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Pension Consulting Services Advisors in Henderson, Nevada
158 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HENDERSON, NV

experience

37 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Alan Mann is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Alan has been in the financial industry for over 34 years and has a strong track record of success. Alan is committed to providing his clients with personalized financial advice and guidance. He is experienced in working with a wide range of clients, including individuals, families, businesses, and institutions. Alan's services include portfolio management, financial planning, and investment advice. Alan is a Series 7, 9, 10, 63 and 65 licensed advisor, and holds the SIE license as well. Alan has been registered with Merrill Lynch since 2012. Prior to that, Alan was registered with Morgan Stanley and its predecessor firms, from 1988. Alan is also a registered Investment Advisor in Nevada and Texas.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Osaic Wealth, Inc.

location

HENDERSON, NV

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Albert Guida is an investment advisor representative who has been in the industry since 1986. Albert is currently registered with Osaic Wealth, Inc. in Florida, Nevada and Texas. Albert is licensed to sell securities in 18 states and is also registered with the Securities and Exchange Commission (SEC). Albert has experience in the financial planning and investment advisory industries. Albert's primary focus is on helping individual investors and small businesses develop and implement financial plans. Albert has also worked for Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Albert has a strong understanding of the financial markets and a commitment to providing personalized investment advice.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Henderson, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Gil is a financial advisor with Ameriprise Financial Services, LLC. Alejandro has been in the financial services industry since 2018. Alejandro holds the Series 7, Series 66, and SIE licenses and is registered to provide advisory services in 45 states. Alejandro specializes in providing financial planning and investment management services to individuals and businesses. Alejandro has experience working with clients of all ages and income levels. Alejandro is committed to helping clients reach 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

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Alexandria Romain is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors, a firm with over $1 billion in assets under management. Alexandria Romain is licensed in 26 states and is registered with FINRA. Alexandria Romain has been in the industry since May 22, 2024 and is based out of Henderson, NV. Alexandria Romain offers financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Henderson, NV

0 Disclosures

ADVISOR BIO

Alexi Howie is a financial advisor at Cambridge Investment Research Advisors, Inc. Alexi has been in the industry since 2001 and has experience working with a variety of clients, including individuals, families, and small businesses. Alexi is a Certified Financial Planner™ professional and is licensed to provide financial advice in Nevada and Texas. Alexi is committed to providing personalized financial advice and 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
Market Timing Services
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HENDERSON, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alvaro Leon Gonzalez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alvaro Leon Gonzalez has been in the securities industry since February 9, 2019. Alvaro Leon Gonzalez has passed the Series 63, Series 66, Series 7TO, and SIE exams. Alvaro Leon Gonzalez is currently registered in Arizona, California, Florida, Idaho, Nevada, Oregon, Texas, and Utah. Alvaro Leon Gonzalez was previously employed by WELLS FARGO CLEARING SERVICES, LLC. Alvaro Leon Gonzalez is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Henderson, Nevada.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

UBS Financial Services Inc.

location

HENDERSON, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Amy Lynn Gilbert is a financial advisor at UBS Financial Services Inc. located in HENDERSON, NV. Amy has been in the financial services industry since May 2013. Amy is registered with FINRA and is a Series 7 and SIE licensed professional. She is also registered with UBS Financial Services Inc., AMERIPRISE FINANCIAL SERVICES, INC. Prior to joining UBS Financial Services Inc., Amy worked at AMERIPRISE FINANCIAL SERVICES, INC. and UBS Financial Services Inc. Amy specializes in investments, retirement planning, insurance, and estate planning.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HENDERSON, NV

experience

8 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andrew Bateman is a financial advisor who has been in the industry since 2016. Andrew is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed to provide investment advice in Nevada and Texas. Andrew has a strong background in the industry with previous experience at Wells Fargo Clearing Services, LLC and First Allied Securities, Inc.. Andrew holds a number of professional licenses and designations, including Series 7, 63, 66, and SIE.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

LPL Financial LLC

location

HENDERSON, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Hefner is an investment advisor representative at LPL Financial LLC, a firm headquartered in Fort Mill, South Carolina. Andrew has been in the industry for over 13 years. He is registered as an investment advisor representative with the state of Nevada and holds Series 66, Series 7TO and SIE licenses. Andrew focuses on helping individuals, families, and businesses build and manage their investments. He also provides financial planning services.

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

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Andrey Korotkov is a financial advisor with Fidelity Personal AND Workplace Advisors. Andrey has been in the industry for over 10 years. He is a registered Investment Advisor in Nevada and Texas, and has a Series 66, Series 7, Series 9, Series 10, and SIE licenses. Andrey specializes in providing financial planning, portfolio management, and educational seminars for individuals, families, and businesses. He is committed to providing personalized advice and working with clients to achieve their financial goals.

SPECIALIZATIONS

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

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