Years of Experience
5-20+ Years
RADNOR, PA
16 Years Experience
0 Disclosures
ADVISOR BIO
Adam Heath Wilson is a registered representative and investment advisor representative with Osaic FA, Inc. in Radnor, PA. Adam has over 13 years of experience in the financial services industry. Before joining Osaic FA, Inc., Adam was with LPL Financial LLC and Thrivent Investment Management Inc. Adam is licensed to sell securities in Pennsylvania and holds the Series 7, Series 66, SIE and Series 99TO licenses. Adam specializes in financial planning, portfolio management for individuals and businesses, and retirement plan consulting.
SPECIALIZATIONS
RADNOR, PA
23 Years Experience
0 Disclosures
ADVISOR BIO
Adele Zilber is a financial advisor with over 20 years of experience in the industry. Adele is currently registered with Osaic Wealth, Inc. and is based in RADNOR, PA. Adele has previously worked at a number of other firms, including Securities America, Inc., Investcorp, Inc., The Leaders Group, Inc., and ING Financial Partners, Inc. Adele specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
SPECIALIZATIONS
RADNOR, PA
5 Years Experience
0 Disclosures
ADVISOR BIO
Alexandra Freedman is a financial advisor with Sanctuary Advisors, LLC. Alexandra has been in the financial services industry since 2019, and is registered to offer investment advice in 27 states. Alexandra previously worked for Morgan Stanley and holds the Series 66, Series 7TO and SIE licenses. Alexandra is also a board member for the Jewish National Fund and is vice chair of the Jewish Federation of Greater Philadelphia.
SPECIALIZATIONS
RADNOR, PA
11 Years Experience
0 Disclosures
ADVISOR BIO
Amy Elizabeth Knox is a financial advisor with Osaic FA, Inc., located in Radnor, Pennsylvania. Amy has been in the financial services industry since 2014. Amy specializes in providing financial planning, portfolio management, and retirement plan consulting services to individuals and businesses.
SPECIALIZATIONS
RADNOR, PA
26 Years Experience
0 Disclosures
ADVISOR BIO
Amy Mathis is a financial advisor with over 20 years of experience in the financial services industry. Amy has worked with various firms throughout her career, including Wells Fargo Clearing Services, LLC, T. Rowe Price Investment Services, Inc., and Calvert Investment Distributors, Inc. Amy currently works as a financial advisor at Osaic Wealth, Inc. Amy holds Series 7, 10, 26, 63, and 65 licenses, as well as the SIE. Amy is a dedicated financial advisor who is committed to helping her clients achieve their financial goals.
SPECIALIZATIONS
RADNOR, PA
13 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Thom is an investment advisor representative who has been in the industry since May 2012. Currently, Andrew works with Osaic FS, Inc. in RADNOR, Pennsylvania. He has experience with firms such as METLIFE SECURITIES INC. and VANGUARD MARKETING CORPORATION.
SPECIALIZATIONS
RADNOR, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Pitler Oleinick is a financial advisor with Osaic Wealth, Inc. Andrew has been a registered representative for 2 years and has a Series 7TO, Series 66 and Series 24. Andrew holds a Certified Financial Planner designation. Osaic Wealth, Inc. is a financial advisor with 437201 total accounts and $94.6 billion in assets under management.
SPECIALIZATIONS
RADNOR, PA
31 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Snaith is a financial advisor who has been in the industry since 1993. Anthony is currently registered with Janney Montgomery Scott LLC and is licensed to sell securities in 38 states. Anthony has a background in securities and investment advising, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Anthony provides financial planning, portfolio management and other advisory services.
SPECIALIZATIONS
RADNOR, PA
19 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Cerciello is a registered representative with Osaic FA, Inc. Anthony has been in the financial services industry since February 4, 2006. Anthony has worked at ICAP Securities USA LLC and Park Avenue Securities LLC before joining Osaic FA, Inc. Anthony holds licenses for various financial products, including Series 3, 4, 7, 24, 52TO, 55, 57TO, and 66. Anthony is registered to sell securities in all 50 states and the District of Columbia.
SPECIALIZATIONS
RADNOR, PA
5 Years Experience
0 Disclosures
ADVISOR BIO
Anthony Michael Lanzone is a registered representative with Janney Montgomery Scott LLC. Anthony is a Series 7, Series 66, and SIE licensed advisor with over 3 years of experience in the financial industry. Anthony is currently registered to provide investment advice in 36 states and the District of Columbia. Anthony is also registered as an investment advisor representative in Pennsylvania and Texas. Anthony has previously worked at Philadelphia Country Club in Gladwyn, PA, and the University of Pittsburgh in Pittsburgh, PA. Anthony has a strong track record of helping clients achieve their financial goals.
SPECIALIZATIONS