Advisors at this firm
Nicky D
Series 66
Lake Worth, FL
1 St Discount Brokerage, Inc.
Nicky De Young is a Series 66 licensed advisor with 20 years of industry experience, currently working at 1 St Discount Brokerage, Inc. since 2002. Prior to that, De Young was affiliated with Portsmouth Financial Services from 2020 to 2024. In addition to financial advising, De Young owns a CPA firm focused on taxation and accounting. 1 St Discount Brokerage, Inc. provides advisory services to a range of clients including individuals, corporations, and pension plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions and offers both discretionary and non-discretionary services.
Ned P
Series 63, Series 66
Providence, RI
1 St Discount Brokerage, Inc.
Ned Pascucci is a financial advisor with 1 St Discount Brokerage, Inc. in Providence, RI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at UBS Financial Services Inc. since 2010. In addition to his advisory role, he is also an insurance agent. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans with discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other advisory services. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers both fee-based and commission-based accounts.
John M
Series 63
Half Moon Bay, CA
1 St Discount Brokerage, Inc.
John Mchugh II is a financial advisor at 1 St Discount Brokerage, Inc. with 49 years of industry experience. He holds a Series 63 designation and has worked at 1 St Discount Brokerage since 2002, as well as at Thomas F. White & Co., Incorporated and Mcclurg Capital Corporation since 1990. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans, offering a range of advisory services including portfolio management, financial planning, pension consulting, and tax/accounting through its MyCFO offering. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions, operating both discretionary and non-discretionary accounts.
Ebba G
Series 66
Lake Worth, FL
1 St Discount Brokerage, Inc.
Ebba Gustafsson is a financial advisor at 1 St Discount Brokerage, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work experience at Palm Beach Atlantic University, Coastal Health Group, and Varbergs Gravteknik AB. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, and related services. The firm employs a combination of fundamental, technical, quantitative, and qualitative analyses to guide investment decisions and serves clients through both discretionary and non-discretionary accounts.
Jacqueline P
Series 63, Series 65
Jonesboro, AR
1 St Discount Brokerage, Inc.
Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.
Jeffrey B
Series 63, Series 65
Providence, RI
1 St Discount Brokerage, Inc.
Jeffrey Bogosian is a financial advisor at 1 St Discount Brokerage, Inc. in Providence, RI, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Discount Brokerage, Inc. since 2003. Bogosian serves on the boards of the J. Arthur Trudeau Memorial Center and the Rhode Island Airport Corporation. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, employing a range of investment strategies guided by written policy statements. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, serving both high-net-worth and non-high-net-worth clients.
William C
Series 63, Series 65
Lake Worth, FL
1 St Discount Brokerage, Inc.
William Corley Jr. is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with 1 St Discount Brokerage since 1995. Outside of his advisory role, he is a writer for Equities.com and a financial speaker. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, consulting, and tax/accounting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, serving clients through both discretionary and non-discretionary accounts.
George R
Series 63, Series 66
Lake Worth, FL
1 St Discount Brokerage, Inc.
George Rohloff is a financial advisor with 29 years of industry experience and holds Series 63 and Series 66 designations. He has been with 1 St Discount Brokerage, Inc. since 2007 in Lake Worth, FL. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, and tax/accounting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions and serves clients in both discretionary and non-discretionary capacities.