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Educational Seminars & Workshops Advisors in Bala Cynwyd, Pennsylvania
325 Results
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gian Joseph Mantakounis is a financial advisor with Equitable Advisors, LLC. Gian is a registered representative with both FINRA and the states of New Jersey, Pennsylvania and South Carolina. Gian has been in the financial industry since 2018 and is experienced in financial planning, portfolio management, and educational seminars. Gian's goal is to help clients reach their financial goals by providing personalized financial advice.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gina Maiden, a registered Investment Advisor Representative, has been in the financial services industry since March 1998. Gina Maiden is currently registered with MML Investors Services, LLC. Gina Maiden has Series 63, 65, 6TO and SIE securities licenses. Gina Maiden has provided financial advice to individuals, businesses, insurance companies, charitable organizations, trusts, foundations, and pension and profit-sharing 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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Grayson Wingert is a financial advisor with Equitable Advisors, LLC, located in Bala Cynwyd, PA. Grayson has been in the financial services industry since October 20, 2022. Grayson holds the Series 7, Series 66, and SIE licenses and is registered with the state of Maryland and Pennsylvania. Grayson's specialties include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Grayson also serves as a trustee of a trust for Grayson's father.

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

36 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Gregory William Ricker has been in the financial services industry since 1988. Gregory Ricker is currently registered as a Registered Representative with Equitable Advisors, LLC. Gregory Ricker has been active in the financial services industry for over 35 years. Gregory Ricker provides financial planning and investment advice to a wide range of clients, including individuals, families, and businesses. Previously, Gregory Ricker has worked with Independent Financial Group, LLC, AEGIS CAPITAL CORP., GUNNALLEN FINANCIAL, INC, OPPENHEIMER & CO. INC., RBC CAPITAL MARKETS CORPORATION, WACHOVIA SECURITIES, LLC, JANNEY MONTGOMERY SCOTT LLC, RAYMOND JAMES & ASSOCIATES, INC., and A. G. EDWARDS & SONS, INC. Gregory Ricker is committed to providing his clients with the highest level of service and personalized attention.

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

17 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Sinclair Scott is a financial advisor with Equitable Advisors, LLC in BALA CYNWYD, PA. Gregory Sinclair Scott has been in the industry since January 28, 2008. Gregory Sinclair Scott is registered with FINRA and holds Series 7 and Series 66 licenses. Gregory Sinclair Scott has a total of 5 approved state registrations, including Delaware, Florida, Massachusetts, New Jersey and Pennsylvania. Gregory Sinclair Scott offers financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Novosel is a financial professional with over 20 years of experience in the industry. Gregory is currently registered with MML Investors Services, LLC, a firm with a vast network of licensed agents, investment adviser representatives, and registered representatives. Gregory holds a wide range of licenses and designations, including Series 6, 7, 24, 26, 52, 53, and 63. Gregory has a long history of working with clients of all types including individuals, high net worth individuals, corporations, pension plans, trusts, foundations, and insurance companies. Gregory is a dedicated professional who is committed to providing exceptional service to clients.

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

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gregory Wilson is an active investment advisor representative with Equitable Advisors, LLC. Wilson has been in the industry since December 2001. Gregory Wilson has 28 active state registrations and is registered with FINRA and the SEC. Wilson is also an owner and principal at PST Advisors, LLC and a manager at AWH Financial, LLC. Wilson holds the Series 7 and Series 66 licenses and the SIE exam.

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

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Guy English Wilson is a financial advisor with over 17 years of experience in the financial services industry. Guy English Wilson is currently registered with Equitable Advisors, LLC and has offices in Bala Cynwyd, PA and Villanova, PA. Guy English Wilson is also registered as an investment advisor representative in 23 states and has a Series 7 and Series 66 license. Guy English Wilson specializes in financial planning, portfolio management, and pension consulting.

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

52 Years Experience

0 Disclosures

ADVISOR BIO

Harry Edwards Thomas is a financial advisor with Equitable Advisors, LLC. Harry has been in the financial services industry for over 50 years. Harry is registered with the state of Pennsylvania and several other states, and has passed the Series 7TO, Series 6TO, Series 63, Series 65, and Series 1 exams. Harry can provide financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Harry has experience working with high net worth individuals, pension and profit sharing plans, corporations, and individuals.

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

7 Years Experience

0 Disclosures

ADVISOR BIO

Henry Han is an investment advisor representative with Equitable Advisors, LLC, and has been in the industry since 2017. He is licensed in Delaware, District of Columbia, Florida, New Jersey, Pennsylvania, and Virginia. Henry previously worked at Ameriprise Financial Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

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