Mr. Derek Warden
EVP/Chief Lending Officer
Representative Perry Warren
Charles Wasserott, IV, EA
Mr. Richard Welch
- Founded (2011) this Registered Investment Advisor (RIA) firm which provides investment advice, portfolio management services and diversification and asset allocation strategies.
- Handle all investment research, trades,
performance reporting, compliance, marketing and client relation functions
- Hold FINRA Series 63 (State Securities Agent)
and Series 65 (Registered Investment Advisor) licenses.
- Hold Pennsylvania Life Insurance and Variable
Annuity Licenses.
