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Financial Planning Services Advisors in Allen, Texas
97 Results
Unclaimed

J.p. Morgan Securities LLC

location

ALLEN, TX

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Abilene Maldonado delgado is a registered representative with J.p. Morgan Securities LLC. Abilene is licensed in Texas and has been in the industry since January 2020. Abilene Maldonado delgado has passed the Series 63, Series 6TO, and SIE exams. Abilene Maldonado delgado specializes in providing financial advice and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

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

Avantax Advisory Services | CFP ® (Certifications)

location

ALLEN, TX

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alan Spencer is a financial advisor with Avantax Advisory Services, and has been in the industry since November 1988. Alan is a Certified Financial Plannerâ„¢ professional and holds the Series 6, SIE and Series 63 licenses. Alan has been registered as a financial advisor with the state of Texas since December 1988. Alan also is registered with the state of Georgia since August 2016. Alan works with clients in Allen, Texas. Alan's practice focuses on providing financial planning services, portfolio management for individuals and businesses and educational seminars. Alan also provides solicitor referral services to third-party investment managers and participant enrollment meetings.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

ALLEN, TX

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alicia Moulton is a registered representative with Edward Jones, a well-established firm known for its commitment to individual client relationships and personalized financial advice. Alicia has been in the financial industry since 2021 and is dedicated to helping individuals and families reach their financial goals. She holds licenses to offer a wide range of financial services, including investment advice, retirement planning, and college savings. With her expertise and personalized approach, Alicia strives to build trusting relationships with clients and provide them with the support and guidance they need to achieve their financial objectives.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

ALLEN, TX

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Anderson Baten Brooks is a financial advisor at Osaic Wealth, Inc. Anderson has been in the industry since January 31, 2020 and is registered to provide investment advice in Arizona and Texas. Anderson is also a licensed insurance producer in Texas. Anderson has a Series 66 license as well as a Series 7 and a SIE license.

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

Allen, TX

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anna Ovchinskaya Blekher is a financial advisor at Ameriprise Financial Services, LLC, with over 38 years of experience in the industry. Anna is registered in 10 states including Texas, Florida, California, and Minnesota. She holds several licenses including Series 6, 7, 22, and 66, as well as the SIE. Anna's specializations include asset allocation, financial planning, pension consulting, and portfolio management. She provides services to individuals, businesses, corporations, trusts, pension plans, charitable organizations, and insurance companies.

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

Ameritas Advisory Services, LLC

location

ALLEN, TX

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Arnolds Andra Grava is a financial advisor with over 20 years of experience in the industry. Arnolds is currently registered with Ameritas Advisory Services, LLC and has been working with the firm since November 2021. Prior to joining Ameritas Advisory Services, LLC, Arnolds worked with Carillon Investments, Inc. from February 2003 to June 2006. Arnolds has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Arnolds holds Series 7, 24, 63 and 66 licenses and is also licensed as an Independent Insurance Agent. Arnolds is dedicated to providing personalized financial guidance 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
Unclaimed

J.p. Morgan Securities LLC

location

ALLEN, TX

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ashraf Jamal is a registered representative with J.p. Morgan Securities LLC. Ashraf holds the Series 63, Series 6TO, and SIE licenses. Ashraf has been in the industry since March 2022 and is registered in Texas.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ALLEN, TX

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Betsy Jane Rhone is a financial advisor with Wells Fargo Clearing Services, LLC. Betsy has been in the industry since 2007. Betsy is licensed in 14 states. Betsy is a registered representative with Series 66, 7 and SIE. Betsy's previous firm was WELLS FARGO INVESTMENTS, LLC in FRISCO, TX. Betsy has experience working with corporations, individuals, high net worth individuals, charitable organizations, pension plans, and insurance companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

ACT Wealth Management, LLC

location

ALLEN, TX

0 Disclosures

ADVISOR BIO

Brennan Gale Cross is an investment advisor representative with Act Wealth Management, LLC in ALLEN, TX. Brennan is a registered investment advisor in Louisiana, New Mexico and North Carolina. Brennan's firm, Act Wealth Management, LLC, is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a total of 4 investment advisor representatives and manages approximately $394,882,590 in assets. Brennan's firm provides investment advisory services to individuals and pension plans. Brennan has worked in the investment industry for more than 20 years. Before joining Act Wealth Management, LLC, Brennan worked for Charles Schwab & Co., Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and Fidelity Brokerage Services LLC.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

ALLEN, TX

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Camper is a financial advisor at Osaic Wealth, Inc. with over 17 years of experience in the financial services industry. Bryan specializes in providing financial planning and investment management services for individuals, families, and businesses. Bryan is a Certified Financial Planner and holds Series 66, Series 7 and SIE licenses. Bryan is registered with the Securities and Exchange Commission and with FINRA. Bryan is also registered with the states of Arizona, California, Florida, Georgia, Louisiana, New Mexico, Oklahoma and Texas.

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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