Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Equity Services, Inc.

location

MEDIA, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Gambone is a financial advisor with Equity Services, Inc. Anthony has been in the financial services industry since 2012 and is registered with the state of Pennsylvania as an Investment Advisor Representative. Anthony holds Series 6, 7, and 63 licenses as well as the SIE exam. Anthony is also registered in Delaware, Georgia, New Jersey, and Tennessee. In addition to his work at Equity Services, Inc., Anthony is also an insurance agent for Evolution Financial Group, selling life, health, annuity, long term care, and disability insurance. Anthony has a strong background in financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PLYMOUTH MEETING, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Gifoli is a financial advisor registered with Wells Fargo Clearing Services, LLC, based in Plymouth Meeting, PA. Anthony has been in the securities industry since 2007. Anthony holds the Series 6, Series 63 and SIE licenses. Anthony currently works with individual clients, corporations or businesses, charitable organizations, and pensions and profit-sharing plans. Anthony is registered in Pennsylvania and has been with Wells Fargo Clearing Services, LLC since 2007. Anthony's specializations include investment company products/variable contracts, fixed annuities, mutual funds, variable annuities, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Hornor, Townsend & Kent, LLC

location

HARLEYSVILLE, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Sergio is a registered representative with Hornor, Townsend & Kent, LLC in Harleysville, PA. Anthony has been working in the financial industry since July 2015. Anthony holds Series 6, 7TO, 63 and 65 licenses and is also a licensed insurance agent. Anthony has over 10 years of experience in the financial industry. Anthony is a board member for the Misericordia University Alumni Association.

SPECIALIZATIONS

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

Bernardo Wealth Planning, LLC

location

HARLEYSVILLE, PA

disclosure

2 Disclosures

ADVISOR BIO

Anthony Bernardo Jr is a registered investment advisor representative with Bernardo Wealth Planning, LLC. Anthony has been in the industry for over 30 years and has worked for several prominent firms, including Merrill Lynch, Morgan Stanley, and Purshe Kaplan Sterling Investments. He is licensed to provide investment advice in Pennsylvania and Texas. Anthony focuses on providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. He is also a registered representative and holds the Series 7, Series 63, and Series 65 licenses. Anthony is committed to providing personalized financial advice and helping his clients reach their financial goals.

SPECIALIZATIONS

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

Sewickley, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Smulski is a financial advisor with over 20 years of experience in the industry. Anthony has a Series 66, Series 31 and Series 7 licenses, along with a SIE license and is registered in over 30 states. Anthony's primary affiliation is with Morgan Stanley. Previously Anthony was registered with Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Anthony is a financial advisor providing a wide range of services, including financial planning, asset allocation advice, portfolio management, and educational seminars. Anthony is also a registered investment advisor in Pennsylvania and Texas.

SPECIALIZATIONS

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

RADNOR, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Cerciello is a registered representative with Osaic FA, Inc. Anthony has been in the financial services industry since February 4, 2006. Anthony has worked at ICAP Securities USA LLC and Park Avenue Securities LLC before joining Osaic FA, Inc. Anthony holds licenses for various financial products, including Series 3, 4, 7, 24, 52TO, 55, 57TO, and 66. Anthony is registered to sell securities in all 50 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Spatichia is an active investment advisor representative registered with MML Investors Services, LLC in Pennsylvania. Anthony has been in the financial services industry since September 12, 2007, and has a wide range of experience in financial planning, portfolio management, and insurance sales. Anthony specializes in providing financial services to individuals, businesses, trusts, and charitable organizations. Anthony has a proven track record of success in helping clients achieve their financial goals.

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
location

Allentown, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Anthony J Sarko is an investment advisor representative who has been in the industry since 2005. Anthony J Sarko is currently registered with Morgan Stanley. Anthony J Sarko is also registered with the states of Pennsylvania and Texas. Previously, Anthony J Sarko has been affiliated with Citigroup Global Markets Inc. and UBS Financial Services Inc. Anthony J Sarko holds the Series 66, SIE and Series 7 licenses. Anthony J Sarko's areas of specialization include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management For Businesses, Portfolio Management For Individuals, and Portfolio Management For Investment Companies.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

EPHRATA, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Martin is a financial professional with over 10 years of experience in the industry. He is currently registered as a Registered Representative and Investment Advisor Representative with Pruco Securities, LLC. Anthony holds Series 6, 63, and 65 licenses, as well as the Securities Industry Essentials Examination (SIE). He is dedicated to helping individuals and families reach their financial goals. Anthony specializes in providing financial planning, investment management, and retirement planning services. He is committed to providing personalized service to each of his clients.

SPECIALIZATIONS

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

West Conshohocken, PA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Divalerio is an active advisor with Morgan Stanley based in Austin, Texas. Anthony has been in the industry for 36 years and holds multiple registrations in various states. Anthony is licensed in both Broker/Dealer and Investment Advisor roles. Anthony has a diverse background, having worked with various firms, including Donaldson, Lufkin & Jenrette Securities Corporation, PaineWebber Incorporated, UBS Financial Services Inc., and Tucker Anthony Incorporated.

SPECIALIZATIONS

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

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