Years of Experience
5-20+ Years
Newark, DE
3 Years Experience
0 Disclosures
ADVISOR BIO
Phillip Morris is a registered representative with J.p. Morgan Securities LLC. Phillip has been in the financial services industry for over a year. Phillip is registered in Delaware and New York. Phillip holds the Series 7TO, SIE and Series 63 licenses. Phillip's areas of expertise are specializations 1, 2, 4, 5 and 6.
SPECIALIZATIONS
Newark, DE
19 Years Experience
0 Disclosures
ADVISOR BIO
Phillippa D. Wittock is a financial advisor who has been in the industry since 2005. Phillippa is currently registered with J.p. Morgan Securities LLC and has been with the firm since 2008. Previously, Phillippa worked for J.P. MORGAN SECURITIES INC. Phillippa holds Series 7, Series 63, SIE and Series 99TO licenses.
SPECIALIZATIONS
Newark, DE
14 Years Experience
0 Disclosures
ADVISOR BIO
Phuntsok Choden Singh is a financial advisor with J.P. Morgan Securities LLC, licensed in Delaware and New York. Phuntsok has been in the financial services industry since January 3, 2011. Phuntsok's previous experience includes roles at HSBC Securities (USA) Inc. and Ameriprise Financial Services, Inc. Phuntsok holds Series 66, Series 7, and SIE licenses.
SPECIALIZATIONS
LONG NECK, DE
28 Years Experience
1 Disclosures
ADVISOR BIO
Pia Calhoun is a financial advisor with over 24 years of experience in the financial services industry. Pia is a Certified Financial Planner and holds FINRA Series 6, 7, and 63 licenses, as well as the SIE and Series 65 exams. Pia is currently registered with LPL Financial LLC. Before that Pia was a registered representative with M&T Securities, Inc. and Wilmington Brokerage Services Company.
SPECIALIZATIONS
Newark, DE
1 Years Experience
0 Disclosures
ADVISOR BIO
Prasanth Syamala is a registered representative with J.p. Morgan Securities LLC. Prasanth is a licensed professional with Series 99TO and SIE exams and has been in the industry since August 18, 2024. Prasanth is located in Newark, DE and specializes in various areas including financial planning, pension consulting, and selection of other advisors. J.p. Morgan Securities LLC is a well-established firm with a strong track record of providing investment advice and portfolio management services.
SPECIALIZATIONS
WILMINGTON, DE
4 Years Experience
0 Disclosures
ADVISOR BIO
Preston Alan Walchli is a registered investment advisor representative and has been in the industry since January 25, 2021. Preston Alan Walchli is currently employed by Realta Investment Advisors, Inc. and is registered in Arizona. Preston Alan Walchli has experience working for Robinhood Financial, LLC and Morgan Stanley. Preston Alan Walchli holds the Series 66, Series 7 and SIE licenses. Preston Alan Walchli specializes in providing financial planning services for individuals and businesses.
SPECIALIZATIONS
Newark, DE
5 Years Experience
0 Disclosures
ADVISOR BIO
Priyanka Gandhi is a financial advisor with J.P. Morgan Securities LLC. Priyanka is registered in Delaware and New York. Priyanka has been in the financial industry since October 2019.
SPECIALIZATIONS
Rehoboth Beach, DE
0 Disclosures
ADVISOR BIO
Quiaunna Elizabeth Powell is an Investment Advisor Representative with Bryn Mawr Capital Management, LLC. Quiaunna has been in the financial services industry for over six years and is registered with the state of Delaware. Quiaunna has experience in providing investment advice to individuals and charitable organizations. Quiaunna holds the Series 63, Series 65, and Series 6TO licenses. Quiaunna is dedicated to helping her clients achieve their financial goals. Prior to joining Bryn Mawr Capital Management, Quiaunna worked for Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC.
SPECIALIZATIONS
Newark, DE
1 Years Experience
0 Disclosures
ADVISOR BIO
Rachael Collard is a registered representative with J.p. Morgan Securities LLC. Rachael is based in Newark, DE and has been in the industry since March 2024. Rachael holds the Securities Industry Essentials (SIE) and Series 99TO licenses. Rachael's specializations include advising individuals and businesses, financial planning, pension consulting, and selection of other advisors.
SPECIALIZATIONS
Newark, DE
7 Years Experience
0 Disclosures
ADVISOR BIO
Rachel Elizabeth Subers is a financial professional with J.P. Morgan Securities LLC. She is located in Newark, DE and has been working in the industry since December 10, 2017. She is a registered representative of FINRA and has the Series 99 and SIE licenses. Rachel specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
SPECIALIZATIONS
No specializations listed.
