Invested Better
Financial Advisors in Delaware
1,827 Results
Unclaimed
location

REHOBOTH BEACH, DE

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Thompson is an active investment advisor representative with Edward Jones and has been in the industry since December 2012. Christopher Thompson works with clients in several states including Colorado, Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, South Carolina, Utah, and Virginia. Christopher Thompson holds the Series 66, Series 7, and SIE licenses. In addition to his work at Edward Jones, Christopher Thompson is involved in several other businesses, including Thompson & Thompson Land Holdings, Wade, LLC, Coastal Silo LLC, 16 Sheffield LLC, and West Side Drive LLC. Christopher Thompson's specialization areas include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, and Selection of Other Advisers.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

WILMINGTON, DE

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Hickey is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the industry since September 1995. Christopher is registered with FINRA as a General Securities Representative and is licensed to provide investment advice in Delaware, Pennsylvania, and Texas. He is also registered to provide investment advice in a number of other states. Christopher has experience working for several financial institutions, including Quick & Reilly, Inc. and Bank of America Investment Services, Inc. He is a highly experienced financial professional with a strong track record of success.

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

UBS Financial Services Inc.

location

GREENVILLE, DE

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Digiacomo is a financial advisor with UBS Financial Services Inc. with over 10 years of experience in the financial industry. Christopher has a Series 7, Series 63, and Series 66 license. Christopher has been registered with UBS Financial Services Inc. since March 2015 and was previously with John Hancock Distributors LLC. Christopher specializes in providing financial advice to individuals, businesses, and institutions. He is committed to helping clients reach their financial goals through comprehensive financial planning, investment management, and retirement planning services.

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

Cetera Investment Advisers LLC | CFP ®,CFC ® (Certifications)

location

NEWARK, DE

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Burgos is a financial advisor with Cetera Investment Advisers LLC. Christopher has been in the financial services industry for over 23 years, and has a Series 6, 7, 24 and 63 securities licenses, and is a Series 65 registered investment advisor. Christopher holds the CFP® and ChFC® designations. Christopher specializes in providing financial planning and investment advice to individuals, families, and small businesses. Christopher is committed to helping clients achieve their financial goals, and takes a personalized approach to financial planning.

SPECIALIZATIONS

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

LPL Financial LLC | CFC ® (Certifications)

location

WILMINGTON, DE

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Deegan Vincent is an active investment advisor representative with LPL Financial LLC. Christopher is licensed in Delaware and Texas. Christopher has been in the industry since 2008. Christopher was previously registered with Signator Investors, Inc. Christopher has a Series 63, Series 65, Series 7 and SIE. Christopher has a designation as a Chartered Financial Consultant. Christopher is also registered as an investment adviser in Delaware and Texas.

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
location

Rehoboth Beach, DE

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Vane is a registered representative and investment advisor representative with Morgan Stanley, based in Rehoboth Beach, DE. Christopher has been in the financial services industry since 1994. Christopher has experience with Dean Witter Reynolds Inc., Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley & Co. Incorporated. Christopher is also licensed to conduct business in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Edward Jones | CFP ® (Certifications)

location

DOVER, DE

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Shawn Smith is a financial advisor with Edward Jones. Christopher has been working in the financial services industry since 2008. He is registered to provide investment advisory services in Alabama, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and Wyoming. Christopher is also a Certified Financial Planner.

SPECIALIZATIONS

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

State Farm Investment Management Corp.

location

Wilmington, DE

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Greaver is a registered investment advisor representative with State Farm Investment Management Corp. Christopher has been working in the financial services industry since 2009. Christopher is licensed in Delaware, Maryland, Pennsylvania, and Virginia. Christopher has passed the Series 63, Series 6TO, and SIE exams. Christopher has a branch office location in Bel Air, MD.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

WILMINGTON, DE

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Christy Rivera is a registered investment advisor representative with PNC Investments in Wilmington, Delaware. Christy has been in the securities industry since June 2005, and has been registered with PNC Investments since February 2009. Christy is registered with the state of Delaware and 16 other states.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Chukwunwike Andy-nwanze is a registered representative with J.P. Morgan Securities LLC and is licensed in Delaware and New York. Chukwunwike holds the Series 7TO, Series 63, and SIE licenses. Chukwunwike specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting. J.P. Morgan Securities LLC is a registered broker dealer and investment advisor that provides a variety of financial services to individuals and businesses.

SPECIALIZATIONS

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

Need help matching

with the right advisor?