Invested Better
Publication of Financial Periodicals Advisors in Yardley, Pennsylvania
22 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Adrianne Vickers is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Adrianne has been working in the financial services industry since 1982 and has a wide range of experience. Adrianne is licensed in a number of states and holds several securities licenses. Adrianne is committed to providing her clients with personalized financial advice and guidance to help them 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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony L Campanale is a registered representative of Stifel, Nicolaus & Company, Inc. Anthony has been in the securities industry since June 1997. Anthony has held previous positions with Ryan Beck & Co. and Gruntal & Co., L.L.C. Anthony is registered in California, New Jersey, New York and Pennsylvania, and is licensed to provide investment advisory services in Pennsylvania. Anthony specializes in portfolio management for businesses, individuals, and pooled investment vehicles. Anthony L Campanale provides financial planning, pension consulting, educational seminars, and selection of other advisors.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Barbara Hogan is a financial advisor with over 40 years of experience in the industry. She currently works at Stifel, Nicolaus & Company, Inc., where she is a registered representative. Barbara has a broad range of experience, having worked previously at firms such as Ryan Beck & Co., Gruntal & Co., L.L.C., and E. W. Smith Co. Barbara Hogan's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brian Odelli is a financial advisor with Stifel, Nicolaus & Company, Inc. Brian has been working in the industry since 1992. Brian holds Series 7 and Series 63 securities licenses as well as Series 65 investment advisor representative license. Brian is registered in Connecticut, Florida, Indiana, Kansas, Louisiana, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Brian specializes in working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Brian provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Stanley Dimicco is a financial advisor with Stifel, Nicolaus & Company, Inc. He is based in Yardley, Pennsylvania. Bruce has been working in the financial services industry since 1984. His firm, Stifel, Nicolaus & Company, Inc., has $1 billion - $10 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

David Ernest Farina is an active broker and investment advisor representative. David has been in the securities industry since July 20, 1980. David is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since July 2007. David is also registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Iowa, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. David has been registered with various firms throughout their career, including Ryan Beck & Co. and Gruntal & Co., L.L.C. David has passed the Series 63, 65, 5, 7, and SIE exams. David is also a Lead Pastor for Calvary Full Gospel Church.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Denise Lyn Reid is a financial advisor at Stifel, Nicolaus & Company, Inc. Denise has been in the industry since 1983 and has a wealth of experience in providing financial advice to individuals, businesses, and institutions. Denise holds Series 7, 9, 10, and SIE licenses and is registered in New Jersey. Denise specializes in providing financial planning, portfolio management, and investment advisory services. Denise's expertise includes financial planning, portfolio management, and investment advisory services.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

YARDLEY, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Esther Bullard is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. and has been in the industry since September 2014. Esther has a Series 7 and Series 66 license. Prior to Stifel, Nicolaus & Company, Inc., Esther was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Esther is a Certified Financial Planner.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Floyd Joseph Carl is a financial professional with over 30 years of experience in the financial services industry. Floyd is currently registered with Stifel, Nicolaus & Company, Inc., and is a registered representative in multiple states. He has experience in portfolio management for both individuals and businesses, and is also a financial planner. Prior to joining Stifel, Floyd worked at several other firms including Bainbridge Securities Inc., First Union Securities, Inc., First Union Capital Markets Corp., Fahnestock & Co., Inc., W.H. Newbold's Son & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

YARDLEY, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jacqueline Caywood is a financial advisor with over 20 years of experience in the industry. Jacqueline is currently registered with Stifel, Nicolaus & Company, Inc. and is located in YARDLEY, PA. Jacqueline is licensed to provide investment advice in several states. Jacqueline has experience working with individuals, families, businesses, and institutions. Jacqueline is committed to providing her clients with personalized financial advice and strategies that help them 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 Pooled Investment Vehicles

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