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Selection of Other Advisors Advisors in Conshohocken, Pennsylvania
397 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CONSHOHOCKEN, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Dorothy Elizabeth Barber is a financial advisor with over 10 years of experience in the industry. Dorothy is currently registered with Stifel, Nicolaus & Company, Inc. and previously worked at JANNEY MONTGOMERY SCOTT LLC. Dorothy holds the Series 63, Series 7, and SIE licenses. Dorothy specializes in a wide range of financial services, including: portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, pension consulting and educational seminars.

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 Pooled Investment Vehicles
Unclaimed

Hornor, Townsend & Kent, LLC | CFP ® (Certifications)

location

CONSHOHOCKEN, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Lee Hall is a financial advisor with over 23 years of experience in the industry. Douglas is currently a partner at Hornor, Townsend & Kent, LLC, where he is registered as a Registered Representative (RR) in Pennsylvania and Texas. Douglas has also been registered as an Investment Advisor Representative (IAR) in Pennsylvania and Texas. Douglas has a broad range of experience having previously worked at Comprehensive Asset Management and Servicing, Inc. and 1st Global Capital Corp. Douglas is a Certified Financial Planner and holds licenses in Series 6, 7, 63, and 66 as well as the Series 6TO and the SIE. Douglas offers various financial planning services including portfolio management for individuals and businesses, as well as pension consulting. Douglas is also a partner in KRS Financial Services LLC, which provides financial planning and 401k/retirement plan services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CONSHOHOCKEN, PA

experience

35 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Douglas Edward Getzke is a financial advisor with over 30 years of experience in the industry. Douglas Edward Getzke is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since June 2007. Douglas Edward Getzke holds several licenses including Series 3, 7, 63, 65 and 72. Douglas Edward Getzke provides financial planning, portfolio management for businesses and individuals, pension consulting 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Equitable Advisors, LLC

location

CONSHOHOCKEN, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Dylan Lamborn is a financial advisor registered with Equitable Advisors, LLC and has been in the industry since August 2008. Dylan Lamborn is also registered with the following states: Delaware, New Jersey, and Pennsylvania. Dylan Lamborn has Series 66, Series 7 and SIE licenses and holds a FINRA registration. Dylan Lamborn offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Dylan Lamborn also offers educational seminars 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

UBS Financial Services Inc.

location

CONSHOHOCKEN, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Edward McDevitt iii is a financial advisor with UBS Financial Services Inc. Edward has been in the industry since May 24, 2009, and has held positions at Morgan Stanley and Goldman, Sachs & Co. Edward holds the Series 7, Series 63, and Series 66 licenses. Edward specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Edward is registered in several states, including Pennsylvania, Texas, Colorado, and California.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

CONSHOHOCKEN, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Edward Joseph Mooney is a financial professional with over 27 years of experience in the financial services industry. Edward has a broad background in financial advising and specializes in providing investment advice to high-net-worth individuals, corporations, and businesses. Edward is currently registered with Equitable Advisors, LLC as a Registered Representative and Investment Adviser Representative. Edward is also registered as an Investment Adviser Representative in Pennsylvania. Prior to joining Equitable Advisors, LLC, Edward was a financial advisor with Susquehanna Financial Group, LLLP for over a decade. Edward has held various positions in the financial services industry, including positions at Nova Capital Markets, LLC, Susquehanna Capital Group, and Susquehanna Brokerage, L.P. Edward has a strong commitment to providing personalized and comprehensive financial planning services to his clients.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

CONSHOHOCKEN, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Edward George Stasen is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with Stifel, Nicolaus & Company, Inc. in Conshohocken, PA. Previously, Edward worked for George K. Baum & Company, Corestone Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Weiss, Peck & Greer, L.L.C.. Edward holds Series 7, 24, 50, 52, 63, and 99 licenses. Edward specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting. Edward is also a registered municipal advisor.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CONSHOHOCKEN, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Edward Robert Murray is a financial advisor with over 30 years of experience in the industry. Edward currently works for Stifel, Nicolaus & Company, Inc., a firm with over 149 billion dollars in assets under management. Edward is registered to provide securities and investment advisory services in Delaware and Pennsylvania. Edward previously worked for Boenning & Scattergood, Inc. and Dolphin & Bradbury Incorporated.

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 Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc.

location

Conshohocken, PA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Efstathios Kanteliotis is a financial advisor with over 20 years of experience in the financial industry. He is currently registered with Raymond James & Associates, Inc. and has previously worked for Wells Fargo Clearing Services, LLC, Morgan Stanley DW Inc., and Prudential Securities Incorporated. Efstathios Kanteliotis offers a wide range of services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Equitable Advisors, LLC

location

CONSHOHOCKEN, PA

0 Disclosures

ADVISOR BIO

Eleftherios Martin is a registered representative with Equitable Advisors, LLC. Eleftherios is licensed to provide securities and investment advisory services. Eleftherios passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Eleftherios is located in Conshohocken, PA and has been working in the industry for over 2 years.

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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