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Financial Planning Services Advisors in Dallas, Texas
3,096 Results
Unclaimed

UBS Financial Services Inc.

location

DALLAS, TX

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edwin Restrepo is a financial advisor at UBS Financial Services Inc. Edwin has over 20 years of experience in the financial services industry. Edwin is registered in 35 states and the District of Columbia, and holds Series 3, 7, 24, 55, and 66 licenses. Edwin specializes in providing financial planning, portfolio management, and investment advice to high-net-worth individuals, families, and businesses. Edwin has previously worked at Morgan Stanley and Esposito Securities, LLC. Edwin is committed to providing clients with personalized financial advice and investment solutions that are tailored to their specific needs and goals.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

DALLAS, TX

experience

27 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Edwin Earle Nowlin is a financial advisor who has been in the industry since 1997. He is currently registered with UBS Financial Services Inc. in Dallas, Texas. Edwin has a wide range of experience in the financial services industry and is licensed to provide investment advice in Texas. He holds the Series 7, Series 31, and Series 66 licenses. Edwin is committed to providing his clients with the highest quality financial advice and service.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Dallas, TX

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Edwin Paul Strickling is a financial advisor with Avantax Advisory Services. Edwin has been in the financial services industry since 1986 and has experience working with a variety of clients, including individuals, corporations, and pension plans. Edwin's expertise includes financial planning, portfolio management, and pension consulting. Edwin is registered with the state of Ohio as an Investment Advisor Representative.

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

J.p. Morgan Securities LLC

location

Dallas, TX

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Eileen Corkery is a registered representative of J.P. Morgan Securities LLC and has been in the financial services industry since 2014. Eileen has been registered with J.P. Morgan Securities LLC since 2021. Previously, Eileen was registered with CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC. in Dallas, TX. Eileen holds the Series 66, Series 31, and Series 7 licenses and is registered in 53 states for securities and 1 state for investment advisory services. Eileen is a specialist in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

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

Citigroup Global Markets Inc.

location

DALLAS, TX

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Einat Sadka is a financial advisor associated with Citigroup Global Markets Inc., with over 17 years of experience in the financial services industry. Einat is registered with FINRA and holds Series 7, Series 63, and Series 65 licenses. Einat specializes in providing asset allocation advice, financial planning, pension consulting, portfolio management for individuals and businesses, and publication of periodicals. Einat has been with Citigroup Global Markets Inc. since 2007 and has offices in Dallas, Texas and Los Angeles, California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Dallas, TX

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Elaine Agather is a financial advisor with J.p. Morgan Securities LLC in Dallas, Texas. Elaine has been in the industry for over 20 years. Elaine holds a Series 7, Series 10, Series 23, Series 24, and Series 63 license. Elaine specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients. Previously, Elaine has worked with J.P. MORGAN SECURITIES INC., CHASE SECURITIES INC., and CHASE SECURITIES OF TEXAS, INC.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DALLAS, TX

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Elena Stein is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Elena is based in DALLAS, TX and has been in the industry since 2005. Elena has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009. Elena has also held previous registrations with SMH CAPITAL INC. Elena holds the Series 63, Series 65, Series 7, Series 10, Series 24 and SIE licenses.

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

Wedbush Securities Inc.

location

DALLAS, TX

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Elena Rysin is a financial professional with over 20 years of experience in the industry. Currently, Elena is registered with Wedbush Securities Inc. as a Series 7, 9, 10, 24, 63, and 99TO licensed representative. Elena has extensive experience in portfolio management for businesses and individuals, financial planning, pension consulting, and conducting educational seminars. Prior to joining Wedbush Securities Inc., Elena was affiliated with Wachovia Securities, LLC.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DALLAS, TX

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eleni Feleke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Eleni has been in the industry for over 8 years. She is a registered representative and investment advisor representative in both Florida and Texas. Eleni provides a range of services to clients, including portfolio management, investment advice, and retirement planning. She has a strong track record of success in helping clients achieve their financial goals.

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

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

DALLAS, TX

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Eli J Tabaria is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Dallas, TX. Eli has been in the financial services industry since 2011. Eli is registered to provide securities and investment advisory services in 13 states. Eli's firm has been registered as an investment adviser since 1995 and has approximately $1 billion to $10 billion 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
Portfolio Management for Pooled Investment Vehicles

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