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Portfolio Management for Individuals Advisors in Pennsylvania
1,727 Results
Unclaimed
location

EASTON, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Wilson is a financial advisor with over 20 years of experience in the financial services industry. Christopher is currently registered with Morgan Stanley in Easton, PA. Prior to joining Morgan Stanley, Christopher worked at PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, and SIGNATOR INVESTORS, INC. Christopher holds licenses for Series 6, Series 7, Series 63 and Series 65, which allows them to offer a variety of financial products and services. Christopher is also registered in several states, including Pennsylvania, New Jersey and Texas.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Selinsgrove, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Kenawell is a registered representative of State Farm Investment Management Corp. in Selinsgrove, Pennsylvania. Christopher has been in the securities industry since 2000 and has a Series 6, Series 63 and SIE. Christopher is also a Chartered Financial Consultant. Christopher is a member of the Snyder County Housing Authority, Selinsgrove Chamber of Commerce and is running for the Selinsgrove School Board.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Hirtle, Callaghan & CO., LLC | CFA ® (Certifications)

location

WEST CONSHOHOCKEN, PA

0 Disclosures

ADVISOR BIO

Christopher Valerio is a financial advisor at Hirtle, Callaghan & Co., LLC. Christopher is a Chartered Financial Analyst and has been in the industry since 1993. Christopher is a registered Investment Advisor in Pennsylvania. Christopher previously worked at VANGUARD MARKETING CORPORATION. The firm serves a diverse clientele including high-net-worth individuals, corporations, insurance companies, investment companies, and pooled investment vehicles. Christopher's practice focuses on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

SEI Investments Management Corp.

location

OAKS, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Francis Arizin is a registered investment advisor representative with SEI Investments Management Corp. in Oaks, PA. Christopher Arizin has been in the securities industry since October 3, 1998. Christopher Arizin is also a registered principal with SEI Investments Distribution Co. and has held a Series 24 license since October 7, 2005. Christopher Arizin holds Series 63, Series 65 and Series 7 licenses. Christopher Arizin is registered to offer advisory services in Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Logan Capital Management, Inc. | CFA ® (Certifications)

location

NEWTOWN SQUARE, PA

0 Disclosures

ADVISOR BIO

Christopher Ouimet is a financial advisor registered with Logan Capital Management, Inc., and is based in Newtown Square, PA. Christopher has been in the financial industry since 1990 and holds the Series 6 and Series 7 licenses. Christopher is a Chartered Financial Analyst (CFA) and specializes in providing financial planning, portfolio management services for individuals, businesses, and investment companies, as well as selection of other advisors. Logan Capital Management, Inc. provides investment advice to various clients including individuals, families, corporations, and institutions.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Publication of Financial Periodicals
Unclaimed
location

West Conshohocken, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Gange has been in the financial services industry since May 2002 and is currently registered as an investment advisor representative with Morgan Stanley in West Conshohocken, PA. Christopher has worked for several firms previously including E*TRADE SECURITIES LLC, PNC INVESTMENTS, PRIMEVEST FINANCIAL SERVICES, INC., IFMG SECURITIES, INC., and NYLIFE SECURITIES INC. Christopher holds Series 6, 7, 63, and 65 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Christopher also provides advisory services in asset allocation advice, 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Alliancebernstein LP

location

Pittsburgh, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Amar is a financial advisor with Alliancebernstein LP. Christopher has been working in the industry since June 5, 2019 and holds Series 66, 31, 7TO, and SIE licenses. Christopher is registered with the state of Pennsylvania and is also registered as an investment advisor representative in Florida and Texas. Christopher focuses on Asset Allocation and Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Logan Capital Management, Inc.

location

NEWTOWN SQUARE, PA

0 Disclosures

ADVISOR BIO

Christopher Travers is an investment advisor representative with Logan Capital Management, Inc. Christopher has been in the industry since 1990 and has been registered as an investment advisor representative since 2016. Christopher has been with Logan Capital Management since 2016, and has also previously worked at Quasar Distributors, LLC, Foreside Fund Services, LLC, and Deutsche Bank Securities Inc. Christopher's registration is currently active in the state of Pennsylvania. Christopher holds the Series 6, 7, 63, and 65 licenses. Christopher specializes in investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Publication of Financial Periodicals
Unclaimed
location

Presto, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Randal is a financial advisor with Assetmark, Inc. in Presto, Pennsylvania. Christopher has been in the financial services industry since 1997 and has a wide range of experience working with individuals, businesses, and institutions. Christopher holds the Series 6, 7, 22, and 66 securities licenses. Christopher is also registered as an investment advisor in Pennsylvania.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

SEI Investments Management Corp.

location

OAKS, PA

0 Disclosures

ADVISOR BIO

Christopher Rice is a registered Investment Advisor Representative with SEI Investments Management Corp. based in OAKS, PA. Christopher has been working in the financial services industry since April 1999 and has experience providing financial planning, portfolio management for individuals and businesses, as well as for investment companies and pooled investment vehicles. Christopher is a registered representative in Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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