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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Phoenix, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Martin Thomas is a financial advisor with Ameriprise Financial Services, LLC. Aaron has been in the industry since 2007. Aaron is licensed in 16 states and is registered with FINRA. Aaron specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Wood is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2018. Aaron is registered in 51 states and holds Series 7, Series 6, Series 66 and SIE licenses. Previously, Aaron was associated with PARK AVENUE SECURITIES LLC and NYLIFE SECURITIES LLC. The firm has offices in Scottsdale, AZ.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHANDLER, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Henry is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron is a Series 6, 7, 63, and 66 licensed professional with over four years of experience in the financial services industry. Aaron has previously worked with Robinhood Financial, LLC and Vanguard Marketing Corporation. Aaron is currently registered in 53 states and 2 jurisdictions as an Investment Advisor Representative.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

GILBERT, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Christopher Fraser is an investment advisor representative at Morgan Stanley, a firm with over 1402 billion dollars in regulatory assets under management. Aaron has been in the industry since 2012 and holds a Series 66 license, as well as Series 7, 9, and 10 licenses. Aaron Fraser is registered to provide advisory services in 53 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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SCOTTSDALE, AZ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Timothy Winters is a financial advisor with over 17 years of experience in the financial services industry. Aaron has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Aaron holds the Certified Financial Planner designation and has passed numerous securities and investment industry exams. Aaron is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., Raymond James Financial Services, Inc., First National Capital Markets, and MML Investors Services, LLC.

SPECIALIZATIONS

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

Foothills Advisors, LLC | CFP ® (Certifications)

location

Cave Creek, AZ

0 Disclosures

ADVISOR BIO

Aaron Coates is a financial advisor associated with Foothills Advisors, LLC. Aaron has 8 years of experience in the financial industry. Aaron is licensed to provide advisory services in Arizona. Aaron is a Certified Financial Planner™. Aaron is also a licensed CPA. Aaron is affiliated with Foothills Accounting & Tax, PLLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed
location

GILBERT, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Bolden is a financial advisor with Morgan Stanley in Gilbert, Arizona. Aaron has been in the financial services industry since 2018. Aaron specializes in financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Aaron has a Series 6, Series 7, and Series 66 license. Aaron also holds the Securities Industry Essentials Examination (SIE). Aaron is registered to provide investment advisory services in 53 states and is also registered as a Registered Representative (RA) in Arizona and Texas.

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

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

Commonwealth Financial Network

location

Phoenix, AZ

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Lee Albers is a financial advisor at Commonwealth Financial Network, a firm with over 2500 licensed agents and 3300 investment advisor representatives. Aaron specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Aaron has passed the Series 7TO, SIE, and Series 66 exams, and is registered with the state of Arizona.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SCOTTSDALE, AZ

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Constante is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has been in the financial industry since 2018 and holds both Series 63 and Series 65 licenses. Aaron is registered in 39 states and has experience with a variety of financial products and services. Aaron has a strong track record of success and is committed to providing his clients with personalized financial advice.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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