Walnut Street Securities Inc
Company Profile
Categories:Tax Return Preparation
Phone:
Products:Accounting, Tax Return Preparation
Certifications:Certified
Who has worked at Walnut Street Securities Inc
| Position at Walnut Street Securities Inc | Previous job position | |
|---|---|---|
| Austin "Dean" Linden Iii | Registered RepresentativeSince Aug 1996 |
Financial Management Strategies, IncInvestment Advisor, CFPÃÂÃÂÃÂî, ChFC, CLU Since Jul 1996 |
| Bill Mawby | Registered RepresentativeSince Jan 2010 |
Financial Management Strategies, Inc.Investment Advisor Representative Since Jan 2010 |
| Carrie Marson | Owner |
|
| Chuck Barker | Registered RepresentativeSince Mar 1996 |
Paine WebberRR 1991 - 1995 |
| Dan Mayer | Investment Advisor Representative, Managing PartnerSince Apr 1999 |
Fortis Financial GroupRegional Vice President Jul 1981 - Jul 1998 |
| Jake Lewis | Investment Advisor ReresentativeSince Oct 2003 |
|
| Jake Mcdonald | Investment Advisor |
|
| Lesa Haas | CFP |
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| Mark Mannarelli | Registered Representative |
|
| Mike Boggs | Financial AdvisorSince 2009 |
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| Paul Pucilowski | Registered RepresentativeSince Sep 2005 |
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| Ping Patel | register representative |
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| Rich Ferdinandsen | Financial Advisor |
Walnut St. SecuritiesFinancial Adviser Since 1992 |
| Ruth Fay | Principal/Financial Services ExecutiveSince 1997 |
The Fragasso Group, Inc.Senior Financial Consultant 1996 - 1997 |
| Scott Lay | Financial AdvisorSince 2001 |
St. Johns Financial Services, Inc.President & Financial Consultant May 1994 - Feb 2012 |
Former Employees
| Position at Walnut Street Securities Inc | Next job position | |
|---|---|---|
| Barbara Blas | brokerJan 2009 - Dec 2012 |
Investor's CapitalInvestment Consultant/registered rep Since Jan 2013 |
| Brandon Morrow | Investment AdvisorNov 2001 - Feb 2008 Investment AdvisorJun 2002 - Feb 2008 |
Behringer HarvardSenior Territory Manager Since Dec 2009 |
| Carol Greene | Sr. Control ConsultantSince 1998 |
MetLifeSenior Control Consultant Since Jan 2008 |
| Diane Schultz | Legal/Administrative AssistantNov 1999 - Feb 2002 |
Brown & James, P.CLegal Secretary Since Feb 2002 |
| Dick Miller | President/CEOJan 1997 - Mar 2003 |
Pacific LifeVice President - Independent Distribution Channel Since Nov 2010 |
| Donald Holicky | Registered Financial Advisor1999 - 2001 |
|
| Doug Sarcia | V.P. Finance & AdministrationFeb 1985 - Dec 1987 |
Transamerica Life & Protection Division of TransamericaVP Finance & Development- International Markets Since Dec 1987 |
| Joseph M. "Jay" Dzurilla | Registered RepresentativeDec 2009 - Aug 2010 |
YMCA of Greater ClevelandYouth Sports Coach Since Jul 2007 |
| Josiah Sawyer | Registered RepresentativeApr 1992 - Jun 2002 |
Financial Network Investment Corporation, Member SIPCFinancial Advisor Since Jun 2002 |
| Kevin Ogden | Accounting Administrator / ManagerJun 1999 - May 2003 |
A.G. Edwards & Sons, Inc. / Wachovia Securities, LLC / Wells Fargo Advisiors, LLCFinancial Consultant / Regulatory Accountant Since May 2003 |
| Mary Butler | Director of Marketing1992 - 1994 |
Edward JonesInvestigative Specialist Administrative Support Specialist Since Sep 2014 |
| Matt Wilhelm | Trade Desk Manager2000 - 2003 |
MetLifeMetLife Midwest Associates Compliance Director Since 2003 |
| Matthew Wilhelm | Equities Trader1998 - 1999 |
|
| Maureen Sheehan | Assistant to the President, Counsel1998 - 2000 Compliance Attorney1996 - 1998 |
Wells FargoSenior Counsel Since Jul 2010 |
| Mike Aves | Branch Manager | Registered RepresentativeApr 1997 - Oct 2006 |
ING Financial PartnersInvestment Advisor Representative Since Oct 2006 |
| Paula Alsop | Senior SecretaryMay 1994 - Mar 2001 Administrative Assistant/SecretaryMay 1994 - Mar 2001 Transaction Processor1998 - 2001 Senior Secretary1994 - 1998 |
Best BuySales Transaction Assistant Since Mar 2013 |
| Paul Mansdoerfer | Branch ManagerFeb 2001 - Aug 2003 |
Stronghold Advisory Services, LLCManaging Principal Since Jan 2003 |
| Paul Masalski | Registered RepresentativeSince Aug 2003 |
PFG Financial Advisors, IncInvestment Advisor Representative Since Jan 2007 |
| Stuart F. Cameron Bem | PRINCIPALSince Jun 1999 |
Wharton Financial ServicesPrincipal Since Jun 1999 |