Years of Experience
5-20+ Years
BRYN MAWR, PA
16 Years Experience
0 Disclosures
ADVISOR BIO
Andrea Bonita Smith is a financial advisor with Janney Montgomery Scott LLC. Andrea has been in the industry since January 11, 2009 and is currently registered in Pennsylvania and Texas. Andrea is also a Certified Financial Planner. Andrea specializes in various areas, including Financial Planning, Pension Consulting, and Portfolio Management for Individuals and Businesses.
SPECIALIZATIONS
BRYN MAWR, PA
49 Years Experience
2 Disclosures
ADVISOR BIO
Andrew Reimann Nehrbas is a registered investment advisor representative with Janney Montgomery Scott LLC. Andrew has been in the industry since 1976. Andrew has a wide range of experience and expertise in the financial industry and has been with Janney Montgomery Scott LLC since 2009. Andrew has earned licenses and certifications in Series 7, Series 8, Series 9, Series 10, Series 31, and Series 63. Andrew holds registrations in various states and is an active investment advisor representative. Andrew has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Andrew also has experience working with insurance companies. Andrew is a board member of the Crescent Homeowners Association in Wilson, WY.
SPECIALIZATIONS
BRYN MAWR, PA
38 Years Experience
2 Disclosures
ADVISOR BIO
Brian Fleming is a financial advisor with Janney Montgomery Scott LLC. Brian has over 35 years of experience in the financial services industry and is registered to provide investment advice in 26 states. Brian holds the Series 7 and Series 63 licenses, as well as the SIE exam. He is also registered as an Investment Advisor Representative in 4 states. Brian has previously worked with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Brian specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. He is also a member of the Finance Committee for St. John Neumann Parish in Bryn Mawr, PA.
SPECIALIZATIONS
BRYN MAWR, PA
9 Years Experience
0 Disclosures
ADVISOR BIO
Bryan Kirkwood Eberly is a registered representative with Janney Montgomery Scott LLC. Bryan has been in the industry since May 18, 2016. Bryan is licensed in 25 states and the District of Columbia. Bryan holds the Series 7, Series 63, and Series 66 securities licenses and the SIE. Bryan has a background in the United States Marine Corps. Bryan is also a board member of the Jordan Baumeister Scholarship Foundation.
SPECIALIZATIONS
BRYN MAWR, PA
43 Years Experience
2 Disclosures
ADVISOR BIO
Charles Collings is a financial advisor with over 40 years of experience in the financial services industry. Charles is currently registered with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Charles has held previous positions with firms like Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Charles specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, and institutions. Charles is committed to providing personalized advice and helping clients achieve their financial goals.
SPECIALIZATIONS
BRYN MAWR, PA
39 Years Experience
0 Disclosures
ADVISOR BIO
Charlotte Stellwagen is an investment advisor representative with Osaic Wealth, Inc. Charlotte has been in the industry since 1986. Charlotte is registered with the state of Pennsylvania as an Investment Advisor Representative and also in Florida. Charlotte has previously worked at Woodbury Financial Services, Inc. and Hornor, Townsend & Kent, Inc. Charlotte holds the following securities licenses: Series 6, Series 22, Series 63, Series 65 and SIE. Charlotte is a Certified Financial Consultant.
SPECIALIZATIONS
BRYN MAWR, PA
24 Years Experience
0 Disclosures
ADVISOR BIO
Charlotte Baker Koberg is a financial professional with over 20 years of experience in the industry. Charlotte is currently a registered representative with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Prior to joining Janney Montgomery Scott LLC, Charlotte has also worked at other well-known firms such as Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Credit Suisse First Boston LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Charlotte holds Series 63, Series 7 and SIE licenses. Charlotte's specializations include investments, financial planning, retirement planning and estate planning.
SPECIALIZATIONS
Bryn Mawr, PA
9 Years Experience
1 Disclosures
ADVISOR BIO
Christin Hinckle is a financial advisor with B. Riley Wealth Advisors, Inc. Christin has been working in the financial services industry since November 2015 and has passed the Series 66, Series 7, and SIE exams. Christin currently holds registrations in Pennsylvania with B. Riley Wealth Advisors, Inc. and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christin's firm specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
SPECIALIZATIONS
BRYN MAWR, PA
12 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Gagnier is a financial advisor with Janney Montgomery Scott LLC. Christopher has been in the financial services industry since 2012 and holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE. Christopher is also a Chartered Financial Analyst (CFA). Before joining Janney Montgomery Scott LLC, Christopher was a financial advisor with Van Eck Securities Corporation and Profunds Distributors, Inc. Christopher works with a variety of clients including individuals, families, corporations, and institutions.
SPECIALIZATIONS
BRYN MAWR, PA
23 Years Experience
1 Disclosures
ADVISOR BIO
Colin Taylor Burgess is a financial advisor registered with Janney Montgomery Scott LLC. Colin has over 20 years of experience in the financial services industry. Colin is a Certified Financial Planner and holds the Series 63, Series 7 and SIE licenses. Colin has worked for several firms during his career, including Citigroup Global Markets Inc., Legg Mason Investor Services, LLC and Legg Mason Wood Walker, Incorporated. Colin Burgess is registered to provide investment advice in 33 states.
SPECIALIZATIONS