Years of Experience
5-20+ Years
BALA CYNWYD, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
Vincent Martina is a registered representative of Equitable Advisors, LLC. Vincent has been in the financial services industry since April 2022. He specializes in portfolio management for individuals and businesses, and provides financial planning services. Vincent is licensed in New Jersey and Pennsylvania. He is a graduate of Monmouth University. Vincent is a member of the Philadelphia Cricket Club. He also has a DBA, The Rockland Group - Wealth Management, LLC.
SPECIALIZATIONS
BALA CYNWYD, PA
31 Years Experience
0 Disclosures
ADVISOR BIO
Vincent Patrick Stach is a financial advisor with Equitable Advisors, LLC. Vincent has been working in the financial industry since April 1994. Vincent has been registered with Equitable Advisors, LLC since September 1999. Vincent is registered in Delaware, District of Columbia, Florida, New Hampshire, New Jersey, New York, Pennsylvania, and South Carolina. Vincent has earned the Series 6, 7, 63 and 65 licenses. Vincent is also a registered insurance broker.
SPECIALIZATIONS
BALA CYNWYD, PA
26 Years Experience
0 Disclosures
ADVISOR BIO
Wai kee Mak is a registered representative with Equitable Advisors, LLC, where Wai kee has been with the firm since September 2006. Prior to that, Wai kee worked at Clark Securities, Inc. and AXA Advisors, LLC. Wai kee is licensed in Pennsylvania. Wai kee holds the Series 6, Series 63, and SIE licenses.
SPECIALIZATIONS
BALA CYNWYD, PA
30 Years Experience
0 Disclosures
ADVISOR BIO
William F Adolph is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the financial services industry since July 1995. William is registered in 37 states, as well as the District of Columbia. He holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. William offers a variety of services, including portfolio management for individuals and businesses, performance measurement reports, allocation modeling, investment policy statements, and research reports and services.
SPECIALIZATIONS
BALA CYNWYD, PA
20 Years Experience
0 Disclosures
ADVISOR BIO
William Casey Fehl is a financial advisor at Equitable Advisors, LLC, with over 18 years of experience in the industry. William is registered as a broker-dealer and investment advisor in Delaware, New Jersey, Pennsylvania and Virginia. William has passed the Series 66, Series 7 and SIE exams. William is a co-chairman of the Mark Alexander Baranowski Memorial Fund, a charity that raises money for the Cardiac Center at the Children's Hospital of Philadelphia. William's clients include high-net-worth individuals, corporations, pension plans, and charitable organizations. William specializes in financial planning, portfolio management, and retirement planning.
SPECIALIZATIONS
BALA CYNWYD, PA
16 Years Experience
0 Disclosures
ADVISOR BIO
William Matthew Owens is a financial advisor with over 15 years of experience in the industry. William is currently registered with Equitable Advisors, LLC, where William provides financial planning services to individuals, businesses, and retirement plans. William is also a registered representative with FINRA, and holds licenses in several states. William is committed to providing personalized financial advice to help clients achieve their financial goals.
SPECIALIZATIONS
BALA CYNWYD, PA
18 Years Experience
0 Disclosures
ADVISOR BIO
William B. Weihenmayer is a financial advisor affiliated with Equitable Advisors, LLC. William is based in Bala Cynwyd, PA, and has been in the financial industry since September 2007. William has passed the Series 7, Series 66 and SIE exams and is registered with FINRA. He is also registered in 16 states as a Registered Investment Advisor. William provides financial planning services to individuals, families, and businesses, with a focus on portfolio management. William also offers pension consulting and educational seminars to his clients. William is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
BALA CYNWYD, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
William Aaron Murley is a financial advisor registered with Equitable Advisors, LLC. William has been in the financial services industry since November 2021. William is licensed in several states, including Arizona, California, Colorado, Florida, Georgia, Idaho, Iowa, Maryland, Michigan, Minnesota, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. William offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. William is also a songwriter and a Christian public speaker.
SPECIALIZATIONS
BALA CYNWYD, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
William Jowett is a financial professional registered in Pennsylvania, offering both brokerage and investment advisory services through Wells Fargo Clearing Services, LLC. William has been in the industry since 2023 and has experience in both brokerage and investment advisory. William holds the Series 7TO, Series 63 and Series 65 licenses and has a strong track record of success. William is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
BALA CYNWYD, PA
22 Years Experience
0 Disclosures
ADVISOR BIO
William Edward Keating is a financial advisor with Equitable Advisors, LLC. William has been in the industry since 2003 and is registered in Florida, Maryland, New Jersey, and Pennsylvania. William holds Series 66, SIE, and Series 7 licenses and is a registered representative of Equitable Advisors, LLC.
SPECIALIZATIONS