Invested Better
Advisors in Nevada
2,168 Results
Unclaimed

Wedbush Securities Inc.

location

LAS VEGAS, NV

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

David Smith is a financial professional with over 30 years of experience in the financial industry. David is currently registered with Wedbush Securities Inc. in Nevada and California and has a wide range of experience in the financial services industry. David is also a registered Investment Advisor representative with the state of California. David is dedicated to providing personalized financial advice 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

THE Ameriflex Group

location

Las Vegas, NV

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

David Hehn is a registered investment advisor representative with The Ameriflex Group, a firm based in Las Vegas, Nevada. David has been in the industry since October 22, 2007, and has experience providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. David has a strong track record of helping clients achieve their financial goals. He is committed to providing personalized financial advice and helping clients make informed decisions.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

Las Vegas, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

David Ian Garcia is an investment advisor representative with J.p. Morgan Securities LLC. David has over 14 years of experience in the securities industry. David is licensed in multiple states and has earned the Series 7, 9, 10, 63 and 65 licenses. David is also a Certified Financial Planner.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

David Richard Jancuk is a registered representative with Wells Fargo Clearing Services, LLC. David has been in the industry since June 1999 and has experience providing investment advice to both individuals and businesses. David is licensed in 41 states and holds licenses including Series 3, 7, 9, 10, 31, 66, and SIE. In addition to David's work with Wells Fargo Clearing Services, LLC, David has held previous positions with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. David's specialties include managing fixed income, mutual funds and equities. David is also experienced in advising clients on retirement planning, insurance, and estate planning.

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

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

David Porter is a financial advisor with Fidelity Personal and Workplace Advisors. David has been in the financial services industry since 2009 and is registered with the states of Nevada, Texas and others. David offers financial planning, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Elevage Partners, LLC

location

RENO, NV

0 Disclosures

ADVISOR BIO

David Michael Smith is an investment advisor representative with Elevage Partners, LLC. David Michael Smith is registered with the state of Nevada as an Investment Advisor Representative and Arizona as an Investment Advisor Representative. David Michael Smith has been in the industry since 2008. David Michael Smith has specializations in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles and Financial Planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Osaic Wealth, Inc.

location

RENO, NV

experience

52 Years Experience

disclosure

10 Disclosures

ADVISOR BIO

David Martin is a registered investment advisor with Osaic Wealth, Inc. with offices in Reno, NV, and Sacramento, CA. David has been in the financial services industry since 1973. David is currently registered as an investment advisor representative in California and Nevada. David has held prior registrations with a number of other firms and has experience with various financial products and services. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

LAS VEGAS, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

David Tanaka is an investment advisor representative at Fidelity Personal and Workplace Advisors. David has been a registered investment advisor representative for over 23 years. Previously, David was employed at Raymond James Financial Services, Inc. and BancWest Investment Services, Inc. David is licensed to provide investment advice in Nevada and Texas. David is also licensed to provide investment advice in all 50 states and the District of Columbia. David has passed the Series 7, Series 63 and Series 66 examinations and is also a Certified Financial Planner. David specializes in retirement planning, investment management, and financial planning.

SPECIALIZATIONS

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

LPL Financial LLC

location

LAS VEGAS, NV

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

David Winchell is a registered investment advisor representative with LPL Financial LLC. David has been in the industry since 1996 and has experience with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc.. David is licensed in several states, including Nevada, Texas, Arizona, California, Colorado, Connecticut, Florida, Illinois, Kentucky, Massachusetts, Michigan, New Mexico, New York, Tennessee, Utah, and Washington.

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

Thrivent Investment Management Inc.

location

Las Vegas, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

David Thiel is a financial advisor with Thrivent Investment Management Inc. David has been in the industry since February 10, 2013. David is registered with the state of Nevada and holds Series 7 and Series 66 licenses. David also has a SIE license. David provides financial planning and portfolio management services to individuals and has been with Thrivent Investment Management Inc since December 2012.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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