Richard Brown is licensed as a financial advisor and is based out of Philadelphia, PA. Brown works for northwestern mutual investment services and has successfully completed Series 63 - Uniform Securities Agent State Law Examination, SIE - Securities Industry Essentials Examination and Series 7 - General Securities Representative Examination, Series 6 - Investment Company Products/Variable Contracts Representative Examination, Series 9 - General Securities Sales Supervisor - Options Module Examination, Series 10 - General Securities Sales Supervisor - General Module Examination, Series 66 - Uniform Combined State Law Examination. …show more
170 N. Radnor Chester Rd. Ste. 105, Wayne, PA 19087
Fred G. Horrocks is licensed as a financial advisor and is based out of Philadelphia, PA. Horrocks works for international assets advisory and has successfully completed Series 63 - Uniform Securities Agent State Law Examination, SIE - Securities Industry Essentials Examination and Series 7 - General Securities Representative Examination, Series 6 - Investment Company Products/Variable Contracts Representative Examination, Series 66 - Uniform Combined State Law Examination. …show more
As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products*, and much more…show more
2090 COUNTY LINE RD , HUNTINGDON VALLEY, Huntingdon Valley, PA 19006
Pearl Lee joined Janney Montgomery Scott in 2006, and is a Vice President / Investments with over 30 years’ experience in the financial industry. She began her career at Dean Witter in 1987. Her practice includes individuals, families, and non-profits throughout the country. Pearl can develop tailored recommendations for her clients by helping them assess their financial goals, risk tolerance, overall asset allocation, and investment options. Working closely with the resources available at the corporate office, she strives to provide recommendations for maximizing their retirement and intergenerational wealth transfer. She holds FINRA Series 7, 63 and 65 licenses, as well as life, health, variable life and variable annuities licenses.…show more
Specialties: Annuities‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning
Christopher Gething has been working in the wealth management industry for over ten years. Before founding Atherean Wealth Management, LLC in 2014, he worked as a financial adviser and planner at various firms in the New York City area. Prior to his career in asset management and financial and tax planning, he worked as a mechanical engineer in industry and in academia. He has Sc.B. and Sc.M. degrees in engineering from Brown University, and did graduate work in engineering at the Massachusetts Institute of Technology. He is a certified financial planner, an IRS enrolled agent, and a member of the National Association of Personal Financial Advisors (NAPFA).…show more
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