Invested Better
Advisors in Nevada
2,168 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Veniesha Brooks is a financial advisor at Wells Fargo Clearing Services, LLC. Veniesha has over 17 years of experience in the financial services industry. Veniesha is registered with the Securities and Exchange Commission (SEC) and holds a Series 66 license and a Series 7 license. Veniesha has expertise in a variety of financial planning areas, including retirement planning, college savings, and estate planning. Veniesha is also experienced in providing investment advice to individuals, businesses, and institutions. Veniesha is committed to providing her clients with personalized service and helping them achieve their financial goals.

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

Preferred Retirement Options, Inc.

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Vern Barkdull is an Investment Advisor Representative at Preferred Retirement Options, Inc. with over 15 years of experience in the industry. Vern is registered to provide investment advice in Nevada. Vern works with individual clients and provides financial planning, educational seminars and other advisory services. Vern is also a licensed insurance agent and operates Barkdull Financial Group, an insurance agency.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
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

Vicki Schultz is a registered investment advisor representative at Schultz Financial Group Inc., a firm that provides financial planning, selection of other advisors, and portfolio management for individuals. Vicki has been in the industry since August 1983 and holds the Series 7 license. Vicki is a Certified Financial Planner and is also a member of the University of Nevada, Reno Foundation investment committee.

SPECIALIZATIONS

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

RENO, NV

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Vicki Skarda is a financial advisor with Edward Jones. Vicki has been in the financial industry since 1997 and holds a Series 7, Series 63, and Series 66 license. Vicki's experience includes previous roles at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Las Vegas, NV

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Victor Nissim Shakerchi is a financial advisor with Ameriprise Financial Services, LLC, a well-established firm with a strong reputation. Victor has been in the industry since 2008, and brings extensive experience to his role. He holds licenses and registrations in multiple states, including Nevada, Colorado, Idaho, and Iowa. Victor's expertise covers a wide range of financial services, including financial planning, portfolio management for individuals and businesses, asset allocation services, and educational seminars. Victor is dedicated to providing customized solutions tailored to his clients' specific needs and 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

THE Ameriflex Group

location

LAS VEGAS, NV

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Victor Ross Pereboom is an Investment Advisor Representative with The Ameriflex Group. Victor Pereboom has been in the industry since June 4, 1999, and is registered in Arizona and Florida. Victor Pereboom is also a Registered Investment Advisor in Arizona. Victor Pereboom has experience with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Victor Pereboom offers a range of financial planning, investment advisory, and wealth management services.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Victor Gutzwa is an investment advisor representative with Wells Fargo Clearing Services, LLC. Victor has been in the securities industry since 1987 and has been registered with the state of Nevada since 2003. Victor is also registered with the state of Texas. Victor Gutzwa has passed the Series 3, 7, 9, 10, 63, and 65 examinations. Victor provides portfolio management, financial planning, and investment consulting services. Victor Gutzwa previously worked at Prudential Securities Incorporated, PaineWebber Incorporated, Wedbush Morgan Securities Inc., and Southmark Financial Services, Inc.

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

Charles Schwab & CO., Inc.

location

Las Vegas, NV

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Obermiller is a financial advisor who has been in the industry since July 23, 2015. Victoria is currently registered with Charles Schwab & CO., Inc. and has been with the firm since February 2019. Previously, Victoria was employed by J.P. MORGAN SECURITIES LLC. Victoria is registered to provide investment advice in Arizona, California, Nevada, and Utah.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

LAS VEGAS, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Vikas Bansal is a financial advisor associated with Fidelity Personal And Workplace Advisors. Vikas has been working in the financial services industry for over 10 years, holding various roles at different companies before joining Fidelity. Vikas is registered with the Securities and Exchange Commission (SEC) and has been actively involved in providing financial advice to individuals and businesses. In addition to his work at Fidelity, Vikas also works as a self-employed individual.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LAS VEGAS, NV

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vincent Eenhuis is a financial advisor with J.p. Morgan Securities LLC. Vincent has been in the industry since September 15, 2021. Vincent has a Series 63, Series 6TO, and SIE licenses. Vincent is registered with the state of Nevada.

SPECIALIZATIONS

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

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