Invested Better
Advisors in Tucson, Arizona
730 Results
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

TUCSON, AZ

experience

17 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aaron Brewer is a financial advisor with Wells Fargo Clearing Services, LLC. Aaron has been in the financial services industry since 2008. Aaron has a Series 66, Series 7 and a SIE license and is a Certified Financial Planner. Aaron has been registered with Wells Fargo Clearing Services, LLC since 2022. Previously, Aaron was registered with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and UBS FINANCIAL SERVICES INC. Aaron's office is located in Tucson, Arizona.

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

UBS Financial Services Inc.

location

TUCSON, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Rottenstein is a financial advisor registered with UBS Financial Services Inc. Aaron has been in the industry since May 2011 and has a Series 7 and Series 66 license. Aaron specializes in working with individuals, high net worth individuals, corporations, businesses, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

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

J.p. Morgan Securities LLC

location

TUCSON, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Lampert is an investment advisor representative with J.P. Morgan Securities LLC. Aaron has been in the industry since 2008 and is licensed in Arizona and Texas. Aaron provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Aaron holds Series 7, 66, and SIE licenses. Aaron has been registered with the Securities and Exchange Commission (SEC) since 2012.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

TUCSON, AZ

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Crowley is a financial advisor with RBC Capital Markets, LLC, with 12 years of experience in the industry. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 6, 63 and 66 licenses. Aaron has been with RBC Capital Markets, LLC since 2011 and has experience working with individuals, families, and corporations. Previous to RBC Capital Markets, LLC, Aaron Crowley worked at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Aaron holds a license to practice in Alabama, Alaska, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

TUCSON, AZ

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Murray is an investment advisor representative with J.P. Morgan Securities LLC in Tucson, Arizona. Aaron has been working in the financial services industry since June 2014 and has a strong track record of helping clients meet their financial goals. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Aaron is also registered with the state of Arizona and Texas as an investment advisor representative.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

TUCSON, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Abraham Islas is a financial advisor at Fidelity Personal And Workplace Advisors in Tucson, Arizona. Abraham has a strong background in financial services, having worked in various roles including customer service and financial planning. Abraham has a Series 7, Series 66, and SIE license. Abraham is dedicated to providing financial advice and guidance to individuals and families in Tucson, Arizona and surrounding areas.

SPECIALIZATIONS

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

Morgan Stanley

location

Tucson, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Adam Paoli is a financial advisor at Morgan Stanley in Tucson, Arizona. Adam has been in the industry since 2015, specializing in various financial services, including portfolio management for individuals, businesses, and investment companies. Adam is registered with FINRA and holds the Series 7, Series 66, and SIE licenses, and is a registered investment advisor in 27 states. Adam is also a 50% owner of PB Media LLC, a web development service.

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

LPL Financial LLC | CFP ® (Certifications)

location

TUCSON, AZ

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Adam Goldstein is a financial advisor with LPL Financial LLC. Adam has been working in the financial industry since March 2007. Adam is registered in 35 states and holds Series 31, Series 7, and Series 66 licenses. Adam's previous employment was with RBC Capital Markets, LLC. Adam is a Certified Financial Planner. Adam is also registered with the state of Texas 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Fortress Financial Solutions, LLC

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

Adam Amante is an Investment Advisor Representative associated with Fortress Financial Solutions, LLC. Adam has been in the industry since September 2007 and is registered in Arizona, California, Maryland, North Carolina, and Texas. Adam Amante has a Series 65 license. Adam has worked with individuals, high-net-worth individuals, and pension and profit-sharing plans. Adam offers financial planning and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

TUCSON, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adam Pina is a financial advisor who has been in the industry since 2017. Adam Pina is currently registered with Edward Jones and has been with the firm since June 2021. Prior to joining Edward Jones, Adam Pina was employed by WELLS FARGO CLEARING SERVICES, LLC. Adam Pina holds Series 6, 7, 63, and 66 licenses. Adam Pina provides financial advice to individuals, corporations, and other entities. Adam Pina is also registered to provide investment advisory services in Arizona and Texas.

SPECIALIZATIONS

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

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