Invested Better
Educational Seminars & Workshops Advisors in Bala Cynwyd, Pennsylvania
325 Results
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Lyman Bryan is a financial advisor with Equitable Advisors, LLC. Thomas has been in the financial industry since December 2017. Thomas holds Series 66, Series 7, and SIE securities licenses and is registered as an investment advisor in 24 states. Thomas is currently registered with Equitable Advisors, LLC, and has no previous employment history.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Kilker is a financial advisor with MML Investors Services, LLC. Thomas has over 27 years of experience in the financial services industry. Thomas is a registered representative with FINRA and holds the Series 7, Series 4, Series 24, Series 63 and SIE licenses. Thomas is registered to offer securities in 53 states. Thomas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Price is a financial advisor registered with MML Investors Services, LLC and has been in the financial services industry since April 14, 2024. Timothy is licensed to offer securities in New Jersey and Pennsylvania. Timothy specializes in a variety of investment products and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Maguire is a financial advisor registered with Equitable Advisors, LLC, who has been in the industry since 1990. Timothy Maguire is also a registered Investment Advisor in several states. Timothy Maguire holds a Series 6, Series 7, Series 24, Series 26, Series 53, and Series 63 licenses and has passed the SIE exam and the Uniform Investment Adviser Law Examination. Timothy Maguire has been affiliated with Equitable Advisors, LLC, since 1999, and has previously worked with The Equitable Life Assurance Society of the United States.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Carlson is a financial advisor currently registered with Equitable Advisors, LLC. Timothy Carlson has been in the industry since August 4, 2022. Timothy Carlson holds Series 66, Series 7TO, and SIE licenses and is registered in California, Maryland, New Jersey, Pennsylvania, and Texas. Timothy Carlson is also registered as an Investment Advisor Representative in these states. Equitable Advisors, LLC is a New York-based company with over 4,230 licensed agents. The firm offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

AWH Financial, LLC

location

BALA CYNWYD, PA

0 Disclosures

ADVISOR BIO

Timothy Clifford is an investment advisor representative at AWH Financial, LLC. Timothy has been in the industry since 1979 and has been registered with the state of Texas as an Investment Advisor Representative since May 3, 2024.

SPECIALIZATIONS

Selection of Other Advisors
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALA CYNWYD, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Trevor Paolone is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Trevor holds Series 7TO, SIE and Series 66 licenses. Trevor has been in the securities industry for over 2 years. Trevor has experience working with individual investors, corporations, and charitable organizations. Trevor's practice provides financial planning, portfolio management, and other services to clients. Trevor is registered to provide advisory services in California, Florida, Illinois, Minnesota, New Jersey, Pennsylvania, Puerto Rico, Texas, and Wisconsin.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Troy Clements is a financial professional with experience in the industry. Troy is currently registered with MML Investors Services, LLC and has held previous roles with Northwestern Mutual Investment Services, LLC. Troy is a Series 7, Series 63, and Series 65 licensed professional. Troy's areas of specialization include asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Tyrone Molony Sharkey is a financial advisor associated with Equitable Advisors, LLC. Tyrone has been in the financial services industry since April 17, 1996. Tyrone is licensed to provide investment advice in Pennsylvania. Tyrone holds the Series 6 and SIE licenses and is registered with FINRA and the firm Equitable Advisors, LLC. Tyrone specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. The firm's main office is located in New York, NY. Equitable Advisors, LLC, is a large financial firm providing investment advisory services to various clients, including high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALA CYNWYD, PA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Victor A. Altadonna is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Victor has been in the securities industry for more than 2 years. Victor is licensed to provide securities and investment advisory services in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Illinois, Maine, Maryland, Massachusetts, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Virginia and Washington.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

Need help matching

with the right advisor?