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Publication of Financial Periodicals Advisors in Malvern, Pennsylvania
971 Results
Unclaimed

Pacer Advisors, Inc.

location

MALVERN, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Colman Peter Flanagan is a Registered Representative with Pacer Advisors, Inc. based in Malvern, Pennsylvania. Colman has been active in the securities industry since October 2015 and holds licenses in Pennsylvania, Louisiana, and Texas. Previously, Colman worked at AMUNDI DISTRIBUTOR US, INC. in Boston, Massachusetts. Colman has a strong background in securities, having passed the Series 7, Series 6, and Series 66 exams.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Conchita Dixon is an Investment Advisor Representative with Vanguard Advisers, Inc., an SEC registered investment advisor. Conchita has been in the industry since July 10, 2000, and has worked for several firms, including TIAA-CREF Individual & Institutional Services, LLC and Vanguard Marketing Corporation. Conchita holds Series 6, 7, 63, 65 and 66 securities licenses. Conchita is registered with the state of Pennsylvania and Texas. Conchita specializes in providing financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Connor Ryan Weikert is a financial advisor with Vanguard Advisers, Inc.. Connor has been in the financial services industry for over 10 years and is registered in Pennsylvania, Texas and Mississippi. Connor is also Series 66, Series 7TO and SIE licensed. Prior to joining Vanguard, Connor was with Equitable Advisors, LLC. Connor specializes in financial planning, selection of other advisers, and portfolio management for individuals, businesses and pooled investment vehicles. Connor is registered with the Securities Investor Protection Corporation (SIPC).

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Malvern, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Connor McGuire is an investment advisor representative associated with Vanguard Advisers, Inc. and has been in the industry since October 2, 2019. Connor holds Series 7TO, Series 63 and Series 66 licenses. Connor is registered in Delaware, Pennsylvania and Texas and specializes in providing financial planning and investment advice to individuals, corporations, and pooled investment vehicles. Connor is also registered with Vanguard Marketing Corporation. Connor's previous employers include Outback Steakhouse, Creative Financial Group, QVC, ReminderMedia, Giant Food Stores, West Chester University Foundation, Lehigh Valley IronPigs and Notre Dame High School.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Corey A. Massey is a registered representative with Vanguard Advisers, Inc. Corey Massey has been in the industry since June 2007. Corey Massey has passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination and other industry exams. Corey Massey is registered in 53 states and the District of Columbia. Corey Massey is also registered as an Investment Advisor Representative in Pennsylvania and Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Corey James Kreston is an investment advisor representative at Vanguard Advisers, Inc., registered with FINRA and several state securities authorities. Corey has been in the industry since 2019. Corey has passed the Series 7, Series 63, and Series 66 exams, and is currently registered in New Jersey, Pennsylvania, and Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Corey Boudman is a financial advisor who has been in the industry since 2007. Corey is registered with Vanguard Advisers, Inc. and holds licenses in both Pennsylvania and Texas. Corey specializes in providing financial advice to individuals, businesses, and pooled investment vehicles. Corey has a broad base of experience and knowledge in the financial services industry and is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Corey-michael Nanthaniel Huerta is a financial professional with experience in the financial services industry since February 2023. Corey-michael is registered as a registered representative and investment advisor representative with Vanguard Advisers, Inc. Their office is located in Malvern, Pennsylvania. Corey-michael has passed the Series 7TO and SIE exams and the Uniform Combined State Law Examination (Series 66). Corey-michael has specialized expertise in the areas of portfolio management, financial planning, and selection of other advisors. Corey-michael is registered in all 50 states and the District of Columbia for both broker-dealer and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Cory James Chinnici is a registered investment advisor representative with Vanguard Advisers, Inc. Cory has been in the industry since 2016 and is registered with the states of Pennsylvania and Texas. Cory's areas of expertise include investment advisory services for individuals, businesses, and pooled investment vehicles. Cory is also a registered representative with FINRA.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Craig Nelson Gower is a financial advisor at Vanguard Advisers, Inc. with over 13 years of experience in the financial services industry. Craig is registered with both FINRA and the state of Pennsylvania as well as a Registered Investment Advisor in Pennsylvania and Texas. Craig holds the Series 6, 7, and 63 licenses as well as the SIE exam, demonstrating expertise in securities and investment products. Craig is a Certified Financial Planner and specializes in financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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