Invested Better
Financial Advisors in Delaware
1,827 Results
Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Hagerty is a registered representative with J.P. Morgan Securities LLC in Newark, DE. Shawn has been in the securities industry since April 2023. Shawn holds the Series 99TO and SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

State Farm Investment Management Corp.

location

Milford, DE

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Collins is a financial advisor associated with State Farm Investment Management Corp. and State Farm VP Management Corp. Shawn has been in the industry since May 2009. Shawn is registered as a Registered Representative (RR) in Delaware and Maryland. Shawn has passed Series 6, 63, 65, SIE and 6TO exams.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

PFS Investments Inc.

location

DOVER, DE

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sheila Lynn Burrows is a financial professional registered with PFS Investments Inc. based in Dover, DE. Sheila has been in the financial services industry since 2019. She is licensed to offer securities and investment advisory services in Delaware. Sheila holds Series 63, Series 6TO and SIE licenses. Her previous experience includes working with Horace Mann Investors, Inc.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

NEWARK, DE

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sheila Ivette Highsmith is a financial professional with over 20 years of experience in the industry. Sheila is registered with PFS Investments Inc. in Delaware, Florida, Maryland, New Jersey, North Carolina, Pennsylvania, and Virginia. She holds Series 6, 26, and 63 licenses as well as the SIE exam. She is a dedicated advisor who provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

GREENVILLE, DE

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Shelby Faye Tennant is an active investment advisor representative with UBS Financial Services Inc. Shelby has been in the industry since 2020 and is registered in 13 states. Shelby is Series 66, Series 7TO, and SIE licensed and has several years of experience working with high-net-worth individuals, corporations, and charitable organizations. Shelby offers financial planning, portfolio management, and educational seminars services to clients.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Newark, DE

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Shellane Maxwell is a registered representative with J.p. Morgan Securities LLC. Shellane holds a Series 7TO and Series 63 licenses as well as the SIE designation. Shellane is registered in both Delaware and New York. J.p. Morgan Securities LLC is a leading investment firm with over $50 billion in assets under management and is registered with the Securities and Exchange Commission (SEC).

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

27 Years Experience

0 Disclosures

ADVISOR BIO

Sherry Eaton is a financial professional with over 20 years of experience in the industry. Sherry has been registered with J.p. Morgan Securities LLC since 2008. Prior to joining J.p. Morgan Securities LLC, Sherry held positions at J.P. MORGAN SECURITIES INC., UBS PAINEWEBBER INC., J.C. BRADFORD & CO., and E. D. & F. MAN INTERNATIONAL INC. Sherry is licensed to offer investment advice and securities products in Delaware and New York.

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Shijo Nair is a registered representative of J.p. Morgan Securities LLC. Shijo Nair is currently registered with FINRA. Shijo Nair has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO).

SPECIALIZATIONS

No specializations listed.

Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Shirley Tong is an active registered representative with J.p. Morgan Securities LLC, with over 11 years of experience in the financial services industry. Shirley holds the Series 99 and SIE licenses, and has previously worked at J.P. MORGAN CLEARING CORP. Currently, Shirley is located in Newark, DE and works out of the firm's Newark, DE branch office.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Shiva Augustin is an active registered representative with J.p. Morgan Securities LLC. Shiva has been in the industry since September 2019, specializing in financial planning and portfolio management for individuals and businesses. Shiva is registered with FINRA and holds the Series 99TO and SIE exams.

SPECIALIZATIONS

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

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