Invested Better
Financial Advisors in Delaware
1,827 Results
Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Aala Shah-chaudary is a registered representative with J.p. Morgan Securities LLC. Aala has been in the industry since May 2013 and specializes in investment management for individuals and businesses. Aala has held a Series 7, Series 99TO, and a SIE license. Prior to joining J.p. Morgan Securities, Aala worked at SMBC Nikko Securities America, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

DOVER, DE

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaliyah Wilson is a financial advisor registered with Edward Jones, a St. Louis, MO based company. Aaliyah has been in the industry since 2023 and holds the Series 66, Series 7TO and SIE licenses. Aaliyah specializes in providing financial planning, pension consulting and selection of other advisors, portfolio management for individuals and businesses. Aaliyah currently is registered to work in 18 states and is active in both broker-dealer and investment advisor roles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Great Valley Advisor Group, Inc.

location

WILMINGTON, DE

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Brandt is a financial advisor at Great Valley Advisor Group, Inc. Aaron is a registered representative in Minnesota, Texas and Wisconsin and has been in the industry since January 18, 2017. Aaron offers a range of financial services including financial planning, portfolio management for individuals and businesses and consulting services. Aaron has an extensive background in the financial services industry, having previously worked with Northwestern Mutual and Exeter Wealth Management.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICES
Unclaimed
location

Greenville, DE

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Christopher Leonard is a financial advisor with Edward Jones, a firm that has approximately $10 billion to $50 billion in assets under management. Aaron has been a licensed financial advisor since 1999 and has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Aaron has a strong track record of providing financial advice and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Realta Investment Advisors, Inc.

location

WILMINGTON, DE

experience

14 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aaron Lawson Brooks is a registered investment advisor representative with Realta Investment Advisors, Inc.. Aaron Brooks has been in the financial industry since 2011 and is registered in Arizona and California. Prior to joining Realta Investment Advisors, Inc., Aaron Brooks was associated with Center Street Securities, Inc., and Newbridge Securities Corporation.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Newark, DE

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Volz is a registered representative with J.P. Morgan Securities LLC. Aaron holds the Series 7TO and Series 63 licenses. Aaron is a specialist in a variety of investment areas including mutual funds, variable annuities, fixed annuities, and retirement planning. Aaron is registered in Delaware and New York and specializes in advising individuals, high net worth individuals, corporations and businesses, and labor unions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Rau is a registered representative with J.p. Morgan Securities LLC, licensed to operate in Delaware and New York. Aaron has passed the Series 63, Series 7TO, and SIE exams. Aaron has been in the industry since September 17, 2023. The firm's main office is located in New York City.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Wilmington, DE

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Abby Leigh Pubusky is a registered investment advisor representative with State Farm Investment Management Corp. Abby has been in the industry for over 11 years. Abby is a Chartered Financial Consultant and holds Series 6, Series 63 and SIE licenses. In addition to State Farm Investment Management Corp., Abby is also the owner of Abby Pubusky's Insurance Agency, an insurance agency affiliated with State Farm Mutual Automobile Insurance Company. Abby is registered with the state of Delaware, Maryland, New Jersey and Pennsylvania.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

WILMINGTON, DE

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Abdallah Ibn yus Abdul-mujib is a financial professional licensed in Delaware. Abdallah holds the Series 6, Series 63, and SIE licenses. Abdallah has been active in the industry for over 1 year. Abdallah currently works for PFS Investments Inc., which is a financial firm based in Duluth, Georgia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Allstate Financial Services, LLC

location

Wilmington, DE

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Abdul-salaam Lawrence is a financial professional with over 16 years of experience in the industry. Abdul-salaam is currently registered with Allstate Financial Services, LLC, and holds Series 6 and Series 63 licenses. Abdul-salaam is also registered in Delaware and Maryland. Previous experience includes State Farm VP Management Corp.

SPECIALIZATIONS

No specializations listed.

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