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Financial Planning Services Advisors in Bethlehem, Pennsylvania
131 Results
Unclaimed

Janney Montgomery Scott LLC

location

Bethlehem, PA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Paul Charles Walter is an investment advisor representative at Janney Montgomery Scott LLC, working from the Bethlehem, PA office. Paul Charles Walter has been in the securities industry since 1983. Paul Charles Walter has passed the Series 7 and Series 63 exams and has state registrations in Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Vermont, Virginia and Washington.

SPECIALIZATIONS

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

Vicus Capital, Inc. | CFP ®,CFC ® (Certifications)

location

BETHLEHEM, PA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Peter Marmaras has been in the financial services industry since 1988. Peter is a Registered Representative and Investment Advisor Representative with Vicus Capital, Inc., which offers financial planning, investment management, and other services to individuals, families, and businesses. Peter holds a variety of licenses and certifications, including the Series 6, 22, 24, 62, 63, and 65. Peter is also a Certified Financial Planner and Chartered Financial Consultant. He has over 30 years of experience in the financial services industry.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

BETHLEHEM, PA

experience

33 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Peter Paul Rembalsky is a financial advisor with Oppenheimer & Co. Inc. Peter has been in the industry since January 6, 1992. Peter is registered with the state of Pennsylvania as both a Broker/Dealer and an Investment Advisor. Prior to joining Oppenheimer, Peter was with Anderson & Strudwick, Incorporated, UBS Financial Services Inc., First Union Securities, Inc., First Union Capital Markets Corp., and Dean Witter Reynolds Inc. Peter offers a wide range of financial services, including financial planning, portfolio management, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Janney Montgomery Scott LLC

location

Bethlehem, PA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Phyllis Burian is a registered representative with Janney Montgomery Scott LLC, and has been in the financial services industry since June 13, 2006. Phyllis is registered with the following states: Arizona, California, Delaware, Florida, Louisiana, Michigan, Minnesota, Nebraska, New Jersey, New York, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont and Virginia. Phyllis holds Series 66, Series 7 and SIE licenses. Phyllis is also registered with the state of Pennsylvania as an Investment Advisor Representative.

SPECIALIZATIONS

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

Cornerstone Advisors Asset Management, LLC

location

BETHLEHEM, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Rita Danielle Miller is a registered investment advisor representative with Cornerstone Advisors Asset Management, LLC, located in Bethlehem, Pennsylvania. Rita has been in the financial services industry since 2005 and has a strong background in providing investment advice. She is dedicated to helping clients reach their financial goals by offering personalized financial planning services and portfolio management. She is committed to providing a high level of service and building long-lasting relationships with clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

BETHLEHEM, PA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Nicholas Dinicola has been in the financial services industry since 1989. Robert is currently registered with Equitable Advisors, LLC as a Registered Representative and Investment Advisor Representative. Robert has several years of experience and holds a wide range of licenses, including Series 6, 7, 63 and 65. Robert is committed to helping clients reach their financial goals by providing them with personalized financial advice and investment management services.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC | CFP ® (Certifications)

location

BETHLEHEM, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Robert Willever is a financial advisor who has been in the industry since 1986. He is currently registered with Hornor, Townsend & Kent, LLC and has held previous positions at Investment Advisors & Consultants, Inc.. Robert offers a variety of services, including financial planning, pension consulting, and portfolio management for both individuals and businesses. Robert is a Certified Financial Planner, holding the CFP designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFC ® (Certifications)

location

BETHLEHEM, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Robert Howard Brown has been in the financial services industry since 1992. Robert is currently registered with LPL Financial LLC and has been with the firm since 2003. Robert is also registered as an Investment Advisor Representative in Pennsylvania and Texas. Robert has a wide range of experience in the financial services industry, including financial planning, portfolio management, and insurance. Robert is also a Chartered Financial Consultant.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC | PFS ® (Certifications)

location

BETHLEHEM, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Robert Schubert is an investment advisor representative with LPL Financial LLC. Robert has been in the financial services industry for 20 years. Robert is registered with the state of Pennsylvania and is a Series 66, Series 7, and SIE licensed representative. Robert has previously worked at Woodbury Financial Services, Inc. and Royal Alliance Associates, Inc. Robert specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Equitable Advisors, LLC

location

BETHLEHEM, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Robert McFarland is a registered representative with Equitable Advisors, LLC. Robert has been in the securities industry since August 2003. Robert is registered with the state of Pennsylvania and is a licensed representative for Equitable Advisors, LLC. Robert specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Robert is also registered with the state of California, Connecticut, Delaware, Florida, Kentucky, Maryland, New Jersey, New Mexico, New York, North Carolina, South Carolina, Texas, and Utah. Robert's office is located in Bethlehem, Pennsylvania.

SPECIALIZATIONS

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

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