Years of Experience
5-20+ Years
PALM BEACH GARDENS, FL
22 Years Experience
0 Disclosures
ADVISOR BIO
Ryan M Schack is a financial advisor who has been in the industry since 2003. He is currently registered with Stifel, Nicolaus & Company, Inc., and has previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ryan holds a variety of licenses and certifications, including Series 3, 7, 9, 10, 31, 66, and SIE. He is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Ryan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. He is also a member of the Jupiter Police Foundation.
SPECIALIZATIONS
Palm Beach Gardens, FL
30 Years Experience
6 Disclosures
ADVISOR BIO
Sally ann Weger is a financial advisor with Morgan Stanley, a leading global financial services firm. Sally ann has been in the industry since 1995 and has extensive experience in providing financial planning and investment advice to individuals, families, and businesses. Sally ann is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Sally ann also holds a license to provide investment advice in Texas, and is registered with the Securities and Exchange Commission (SEC). Sally ann is dedicated to helping clients achieve their financial goals and has a strong reputation for providing personalized and comprehensive financial advice. Prior to joining Morgan Stanley, Sally ann was employed at Merrill Lynch.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
36 Years Experience
3 Disclosures
ADVISOR BIO
Salvatore Anthony Tiano is a financial advisor with over 30 years of experience in the industry. Salvatore currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Salvatore worked for J.P. MORGAN SECURITIES LLC, First Republic Securities Company, LLC, and Smith Barney, Harris Upham & Co., Incorporated. Salvatore is registered to provide investment advice in 53 states, as well as in Puerto Rico and the Virgin Islands.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
14 Years Experience
0 Disclosures
ADVISOR BIO
Samer Alnaham is a financial advisor at Janney Montgomery Scott LLC. Samer Alnaham has been in the financial services industry since 2011 and is licensed in Florida and Texas. Samer Alnaham specializes in providing financial planning, portfolio management and pension consulting services to a range of clients, including high-net-worth individuals, families, businesses, and retirement plans. Samer Alnaham is dedicated to helping clients achieve their financial goals and provides personalized advice and services to meet individual needs. Samer Alnaham is committed to providing exceptional service and building long-term relationships with clients.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
6 Years Experience
0 Disclosures
ADVISOR BIO
Samuel Jolley is a financial advisor with Fidelity Personal And Workplace Advisors. Samuel is a registered investment advisor and holds Series 7TO, Series 6, Series 63, and Series 65 licenses. Samuel has experience in the financial services industry since 2018 and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and OneAmerica Securities, Inc. Samuel has a specialization in the following areas: retirement planning, college planning, estate planning, and insurance. Samuel is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
Palm Beach Gardens, FL
20 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Mary Derosa is a financial advisor with over 17 years of experience in the industry. Sandra is currently registered with Morgan Stanley in Palm Beach Gardens, FL. Sandra has previously worked for WELLS FARGO ADVISORS, LLC, KOVACK SECURITIES INC., WEISS CAPITAL SECURITIES, INC., and WACHOVIA SECURITIES, LLC. Sandra is licensed to provide financial advice in 53 states and the District of Columbia. Sandra is also a registered Investment Advisor in Florida and Texas. Sandra has earned Series 63, 66, and 7 licenses, as well as the Securities Industry Essentials Examination. Sandra's expertise includes providing financial planning and investment advice to individuals, businesses, and institutions. Sandra is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
12 Years Experience
0 Disclosures
ADVISOR BIO
Sandra Kay White is a financial advisor at Janney Montgomery Scott LLC, located in Palm Beach Gardens, Florida. Sandra has been in the financial services industry since December 2012 and holds the Series 7 and SIE licenses. Sandra specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations.
SPECIALIZATIONS
Palm Beach Gardens, FL
31 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Elizabeth Dellolio is a financial advisor with Morgan Stanley in Palm Beach Gardens, Florida. Sarah has been working in the financial industry since 1993. Sarah is registered with FINRA and the state of Florida. Sarah has held previous positions at Oppenheimer & Co. Inc., CIBC World Markets Corp., Deutsche Bank Securities Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, Dean Witter Reynolds Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
33 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Greitz is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Sarah has been in the financial services industry since 1991. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Sarah was employed by BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., A. G. EDWARDS & SONS, INC., and NORTH AMERICAN INSTITUTIONAL BROKERS. Sarah holds licenses in the United States, including Series 7, Series 9, Series 10, Series 23, Series 24, Series 31, Series 63, and Series 65. The firm offers a range of investment advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
9 Years Experience
0 Disclosures
ADVISOR BIO
Saray Leang is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. She is located in PALM BEACH GARDENS, FL, and has been in the financial industry since 2014. Saray holds Series 6 and SIE licenses. Prior to joining Merrill Lynch, Saray worked with J.P. Morgan Securities LLC in PALM BEACH GARDENS, FL, and THE HUNTINGTON INVESTMENT COMPANY in NEW ALBANY, OH.
SPECIALIZATIONS