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

Newtown Square, PA

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

David Ross Schaeffer is a financial advisor at Morgan Stanley. David has over 25 years of experience in the financial services industry. David holds Series 7, Series 63, and Series 65 licenses. David has a strong track record of providing financial advice to individuals, families, and businesses. David is committed to providing personalized financial advice to help clients achieve their financial goals.

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
location

Scranton, PA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Grudkowski is a financial advisor at Morgan Stanley, located in Scranton, PA. David has been in the industry since August 2, 1993 and has a strong background in securities, futures, and investment advisory services. David has a wide range of experience, having worked at several firms including Citigroup Global Markets Inc., Prudential Securities Incorporated, and NYLife Securities Inc., prior to joining Morgan Stanley. David has extensive knowledge in various financial markets, including equities, fixed income, and derivatives. David is committed to providing personalized financial advice and solutions that are tailored to his clients' specific needs.

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
location

Pittsburgh, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

David William Groetsch is an investment advisor representative at Morgan Stanley. David has been in the financial industry since 1995. David is registered with the state of Pennsylvania. David has passed the Series 7, Series 31, Series 63, and Series 65 exams. David holds licenses in 33 states. David is a member of the North Hills YMCA Investment Committee and is on the board of the Pennsylvania Basketball Coaches Association. David has been employed with Morgan Stanley since 2009. David's specialties include providing financial planning, asset allocation, and investment advice. David is committed to helping clients achieve their financial goals.

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.

location

Exton, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

David Charles Deboer is a financial professional with over 17 years of experience in the financial services industry. David is registered with State Farm Investment Management Corp. in Pennsylvania. David has passed the Series 6, Series 63, Series 26, Series 51 and Series 65 exams.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Morgan Stanley | CFC ® (Certifications)

location

Allentown, PA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Osborn is a financial advisor with Morgan Stanley in Allentown, Pennsylvania. David has been in the financial industry since 1987. David holds the Series 7, Series 6, Series 62, Series 22, and SIE licenses. David is also registered in several states including Florida, Pennsylvania, and Texas. David is a Chartered Financial Consultant. David is a Director on the Investment Committee for the Allentown Symphony Association. David's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.

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
location

Blue Bell, PA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

David Hershel Maharam has been active in the financial services industry since October 5, 1992. David is currently registered with Morgan Stanley and is located in Blue Bell, Pennsylvania. David holds Series 7, Series 63, and Series 65 licenses. David has extensive experience in the financial services industry, having worked for several prominent firms including Wachovia Securities, LLC and First Union Capital Markets Corp. David is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and goals.

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

Haverford Financial Services, Inc.

location

RADNOR, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

David Brune is a financial advisor registered with Haverford Financial Services, Inc. in Radnor, Pennsylvania. David is a licensed Registered Investment Advisor (RIA) in Pennsylvania. David has been in the financial services industry since October 2004. David specializes in securities, insurance, and financial planning.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
HFS MAY PROVIDE MODEL PORTFOLIOS TO THIRD PARTIES
Unclaimed

State Farm Investment Management Corp.

location

Avondale, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

David Adam Schneider is an investment advisor representative with State Farm Investment Management Corp. in Avondale, Pennsylvania. David has been in the financial services industry since 2010, working with State Farm Investment Management Corp. since 2018. David has been registered with the state of Pennsylvania since 2010 and New York since 2017. David is a Series 63 and 65 licensed advisor. David has a specialization in financial planning for individuals.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Haverford Financial Services, Inc.

location

RADNOR, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

David Christopher Peppard is a financial advisor and registered representative with Haverford Financial Services, Inc., based in Radnor, Pennsylvania. David has been in the financial services industry since June 2009. He holds the Series 7, Series 63, Series 66, Series 86, and Series 87 securities licenses. David has worked with a variety of clients, including individuals, corporations, investment companies, and charitable organizations. He has experience in portfolio management, financial planning, and investment advisory services.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
HFS MAY PROVIDE MODEL PORTFOLIOS TO THIRD PARTIES
Unclaimed
location

Philadelphia, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

David Corcoran is a financial advisor with over 20 years of experience in the industry. David is currently registered with Morgan Stanley. Prior to that, David worked at Wells Fargo Advisors, LLC and Prudential Securities Incorporated. David holds Series 3, 7, 9, 10, 63 and 65 licenses. David provides financial planning, asset allocation advice, and portfolio management services to individuals, families, and businesses.

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

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