Invested Better
Advisors in Nevada
2,168 Results
Unclaimed

Benefit Financial Services Group | CFP ®,CFA ® (Certifications)

location

Reno, NV

0 Disclosures

ADVISOR BIO

Martina Schackman is a financial advisor with Benefit Financial Services Group. Martina has over 20 years of experience in the financial services industry. Martina is a Certified Financial Planner and a Chartered Financial Analyst. Martina is registered with the state of California and Nevada.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Unclaimed

First Command Advisory Services

location

Las Vegas, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Marvin Eugene Beck is an active investment advisor representative with First Command Advisory Services. Marvin has been in the industry for over 20 years. Marvin has a Series 7, Series 66 and SIE license. Marvin is registered with FINRA and the states of Nevada and California. Marvin specializes in providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

Reno, NV

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Mary Irene Self is a financial advisor with over 16 years of experience in the industry. Mary Irene is a registered representative of LPL Financial LLC, a registered investment advisor, and holds both a Series 7 and Series 66 license. Mary Irene specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Mary Irene has a history of working at Ameriprise Financial Services, LLC and Wells Fargo Advisors, LLC. Mary Irene is committed to providing her clients with personalized service and a comprehensive understanding of their financial goals. Mary Irene 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 Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

LAS VEGAS, NV

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mary McClellan is a registered representative of Ameriprise Financial Services, LLC. Mary has been in the industry since January 15, 2012. Ameriprise Financial Services, LLC is a financial services company headquartered in Minneapolis, Minnesota. Mary is a licensed investment advisor representative in the state of Nevada. Mary specializes in providing financial planning, pension consulting, and educational seminars. She is registered to provide investment advisory services to individuals, businesses, and charitable organizations. Mary has a strong track record of 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

RENO, NV

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Mary Kathryn Dicenso is a financial advisor with over 30 years of experience in the industry. Mary Kathryn is registered with LPL Financial LLC and holds several licenses and certifications including Series 6, 7, 24, 63, and 65. She is also a Certified Financial Planner (CFP®). Mary Kathryn has previously worked with Citigroup Global Markets Inc., Lehman Brothers Inc. and Fidelity Brokerage Services, Inc. Mary Kathryn specializes in a range of investment services, including financial planning, portfolio management, and retirement planning for both individuals and businesses.

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

Charles Schwab & CO., Inc.

location

Henderson, NV

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mary annabelle Villarey Keech is an investment advisor representative at Charles Schwab & Co., Inc.. Mary annabelle is a licensed broker with FINRA and has been active in the financial services industry since June 12, 2015. Mary annabelle has also held a position at Ameriprise Financial Services, Inc. prior to joining Charles Schwab & Co., Inc..

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Mariner Independent

location

Reno, NV

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Mason Monroe is a financial advisor with Mariner Independent. Mason has been working in the financial industry since 2008. Mason is registered with the state of Nevada as an Investment Advisor Representative. Mason has worked previously with Wells Fargo Advisors, LLC and Waddell & Reed, Inc.. Mason holds Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Kamichu Wealth Management LLC | CFP ® (Certifications)

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Maston Thornton is a financial advisor registered in Nevada with Kamichu Wealth Management LLC. Maston specializes in financial planning, portfolio management for individuals and businesses. Maston has been working in the industry since 2000 and has experience with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maston is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Bird Spring Financial LLC

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Matteo Ruggero Hoch is an Investment Advisor Representative with Bird Spring Financial LLC. Matteo Hoch holds a Series 65 license. Matteo Hoch has been working in the financial industry since 2016. Matteo Hoch has experience working with individuals. Matteo Hoch's firm, Bird Spring Financial LLC, provides financial planning and portfolio management services to individuals. Matteo Hoch has been working with clients for 2 years at Bird Spring Financial LLC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
TAX PREPARATION AND REPRESENTATION
Unclaimed

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Megin is an investment advisor representative with Fidelity Personal And Workplace Advisors, registered in NV, TX and other states. Matthew has been working in the financial industry for over 17 years. Matthew also holds the Series 63, 66, 7, 9, and 10 licenses. Prior to joining Fidelity, Matthew was registered with several firms, including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, VALIC Financial Advisors, Inc., and Accelerated Capital Group. Matthew has a wide range of experience in the financial industry, and is dedicated to providing personalized financial planning and investment advice to clients.

SPECIALIZATIONS

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

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