Years of Experience
5-20+ Years
Newark, DE
2 Years Experience
0 Disclosures
ADVISOR BIO
Mohsin Shabbir Ajmanwala is a financial professional who has been in the industry since January 12, 2023. Mohsin is registered with J.p. Morgan Securities LLC and has passed both the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Mohsin's primary office is located in Newark, DE and is supervised from there.
SPECIALIZATIONS
Newark, DE
11 Years Experience
0 Disclosures
ADVISOR BIO
Monica Eberle is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 2014. Monica is a Series 7 and Series 63 licensed advisor. Monica has experience with Securities Industry Essentials, General Securities Representative, and Uniform Securities Agent State Law Examinations.
SPECIALIZATIONS
Newark, DE
8 Years Experience
0 Disclosures
ADVISOR BIO
Morris Caleb Rich is a registered representative with J.p. Morgan Securities LLC in Newark, DE. Morris has been in the industry for 6 years, having joined the firm in 2021. Prior to that, Morris was employed by Securian Financial Services, Inc., in NEWARK, DE. Morris is licensed to conduct business in Delaware and New Jersey. Morris has Series 7 and 66 licenses and the SIE exam. Morris specializes in portfolio management for businesses and individuals, financial planning, pension consulting, and selection of other advisors.
SPECIALIZATIONS
Wilmington , DE
9 Years Experience
0 Disclosures
ADVISOR BIO
Muhammad Anas Razzaq is a financial professional licensed in Delaware. Muhammad is currently registered with Blackrock Execution Services. Muhammad has been in the financial industry since 2015. Prior to joining Blackrock Execution Services, Muhammad was registered with Blackrock Investments, LLC and J.P. Morgan Securities LLC. Muhammad holds the Series 7, Series 66 and SIE exams.
SPECIALIZATIONS
No specializations listed.
Newark, DE
17 Years Experience
0 Disclosures
ADVISOR BIO
Nancy Dunbar is a financial professional with over 10 years of experience in the industry. Nancy currently works at J.p. Morgan Securities LLC, having joined the firm in October 2008. Previously, Nancy was registered with J.P. MORGAN SECURITIES INC. Nancy specializes in helping individuals and businesses with their financial planning needs. Nancy is licensed to provide investment advice in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.
SPECIALIZATIONS
NEWARK, DE
23 Years Experience
1 Disclosures
ADVISOR BIO
Nancy Littleton is a Registered Representative with MML Investors Services, LLC. Nancy has been in the financial services industry for over 20 years and is a Registered Representative in Delaware. She is also a Registered Investment Advisor in Delaware. Nancy has held previous positions with MSI Financial Services, Inc. and HSBC Securities (USA) Inc.. Nancy holds the Series 7, 6, 63 and 66 securities licenses as well as the Series 26 principal license. She is also a Chartered Financial Consultant.
SPECIALIZATIONS
WILMINGTON, DE
14 Years Experience
0 Disclosures
ADVISOR BIO
Nancy Wood is a financial advisor with Ameriprise Financial Services, LLC, working with clients in Wilmington, DE. Nancy has over 13 years of experience in the industry, and is licensed in the state of Delaware. Nancy has a Series 66, Series 7, and SIE license and focuses on providing asset allocation services, financial planning, and other investment-related services to individuals, trusts, and estates, corporations, businesses, and other institutions.
SPECIALIZATIONS
WILMINGTON, DE
15 Years Experience
0 Disclosures
ADVISOR BIO
Nancy Hoang is an investment advisor representative at Realta Investment Advisors, Inc., based in Wilmington, Delaware. Nancy has been in the industry since December 2009. Nancy holds Series 7, 31, and 63 securities licenses and Series 65 investment advisor licenses. Nancy has experience working with high-net-worth individuals, corporations, pension and profit sharing plans, and other businesses. Nancy specializes in providing financial planning, portfolio management, and publication of periodicals. Nancy has previously worked at Cary Street Partners and Riverstone Wealth Management, Inc.
SPECIALIZATIONS
Greenville, DE
28 Years Experience
0 Disclosures
ADVISOR BIO
Nancy Carmean is a registered investment advisor representative with Janney Montgomery Scott LLC. Nancy is a licensed investment advisor in Delaware and Texas, and has been in the industry since 1997. Nancy holds the Series 7 and Series 63 licenses and the SIE certification. Previously, Nancy has also worked at Morgan Stanley and Merrill Lynch. In addition to her work as an investment advisor, Nancy also owns and operates a real estate appraisal and development company.
SPECIALIZATIONS
DOVER, DE
36 Years Experience
0 Disclosures
ADVISOR BIO
Nancy Herlihy is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Nancy has been in the industry since 1989 and is licensed to provide investment advice in Delaware and Texas. Nancy has a broad range of experience working with a variety of clients, including individuals, corporations, and institutional investors. Nancy is committed to providing personalized investment advice and guidance to help clients reach their financial goals.
SPECIALIZATIONS
