Investment Banking Philadelphia PA
Investment banks raise capital for large corporations and governments through issuing securities, assist in mergers and acquisitions and provide other services like trading derivatives, commodities and equity securities. The Securities and Exchange Commission (SEC) regulates investment bankers, who must all be licensed broker-dealers. Many of these institutions are made up of a buy side, which deals with pension funds, mutual funds and hedge funds, and a sell side, which deals with trading and promoting securities. They help both corporations who wish to issue securities and investors wishing to buy, and are very important in the process of issuing security offerings.
David Waters
1429 Walnut Street
Philadelphia, PA
David Waters
1429 Walnut Street
Philadelphia, PA 19102
Company
Title: Vice President
Company: Professional Planning Associates
Type
Investment Advisor Rep: Yes
Education
Dickinson College/BA in Economics
Years Experience
Years Experience: 30
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfo
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TD Bank
215-426-8521
217 W Lehigh Avenue
Philadelphia, PA
TD Bank
215-426-8521
217 W Lehigh Avenue
Philadelphia, PA 19133
Office Hours
Mon-Wed 8:00-5:00
Th-Fri 8:00-6:00
Sat 8:00-3:00
Sun 11:00-4:00
Wells Fargo - Wyoming
215-324-1100
4654 N 5Th St
Philadelphia, PA
Wells Fargo - Wyoming
215-324-1100
4654 N 5Th St
Philadelphia, PA 19140
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed
Bank of America - Temple
215.229.9025
1600 North Broad Street
Philadelphia, PA
Bank of America - Temple
215.229.9025
1600 North Broad Street
Philadelphia, PA 19121
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits
Indoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday 9-1
Sunday Closed
Wells Fargo - Philadelphian
215-978-2582
2401 Pennsylvania Ave
Philadelphia, PA
Wells Fargo - Philadelphian
215-978-2582
2401 Pennsylvania Ave
Philadelphia, PA 19130
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed
Maxwell Heller
1000 Germantown Pike
Plymouth Meeting, PA
Maxwell Heller
1000 Germantown Pike
Plymouth Meeting, PA 19462
Company
Title: Vice President
Company: HJ Wealth Management, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Susquehanna University
Bachelor of Science in Accounting 2003
Years Experience
Years Experience: 10
Service
Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,CD Alternative,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Mana
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Citizens Bank - Port Richmond Thriftway
215-203-0224
2497 Aramingo Avenue
Philadelphia, PA
Citizens Bank - Port Richmond Thriftway
215-203-0224
2497 Aramingo Avenue
Philadelphia, PA 19125
Office Hours
Mon: 10AM-8PM
Tue: 10AM-8PM
Wed: 10AM-8PM
Thu: 10AM-8PM
Fri: 10AM-8PM
Sat: 10AM-6PM
Sun: 10AM-4PM
Wells Fargo - Fishtown
215-739-4300
2 W Girard Ave
Philadelphia, PA
Wells Fargo - Fishtown
215-739-4300
2 W Girard Ave
Philadelphia, PA 19123
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed
Bank of America - Penn Treaty
800.432.1000
423 East Girard Ave
Philadelphia, PA
Bank of America - Penn Treaty
800.432.1000
423 East Girard Ave
Philadelphia, PA 19125
Services
Banking Center Services: Commercial Deposits
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday 9-1
Sunday Closed
Wells Fargo - Glenwood
215-229-3680
2843 N Broad St
Philadelphia, PA
Wells Fargo - Glenwood
215-229-3680
2843 N Broad St
Philadelphia, PA 19132
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed
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