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Financial Advisors in Delaware
1,827 Results
Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Elijah S. Martin is a registered representative with J.p. Morgan Securities LLC. Elijah holds the Series 63, Series 6TO, and SIE licenses. Elijah has been in the industry for 12 months and is registered in Delaware, New Jersey, and Pennsylvania. Elijah specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

LPL Financial LLC

location

MILTON, DE

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Eliot Howell is a financial advisor with over 25 years of experience in the industry. Currently registered with LPL Financial LLC in Milton, Delaware, Eliot previously worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and CITIGROUP GLOBAL MARKETS INC.. Eliot is a registered representative and investment advisor.

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

Greenville, DE

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Elise Marie Laskas is a financial advisor with over 15 years of experience in the financial services industry. Elise has been with Morgan Stanley since 2009 and has held various positions within the firm, including Financial Advisor, Investment Advisor Representative, and Private Banker. Elise holds a Series 6, 7, 31, 63 and 65 licenses and has a strong track record of success in providing financial advice to individuals, families, and businesses. Elise is also a partner in Big Barn Records, a media production company. Elise's focus is on providing personalized financial advice to help clients achieve 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

PFS Investments Inc.

location

NEWARK, DE

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Elisha Danielle Carter is a registered representative with PFS Investments Inc. located in NEWARK, DE. Elisha is licensed in Pennsylvania and holds the Series 63, Series 6TO and SIE exams. Elisha has been in the financial industry for approximately 22 days.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Cook is a financial professional registered with J.P. Morgan Securities LLC, an established firm with a strong presence in the financial services industry. Elizabeth is licensed in Delaware and New York, and holds the Series 63, Series 7TO and SIE licenses. Her areas of expertise include 1, 2, 4, 5, and 6. Elizabeth is dedicated to providing comprehensive financial guidance to her clients.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

WILMINGTON, DE

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Ridings is a financial advisor with Raymond James Financial Services Advisors, Inc. and has been in the industry since 1992. Elizabeth is registered with the state of Delaware and holds several professional licenses, including Series 4, 6, 7, 63, and 65. In addition to her work with Raymond James, Elizabeth is also the president of BMB, Inc. Elizabeth has a diverse client base, including high-net-worth individuals, corporations, and retirement plans. Her services include financial planning, portfolio management, and investment consulting. Elizabeth has a wealth of experience and expertise in the financial services industry, and she is committed to helping her clients achieve 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Ameriprise Financial Services, LLC

location

Wilmington, DE

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Orth is a financial advisor at Ameriprise Financial Services, LLC. Elizabeth has been in the industry since 2018 and has been with Ameriprise Financial Services, LLC since 2020. Elizabeth holds the Series 66, 7TO, and SIE licenses. Elizabeth is registered with the state of Delaware as an investment advisor representative and a registered representative. Elizabeth specializes in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.

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

25 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Coles is an investment advisor representative who has been in the industry since 2000. Elizabeth is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is currently active in Delaware, Maryland, Texas, and Virginia. Elizabeth has previously been associated with THE FI GROUP, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Elizabeth has passed the Series 66, SIE, and Series 7 exams. Elizabeth specializes in providing advisory services for high net worth individuals, individuals other than high net worth, corporations, and other businesses. Elizabeth is also registered to provide investment advisory services in the state of Delaware.

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

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

Wilmington, DE

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Kwoka is an investment advisor representative at Cambridge Investment Research Advisors, Inc. She is a registered investment advisor in Delaware and Texas and is also registered as a broker-dealer in 20 states. Elizabeth has over 13 years of experience in the financial services industry, including experience with Securian Financial Services, Inc., LPL Financial LLC, and Mutual Service Corporation. She is a Chartered Financial Consultant and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Elizabeth's specialties include financial planning, portfolio management, and pension consulting. She is committed to providing personalized advice and guidance to help her 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
Market Timing Services
Unclaimed
location

WILMINGTON, DE

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Darling is a financial advisor with Edward Jones. Elizabeth has been working in the financial services industry for over a year. She is registered with FINRA as a registered representative and is also a registered investment advisor. Elizabeth has earned the Series 7TO and Series 66 licenses. Her primary focus is on providing financial advice to individuals and businesses.

SPECIALIZATIONS

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

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