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Portfolio Management for Businesses Advisors in Toledo, Ohio
387 Results
Unclaimed

Gant Investment Advisors, Inc.

location

TOLEDO, OH

disclosure

1 Disclosures

ADVISOR BIO

Derick Gant is a registered investment advisor representative with Gant Investment Advisors, Inc. in Toledo, OH. Derick has been in the securities industry since January 1992. Derick's previous experience includes roles at Wunderlich Securities, Inc. and Mutual Service Corporation. Derick has licenses for Series 6, 7, 24, 63 and 65. Derick Gant currently manages approximately $1,800,000 for 40 clients.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Toledo, OH

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Desiree Strauss is a registered representative with J.P. Morgan Securities LLC. Desiree is licensed in Ohio and has passed the Series 63, Series 6TO, and SIE exams. Desiree joined J.P. Morgan Securities LLC in September 2023 and is located in the Toledo, OH branch office. Desiree's specialties include: Investment advisory services for individuals, businesses, charitable organizations, insurance companies, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Toledo, OH

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Diane M. St. john is a financial advisor who has been working in the industry since 2004. Diane St. john currently works for Robert W. Baird & Co. Inc. Previously Diane St. john worked for WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., and MORGAN STANLEY DW INC.. Diane St. john holds the Series 7 and Series 66 licenses.

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

MML Investors Services, LLC | CFP ® (Certifications)

location

Toledo, OH

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Pisanti is a financial advisor with MML Investors Services, LLC. Dominic has been in the financial services industry since February 2018. Dominic is a Certified Financial Planner and holds Series 6, 63, and SIE licenses. Dominic is registered in 16 states and has provided financial planning services to individuals, businesses, corporations, and various 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 PROGRAMS
Unclaimed

Osaic Wealth, Inc. | CFC ® (Certifications)

location

Toledo, OH

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Donna Jean Bogan is a financial advisor with over 25 years of experience in the industry. Donna is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in 28 states. Donna has a strong background in financial planning, portfolio management, and retirement planning. Donna is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Donna is a member of the Toledo Estate & Financial Planning Council and is a strong advocate for the Toledo community.

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 | CFP ® (Certifications)

location

TOLEDO, OH

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Douglas A. Pyle is a financial advisor registered with Ameriprise Financial Services, LLC. Douglas is a CERTIFIED FINANCIAL PLANNER™ professional with over 28 years of experience in the financial services industry. Douglas specializes in helping individuals, families, and businesses with their financial planning needs. Douglas also provides a variety of other financial services, including asset allocation services, portfolio management, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

MML Investors Services, LLC

location

Toledo, OH

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Douglas James Rechtine is a registered representative with MML Investors Services, LLC since March 2017. Previously, Douglas James Rechtine worked for MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Douglas James Rechtine's professional experience in the industry began in January 1987. In addition to securities licenses, Douglas James Rechtine holds an independent insurance agent license.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

TOLEDO, OH

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Earl Byron Emery is a financial advisor currently registered with Cetera Investment Advisers LLC. Earl has been in the financial industry since 1989 and has held various positions throughout their career. Earl has earned several industry certifications, including the Chartered Financial Consultant designation. Earl is currently registered as an Investment Advisor Representative in Ohio and Texas. Cetera Investment Advisers LLC provides advisory services to individuals, businesses, trusts, and retirement plans. Their services include financial planning, portfolio management, and investment advisory services.

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

31 Years Experience

0 Disclosures

ADVISOR BIO

Edward Charlton Nolette has been in the financial industry since 1994. Edward is currently registered with Morgan Stanley, located in Toledo, OH. Edward is also registered as an investment advisor in Texas. Prior to joining Morgan Stanley, Edward worked at PNC INVESTMENTS, NATCITY INVESTMENTS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Edward has passed the Series 7, Series 63, Series 65, and SIE exams. Edward specializes in providing financial planning, portfolio management, and pension consulting services.

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 & Associates, Inc.

location

TOLEDO, OH

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Edward Eric Sommers is a financial advisor with Raymond James & Associates, Inc. Edward has been in the financial services industry since May 1993. He has been registered with the Securities and Exchange Commission (SEC) since May 1993. Edward offers a variety of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Edward holds Series 7, 3, 63, and 65 securities licenses. Edward has also passed the Securities Industry Essentials Examination.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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