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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marc Everett Cavalier is an Investment Advisor Representative at Vanguard Advisers, Inc. Marc has been in the industry since 2014. Marc has a Series 63, Series 65 and Series 7 license as well as the SIE exam. Marc is also registered to provide investment advisory services in Pennsylvania, Texas, and New Jersey. In addition to providing investment advice for individuals and businesses, Marc also offers financial planning, portfolio management for pooled investment vehicles, and selects other advisors for clients. Marc is also an employee of The Vanguard Group, Inc.

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

Marco Cesar De freitas is a registered investment advisor representative with Vanguard Advisers, Inc., a firm headquartered in Malvern, PA. Marco has been in the financial services industry for over 10 years. Marco is licensed to provide advisory services in Pennsylvania and Texas. In addition to his work as an investment advisor representative, Marco is also an owner and partner in a real estate investment LP called Cherry Umbrella Investors LLC.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Marco Gerald Ciavarella is a registered representative with Vanguard Advisers, Inc., a firm headquartered in Malvern, PA. Marco has been in the securities industry since 2014 and has experience working with a variety of clients, including individuals, corporations, and charities. He has specialized knowledge in several areas, including fixed income, equities, and mutual funds. Marco holds a Series 63, Series 66, and Series 24 license.

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

27 Years Experience

0 Disclosures

ADVISOR BIO

Marcus Andre Carter is a financial advisor who has been in the industry since January 1998. Marcus is currently registered with Vanguard Advisers, Inc., in Pennsylvania and Texas. Marcus holds the Series 7TO, Series 63, and Series 6 licenses. Marcus is also a Certified Financial Planner. Marcus 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

10 Years Experience

0 Disclosures

ADVISOR BIO

Maria Fernanda Cortes is a registered investment advisor representative with Vanguard Advisers, Inc. Maria has been in the industry since 2014, and has held previous roles at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and AXA ADVISORS, LLC. Maria 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

9 Years Experience

0 Disclosures

ADVISOR BIO

Mariam Jan is an investment advisor representative for Vanguard Advisers, Inc. Mariam is registered in Pennsylvania and Texas. Mariam has been in the industry since August 2015. Mariam offers financial planning, portfolio management for businesses, and portfolio management for individuals, among other services. Mariam's firm, Vanguard Advisers, Inc. manages a variety of client assets, including pension and profit-sharing plans, high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and other investment advisers.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Marissa Croyden Blank is a registered investment advisor representative with Vanguard Advisers, Inc. Marissa has been in the industry since January 2015. Marissa is registered with the state of Pennsylvania and Texas. Marissa has a Series 66 license and has passed the Series 63, Series 24, SIE and Series 7 exams.

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

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Vincent Gionta is a financial advisor at Vanguard Advisers, Inc. Mark has been in the financial industry since November 2015 and has a Series 63, Series 66 and Series 7 license. Mark specializes in financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Mark is also registered with the state of 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. | CFP ® (Certifications)

location

MALVERN, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Mark Anthony Yakupcin is a financial advisor who has been in the industry since June 29, 2000. Mark Anthony Yakupcin is currently registered with Vanguard Advisers, Inc. Mark Anthony Yakupcin is registered with the states of Pennsylvania and Texas as an investment advisor representative. Mark Anthony Yakupcin is also registered with the states of New York and Pennsylvania as a broker. Mark Anthony Yakupcin is a Certified Financial Planner. Mark Anthony Yakupcin specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Mark Anthony Yakupcin also provides financial planning 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. | CFP ® (Certifications)

location

MALVERN, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Mark Patrick Gordon is a financial advisor at Vanguard Advisers, Inc. in Malvern, Pennsylvania. Mark has been in the financial services industry since 2014. Mark is registered with both the state of Pennsylvania and Texas. Mark holds the Series 7 and Series 63 licenses. Mark is also a Certified Financial Planner. Mark specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Mark is also a registered representative of Vanguard Marketing Corporation, the parent company of Vanguard Advisers, Inc.

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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