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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Malvern, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Erik Michael Brown is a financial advisor with Vanguard Advisers, Inc. Erik Brown is a Registered Representative and Investment Advisor Representative. Erik Brown has been in the financial industry for 16 years. Erik Brown is licensed in Pennsylvania and Texas. Erik Brown holds the Series 6, 7, 52TO, and 66 securities licenses as well as the SIE exam. Erik Brown is a CERTIFIED FINANCIAL PLANNER™ professional.

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

Erik Daniel Morales gomez is a registered investment advisor representative associated with Vanguard Advisers, Inc., a company based in Malvern, Pennsylvania. Erik has been in the financial services industry for over 6 years, and holds a Series 7 and Series 66 license. Erik provides financial planning services and portfolio management for businesses and individuals, as well as for pooled investment vehicles. Erik is registered in Arkansas, Massachusetts, New Jersey, Pennsylvania, Texas, and Utah.

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

Erin Kit wei Harrison is a registered representative with Vanguard Advisers, Inc. Erin has been in the industry for 5 years and holds a Series 7TO and SIE licenses. Erin is registered in New Jersey, Pennsylvania and Texas. Erin also holds a Series 66 license. Erin specializes in providing financial planning, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles. Erin is also a registered investment advisor representative.

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

15 Years Experience

0 Disclosures

ADVISOR BIO

Ermioni Barikos is a registered investment advisor representative with Vanguard Advisers, Inc. Ermioni has been in the securities industry since June 2010 and has been with Vanguard Advisers, Inc. since June 2004. Ermioni specializes in providing financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Ermioni is licensed in Pennsylvania and Texas and holds Series 6, 7, 24, 26, 63 and 66 securities licenses. Ermioni 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

14 Years Experience

0 Disclosures

ADVISOR BIO

Estelle Bonnet is a registered representative with Vanguard Advisers, Inc. Estelle has been working in the financial services industry since May 2006 and has been registered in Pennsylvania since November 2021. Estelle is also registered as an Investment Advisor Representative in Texas and Pennsylvania. Estelle has a wide range of experience and expertise in the financial services industry. Estelle is dedicated to providing her clients with the highest quality of service and advice. Estelle holds the Series 6, Series 7, Series 63 and Series 66 securities licenses.

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. | CFA ® (Certifications)

location

MALVERN, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Yi-shen Wang is a financial advisor with Vanguard Advisers, Inc. in Malvern, Pennsylvania. Ethan has been in the industry since 2017. Ethan has passed the Series 7, Series 63, and SIE exams. Ethan holds a Chartered Financial Analyst designation. Ethan is registered to provide investment advice 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

4 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Kendzulak is a financial advisor at Vanguard Advisers, Inc. located in Malvern, PA. Ethan has been in the financial industry since August 2020. Ethan is licensed to sell securities in Pennsylvania, Texas, and New Jersey. Ethan holds the Series 7, Series 63, and Series 66 securities licenses.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Fleegler is a financial professional with experience in the financial services industry. Ethan is currently registered with Vanguard Advisers, Inc. and has been with the firm since January 2023. Prior to this, Ethan worked at The Vanguard Group, Inc. since June 2016. Ethan holds the Series 63, Series 7TO, Series 24, and SIE licenses. Ethan also holds the Certified Financial Planner designation.

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

19 Years Experience

0 Disclosures

ADVISOR BIO

Evan Wolf is a financial advisor registered in the state of Pennsylvania. Evan is a Certified Financial Planner and has worked for Vanguard Advisers, Inc. since 2005. Evan specializes in helping clients with financial planning, portfolio management, and selection of other advisors. Evan's firm, Vanguard Advisers, Inc. manages assets for a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

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

26 Years Experience

0 Disclosures

ADVISOR BIO

Evan Swartley is a financial advisor at Vanguard Advisers, Inc. Evan has over 20 years of experience in the financial industry. Evan has a Series 6, 7, 24, 26 and 63 license. Evan is also a Certified Financial Planner. Evan is a registered Investment Advisor representative in Pennsylvania and Texas. Evan has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Evan specializes in financial planning, portfolio management for individuals and businesses, 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

Need help matching

with the right advisor?