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Pension Consulting Services Advisors in Henderson, Nevada
158 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Grays is a registered representative with Fidelity Personal And Workplace Advisors. Michael is also an Investment Advisor Representative. Michael has been in the industry since 2014. Michael is licensed to sell securities in 53 states and the District of Columbia. Michael has passed the Series 66, Series 7, and SIE exams. Michael is currently registered with Fidelity Personal And Workplace Advisors. Michael was previously registered with Ameriprise Financial Services, Inc. and WELLS FARGO CLEARING SERVICES, LLC. Michael's primary place of business is in Henderson, Nevada.

SPECIALIZATIONS

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

Wedbush Securities Inc.

location

HENDERSON, NV

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Michael Diersen has been in the financial services industry since 1983. Michael is currently registered as a Registered Representative and Investment Adviser Representative with Wedbush Securities Inc. and MLD Investment Advisory, Inc. Michael has also been active in the industry in several states, including Arizona, California, Colorado, Hawaii, Idaho, Illinois, Minnesota, Nevada, New Mexico, Oregon, South Carolina, Texas, and Utah. Michael's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael provides a wide range of services, including financial planning, portfolio management, and insurance sales.

SPECIALIZATIONS

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

West Ridge Advisors | CFP ® (Certifications)

location

Henderson, NV

0 Disclosures

ADVISOR BIO

Michael Dean Nestman is a financial advisor currently associated with West Ridge Advisors, LLC. Michael has been in the financial services industry since 2010. Michael holds Series 7 and 66 licenses. Michael is a Certified Financial Planner. Michael provides financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisers, and educational seminars.

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

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lloyd Peterson is a financial advisor in Henderson, NV, and has been in the industry since May 2006. Michael is registered with Ameriprise Financial Services, LLC, a firm based in Minneapolis, MN. Michael has been registered with the firm since October 2019. Previously, Michael was registered with EDWARD JONES from May 2006 to October 2019. Michael is also registered with FINRA and the state of Nevada and Texas. Ameriprise Financial Services, LLC offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm primarily works with individuals, high-net-worth individuals, charitable organizations, corporations, and trusts.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HENDERSON, NV

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael A Rishmawy maldanado is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial industry for 7 years. Michael specializes in a number of financial services, including portfolio management for businesses and individuals.

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

Ameriprise Financial Services, LLC

location

Henderson, NV

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Mickey Dean Hart is a financial advisor with Ameriprise Financial Services, LLC. Mickey has been in the industry since September 13, 1992. Mickey is registered with the state of Nevada as an Investment Advisor Representative and a Registered Representative. Mickey also has a Series 7, Series 24, and Series 63 securities license. Mickey is located in Henderson, Nevada. Mickey has been with Ameriprise Financial Services, LLC since March of 2020. Mickey is an active member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Mickey is also registered with the state of Texas as a Registered Representative. Mickey's expertise includes providing financial planning and investment advice to individuals, businesses, and trusts. Ameriprise Financial Services, LLC is a full-service financial services firm that provides a wide range of investment products and services to individuals, businesses, and institutions.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HENDERSON, NV

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mihaela luminita Dogaru is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Mihaela luminita Dogaru has been working in the financial industry since 2008. Mihaela luminita Dogaru has experience working with individuals, corporations, high-net-worth individuals, and pension and profit sharing plans. Mihaela luminita Dogaru's previous experience includes UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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
location

HENDERSON, NV

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Woolstenhulme is an active investment advisor representative at LPL Financial LLC, registered in Nevada and Texas. Nathan is a seasoned professional with over 16 years of experience in the financial services industry. Nathan is committed to providing comprehensive financial guidance and personalized investment solutions to help 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Fidelity Personal AND Workplace Advisors

location

HENDERSON, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Rivas-blackwell is a financial advisor at Fidelity Personal And Workplace Advisors. Nathaniel has been in the financial industry for over 5 years. Nathaniel is licensed in 51 states and holds the Series 7, Series 63, and Series 65 licenses. Nathaniel's specializations include financial planning, portfolio management for individuals, and portfolio management for businesses. Nathaniel also provides educational seminars to clients.

SPECIALIZATIONS

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

HENDERSON, NV

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Samuel Disney-fairchild is a registered representative with LPL Financial LLC and has been in the industry since December 2020. Nicholas is also registered as an investment advisor representative in Nevada. Nicholas Samuel Disney-fairchild has a Series 66 license and has passed the Series 7TO and SIE exams. Nicholas's firm, LPL Financial LLC, is a large firm with over $50 billion in assets under management and over 1,600,000 clients. Nicholas Samuel Disney-fairchild is located in Henderson, NV and is licensed to provide investment advice in both Nevada and California.

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

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