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Financial Planning Services Advisors in Bala Cynwyd, Pennsylvania
314 Results
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Snyder is a financial advisor with Equitable Advisors, LLC. Alexander is registered to provide investment advice and brokerage services in several states, including Pennsylvania, New Jersey, and Delaware. Alexander has a strong track record in the financial industry, with experience in providing investment advice and financial planning services to a diverse range of clients. Alexander has passed the Series 7, 6, 63 and 65 exams. Alexander is committed to providing personalized financial advice and working with clients to achieve their long-term financial goals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alexander Guidotti is a financial advisor with Equitable Advisors, LLC. Alexander has been in the financial industry since 1981 and has a strong track record of success. Alexander is registered to provide investment advice in Arizona, California, Delaware, Florida, Hawaii, Maryland, New Jersey, New Mexico, New York, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Alexander also holds the Series 6, 7, 22, 63, and 65 licenses. Alexander specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALA CYNWYD, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Dominguez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander is registered to offer securities in 41 states and the District of Columbia. Alexander is also a registered investment advisor in Pennsylvania and Texas. Alexander has a strong track record of success in the financial services industry, with extensive experience in portfolio management, financial planning and investment advisory services. Alexander has a deep understanding of the financial markets and a commitment to providing personalized financial advice to clients.

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

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Mottle is a registered investment advisor representative with MML Investors Services, LLC. Alexander has been in the financial services industry since May 2014. Alexander holds the Series 6, Series 7, and Series 63 securities licenses. Alexander is also licensed to sell insurance products in Delaware. Alexander is registered with the following states: Arizona, California, Delaware, Florida, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Alexander specializes in providing financial advice to individuals, corporations, trusts, foundations, charitable organizations, and pension plans.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALA CYNWYD, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Altadonna is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm headquartered in New York, NY. Alexandra has been active in the securities industry since September 20, 2022. Alexandra's office is located in Bala Cynwyd, PA. The firm is registered in the state of PA. Alexandra holds the Series 7TO and SIE licenses.

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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexandria Legrand is a financial professional registered with Equitable Advisors, LLC and has been in the industry since 2014. Alexandria is located in Bala Cynwyd, PA. Alexandria holds the Series 6 and SIE licenses and has been registered with Equitable Advisors, LLC since 2014. The firm primarily focuses on high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. Equitable Advisors, LLC offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Alexandria is a registered representative and investment advisor representative in the state of Pennsylvania.

SPECIALIZATIONS

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

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

Bala Cynwyd, PA

0 Disclosures

ADVISOR BIO

Alisa Garnek is a financial advisor currently registered with Beacon Pointe Advisors, LLC in Bala Cynwyd, PA. Alisa has been in the industry since August 2016 and has prior experience with Janney Montgomery Scott LLC. Alisa has a Series 66 license and holds the Certified Financial Planner designation. Alisa is also a licensed insurance agent, which she manages as a separate business. Alisa has a focus on providing consulting services and financial planning to high-net-worth individuals and families.

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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

MML Investors Services, LLC | CFC ® (Certifications)

location

BALA CYNWYD, PA

experience

52 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alvin Kingcade is a financial advisor with over 50 years of experience in the financial services industry. Alvin Kingcade is currently registered with MML Investors Services, LLC in Pennsylvania and Delaware. Alvin Kingcade also holds Series 63, Series 26, Series 7TO, SIE, and Series 1 licenses. Alvin Kingcade has been affiliated with MML Investors Services, LLC since May 1988. Alvin Kingcade is a Chartered Financial Consultant.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alyssa Klauder is a financial advisor registered with Equitable Advisors, LLC and is licensed to provide financial advice in Pennsylvania. Alyssa has been working in the financial services industry since January 19, 2020. She has experience working with clients in the insurance, investment, and financial planning sectors. Alyssa is committed to providing her clients with personalized financial advice and guidance to help them 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALA CYNWYD, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Analeigha Olivia Ortega is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Analeigha has been in the financial services industry since April 25, 2014. Analeigha has passed the Series 6, 7, 63 and 66 exams. Analeigha is registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Analeigha's current employment is with Merrill Lynch, Pierce, Fenner & Smith Inc. and her previous employment was with J.P. Morgan Securities LLC. Analeigha holds a Series 6, 7, and 63 licenses.

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

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