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Financial Advisors in Delaware
1,827 Results
Unclaimed

PNC Investments

location

SELBYVILLE, DE

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gia Sylvia Raines is a financial advisor at PNC Investments, a firm with a long history of providing investment services. Gia has been in the industry since 2006 and has a broad range of experience in working with individual investors, families, and businesses. Gia holds several licenses and certifications including Series 7, Series 31, and Series 66, as well as the Securities Industry Essentials Exam (SIE). She is dedicated to helping clients reach their financial goals and providing them with personalized guidance.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

LEWES, DE

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Gina Marie Katrinak is a registered investment advisor representative with Cetera Investment Advisers LLC. Gina has been in the securities industry since March 15, 2011. She holds licenses in Delaware, Pennsylvania and Texas. Gina works in the Lewes, DE branch office of Cetera Investment Advisers LLC.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Newark, DE

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gina Colarulo is a financial advisor with over 15 years of experience in the industry. Gina is currently registered with J.P. Morgan Securities LLC in Newark, Delaware. Gina has a strong background in providing financial advice to individuals, corporations, and charitable organizations. Gina is also a registered Investment Advisor Representative in Delaware.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

GREENVILLE, DE

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Ginger Louise Ward is a registered representative with UBS Financial Services Inc. Ginger has been in the financial industry since January 14, 1997 and has held various roles at firms such as Morgan Stanley, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Ginger is registered in several states and holds multiple licenses, including Series 63, Series 65, Series 7, Series 9, Series 10, and Series 31. She is also a member of the Board of Directors for Women's Wellness Spa(ce) in Media, Pennsylvania. Ginger specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses.

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

11 Years Experience

0 Disclosures

ADVISOR BIO

Giorgio Athans is a financial advisor in Newark, Delaware. Giorgio has been in the industry since June 10, 2014, and is currently registered with J.P. Morgan Securities LLC. Giorgio is registered with FINRA and is licensed to provide securities and investment advisory services in Delaware, Pennsylvania, and Texas.

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

9 Years Experience

0 Disclosures

ADVISOR BIO

Giovanni Diomede is a financial professional with over 7 years of experience in the financial services industry. Giovanni has a strong background in securities and investment advisory services. Giovanni is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in Delaware and Texas. Previously, Giovanni was employed with J.P. Morgan Securities LLC and Capital One Investing, LLC. Giovanni is also a graduate of Wilmington University.

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

J.p. Morgan Securities LLC

location

Newark, DE

experience

1 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Giuseppe Galioto is a licensed investment professional with a focus on providing financial and investment guidance. Giuseppe has been in the industry since 2020 and is currently registered with J.P. Morgan Securities LLC. Giuseppe has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Giuseppe offers financial planning and portfolio management services for both individuals and businesses. Giuseppe is dedicated to providing comprehensive and personalized financial solutions to help clients achieve their financial goals.

SPECIALIZATIONS

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

Harding's Wealth Managers, Inc.

location

MILLSBORO, DE

disclosure

1 Disclosures

ADVISOR BIO

Glen Harding is an Investment Advisor Representative associated with Harding's Wealth Managers, Inc. Glen Harding has been in the industry since 2000. Glen Harding is currently registered with the Securities and Exchange Commission (SEC) and licensed to provide investment advice in Delaware, Florida, Pennsylvania and Texas. Glen Harding has also previously been associated with LINSCO/PRIVATE LEDGER CORP., SECURITIES AMERICA, INC. and EDWARD JONES. Glen Harding holds a Series 65, Series 63 and Series 7 licenses. In addition to being an Investment Advisor Representative, Glen Harding is also an independent insurance agent. Glen Harding focuses on portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Newark, DE

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Glenda Lagman Navarro is a registered representative with J.P. Morgan Securities LLC. Glenda's career in the financial services industry spans multiple years. Glenda is licensed to provide investment advice and securities products in several states. Glenda holds the Series 99TO and the SIE licenses.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

GEORGETOWN, DE

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Glenn Roger Sweeten is a financial advisor with LPL Financial LLC. Glenn is a Certified Financial Plannerâ„¢ professional with over 10 years of experience in the financial services industry. Glenn has held previous positions with Edward Jones and Morgan Stanley. Glenn is registered to provide investment advice in 18 states. Glenn focuses on providing personalized financial planning services to individuals, families, and businesses.

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

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