Years of Experience
5-20+ Years
NEWTOWN, PA
4 Years Experience
0 Disclosures
ADVISOR BIO
Chadd Williams is a financial advisor with Park Avenue Securities LLC and is based in Newtown, Pennsylvania. Chadd has been a registered representative in the securities industry since November 2020. Chadd is registered to offer securities and investment advisory services in Pennsylvania. Chadd is also registered to provide investment advisory services in Pennsylvania. Chadd's areas of expertise include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. Chadd is also a licensed property and casualty agent and holds this license through a separate business in Lancaster, Pennsylvania. Chadd is currently affiliated with Park Avenue Securities LLC and has previous experience with Northwestern Mutual Investment Services, LLC. Chadd is a highly experienced advisor with a strong track record of success.
SPECIALIZATIONS
MALVERN, PA
8 Years Experience
0 Disclosures
ADVISOR BIO
Chandler John Steffen is an investment advisor representative for Vanguard Advisers, Inc. Chandler has been in the industry since October 2, 2016. Chandler holds both state and product registrations with FINRA and has a total of 53 state registrations. Chandler currently works at the Malvern, PA branch of Vanguard Advisers, Inc.
SPECIALIZATIONS
Philadelphia, PA
16 Years Experience
0 Disclosures
ADVISOR BIO
Changa Ellison is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Changa is based in Philadelphia, PA. Changa has been in the industry since July 27, 2008. Changa has experience working for a number of firms, including Wells Fargo Clearing Services, LLC, Citizens Securities, Inc., AXA Advisors, LLC, PNC Investments, and AXA Advisors, LLC.
SPECIALIZATIONS
BETHLEHEM, PA
14 Years Experience
1 Disclosures
ADVISOR BIO
Chantel Lynne Wood is a financial professional with over 12 years of experience in the financial services industry. Chantel is currently registered with Park Avenue Securities LLC and has a Series 6, Series 63, Series 99TO and SIE. Before joining Park Avenue Securities LLC, Chantel was with THRIVENT DISTRIBUTORS, LLC and THRIVENT INVESTMENT MANAGEMENT INC.
SPECIALIZATIONS
HORSHAM, PA
5 Years Experience
0 Disclosures
ADVISOR BIO
Charisma Joi-ann Reed is a financial advisor with Hornor, Townsend & Kent, LLC, a firm with a long history of providing investment advice to individuals, families, and institutions. Charisma is a Series 6TO and SIE licensed representative and has been in the financial services industry since March 18, 2020. Charisma has previously worked for MetLife Investors Distribution Company in Dayton, Ohio. At Hornor, Townsend & Kent, LLC, Charisma provides financial planning services, portfolio management, and pension consulting.
SPECIALIZATIONS
Newtown Square, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Charitha Dumbarage is a registered representative with J.p. Morgan Securities LLC. Charitha is licensed in Pennsylvania. The firm's main office is located in New York, NY. Charitha's current branch office is located in Newtown Square, PA.
SPECIALIZATIONS
HARRISBURG, PA
17 Years Experience
0 Disclosures
ADVISOR BIO
Charleger Santiago is a registered representative with Eagle Strategies LLC. Charleger has over 10 years of experience in the financial services industry and is licensed to provide investment advice in Pennsylvania. Charleger has a Series 6, 7, 24, 63, and 66 license, as well as the SIE. Charleger holds a seat on the Board of Directors for the Community First Fund, where they provide oversight and guidance for the organization. Charleger is also an owner of a rental property in the Dominican Republic, which helps to supplement their income.
SPECIALIZATIONS
Gettysburg, PA
0 Disclosures
ADVISOR BIO
Charlene Elizabeth Ann Bridger is a Registered Representative and Investment Advisor Representative associated with Osaic Advisory Services, LLC. Charlene is registered with the state of Pennsylvania and North Carolina. Charlene has 6 years of experience in the securities industry. Charlene is also registered as a Registered Associate with Kampstra Wealth Management and a consultant with Gray Pilgrim & Associates. Charlene has passed the Series 66, Series 7 and the SIE Exams.
SPECIALIZATIONS
ALLENTOWN, PA
8 Years Experience
1 Disclosures
ADVISOR BIO
Charlene Renee Flick is a registered investment advisor representative at MML Investors Services, LLC. Charlene has been in the securities industry since October 2016. Charlene's firm is headquartered in Springfield, Massachusetts, and has approximately 5628 licensed agents and 7130 registered representatives. Charlene's firm offers a wide range of investment advisory services, including financial planning, portfolio management, and selection of other advisors. Charlene's firm manages assets for a variety of client types, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Charlene holds a Series 6, Series 63, and Series 65 license. She is registered with the states of Pennsylvania and New Jersey.
SPECIALIZATIONS
PITTSBURGH, PA
26 Years Experience
1 Disclosures
ADVISOR BIO
Charlene Ann Logan is a financial advisor with LPL Financial LLC in Pittsburgh, PA. Charlene has been in the financial services industry since April 1999. She is licensed to provide investment advice in several states, including Pennsylvania, Texas, and California. Charlene is also a Chartered Financial Consultant. In addition to her work with LPL Financial LLC, Charlene is also affiliated with Speakman Financial Group.
SPECIALIZATIONS