Invested Better
Advisors in Nevada
2,168 Results
Unclaimed

Capstone Capital Wealth Advisors

location

HENDERSON, NV

0 Disclosures

ADVISOR BIO

Ronald Leavitt is a financial professional with over 35 years of experience in the securities industry. Ronald is registered as an Investment Advisor Representative in Nevada. Ronald is currently employed at Capstone Capital Wealth Advisors, a firm based in Henderson, Nevada. Ronald's prior experience includes time at GEnEOS Wealth Management, Inc. and Western International Securities, Inc. Ronald also has experience at Sentra Securities Corporation and Morgan Stanley DW Inc. Ronald has a broad range of experience in the financial services industry, providing financial advice to individuals, families, and businesses. Ronald is committed to providing clients with personalized service and financial guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

LAS VEGAS, NV

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Rong Liu is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management. Rong has worked in the financial services industry since 2012 and has experience with a variety of firms, including Ameriprise Financial Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rong holds Series 7, 63, and 65 securities licenses and a SIE exam. Rong is registered to provide investment advice in 52 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

LPL Financial LLC

location

RENO, NV

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Rosemary Hunter Cowen is a financial advisor with over 30 years of experience in the industry. Rosemary is currently registered with LPL Financial LLC in Reno, Nevada. She holds a Series 7, Series 63 and Series 65 license, and the SIE exam. Prior to joining LPL Financial, Rosemary worked at RBC DAIN RAUSCHER INC. and DAIN RAUSCHER INCORPORATED.

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

Whitwell & CO, LLC | CFP ® (Certifications)

location

Las Veegas, NV

0 Disclosures

ADVISOR BIO

Rosemary Wright is a financial advisor who has been in the industry since 1987. Rosemary is currently registered with Whitwell & Co, LLC, an investment advisory firm based in Austin, Texas. Rosemary holds Series 7, Series 63 and Series 65 licenses. In addition to her work with Whitwell & Co, LLC, Rosemary is also a member of the Lantana Ladies Leagues, a 501(c)(3) organization.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Bluestem Wealth Partners, LLC

location

Pahrump, NV

0 Disclosures

ADVISOR BIO

Ross Bradley Brouwer is an Investment Advisor Representative at Bluestem Wealth Partners, LLC. Ross has been in the financial services industry since 2003. Ross is licensed to provide financial services in Minnesota. Ross provides financial advice to high-net-worth individuals and pension and profit-sharing plans. Ross has experience working with Ameriprise Financial Services, LLC, IDS Life Insurance Company, and LM Partners, LLC.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

Las Vegas, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Rotarnah Seung is a financial advisor with Thrivent Investment Management Inc. Rotarnah holds both the Series 7TO and Series 66 licenses, and is registered in 14 states including Arizona, California, Colorado, Florida, Montana, Nevada, New Mexico, Oregon, South Dakota, Texas, Utah and Washington. Rotarnah has been in the financial industry since October 1st, 2022.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Pivotpoint Advisors, LLC

location

LAS VEGAS, NV

disclosure

3 Disclosures

ADVISOR BIO

R. scott Thompson is an Investment Advisor Representative with Pivotpoint Advisors, LLC, a Registered Investment Advisor. R. scott Thompson has been in the industry since 2017. R. scott Thompson is registered with the state of Nevada. R. scott Thompson holds a Series 63 and 65 license as well as a Series 7TO and a SIE license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

HENDERSON, NV

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ruben Lara is a registered representative with J.P. Morgan Securities LLC. Ruben has been in the securities industry since 2012 and holds Series 6, Series 63, and SIE licenses. Ruben's current location is Henderson, NV and Ruben has been registered in both California and Nevada. Previously, Ruben was registered with Chase Investment Services Corp.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LAS VEGAS, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Rueliza Palo is a registered representative with J.p. Morgan Securities LLC. Rueliza Palo is licensed in Nevada and has been in the industry since July 8, 2018. Rueliza Palo specializes in investments and has a Series 6, Series 63, and SIE license.

SPECIALIZATIONS

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

Schultz Financial Group Inc. | CFP ® (Certifications)

location

RENO, NV

0 Disclosures

ADVISOR BIO

Russell Corey Schultz is a financial advisor with Schultz Financial Group Inc. Russell is registered with the state of California, Nevada, New Hampshire and Texas. Russell has been in the industry since May 2009 and is a Certified Financial Planner. Russell specializes in financial planning, portfolio management for individuals and selection of other advisors. Russell has a current employment with Schultz Financial Group Inc. and is located in Reno, Nevada.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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