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Market Timing Services Advisors in Houston, Texas
890 Results
Unclaimed

THE Ayco Company, LP

location

Houston, TX

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Skutelsky is a financial advisor with The Ayco Company, LP. Aaron has been in the financial industry since 2013. Aaron is registered with the state of Texas and holds the Series 6, 7, 63 and 66 licenses. Aaron provides financial planning, portfolio management for individuals and businesses, educational seminars, publication of periodicals and selection of other advisors.

SPECIALIZATIONS

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

Centaurus Financial, Inc.

location

Houston, TX

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Abel Olivares is a financial professional with over 25 years of experience in the industry. Abel Olivares is currently registered with Centaurus Financial, Inc. and has a Series 7 and Series 63 license. Prior to joining Centaurus Financial, Inc., Abel Olivares was registered with NEXT FINANCIAL GROUP, INC. and Ameriprise Financial Services, Inc. Abel Olivares offers a variety of financial services, including financial planning, pension consulting, 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
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Eagle Strategies LLC

location

HOUSTON, TX

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Abid Ali Khan is a financial advisor with Eagle Strategies LLC. Abid has over 13 years of experience in the financial services industry. Abid is registered with the state of Texas. Abid offers financial planning and portfolio management services to individuals and businesses. Abid has previously worked for Pruco Securities LLC. and MetLife Securities Inc.

SPECIALIZATIONS

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

Alliancebernstein LP

location

Houston, TX

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Daniels is a registered investment advisor representative with Alliancebernstein LP. Abigail has been in the industry since 2005 and has experience providing financial planning and portfolio management services. Abigail is registered in multiple states and holds a Series 7, Series 31, and Series 66 license.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Houston, TX

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Adam Charles Cohen is a financial professional with over 10 years of experience in the industry. Adam has a strong background in investment banking and municipal securities. Adam is currently registered with Robert W. Baird & Co. Inc., where they have been employed since December 2014. Prior to this, they worked for RBC Capital Markets, LLC. Adam is a licensed representative in Texas and holds several industry licenses, including Series 7, 52, 50, 79, and 63. Adam is dedicated to providing clients with personalized financial advice and investment strategies.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Ernst & Young Investment Advisers LLP | CFA ® (Certifications)

location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Adam Berk is a registered Investment Advisor Representative with Ernst & Young Investment Advisers LLP. Adam has been in the industry since September 2010 and is based in Houston, TX. Adam is a Chartered Financial Analyst and holds a Series 65 registration in Texas. Adam specializes in financial planning, educational seminars, and publication of periodicals. Adam's firm manages assets for corporations or other businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Publication of Financial Periodicals
Unclaimed

Citigroup Global Markets Inc.

location

HOUSTON, TX

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Adam Knut Flaaten is a registered representative with Citigroup Global Markets Inc., with over 53 state registrations. Adam Knut Flaaten is licensed to sell securities in Texas and has been in the industry since November 26, 2019. Adam Knut Flaaten holds FINRA Series 79TO, Series 63, and SIE licenses and is currently registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Adam Knut Flaaten is an active investment banking advisor and specializes in a range of areas including securities, equities, fixed income, investment banking, mutual funds, and other investments.

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

Ameriprise Financial Services, LLC

location

Houston, TX

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Adam Badeaux is a financial advisor with Ameriprise Financial Services, LLC. Adam has been in the financial services industry since 2006. Adam holds Series 63, 66, and 7 licenses. Adam is registered in 27 states, including Texas, California, Florida, and New York. Adam specializes in financial planning, portfolio management, and pension consulting. Adam has experience working with a variety of clients, including individuals, families, and businesses.

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

Truist Advisory Services, Inc.

location

HOUSTON, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Adison Julianne Ford is a financial advisor registered with Truist Advisory Services, Inc. in Houston, Texas. Adison has been working in the financial industry for several years and has experience in providing financial planning, portfolio management, and investment management services. Adison holds Series 7TO, Series 63, and Series 65 licenses. She is also a registered Investment Advisor Representative (IAR) with Truist Advisory Services, Inc. in Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Bofa Securities, Inc.

location

HOUSTON, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aditya Bansal is a registered representative with Bofa Securities, Inc. in Houston, Texas. Aditya has been in the industry since August 2022. Aditya is registered with the state of Texas and holds the Series 63, Series 79TO, and SIE licenses. Aditya works out of the Houston office at 800 CAPITOL ST, GBAM - GLOBAL CORPORATE INVESTMENT BANKING, HOUSTON, TX 77002.

SPECIALIZATIONS

RESEARCH-RELATED SERVICES
Publication of Financial Periodicals

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