Invested Better
Advisors in El Paso, Texas
361 Results
Unclaimed

Insight Securities, Inc.

location

El Paso, TX

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Roberto Hernandez is an investment advisor representative with Insight Securities, Inc., registered in California, Florida, Illinois and Texas. Roberto Hernandez is a registered investment advisor with the firm since 2014. Roberto Hernandez has a broad range of experience in the financial services industry, including providing investment advisory services to individuals, businesses, and corporations. He is also a licensed real estate agent with Home Pros Real Estate Group LLC.

SPECIALIZATIONS

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

LPL Financial LLC

location

EL PASO, TX

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Roberto Montes is a financial advisor with over 15 years of experience in the industry. Roberto has been registered with LPL Financial LLC since July 2021. Prior to that, Roberto worked for BBVA Securities Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Chase Investment Services Corp. Roberto is licensed to provide investment advice in Arizona, Colorado, New Mexico and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Equitable Advisors, LLC

location

EL PASO, TX

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Roberto Gustavo Torres is a financial advisor who has been working in the industry since January 15, 2001. Roberto is currently registered with Equitable Advisors, LLC, and has been with the firm since September 2000. Roberto is licensed in several states, including Texas, New Mexico, Colorado, and California. Roberto holds the Series 7, Series 66, and SIE licenses. Roberto's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting. Roberto also provides educational seminars to clients.

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

EL PASO, TX

experience

27 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Roger Grant Morgan has been in the financial services industry since 1998. Roger is a registered representative of J.p. Morgan Securities LLC, and has held registrations with a number of firms in the past including Chase Investment Services Corp., BANC of America Investment Services, Inc., and Dean Witter Reynolds Inc. Roger has experience in providing financial advice and portfolio management services for individuals, businesses, and institutions. Roger specializes in providing financial planning, portfolio management, and pension consulting services to clients. Roger is licensed to conduct business in multiple states, including Texas, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Michigan, New Mexico, New York, Ohio, Pennsylvania, and Utah. Roger is also registered as an Investment Advisor Representative in Texas.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

EL PASO, TX

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Wayne White is a financial advisor with over 30 years of experience in the financial services industry. Ronald is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with Robert Thomas Securities, Inc and A. G. Edwards & Sons, Inc.. Ronald has a broad range of experience providing financial advice to individuals, businesses, and institutions. Ronald has licenses including Series 7, 8, 9, 10, 63, and 65. Ronald also holds designations and specializations in various financial areas. Ronald is dedicated to helping 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Ameriprise Financial Services, LLC

location

El Paso, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Rosa Minerva Landin is a financial advisor with Ameriprise Financial Services, LLC. Rosa has been in the industry since 2000 and has a strong track record of providing financial advice to individuals, families, and businesses. Rosa is licensed in Texas and New Mexico and holds several industry certifications, including the Series 6, 7, 26, 63, and 66. Rosa is committed to providing her clients with personalized financial advice 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

EL PASO, TX

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Ross Salas is a financial advisor with Wells Fargo Clearing Services, LLC. Ross has been in the financial services industry since 2011. Ross has a strong background in the industry, having worked with several other firms, including Edward Jones, BancWest Investment Services, Inc., and LPL Financial LLC. Ross holds Series 7 and Series 66 licenses. Ross specializes in investment advisory services for a broad range of clients, including individuals, businesses, and charitable organizations.

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

Guerra Investment Advisors

location

EL PASO, TX

0 Disclosures

ADVISOR BIO

Ruben Guerra has been a registered Investment Advisor since 1992. Ruben is currently registered in New Mexico and Texas and has been a registered Investment Advisor since 1992. He has worked in the investment industry for over 30 years, and has a diverse background in financial services. Ruben has worked for several prominent firms, including Lehman Brothers Inc., Smith Barney Inc., and PaineWebber Incorporated. Ruben Guerra is the founder of Guerra Investment Advisors, which is based in El Paso, Texas. The firm specializes in providing financial planning and investment management services to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
ACTIVE INVESTMENT MANAGMENT
Unclaimed

International Assets Investment Management, LLC

location

EL PASO, TX

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Ruben Salas is an investment advisor representative with International Assets Investment Management, LLC. Ruben has been in the industry since 2005 and is licensed to provide investment advice in Arizona, Florida, Ohio, and Texas. Ruben has a broad range of experience in the financial services industry and specializes in providing financial planning, portfolio management, and selection of other advisors. Ruben has held prior positions at LPL Financial LLC and Wells Fargo Advisors, LLC. Ruben Salas is committed to helping clients reach their financial goals through personalized financial advice.

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

EL PASO, TX

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Ruby Crystal Valadez is a financial advisor with over 14 years of experience in the financial services industry. Ruby is currently registered with Wells Fargo Clearing Services, LLC, where Ruby specializes in providing investment advice to individuals, families, and businesses. Ruby is also registered in Arizona, Arkansas, California, Colorado, Connecticut, Indiana, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, Rhode Island, Tennessee, Texas, Washington, and Wisconsin. Ruby has a strong track record of success in helping clients achieve their financial goals.

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

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