & Associates Inc.

location

RENO, NV

0 Disclosures

ADVISOR BIO

Keith Michael Basso is an investment advisor representative with Navellier & Associates Inc. based in Reno, Nevada. Keith has been working in the financial industry since 1992. His primary focus areas are portfolio management for individuals and businesses, and educational seminars. Keith is also a sole member of Antietam Bloodstock, LLC, a Nevada limited liability company that manages a horse business and partnership.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
UIT
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

RENO, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Keith Donald Delamarter is an investment advisor representative who has been in the industry since February 18, 2019. Keith is currently registered with LPL Financial LLC and has been with the firm since March 19, 2024. Prior to joining LPL Financial LLC, Keith was employed by CHARLES SCHWAB & CO., INC. and CUSO FINANCIAL SERVICES, L.P.. Keith has a Series 7TO, Series 66 and SIE license. Keith holds the Certified Financial Planner designation. Keith is registered with the state of Nevada to provide investment advisory services and has been approved to provide investment advisory services in California, Minnesota, Nevada, Oregon, Tennessee, Texas, Utah, Washington and Wisconsin. Keith has a history of working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.

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

Fidelity Personal AND Workplace Advisors

location

LAS VEGAS, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kelechi Obilor is an investment advisor representative with Fidelity Personal And Workplace Advisors, a firm with approximately $1 billion to $10 billion in assets under management. Kelechi specializes in portfolio management for individuals and businesses. Kelechi is registered with FINRA and has been in the financial industry since 2018. Kelechi is registered in 53 states and the District of Columbia.

SPECIALIZATIONS

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

Navellier & Associates Inc.

location

RENO, NV

0 Disclosures

ADVISOR BIO

Kelli Rashel Howe is a registered Investment Advisor Representative in the state of Texas. Kelli Howe has been with Navellier & Associates Inc. since March 2000 and is currently located in the Reno, NV office. Kelli Howe specializes in providing portfolio management services for both individuals and businesses.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
UIT
Unclaimed

Edelman Financial Engines

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Kellie Kay Cozzens is an Investment Advisor Representative at Edelman Financial Engines. Kellie is registered with the state of Nevada and Texas. She is also licensed to provide financial planning services.

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
location

Reno, NV

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Annette Drake is a financial advisor with Morgan Stanley. Kelly has been in the industry since 2011. Kelly is registered in 45 states, including Nevada and Texas, where Kelly is also registered as an Investment Advisor Representative. Kelly holds Series 66, SIE, and Series 7 licenses. Kelly has been with Morgan Stanley since 2013. Previously, Kelly worked for RBC CAPITAL MARKETS, LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAS VEGAS, NV

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Kasprzyk is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kelly is active in both the broker-dealer and investment advisor fields. Kelly has been a registered representative for over 15 years and has a broad range of experience in providing investment advice and portfolio management services. Kelly holds a Series 7, Series 9, Series 10, Series 63 and Series 66 licenses.

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
location

Incline Village, NV

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kelly McMurray is a financial advisor with over 20 years of experience in the financial services industry. Kelly is currently registered with Morgan Stanley in Incline Village, Nevada and has been with the firm since 2012. Kelly has a strong track record of providing personalized financial advice to individuals, families, and businesses. Kelly is committed to helping her clients achieve their financial goals. Before joining Morgan Stanley, Kelly held positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., CITICORP INVESTMENT SERVICES, and A. G. EDWARDS & SONS, INC..

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
location

Las Vegas, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kelly David Peterson is a registered representative with Morgan Stanley. Kelly has been in the industry since December 2015 and is licensed in a total of 40 states and jurisdictions. Kelly has Series 7 and Series 66 licenses, as well as the SIE exam. Kelly is currently located in Las Vegas, NV and has a branch office location in Las Vegas, NV. Kelly has a total of 41 approved registrations in total. Kelly has prior experience working with Sherwin-Williams and Brigham Young University. Kelly specializes in providing investment advice to individuals and businesses, as well as portfolio management for investment companies.

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

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kendell Schoen is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors with experience in the financial services industry since 2018. Kendell has a Series 66, Series 7TO, and a SIE. Kendell is registered with the Financial Industry Regulatory Authority (FINRA) as well as the states of Nevada and Texas. Kendell is a licensed investment advisor representative in Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Kansas, Massachusetts, Michigan, Nevada, New Mexico, New York, Texas, Utah, Virginia, and Washington. Kendell specializes in portfolio management for individuals and businesses, financial planning, and educational seminars. Kendell has previous experience with Ameriprise Financial Services, LLC.

SPECIALIZATIONS

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

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