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Corient | CFP ® (Certifications)

location

MORRISTOWN, NJ

0 Disclosures

ADVISOR BIO

Abigail Rosen is an investment advisor representative with Corient. Abigail Rosen is a registered investment advisor in New Jersey and New York and has been working in the industry since 2007. Abigail Rosen holds the Series 7 license and is a Certified Financial Planner. Prior to joining Corient, Abigail Rosen was employed at Mariner Wealth Advisors-Madison, LLC, RegentAtlantic, and CIPW Service Company, LLC. Abigail Rosen's clients include high net worth individuals, individuals other than high net worth, corporations or other businesses, trusts and pplis, insurance companies, charitable organizations, pension and profit sharing plans, investment companies 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
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BILLINGS, MT

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Kanning is a financial advisor with Stifel, Nicolaus & Company, Inc. in Billings, Montana. Abigail has been working in the financial services industry since June 2020 and has extensive experience in financial planning and portfolio management. Abigail offers a range of financial services including portfolio management for individuals, businesses, and pooled investment vehicles. Abigail is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed investment advisor representative in Montana 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 Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

PRINCETON, NJ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Smith is a registered investment advisor representative at BlackRock Investment Management, LLC. Abigail has been in the financial services industry since July 2017. Abigail holds a Series 7 and Series 66 license. Abigail is licensed to provide investment advice in New Jersey and New York. The advisor is registered with FINRA. The firm is headquartered in Princeton, New Jersey and has a branch office in London, United Kingdom. The firm provides investment advice to individuals, businesses, institutions and pooled investment vehicles. The firm's main focus is portfolio management.

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

Sanford C. Bernstein & CO., LLC

location

DALLAS, TX

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Abigail Kaufmann is a financial professional with over 2 years of experience in the industry. Abigail is currently registered with Sanford C. Bernstein & CO., LLC. She specializes in providing financial advice to clients, including pooled investment vehicles, insurance companies, and charitable organizations. Abigail holds the Series 63, Series 7TO, and SIE licenses. She is registered in California and Texas.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning | CFP ® (Certifications)

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Abigail Lasala is a Certified Financial Planner® professional with Creative Planning, LLC. She is a registered investment advisor in Kansas. Abigail has been working in the financial services industry since June 2021, having previously worked at American Century Investments in Kansas City, Missouri. Abigail obtained her Series 65 license in August 2022, and her SIE in August 2021. She is experienced in portfolio management for individuals, businesses, and pooled investment vehicles, 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 Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

EDINA, MN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Abigail McClay is a financial advisor at Robert W. Baird & Co. Inc. with a focus on financial planning and portfolio management. Abigail has been working in the financial services industry since June 2023 and is licensed to provide investment advice in Minnesota. Abigail has earned her Series 7TO, SIE, and Series 66 licenses. Abigail has experience providing advice to high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

0 Disclosures

ADVISOR BIO

Abigayle L. Spitzer is a Registered Representative associated with Robert W. Baird & Co. Inc. located in Milwaukee, Wisconsin. Abigayle has been in the industry since June 2023. Abigayle is registered in Wisconsin and has passed the Uniform Combined State Law Examination.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Popular Securities, LLC

location

SAN JUAN, PR

experience

23 Years Experience

disclosure

14 Disclosures

ADVISOR BIO

Abimael Rosario aleman is a registered representative with Popular Securities, LLC. Abimael Rosario aleman has been in the industry since 2001 and has a total of 10 state licenses. Abimael Rosario aleman is licensed to offer securities in the following states: California, Connecticut, Florida, Georgia, Michigan, New Jersey, New York, North Carolina and Puerto Rico. Abimael Rosario aleman has 11 years of experience at Popular Securities, LLC. Abimael Rosario aleman's firm, Popular Securities, LLC is headquartered in Hato Rey, PR and has 32 licensed agents.

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Abiseik Shanmugam is a registered investment advisor representative with Vanguard Advisers, Inc. Abiseik has been in the industry since July 2016. Abiseik is registered in Pennsylvania and Texas. Abiseik has passed the Series 63, Series 66, Series 7, and SIE exams. Abiseik provides financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Abiseik is also an employee of The Vanguard Group, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Onedigital Investment Advisors

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Abou bakr Siddick Gbane is an Investment Advisor Representative with Onedigital Investment Advisors. Abou bakr Gbane is licensed in Georgia. Abou bakr Gbane specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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