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Pension Consulting Services Advisors in Toledo, Ohio
261 Results
Unclaimed

Osaic Wealth, Inc.

location

TOLEDO, OH

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Rabindra Mahabir is a registered investment advisor representative with Osaic Wealth, Inc. Rabindra has been in the industry since June 2007, with previous experience at Signator Investors, Inc. Rabindra holds the Series 6, 7, 63 and 66 licenses. Rabindra is also licensed as a notary public. Rabindra provides financial planning, pension consulting, and educational seminars to individuals and businesses. Rabindra has a history of working with charitable organizations, pension and profit-sharing plans, corporations, and individuals.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

TOLEDO, OH

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Rajesh C Laungani is a financial advisor with Osaic Wealth, Inc., with over 12 years of experience in the industry. Rajesh has a diverse background and is registered in multiple states to provide financial advice. He has a focus on retirement planning, college savings, and investment management. Rajesh is committed to providing personalized financial advice and guidance to help 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
Unclaimed

Robert W. Baird & Co. Inc.

location

Toledo, OH

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Randy Jay Yoder is a financial advisor registered with Robert W. Baird & Co. Inc. Randy has been in the industry since 1999 and has held previous roles with WELLS FARGO CLEARING SERVICES, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., and FIRST UNION SECURITIES, INC.. Randy holds Series 63, 65, 7, 9, 10, and SIE licenses and is registered in 21 states. Randy specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

Toledo, OH

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Rawanne Smili is a financial advisor with RBC Capital Markets, LLC. Rawanne has been in the securities industry for over 5 years. Rawanne holds Series 66, Series 7 and SIE licenses. Rawanne works with a variety of clients, including individuals, corporations, trusts, pension and profit sharing plans, charitable organizations, and insurance companies. Rawanne provides a variety of financial services, including financial planning, investment management, and portfolio management. Rawanne is also a registered investment advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

TOLEDO, OH

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Walter Sternberg is a registered representative and investment advisor representative with Osaic Wealth, Inc. Raymond has been in the securities industry since 1981 and has held licenses in multiple states. Raymond is also a licensed life insurance agent and has been with Vantagepointe Financial Group since 1979.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

TOLEDO, OH

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Day Taylor is an investment advisor representative with Osaic Wealth, Inc. Rebecca has been in the financial industry since 2008. Rebecca is registered with the state of Ohio, Hawaii and Texas. Rebecca is also a member of FINRA and the state of Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Michigan, Minnesota, New Hampshire, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Virginia and Washington. Rebecca's current employment is with Osaic Wealth, Inc., and she was previously employed with Signator Investors, Inc. Rebecca specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Toledo, OH

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Regan Jahns is a financial advisor with Morgan Stanley. Regan is registered with the state of Ohio and Texas, and has been a licensed financial professional since 2020. Regan has experience providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Regan is dedicated to helping clients achieve their financial goals. Regan is committed to providing personalized financial advice and exceptional client service.

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

Raymond James Financial Services Advisors, Inc.

location

Toledo, OH

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Richard Bohn is an investment advisor representative who has been in the industry since 1994. Richard is currently registered with Raymond James Financial Services Advisors, Inc. in both Florida and Ohio. Richard has held previous positions at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Richard Bohn's specializations include portfolio management for businesses and individuals, as well as financial planning and pension consulting. Richard is also a member of NWQ Wealth Partners, LLC.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Toledo, OH

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Richard Luedtke is a financial advisor with Ameriprise Financial Services, LLC. Richard has been in the industry since February 13, 1994. Richard is licensed in 26 states. Richard has several designations including Certified Financial Planner. Richard has a branch office location in Toledo, Ohio. Ameriprise Financial Services, LLC is a financial firm that manages more than $479 billion in assets. Ameriprise Financial Services, LLC specializes in financial planning, educational seminars, pension consulting, portfolio management, and publication of periodicals.

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

Cetera Investment Advisers LLC

location

TOLEDO, OH

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Richard Holmes is a financial advisor with Cetera Investment Advisers LLC. Richard has been in the financial services industry since 2001 and has a wide range of experience in the field. Richard holds a Series 7, Series 6 and SIE license. He is registered with the state of Ohio and Texas. Cetera Investment Advisers LLC is a national firm with offices across the country. The firm provides a variety of financial services to individuals, families, and businesses. Richard is dedicated to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

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