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

Dallas, TX

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Sharkawy is a financial advisor at Morgan Stanley. Amanda is licensed to provide financial advice in New York and Texas. Amanda has been in the financial industry since 2010, and has extensive experience providing a wide range of financial services, including portfolio management for individuals, investment companies, and businesses. Amanda is committed to providing clients with personalized financial guidance and helping them 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DALLAS, TX

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Cecil is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Dallas, Texas. Amanda has been in the financial services industry since August 2016. Amanda holds a Series 6, 7, 63 and 66 securities licenses and is registered with FINRA. Amanda also holds a Series 63 and 66 securities licenses and is registered with the state of Texas. Amanda is a dedicated professional who is committed to providing her clients with personalized financial advice and guidance.

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

Ameriprise Financial Services, LLC

location

DALLAS, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Hill is a financial advisor with Ameriprise Financial Services, LLC. Amanda has been in the industry since March 2020. Amanda is registered with the state of Texas as a Registered Representative and Investment Advisor Representative. Amanda is also registered in Arkansas, California, Colorado, Florida, Georgia, Minnesota, Missouri, Tennessee and Texas. Amanda specializes in providing financial advice to individuals, businesses, and trusts. Amanda's primary office is located at 5960 Berkshire Ln Ste 1200, Dallas, TX 75225.

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
location

Dallas, TX

0 Disclosures

ADVISOR BIO

Amanda Morris is an investment advisor representative at Familywealth. Amanda has been in the financial services industry for over 10 years. Amanda is registered in Texas and Washington. Amanda has passed the Series 66, Series 7 and SIE exams. Amanda's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Securities America, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
ADVICE TO USE MODELS OF RELATED INVESTMENT ADVISER
Unclaimed

J.p. Morgan Securities LLC

location

DALLAS, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Marie Marten is a registered representative with J.P. Morgan Securities LLC in DALLAS, TX. Amanda has been in the industry since November 2022 and is licensed in Texas. Amanda offers a range of services, including financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

DALLAS, TX

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Amber Koop Seale is a financial advisor with Raymond James & Associates, Inc. in Dallas, TX. Amber has been working in the financial industry since 2001 and is registered to provide investment advice in 22 states. Amber holds a Series 7, Series 63, and Series 66 licenses. Amber has also earned the Certified Financial Planner designation. Amber is committed to providing her clients with comprehensive financial planning and investment advice.

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
Unclaimed

Hightower Advisors, LLC

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Ami Doshi is a financial advisor with Hightower Advisors, LLC. Ami is registered with the state of Texas as an Investment Advisor Representative. Ami has been working in the financial industry since 2000. Ami has experience in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers. Ami has also been active in the community, serving on the boards of various non-profit organizations. Ami is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Equitable Advisors, LLC

location

DALLAS, TX

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Amine Rizk is an active investment advisor representative, registered with Equitable Advisors, LLC. Amine Rizk has been in the industry for 20 years and is registered in 23 states. Amine Rizk offers a variety of services to clients, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Amir Atabaki is a financial advisor with Hightower Advisors, LLC. Amir has been in the financial industry for more than 10 years and has a strong understanding of the markets. Amir works with individuals, businesses, and institutions. Amir is dedicated to providing personalized financial advice to help clients reach their financial goals. Amir holds a Series 7, Series 65, and Series 66 licenses. Amir is a member of the Investment Adviser Association and is registered with the Securities and Exchange Commission.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

DALLAS, TX

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Amos Stovall is a financial advisor who has been in the industry since 2024. Amos is registered with Cambridge Investment Research Advisors, Inc. and currently works out of their office in Keosauqua, Iowa. Amos Stovall is also a registered representative of Cambridge Investment Research, Inc. and holds the Series 7TO, SIE, 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
Market Timing Services

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