Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed
location

Blue Bell, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Martha Cornell Kerns is a financial advisor with Morgan Stanley. Martha has been in the industry since 1998 and is licensed in 32 states. Martha has a strong background in financial planning and portfolio management. Prior to joining Morgan Stanley, Martha worked at CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, 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
Unclaimed

Bernardo Wealth Planning, LLC | CFP ® (Certifications)

location

HARLEYSVILLE, PA

0 Disclosures

ADVISOR BIO

Martha Suzanne Pope is an Investment Advisor Representative associated with Bernardo Wealth Planning, LLC. Martha has been working in the financial industry since 2019 and has extensive experience in the field. As a CERTIFIED FINANCIAL PLANNER™, Martha is committed to providing personalized financial advice and guidance to individuals and families. Her expertise lies in developing comprehensive financial plans and helping clients achieve their financial goals. Martha is dedicated to building strong relationships with clients and helping them navigate the complexities of the financial world.

SPECIALIZATIONS

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

HAZLETON, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Marti Joines is a financial advisor at Edward Jones, a firm that manages between $10 billion and $50 billion in assets. Marti specializes in helping individuals and families achieve their financial goals. They also provide financial planning services for businesses. Marti Joines is licensed to provide financial advice in Colorado, Delaware, Florida, Georgia, Hawaii, Kentucky, Louisiana, Maryland, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

FT. WASHINGTON, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Martin Mellman is a financial advisor with Osaic Wealth, Inc. Martin has been in the industry since 2000 and holds the Series 63, 65, 7 and SIE licenses. Martin also holds licenses in New Jersey, Pennsylvania and Florida. In addition to providing financial advice, Martin is also a Certified Public Accountant. Martin is dedicated to providing personalized financial advice 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

Abundance Wealth Counselors, LLC | CFA ® (Certifications)

location

STATE COLLEGE, PA

0 Disclosures

ADVISOR BIO

Martin Wildy is a financial advisor with over 20 years of experience. Martin has worked with various firms including Aris Securities Company, Eventide Asset Management, Investment Research Partners, Avail Investment Partners, LLC and Abundance Wealth Counselors, LLC. Martin holds the Series 7 and Series 66 licenses. Martin specializes in providing financial planning and investment management services to individuals, families, and businesses. Martin is also a Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC

location

NEWTOWN SQUARE, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Martin Andrew Schweiter is a financial advisor with MML Investors Services, LLC based in Newtown Square, PA. Martin has been in the industry since February 2018. Martin holds the Series 6, Series 63 and SIE licenses and is registered with the state of Pennsylvania. Martin specializes in financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and 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

Stifel, Nicolaus & Company, Inc.

location

CONSHOHOCKEN, PA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Martin Firestone Bowers is a financial advisor with Stifel, Nicolaus & Company, Inc. Martin Bowers has been in the financial services industry since 1981. Martin Bowers holds a Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE license and is registered to conduct business in several states. Martin Bowers has specialized expertise in various investment areas, including financial planning, pension consulting, portfolio management, and selecting other financial advisors.

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 Pooled Investment Vehicles
Unclaimed

Legacy Advisory Services, LLC

location

EXTON, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Martin Gruszka is an investment advisor representative and a partner at Legacy Advisory Services, LLC. Martin has over 19 years of experience in the financial services industry. Martin is registered with the state of Pennsylvania. Martin has passed a number of industry exams including Series 4, Series 24, Series 27, Series 53, Series 63, Series 65, Series 7, Series 52, Series 99, and SIE. Martin previously worked at Ridgeway & Conger, Inc. and Heritage Financial Systems, Inc. Martin is also a partner at Legacy Wealth Management, LLC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Janney Montgomery Scott LLC | CFP ® (Certifications)

location

PHILADELPHIA, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Martin Schamis is a financial advisor at Janney Montgomery Scott LLC. Martin is a Certified Financial Planner™ professional with over 20 years of experience in the financial services industry. Martin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Martin has a strong understanding of the financial markets and is committed to 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
Unclaimed

Latitude Advisors, LLC

location

ALLENTOWN, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Martin Lang is a registered representative with Latitude Advisors, LLC, which is headquartered in Vero Beach, Florida and has a branch office in Allentown, Pennsylvania. Martin has been in the industry since January 30, 2001. Martin holds Series 6 and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Martin is also a Certified Public Accountant (CPA) and a member of the board of directors for several organizations. Martin has experience in providing financial planning, portfolio management, and pension consulting services to a variety of clients. Martin is dedicated to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

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