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Financial Advisors in Delaware
1,827 Results
Unclaimed

PFS Investments Inc.

location

NEWARK, DE

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Angelia Marie Cright is a financial professional with over 10 years of experience in the industry. Angelia is currently registered with PFS Investments Inc. and holds Series 6, Series 63, and SIE licenses. Angelia specializes in providing investment advice to individuals. Angelia is licensed to provide investment advice in Delaware and New Jersey.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Ritholtz Wealth Management

location

Wilmington, DE

0 Disclosures

ADVISOR BIO

Angelica Marie Andrews is an Investment Advisor Representative currently registered with Ritholtz Wealth Management, located in Wilmington, Delaware. Angelica has been in the financial services industry since September 2020 and has licenses for both securities and investment advising. She holds Series 7TO, Series 63, and Series 65 licenses. Prior to joining Ritholtz Wealth Management, Angelica worked at Vanguard Marketing Corporation in Malvern, Pennsylvania, where she gained experience in the industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
GOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ann Marie Donaldson is an active registered representative with J.P. Morgan Securities LLC. Ann Marie is located in Newark, Delaware and has been working in the financial industry since July 15, 2013. Ann Marie has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Ann Marie specializes in a variety of areas including financial planning, portfolio management for businesses, portfolio management for individuals, and pension consulting.

SPECIALIZATIONS

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

Edelman Financial Engines | CFP ® (Certifications)

location

OCEAN VIEW, DE

0 Disclosures

ADVISOR BIO

Ann Mary Crehan is a financial advisor who has been in the industry since 1996. Ann is currently registered with Edelman Financial Engines, a firm that provides financial planning, investment management, and retirement planning services. She is also registered in Delaware, Texas, and Virginia. Ann has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

BIG Investment Services

location

DOVER, DE

0 Disclosures

ADVISOR BIO

Anna Christina Hibbitt is an investment advisor representative with Big Investment Services. Anna Christina Hibbitt is registered with the state of Delaware. Anna Christina Hibbitt has been in the industry since 2012 and has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Anna Christina Hibbitt offers financial planning and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DOVER, DE

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Anna Touchard is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Anna has been in the securities industry since November 1991. Anna is licensed to offer securities and investment advisory services in 38 states. In addition to Anna's securities registrations, she is also registered as an investment advisor representative in Delaware and Texas. Anna has a total of 7 approved SRO registrations, 1 approved FINRA registration, 38 approved state registrations and 2 approved IA state registrations. Anna holds the Series 66, Series 7 and SIE licenses.

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

Thrivent Investment Management Inc.

location

Milton, DE

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Anne Louise Johns is a financial professional with over 30 years of experience in the industry. Anne Johns is currently registered with Thrivent Investment Management Inc. and has been active in the financial services industry since January 17, 1985. Prior to her current role, Anne Johns was associated with PRUCO SECURITIES CORPORATION and JOHN HANCOCK DISTRIBUTORS, INC. Anne Johns holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Anne Johns is registered in Delaware, Maryland, North Carolina, Pennsylvania, Virginia, and Wisconsin. Anne Johns specializes in providing financial planning and portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Anne Castle is a financial professional with over 16 years of experience in the industry. Anne is currently registered with J.P. Morgan Securities LLC and has been with the firm since November 2015. Anne has previously worked with WELLS FARGO ADVISORS, LLC. Anne holds the Series 66, SIE, and Series 7 licenses and is registered in Delaware and New York. Anne specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

LPL Financial LLC

location

Wilmington, DE

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Annelise Chayka is a financial advisor with over 10 years of experience in the financial services industry. Annelise is currently registered with LPL Financial LLC in Wilmington, Delaware and Fort Mill, South Carolina. Annelise has previously worked with Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, J.P. Morgan Securities LLC, Capital One Investing, LLC, Capital One Investment Services LLC, Capital One Sharebuilder, Inc., and TFS Securities, Inc. Annelise holds a variety of licenses and certifications including Series 7, 11, 52, 53, 66, and SIE. Annelise specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and high-net-worth clients. Annelise is dedicated to helping clients achieve their financial goals and objectives.

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

Northwestern Mutual Investment Services, LLC

location

Wilmington, DE

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Annette Jean Allison-campbell is a registered representative with Northwestern Mutual Investment Services, LLC. Annette holds the Series 7, Series 66 and SIE licenses. She is currently registered with the state of Delaware, as well as with the Financial Industry Regulatory Authority (FINRA). Annette has over 12 years of experience in the financial services industry, previously working at Raymond James & Associates, Inc. and FIS Group. Annette is also a director of the Fresh Anointing Christian Center International.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

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