Invested Better
Advisors in Nevada
2,168 Results
Unclaimed

Charles Schwab & CO., Inc.

location

Henderson, NV

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edward Kesisian is a financial advisor at Charles Schwab & CO., Inc. Edward has been in the industry since January 27, 2015 and is registered with both FINRA and the state of Nevada. Edward has held several positions with firms including TD Ameritrade, Inc., Transamerica Financial Advisors, Inc., Edward Jones, Morgan Stanley Smith Barney and Waddell & Reed, Inc. Edward holds Series 3, 7, and 66 licenses and the SIE exam.

SPECIALIZATIONS

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

Belpointe Asset Management LLC

location

RENO, NV

0 Disclosures

ADVISOR BIO

Edward Noll is an Investment Advisor Representative at Belpointe Asset Management LLC, based in Reno, Nevada. Edward has been in the financial industry since 2016 and holds a Series 65 license. Edward has a diverse background, having previously worked at Navigation Wealth Management, LLC and The Bikesmiths. Edward provides financial planning, pension consulting, educational seminars, and portfolio management services for both individuals and businesses.

SPECIALIZATIONS

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

SPARKS, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Edward Woo is a financial advisor with Edward Jones. Edward has been in the industry since April 2013. Edward holds Series 6, 7, 63 and 66 securities licenses. Edward is registered to provide investment advice in 19 states. Edward's previous employer was U.S. BANCORP INVESTMENTS, INC. Edward provides financial planning, portfolio management for individuals and businesses, and pension consulting services.

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

29 Years Experience

0 Disclosures

ADVISOR BIO

Edwin Harris is a financial advisor with Wells Fargo Clearing Services, LLC based in Las Vegas, NV. Edwin has been in the industry since 1996 and is registered in several states. Edwin holds the Series 7, Series 31, and Series 63 licenses as well as the SIE and Series 65 exams. Edwin also has previous experience with Prudential Securities Incorporated.

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
location

Las Vegas, NV

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Efren C. Cleofe is a financial advisor who has been working in the industry since 1988. Efren Cleofe is currently registered with Morgan Stanley. Efren Cleofe has a long history of experience in the industry, having worked for several other firms, including Sierra Pacific Securities, LLC and HSBC Securities (USA) Inc. Efren Cleofe is a licensed investment advisor representative in Nevada and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Las Vegas, NV

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Eileen Renee Dunster is a financial advisor with over 30 years of experience in the industry. Eileen has a proven track record of success in providing investment advice to individuals, families, and businesses. Currently, Eileen is a registered representative with Morgan Stanley. Previously, Eileen worked with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunAmerica Securities, Inc., Piper Jaffray Inc., and Smith Barney, Harris Upham & Co., Incorporated. Eileen holds Series 7, Series 63, and Series 66 licenses. Eileen is a highly experienced and knowledgeable financial advisor who is committed to providing her clients with personalized service and investment strategies tailored to their individual needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Ameriprise Financial Services, LLC

location

LAS VEGAS, NV

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Elaina Carlson is a financial advisor with Ameriprise Financial Services, LLC. Elaina has been in the financial services industry for over 30 years. Elaina is licensed to provide financial advice in 38 states, and is a Registered Representative of Ameriprise Financial Services, Inc. Elaina holds several professional designations, including Series 63, 51, 24, 7, and SIE. Elaina specializes in providing financial advice to individuals, families, and businesses. Elaina is committed to providing her clients with personalized financial advice that meets their unique needs and goals. Elaina is also a member of the Ameriprise Financial Services, LLC team, which is a leading provider of financial planning and investment management services. The team at Ameriprise Financial Services, LLC has a long history 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

Commonwealth Financial Network

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Eli Keren is a registered Investment Advisor Representative with Commonwealth Financial Network in Las Vegas, NV. Eli holds the Series 65 license and has experience working in the accounting and financial services industries. Eli is also a managing member of SmartCloud Wealth Management, LLC, a business that currently focuses on life insurance products. Eli provides financial planning and portfolio management services to individuals, businesses, 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
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

LAS VEGAS, NV

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Elias Samir Shiheiber is a financial advisor with LPL Financial LLC, based in Las Vegas, NV. Elias has been in the financial services industry since 1996. Elias has a wide range of experience in the industry, including a previous role with PFS INVESTMENTS INC. in Las Vegas, NV. Elias is registered to provide investment advisory services in Nevada and Minnesota.

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

Mariner Independent

location

Reno, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Elise Levy is a registered representative with Mariner Independent. Elise has been in the industry since 2021. Elise is licensed to provide investment advice in Nevada and has passed the Series 7, Series 66, and SIE exams. Elise has a background in graphic design and social media marketing. Elise is committed to providing her clients with personalized financial advice 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

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