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Pension Consulting Services Advisors in Yuma, Arizona
11 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Yuma, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Bretina Elaine Deanda is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry for over 10 years. Bretina Deanda has passed the Series 66, Series 7 and SIE exams. Bretina Deanda currently holds registrations in 21 states for both Broker-Dealer and Investment Advisor. Bretina Deanda previously worked at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Bretina Deanda specializes in portfolio management for individuals, businesses, and pension consulting. Bretina Deanda provides asset allocation services, financial planning, educational seminars, and publication of periodicals.

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

Ameriprise Financial Services, LLC | PFS ® (Certifications)

location

YUMA, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Misenhimer is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Daniel has been in the industry since 2001. Daniel has worked for several firms, including LPL FINANCIAL LLC, 1st GLOBAL CAPITAL CORP., and NYLIFE SECURITIES INC. Daniel is licensed in 11 states and specializes in Financial Planning, Asset Allocation Services, and Pension Consulting. Daniel's firm provides services to clients in the following categories: high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, trusts/estates, and insurance companies.

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

Ameriprise Financial Services, LLC

location

Yuma, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Helen Carol Tanner is an investment advisor representative at Ameriprise Financial Services, LLC in Yuma, Arizona. Helen has been in the industry since 2016, and holds Series 66, SIE, and Series 7 licenses. Helen is also registered to provide investment advice in Arizona and California. Helen is a Board of Directors member of Haute Business, LLC. Helen's previous employers include CPA Financial Advantage, PC and Misenhimer, Aivazian & Tennant, PC.

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

Eagle Strategies LLC

location

YUMA, AZ

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Joe Kin foo Lau is a financial advisor with Eagle Strategies LLC, a firm with over 6,000 clients. Joe has been in the financial services industry since 1992 and is registered to provide investment advice in Arizona. He has a Series 63 and Series 65 license. Joe specializes in providing financial planning, portfolio management, and educational seminars for individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Yuma, AZ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Karolyn Diane Mayrant is a financial advisor at Ameriprise Financial Services, LLC. Karolyn has over 19 years of experience in the financial services industry. Her expertise includes asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Karolyn is a licensed representative in Arizona, California, Florida, Idaho, Iowa, Kentucky, Maryland, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, Oregon, Pennsylvania, South Dakota, Texas, Virginia, and Washington.

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

Ameriprise Financial Services, LLC

location

YUMA, AZ

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Lawrence Lynwood Deason is a financial advisor with Ameriprise Financial Services, LLC in Yuma, Arizona. Lawrence has been in the industry since 2005. Lawrence is registered with the state of California and has a Series 66, Series 7 and SIE license. Lawrence has experience working with clients including high-net-worth individuals, trusts/estates, insurance companies, pension and profit-sharing plans, corporations and other businesses, individuals other than high-net-worth, and state or municipal government entities. Lawrence provides asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

Ameriprise Financial Services, LLC

location

Yuma, AZ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Lydia Marie Padilla is a financial advisor with Ameriprise Financial Services, LLC. Lydia has been in the financial industry since March 15, 1999. Lydia is registered with the state of California as an Investment Advisor Representative and a Broker-Dealer Representative. Lydia is also registered in Texas as an Investment Advisor Representative. Prior to joining Ameriprise Financial Services, LLC, Lydia was employed by WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, and WELLS FARGO SECURITIES INC. Lydia is a Series 7, Series 63, and Series 65 licensed individual. Lydia is also licensed with the Securities Industry Essentials (SIE) exam. Lydia's clients include charitable organizations, individuals, corporations, trusts, estates, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Lydia provides financial planning, asset allocation, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

Ameriprise Financial Services, LLC

location

Yuma, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Short is an investment advisor representative with Ameriprise Financial Services, LLC. Melissa has been in the financial industry for over 10 years. Melissa is a Series 7 and Series 66 licensed investment advisor. Melissa is registered in 28 states including Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kentucky, Maryland, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, South Carolina, Texas, Utah, and Washington. In addition to Ameriprise Financial Services, LLC, Melissa has previously been employed by Edward Jones and UBS Financial Services Inc.

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

Cetera Investment Advisers LLC

location

Yuma, AZ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Weiser is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the financial services industry since 2008 and has experience in both insurance and investments. Michael is registered as an investment advisor representative in Arizona and Texas. Michael is also a registered representative in 18 states, including Arizona, California, Colorado, Florida, Idaho, Indiana, Iowa, Kansas, Minnesota, Missouri, New Mexico, New York, Ohio, Oregon, Texas, and Wisconsin. Michael is a Series 6 and Series 63 licensed professional. Michael provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Michael is committed to providing clients with personalized advice and strategies that meet their unique 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
Unclaimed

Southern Pacific Asset Management LLC

location

YUMA, AZ

0 Disclosures

ADVISOR BIO

Shawn McKeown is an investment advisor representative associated with Southern Pacific Asset Management LLC. Shawn has been in the industry since August 2016. Shawn has a Series 66 and Series 7 license. Shawn's office is located in Yuma, Arizona. Southern Pacific Asset Management LLC primarily provides financial planning, portfolio management for individuals and selection of other advisers.

SPECIALIZATIONS

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

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