Invested Better
Advisors in Nevada
2,168 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

RENO, NV

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Reardon is a financial advisor with Fidelity Personal AND Workplace Advisors. Sean has been in the financial industry since June 30, 2012, and has experience working with a variety of clients including individuals, families, and businesses. Sean has worked with Fidelity Personal AND Workplace Advisors since April 2023. Before joining Fidelity, Sean was an advisor at Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean is registered to provide investment advice in Nevada and Texas. Sean specializes in helping clients with retirement planning, college savings, and investment management.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sebastian Fray is a financial advisor with Ameriprise Financial Services, LLC. Sebastian has been working in the financial industry for 12 years. Sebastian holds Series 7, 63, and 65 securities licenses and is registered to offer investment advice in 20 states. Sebastian works with a variety of clients, including individuals, businesses, trusts, estates, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

LAS VEGAS, NV

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sedric Cade is a financial advisor registered with Edward Jones. Sedric has been in the financial industry since 1993 and is licensed to offer financial advice in multiple states. Sedric is also registered as an Investment Advisor Representative with Edward Jones in Texas. The advisor has multiple specializations including investments, annuities, life insurance, mutual funds and retirement planning. Sedric has been affiliated with Edward Jones since 1992.

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Sergio Adrian Gonzalez is a financial professional registered with J.p. Morgan Securities LLC. Sergio has been in the industry since August 5, 2024. He has passed the Series 63, Series 6TO and the SIE exams and is registered in Nevada. Sergio works in the firm's Las Vegas branch office and provides a range of financial services including financial planning and portfolio management.

SPECIALIZATIONS

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

Confidence Wealth Management, LLC

location

HENDERSON, NV

0 Disclosures

ADVISOR BIO

Sergio Barajas Torres is an Investment Advisor Representative associated with Confidence Wealth Management, LLC. Sergio has been in the industry for 10 years. Sergio is registered with the state of California, Colorado, and Nevada. Sergio has passed the Series 65 Uniform Investment Adviser Law Examination. Sergio is also associated with other firms, Burberry, Givenchy, Tiffany & Co, Stuart Weitzman. Confidence Wealth Management, LLC is a registered investment advisor and provides financial planning services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm's assets under management range from $200 million to $500 million.

SPECIALIZATIONS

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

Physician Wealth Solutions | CFP ® (Certifications)

location

NORTH LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Setu Shubhang Mazumdar is a financial advisor currently working at Physician Wealth Solutions. Setu has been in the industry since September 2013. Setu is a Certified Financial Planner and holds a Series 65 license. Setu has a strong background in providing financial advice to high-net-worth individuals and other individuals. Setu specializes in providing financial planning and portfolio management for individuals and pensions. Setu is registered with the state of Nevada as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

LAS VEGAS, NV

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Seul Gee Lee-mitchell is a registered investment advisor representative with UBS Financial Services Inc., a firm headquartered in Weehawken, New Jersey. Seul Gee is registered with both the Broker-Dealer and Investment Adviser communities and is active in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin and Wyoming. Seul Gee has held past positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated in both Atlanta, Georgia and Las Vegas, Nevada. Seul Gee is a Series 7, Series 66 and SIE licensed professional. Seul Gee also manages Splash Spa Products Inc. Seul Gee specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

RENO, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Shahriar Moshrefnoory is an investment advisor representative with Wells Fargo Clearing Services, LLC. Shahriar has been in the securities industry since 2015 and has experience with Principal Securities, Inc., Transamerica Financial Advisors, Inc, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shahriar holds the 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Cetera Investment Advisers LLC

location

LAS VEGAS, NV

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Shahzad Barkat Ali is a financial advisor with over 27 years of experience in the financial services industry. Shahzad is currently registered with Cetera Investment Advisers LLC and has held previous positions at Cetera Investment Services LLC, CUE Financial Group, Inc. and CitiCorp Investment Services. Shahzad is a licensed advisor in 15 states and holds several industry designations. Shahzad specializes in providing financial planning, portfolio management, and asset management services to individuals, families, and businesses.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Reno, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Shameen Devina Solomon is a financial advisor with Charles Schwab & Co., Inc. working out of the Reno branch office in Nevada. Shameen has been a registered representative in the financial services industry since 2017 and has a combined total of 3 exams. Shameen currently holds registrations in Nevada and previously worked with WELLS FARGO CLEARING SERVICES, LLC.

SPECIALIZATIONS

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

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