Years of Experience
5-20+ Years
Mayfield Heights, OH
0 Disclosures
ADVISOR BIO
Angela Thorn is a financial advisor with over 20 years of experience. Angela is currently registered with Sequoia Financial Group, LLC and is active in Ohio. Angela previously worked with ROYAL ALLIANCE ASSOCIATES, INC. and has been a financial advisor since 2001. Angela has obtained the Series 7 and SIE securities licenses. Angela has a strong focus on providing investment advice and financial planning to individuals, businesses, and non-profit organizations.
SPECIALIZATIONS
Mayfield Heights, OH
0 Disclosures
ADVISOR BIO
Ashley Costello is a financial advisor with over 10 years of experience in the financial services industry. Ashley holds the Series 66, Series 7 and SIE licenses. Ashley is currently registered with Sequoia Financial Group, LLC. Ashley is also a Certified Financial Planner. Previously, Ashley worked at Royal Alliance Associates, Inc. and Financial Planners of Cleveland DBA NCA Financial Planners. Ashley has experience working with individual clients, high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit sharing plans, corporations and other businesses.
SPECIALIZATIONS
MAYFIELD HEIGHTS, OH
22 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Gerard Thelen is a financial advisor with Ancora Advisors LLC, where he has been working since August 2012. Daniel has been in the financial industry since April 2003. He has also previously worked at Safeguard Securities, Inc. and Loomis Sayles Distributors, L.P. Daniel holds a Series 7, Series 63 and SIE licenses, is a Chartered Financial Analyst (CFA) and is registered in Michigan and Ohio. Daniel specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
SPECIALIZATIONS
MAYFIELD HEIGHTS, OH
32 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Joseph Hyland is a registered investment advisor representative with Ancora Advisors LLC, a firm based in Mayfield Heights, Ohio. Daniel has been in the financial services industry since 1992. Daniel is also registered with the state of Ohio.
SPECIALIZATIONS
MAYFIELD HEIGHTS, OH
24 Years Experience
0 Disclosures
ADVISOR BIO
Eric Francis Woidke is a registered investment advisor representative with Ancora Advisors LLC. Eric has been in the securities industry for 22 years. Eric is registered with FINRA and has passed the Series 7, Series 66 and SIE exams. Eric is also registered in Ohio as an Investment Advisor Representative. Eric has previously been employed by AMERICA NORTHCOAST SECURITIES, INC., SAFEGUARD SECURITIES, INC., FIFTH THIRD SECURITIES, INC. and FIFTH THIRD/MAXUS SECURITIES INC. Eric's current firm Ancora Advisors LLC, is located in Mayfield Heights, Ohio. Eric also serves as a board member for the Community Foundation of Lorain County.
SPECIALIZATIONS
MAYFIELD HEIGHTS, OH
0 Disclosures
ADVISOR BIO
Frederick Disanto is a Registered Investment Advisor Representative associated with Ancora Advisors LLC. Frederick has been in the industry since 1986. Frederick specializes in Portfolio Management for Businesses, Individuals, Investment Companies and Pooled Investment Vehicles. Frederick has been with Ancora Advisors since 2006 and has a previous registration with KEMPER SECURITIES GROUP, INC.
SPECIALIZATIONS
MAYFIELD HEIGHTS, OH
0 Disclosures
ADVISOR BIO
James Gerard Raimondo is an Investment Advisor Representative at Ancora Advisors LLC. James is a registered Investment Advisor in the state of Ohio and has been in the industry for over 20 years. James has experience working with a variety of clients including insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. James offers a range of advisory services, including portfolio management for businesses, individuals, investment companies and pooled investment vehicles. James holds the Series 6, Series 7, and Series 63 licenses. James previously worked at Inverness Securities, LLC, America Northcoast Securities, Inc., Safeguard Securities, Inc., Fifth Third Securities, Inc., Fifth Third/Maxus Securities Inc., and Roulstorn Research Corp.
SPECIALIZATIONS
MAYFIELD HEIGHTS, OH
0 Disclosures
ADVISOR BIO
James Michael Bernard is a financial advisor who has been working in the industry since 1994. James is registered with the state of Ohio and currently works at Ancora Advisors LLC. Before joining Ancora Advisors LLC, James was registered with several other firms including Inverness Securities, LLC, America Northcoast Securities, Inc., Safeguard Securities, Inc., Ancora Securities, Inc., Fifth Third Securities, Inc., Fifth Third/Maxus Securities Inc., and Piper Jaffray Inc. James is also a CFA charter holder and holds the Series 7, Series 24, and Series 63 licenses.
SPECIALIZATIONS
MAYFIELD HEIGHTS, OH
19 Years Experience
0 Disclosures
ADVISOR BIO
John Patrick Kane is a registered investment advisor representative with Ancora Advisors LLC. John Kane has over 12 years of experience in the financial services industry. John Kane holds the Series 7, Series 63 and SIE licenses. John Kane's experience includes working with America Northcoast Securities, Inc., Safeguard Securities, Inc., and Inverness Securities LLC. John Kane is also registered to provide investment advice in Ohio. Ancora Advisors LLC is a financial services firm that provides investment advisory services to individuals, corporations, and other institutional clients. Ancora Advisors LLC has a strong track record of providing investment advice and managing assets.
SPECIALIZATIONS
MAYFIELD HEIGHTS, OH
0 Disclosures
ADVISOR BIO
John Micklitsch is an investment advisor representative registered with Ancora Advisors LLC in Mayfield Heights, Ohio. John has been registered with the state of Ohio since August 4, 2011. John has a Series 63 and a Series 65. John was previously registered with Dean Witter Reynolds Inc. in Purchase, New York from March 16, 1994 to May 16, 1996. John also holds a Series 7 and a Series 31. John is a Director of Biltmore Trust and Biltmore Insurance.
SPECIALIZATIONS