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Financial Advisors in Delaware
1,827 Results
Unclaimed

State Farm Investment Management Corp.

location

DOVER, DE

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

William Reese is a registered investment advisor representative with State Farm Investment Management Corp. William has been in the industry since 2005 and holds Series 6, 63 and 65 licenses as well as the SIE exam. William is licensed in Delaware, Maryland, and Pennsylvania. William also owns and operates Reese Properties LLC and William Joseph Reese III Insurance Agency.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Private Advisor Group, LLC

location

DOVER, DE

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

William Garrison Ryon is a financial advisor with over 20 years of experience in the financial services industry. William Ryon is currently registered with Private Advisor Group, LLC, and holds various licenses, including Series 3, 6, 7, and 66. He is a licensed investment advisor representative in Maryland and Texas and a registered representative in several other states. His primary focus is providing investment advisory services to individuals, families, and businesses. William Ryon also offers financial planning, retirement planning, and other financial services. He has served as a financial advisor for companies including Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Taglich Brothers, Inc. William Ryon provides investment advisory services through Private Advisor Group, LLC.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Newark, DE

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

William Joseph Kane is a registered representative with J.p. Morgan Securities LLC. William Joseph Kane is licensed in Delaware and New York. William Joseph Kane has been in the industry since August 30, 2022. William Joseph Kane has passed the Series 7TO, Series 63, and SIE exams.

SPECIALIZATIONS

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

Montchanin Asset Management, LLC

location

MONTCHANIN, DE

0 Disclosures

ADVISOR BIO

William Kirkus Dugdale is an investment advisor representative registered with Montchanin Asset Management, LLC. William has been in the financial industry since September 2001. William holds a Series 65 license. William's firm specializes in providing portfolio management for individuals. William also has a Director (Board)/Investor role with Micropore Inc.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Private Advisor Group, LLC

location

Wilmington, DE

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

William Wahl is a financial advisor with Private Advisor Group, LLC. William has been in the industry since 2007 and holds the Series 66, SIE and Series 7 licenses. William has previous experience with Hornor, Townsend & Kent, Inc. and Edward Jones. William provides investment advisory services, financial planning and portfolio management for individuals and businesses. William also has a Non-Variable Insurance Agent license for Fixed products. William is registered with the State of Delaware and has a total of 10 registered states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITATION/REFERRAL
Publication of Financial Periodicals
Unclaimed
location

WILMINGTON, DE

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

William Lundstrom is a financial advisor with over 30 years of experience in the industry. William is currently registered with LPL Financial LLC. William has previously been registered with M&T Securities, Inc. and Wilmington Brokerage Services Company. William is licensed in 23 states and holds the following licenses: Series 63, Series 65, Series 7, and SIE. William specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Raymond James & Associates, Inc.

location

GREENVILLE, DE

experience

49 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

William Charles Thompson is a financial advisor with Raymond James & Associates, Inc. William has been working in the financial industry since 1976 and is registered in multiple states to provide investment advice and brokerage services. William holds a variety of licenses, including Series 63, 65, 7, 10, 24, and 4, demonstrating his expertise in various financial markets. William works with a diverse clientele, including individuals, businesses, corporations, and high-net-worth individuals. William's expertise lies in providing financial planning, investment management, and educational seminars to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Ameriprise Financial Services, LLC

location

WILMINGTON, DE

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

William Alfred Heider is an investment advisor representative with Ameriprise Financial Services, LLC, a large financial services firm based in Minneapolis, Minnesota. William Alfred Heider has been in the financial industry since June 2016, and has experience with Park Avenue Securities LLC. William Alfred Heider has a total of 3 product exams and 2 state exams. William Alfred Heider is registered in 14 states and is currently serving as a registered representative in Delaware, Maryland and Texas. William Alfred Heider is affiliated with Ameriprise Financial Services, LLC in Wilmington, Delaware. William Alfred Heider specializes in various areas, including Asset Allocation, Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management for Businesses and Individuals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WILMINGTON, DE

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

William Lawrence Corsino is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the securities industry since November 26, 2003. William Lawrence Corsino is licensed to provide investment advisory services in Delaware, New Jersey and Texas. He has a Series 66, SIE and Series 7. William Lawrence Corsino previously worked at AXA ADVISORS, LLC.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Allstate Financial Services, LLC

location

NEWARK, DE

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

William Joseph Heydt is a financial professional with over 20 years of experience in the securities industry. William is registered with Allstate Financial Services, LLC and is licensed in Arizona, Delaware, Maryland, Pennsylvania, and Virginia. William specializes in providing investment advice to individuals and families. He is dedicated to helping his clients achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

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