Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Florida Financial Advisors, LLC

location

Philadelphia, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Macguire James Killian is a Financial Advisor with Florida Financial Advisors, LLC. Macguire is registered with the state of Pennsylvania and holds Series 63, 65, and 6TO licenses. Macguire offers financial planning, pension consulting, and portfolio management services to individuals and businesses. Macguire also holds the SIE license and is registered with FINRA. Macguire has been in the industry since September 2021.

SPECIALIZATIONS

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

Concourse Financial Group Securities, Inc. | CFP ® (Certifications)

location

Mount Joy, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Mackenzie Joy Snader is a financial advisor with Concourse Financial Group Securities, Inc. Mackenzie has been in the financial services industry since 2016. Mackenzie is a Certified Financial Planner® professional and holds the Series 7 and Series 66 licenses. Mackenzie has been registered in 11 states including California, Georgia, Indiana, Massachusetts, Michigan, New Jersey, Ohio, Pennsylvania, Virginia, District of Columbia and Maryland. Mackenzie specializes in providing financial planning, investment and insurance services to individuals, families, and businesses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFA ® (Certifications)

location

New Hope, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Mackenzie Roedel is an investment advisor representative with Ameriprise Financial Services, LLC, based in New Hope, PA. Mackenzie has been in the industry since 2013. Mackenzie specializes in providing financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

ERIE, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Mackenzie Temple is a financial professional with Equitable Advisors, LLC. Mackenzie is registered with the state of Pennsylvania and holds the Series 63, Series 6TO and SIE licenses. Mackenzie has been in the financial industry for over 2 years.

SPECIALIZATIONS

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

Citizens Securities, Inc.

location

Fort Washington, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Mackenzie Swartz, is a financial professional with experience in the financial services industry. Mackenzie is registered with Citizens Securities, Inc. in 52 states. Mackenzie has been a registered representative for over 3 years. Mackenzie is licensed to offer securities products and provide investment advice. Mackenzie is also registered as an investment advisor representative in 46 states. Mackenzie has a background in financial services, and is committed to providing clients with personalized advice.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed

Commonwealth Financial Network

location

Philadelphia, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Madeline McTigue is a financial advisor with Commonwealth Financial Network. Madeline has been in the financial industry since August 2017 and is currently registered with Commonwealth Financial Network in Pennsylvania. Madeline has earned several industry licenses and holds the Series 66, Series 7, and SIE exams. Madeline is also registered as an Investment Advisor Representative (IAR) in Pennsylvania. Madeline is committed to providing personalized financial advice to help 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
Publication of Financial Periodicals
Unclaimed

SEI Investments Management Corp.

location

OAKS, PA

0 Disclosures

ADVISOR BIO

Madeline Russell is an Investment Advisor Representative at SEI Investments Management Corp. Madeline has been in the financial services industry since 2013. Madeline has a Series 65 license and is registered with the state of Pennsylvania. Madeline specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Madeline Anne Gerlach is a registered representative at Janney Montgomery Scott LLC. Madeline Gerlach has been in the securities industry since October 12, 2023. Madeline Gerlach is licensed to sell securities in Pennsylvania. Madeline Gerlach holds the Series 52TO, Series 63, and SIE licenses. Madeline Gerlach is associated with the Philadelphia, PA branch office of Janney Montgomery Scott LLC.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Madeline Rose McLinden is a financial advisor with Vanguard Advisers, Inc. Madeline has been in the industry since July 17, 2018 and is registered in Pennsylvania and Texas. Madeline provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Madeline also provides services for pooled investment vehicles. Madeline's firm, Vanguard Advisers, Inc. is a large firm with over 150,000 clients and over $333 billion in assets under management.

SPECIALIZATIONS

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

BETHLEHEM, PA

0 Disclosures

ADVISOR BIO

Madison Dill is a registered Investment Advisor Representative with Mariner Wealth, located in Bethlehem, PA. Madison earned the Series 65 license on September 30, 2022 and has been with Mariner Wealth since July 2022. Madison is an experienced financial professional who specializes in a wide range of areas, including financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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