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Portfolio Management for Individuals Advisors in Reno, Nevada
53 Results
Unclaimed
location

Reno, NV

0 Disclosures

ADVISOR BIO

Alexander Mallett is a financial advisor with Morgan Stanley. Alexander has 2 product exams: General Securities Representative Examination and Securities Industry Essentials Examination. Alexander is registered with FINRA and has experience in asset allocation advice. Alexander has been with Morgan Stanley since April 2024. Alexander has been in the industry since August 2014 and has worked at firms such as Greater Nevada Credit Union, SSP America, The Home Depot, Truckee Meadows Community College, Robert McQueen High School and University of Nevada, Reno.

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
location

Reno, NV

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Angel Sandoval has been in the financial services industry since 2002. Angel is currently registered with Morgan Stanley as a Registered Representative. Angel has held previous positions with Morgan Stanley & Co. Incorporated, Navellier Securities Corp. and Citigroup Global Markets Inc. Angel is a Series 63 and 65 registered Investment Advisor and a Series 7, 31, and SIE registered Broker Dealer. Angel is registered in 34 states and holds a license to offer investment advisory services in 2 states.

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
location

Reno, NV

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Angela Wright is a financial advisor who has been in the industry since 2016. She is currently registered with Morgan Stanley and has held prior positions at Wells Fargo Advisors LLC. Angela holds a Series 66 license and also holds several other licenses allowing her to provide investment advice in a number of states.

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
location

Reno, NV

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Anthon Matkulak is an Investment Advisor Representative with Morgan Stanley. Anthon has been in the securities industry since 1997 and holds a Series 7, 63, and 65 licenses. Anthon is registered to provide investment advice in 20 states.

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
location

Reno, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Maldonado is a financial advisor with Morgan Stanley. Anthony has been in the financial services industry since July 8, 2012. He has a Series 7, Series 6, Series 63, and Series 65 license, as well as a SIE license. Anthony is registered in 29 states and is also a Registered Investment Advisor (RIA) in Texas and Nevada. His previous employers include J.P. Morgan Securities LLC and Chase Investment Services Corp.

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
location

Reno, NV

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Duane Puckett is a financial advisor currently registered with Morgan Stanley in Nevada and Texas. Anthony has been working in the financial services industry since July 2009. Anthony is also licensed in 32 states and holds licenses for Series 66, Series 7, and SIE. Anthony has worked at Morgan Stanley Smith Barney LLC in Reno, NV since June 2009 and Morgan Stanley Private Bank, N.A. in New York, NY since January 2015. Anthony specializes in providing a variety of financial services to individuals, corporations, and institutions. Anthony's firm, Morgan Stanley, is a global financial services firm with over 15,700 licensed agents, 22,500 investment advisor representatives, and 26,100 registered representatives. Morgan Stanley manages over $10 billion in assets and serves a variety of clients including insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and investment clubs.

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

Morgan Stanley | CFP ® (Certifications)

location

Reno, NV

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brent Alan Webster is a financial advisor with Morgan Stanley. Brent has been in the financial services industry for over 30 years and is a Certified Financial Planner. He has a broad range of experience and is registered in 28 states. Brent's areas of specialization include retirement planning, investment management, and financial planning. Brent has previously been employed by Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Prudential Securities Incorporated.

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
location

Reno, NV

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brian Pansky is a financial advisor with Morgan Stanley. Brian has been in the financial services industry since 2007. Brian is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Brian holds Series 7, 31, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Brian has experience in providing investment advice to individuals, businesses, and institutions.

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

State Farm Investment Management Corp.

location

Reno, NV

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Chadd Mark Watson is a financial professional in Reno, Nevada, associated with State Farm Investment Management Corp.. Chadd has been in the financial services industry since 2007. Chadd is registered with the state of Nevada as an Investment Advisor Representative. Chadd is also registered with the state of California as an Investment Advisor Representative. Chadd specializes in providing investment advice to individuals and investment companies. Chadd is also a board member of the Nevada Interfaith Association.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

Reno, NV

experience

49 Years Experience

0 Disclosures

ADVISOR BIO

Chris Radcliffe Osborne is a financial advisor registered with Morgan Stanley in Reno, NV. Chris has been in the financial industry since 1975. Chris has experience working at several firms, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., Loeb Partners, Hornblower, Weeks, Noyes & Trask Incorporated, Baker, Watts & Co., Hornblower & Weeks - Hemphill, Noyes Incorporated, and Laidlaw, Martin & Moysey, Inc. Chris holds several licenses and certifications, including the Series 7, 9, 10, 15, 63, and 65.

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

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