Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Private Advisor Group, LLC | CFP ® (Certifications)

location

Stroudsburg, PA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mary beth Donas is a financial advisor with over 25 years of experience in the industry. She is currently registered with Private Advisor Group, LLC and LPL Financial LLC. Mary beth Donas provides investment advisory services through Private Advisor Group, an independent investment advisor firm. She also provides financial planning, pension consulting, 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
SOLICITATION/REFERRAL
Publication of Financial Periodicals
Unclaimed

Cetera Investment Advisers LLC

location

SHILLINGTON, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Maryelizabeth Irene Stone is a financial professional with Cetera Investment Advisers LLC, based in Shillington, PA. Maryelizabeth Stone has been in the industry since July 2021, providing financial services and insurance to individuals and businesses. Maryelizabeth Stone is registered with the state of Pennsylvania as an Investment Advisor Representative. Maryelizabeth Stone has experience with several firms, including First Allied Securities, Inc., and Union Advantage Financial, before joining Cetera Investment Advisers LLC.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

YORK, PA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Mary Ellen Thomson is a financial advisor with over 30 years of experience in the industry. Mary Ellen has been registered with the Securities and Exchange Commission (SEC) since 1989. Mary Ellen is currently affiliated with Raymond James Financial Services Advisors, Inc. where she has been employed since 2015. Previously, Mary Ellen was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 27 years. Mary Ellen is licensed in 14 states and specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Mary Ellen is a licensed agent for Specific Solutions and also offers a variety of non-variable insurance 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

Fort Washington, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Mary ellen Kivlehan is a financial professional with over 20 years of experience in the financial services industry. Mary ellen has a strong track record of providing personalized financial advice and investment solutions to individuals and families. Mary ellen is currently registered with Lincoln Investment, a firm with over 679 clients and $17.2 billion in assets under management. Mary ellen specializes in providing financial planning, portfolio management, and investment advice. Mary ellen holds the Series 6, SIE, Series 6TO, and Series 63 licenses, demonstrating her commitment to staying current on industry regulations and best practices.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

PITTSBURGH, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Maryjane McCarrick is a financial advisor with RBC Capital Markets, LLC and has over 25 years of experience in the financial services industry. Maryjane has a Series 7, Series 63, and Series 65 license and is registered in multiple states, including Pennsylvania and Texas. Maryjane previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Northeastern Financial Consultants, Inc.

location

SOUTH ABINGTON TOWNSHIP, PA

0 Disclosures

ADVISOR BIO

Mary Jule Anne Roginski is a registered Investment Advisor Representative with Northeastern Financial Consultants, Inc. Mary Jule Anne Roginski has been in the industry since 1997. Mary Jule Anne Roginski has Series 7, 63, and 65 licenses. Mary Jule Anne Roginski is also registered in Pennsylvania and Texas. Northeastern Financial Consultants, Inc. is a registered investment advisor that provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Mary Jule Anne Roginski and Northeastern Financial Consultants, Inc. have approximately $63,421,900 in assets under management.

SPECIALIZATIONS

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

Allegheny Financial Group Ltd. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Marykate Tobin is a financial advisor with Allegheny Financial Group Ltd. based in Pittsburgh, Pennsylvania. Marykate has been in the industry for over a year and has a Series 7TO, Series 66, and SIE licenses. She is also a Certified Financial Planner. Marykate specializes in providing financial planning, portfolio management, and other financial services to individuals, businesses, and pooled investment vehicles. Before joining Allegheny Financial Group Ltd. Marykate worked at J.P. Morgan Securities LLC and TD Ameritrade, Inc..

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

Philadelphia, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Marykate Marie McGinley is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Marykate has been in the industry since 2022. She is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Marykate specializes in 1, 2, 4, 5, and 6.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

PITTSBURGH, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Marylou Rodgers is a registered representative with Park Avenue Securities LLC, where she has been employed since March 2014. Marylou is a Managing Director of NK Ventures, where she has been working since 2010. Marylou is a licensed general agent for Guardian Life Insurance in Kentucky and is a financial advisor with experience in the industry since March 2014. Marylou is licensed to provide financial services in multiple states and has a wide range of experience in financial planning, portfolio management, and educational seminars. Marylou is a dedicated professional who is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

DuBois, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Mary ruth Wilson is a registered representative with Janney Montgomery Scott LLC. Mary ruth Wilson has been in the securities industry since 2005. She is currently registered with Pennsylvania and Texas. Mary ruth Wilson has passed the Series 66, Series 7, and SIE exams.

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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