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Selection of Other Advisors Advisors in Radnor, Pennsylvania
201 Results
Unclaimed
location

RADNOR, PA

experience

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

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Osaic Wealth, Inc.

location

RADNOR, PA

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Sanctuary Advisors, LLC

location

RADNOR, PA

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

RADNOR, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Harver is a financial advisor associated with Wells Fargo Clearing Services, LLC. Amanda has been in the securities industry since 2010 and has a Series 6, 7, 63 and 66 license. Amanda is registered to provide investment advice in California, Delaware, Florida, Georgia, Indiana, Maryland, Massachusetts, Mississippi, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Washington. Amanda has been employed with Wells Fargo Clearing Services, LLC since 2016. Prior to that Amanda has worked with Wells Fargo Advisors LLC, and Wachovia Bank, N.A..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

RADNOR, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Amer Shaker Dababneh is a registered representative with Wells Fargo Clearing Services, LLC. Amer is also a registered investment advisor. Amer has been in the securities industry since December 2012. Amer has Series 6, 7, 63 and 65 licenses. Amer's firm, Wells Fargo Clearing Services, LLC, provides investment advisory services to individuals, businesses, institutions, and high-net-worth individuals. The firm has approximately $10 billion to $50 billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Osaic Wealth, Inc.

location

RADNOR, PA

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic FA, Inc.

location

RADNOR, PA

experience

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

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Wells Fargo Clearing Services, LLC

location

RADNOR, PA

experience

41 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

Andrew Joseph Harmer is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in providing financial planning and investment management services. Andrew has been in the industry since 1984 and has a strong track record of success. Andrew has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrew is licensed in a number of states and has a strong understanding of the financial markets. Andrew is committed to providing his clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

RADNOR, PA

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

RADNOR, PA

experience

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

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.

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