Unclaimed
Bronwyn Dewey is an investment advisor representative with Conestoga Capital Advisors, LLC. Bronwyn is also registered as an investment advisor in the states of Pennsylvania and Texas. Prior to joining Conestoga Capital Advisors, Bronwyn was a registered representative with LPL Financial LLC. Bronwyn has been in the industry for over 4 years, having started in 2018. Bronwyn holds Series 7 and Series 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
01/21/2022 - Present
Conestoga Capital Advisors, LLC (WAYNE PA)
PA
05/15/2018 - 01/13/2022
LPL FINANCIAL LLC (PAOLI PA)
BOTH
Issued 08/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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