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Pension Consulting Services Advisors in Toledo, Ohio
261 Results
Unclaimed

Morgan Stanley

location

Toledo, OH

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Webb is a financial advisor registered with Morgan Stanley in both Michigan and Ohio. Aaron has been working in the financial industry since 2021, providing investment advice to individuals, families, and businesses. Aaron's expertise lies in developing comprehensive financial plans and managing investment portfolios. He is committed to providing personalized advice and strategies tailored to each client's unique financial goals.

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

Cetera Investment Advisers LLC

location

TOLEDO, OH

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Adel Youssef is a financial professional with over 20 years of experience in the industry. Adel is registered with Cetera Investment Advisers LLC and currently operates in Toledo, Ohio. Previously, Adel worked as a Registered Representative with VOYA FINANCIAL ADVISORS, INC. for 17 years. Adel holds Series 7, Series 24, and Series 66 licenses and has a background in insurance and financial services. Adel's areas of expertise include life insurance, disability, fixed annuities, and long-term care. Adel is passionate about providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Morgan Stanley

location

Toledo, OH

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Alan Dean Fadel is a financial advisor who has been working in the industry since December 1983. Currently, Alan is registered with Morgan Stanley, a large firm with a significant presence in the financial industry. Alan has a strong track record of experience with various financial products and services. In addition to his current role at Morgan Stanley, Alan also has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. Alan holds several professional certifications, including the Series 7, Series 63, and Series 65 licenses. Alan also holds registrations in multiple states. Alan is committed to providing personalized financial advice to help 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Toledo, OH

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Allan Poturalski is a registered investment advisor representative with Morgan Stanley. Allan has been in the securities industry since December 10, 1990. Allan holds the Series 63, Series 65, Series 7, and SIE licenses. Allan is licensed in 29 states. Allan has previously worked at CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC.

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

Toledo, OH

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Amira Pedro is an investment advisor representative with Morgan Stanley in Toledo, Ohio. Amira has been in the financial industry since 1998. Amira has passed the Series 7, Series 63, Series 65, and SIE exams. Amira is registered to provide investment advice in 53 states and the District of Columbia. Amira also holds a registration with the Texas Securities Board. Amira's previous employment includes positions at MORGAN STANLEY & CO. INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH 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

Ameritas Advisory Services, LLC

location

TOLEDO, OH

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Gibbons is a financial advisor registered with Ameritas Advisory Services, LLC. Andrea has been in the financial services industry since 2002. Andrea has experience in providing financial planning, insurance services, and investment advice. She is registered with the state of Ohio and holds Series 6, 7, 66 and SIE licenses. Andrea has worked at Ameritas Advisory Services, LLC since February 2022. Previously, Andrea worked at The Huntington Investment Company, National Planning Corporation, and Signature Bank.

SPECIALIZATIONS

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

LPL Financial LLC

location

TOLEDO, OH

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Stanford Rogers is a financial advisor who has been in the industry since November 2005. Andrew has a strong track record of success in the financial services industry, with experience in both investment advisory and brokerage services. Andrew is currently registered with LPL Financial LLC. Prior to joining LPL, Andrew was a Registered Representative with Royal Alliance Associates, Inc. and Next Financial Group, Inc. Andrew holds the Series 6, 7, 63 and 65 securities licenses and is a registered Investment Advisor in the state of Ohio. Andrew has a background in education and is an adjunct professor at Lourdes University. Andrew is dedicated to providing personalized financial advice to individuals and families.

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

Robert W. Baird & Co. Inc.

location

Toledo, OH

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Melick is a registered representative and investment advisor representative with Robert W. Baird & Co. Inc. in Toledo, OH. Andrew has been in the financial services industry since 2021. Andrew has passed the Series 7TO, SIE and Series 66 exams. Andrew is registered with the following states: California, Florida, Illinois, Indiana, Maryland, Michigan, New York, North Carolina, Ohio, Tennessee, Texas, Virginia, Washington, and Wisconsin.

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
location

Toledo, OH

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Andrew B Weiner is a financial advisor with Morgan Stanley. Andrew has been in the financial services industry since 2008. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Andrew 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Ameriprise Financial Services, LLC

location

Toledo, OH

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Andrew J. Smith is a financial advisor affiliated with Ameriprise Financial Services, LLC. Andrew has been in the industry for over 1 year, and is registered to conduct business in 21 states. Andrew Smith is a specialist in a variety of financial areas.

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

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