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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed
location

MIDWEST CITY, OK

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael McIlvoy is a financial advisor who has been in the industry since 2014 and is registered with Edward Jones. Michael has a Series 66, Series 7 and SIE licenses, and is registered in 28 states. Michael offers a range of financial services including financial planning, pension consulting, and portfolio management. Michael is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Alphastar Capital Management

location

Oklahoma City, OK

0 Disclosures

ADVISOR BIO

Michael Richardson is an investment advisor representative registered with Alphastar Capital Management in Oklahoma and Texas. Michael is also a licensed insurance agent. Michael has experience in the financial services industry and has previously worked at Strong Family Financial and GameStop. Michael specializes in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OKLAHOMA CITY, OK

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael L. Stewart is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 8 years in the securities industry. Michael holds licenses in multiple states and is committed to providing comprehensive financial advice to individuals, families, and businesses. Michael focuses on investment management, financial planning, and retirement planning.

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

Exencial Wealth Advisors

location

OKLAHOMA CITY, OK

0 Disclosures

ADVISOR BIO

Michael McGlashen is a registered investment advisor representative with Exencial Wealth Advisors. Michael has been in the financial services industry since 1985. Michael holds a Series 63 license and a Series 65 license. Michael currently provides services from locations in Oklahoma City, OK and Westlake Village, CA.

SPECIALIZATIONS

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

Eagle Strategies LLC | CFC ® (Certifications)

location

TULSA, OK

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Michael Noland is a financial professional with over 40 years of experience in the financial services industry. Michael is a registered representative of Eagle Strategies LLC, a firm based in New York City. Michael is also a Registered Investment Advisor and has held this role since 1998. Michael is a Chartered Financial Consultant and has extensive experience in providing financial planning, investment management, and insurance services to individuals, families, and businesses. Michael has been associated with Anchor National Financial Services, Inc. and New York Life Insurance Company, and is also the owner of Integrated Financial Resources, Inc.

SPECIALIZATIONS

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

DURANT, OK

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Patterson is a financial advisor with over 30 years of experience in the industry. Michael has been with Morgan Stanley since December 2012. Michael also has prior experience with EDWARD JONES, SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, LA SALLE ST. SECURITIES, INC., and ANSPACHER SECURITIES, INC. Michael is registered to provide investment advice in 20 states.

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

Mariner Wealth | CFP ® (Certifications)

location

TULSA, OK

0 Disclosures

ADVISOR BIO

Michael McAndrews is an Investment Advisor Representative at Mariner Wealth Advisors. Michael is registered with the state of Oklahoma. Michael has been in the industry since 2013 and has a Series 65 license. Michael is also a Certified Financial Planner. Michael's firm has a total of 81106925484 in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

TULSA, OK

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Michael Paul Mazzei is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tulsa, OK. Michael Mazzei has been in the industry since March 19, 1990 and has a wide range of experience working with individuals, corporations, and trusts. Michael Paul Mazzei has offices in Tulsa, OK and offers a variety of financial services including financial planning, portfolio management, and retirement planning. In addition to being a registered representative with Raymond James Financial Services Advisors, Inc., Michael Mazzei is also a Certified Financial Planner.

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

Equitable Advisors, LLC

location

OKLAHOMA CITY, OK

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Michael Jerome Visina is a financial professional with over 25 years of experience in the industry. Michael is currently registered as a Registered Representative with Equitable Advisors, LLC and is associated with their Oklahoma City branch office. Michael has been with Equitable Advisors, LLC since March 2014. Michael also previously worked for PRUCO SECURITIES, LLC. and Northwestern Mutual Investment Services, LLC. Michael's experience is supported by his licenses and certifications. Michael holds the Series 6, 7, 26, 63, and 65 securities licenses. Michael is also a licensed insurance agent in Arizona, Colorado, Florida, Oklahoma, and Texas. Michael has a strong background in financial planning, portfolio management, and pension consulting. Michael's experience and expertise make him a valuable resource for individuals and families seeking financial guidance.

SPECIALIZATIONS

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

United Capital Financial Advisors | CFP ® (Certifications)

location

TULSA, OK

0 Disclosures

ADVISOR BIO

Michael Ryan is a financial advisor with United Capital Financial Advisors. Michael has been working in the financial services industry for over 20 years and has experience providing financial advice to a variety of clients, including individuals, families, businesses, and charitable organizations. Michael is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Michael is also a member of the Board of Directors for Unity of Houston.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Publication of Financial Periodicals

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