Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Malvern, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Sheridan is a financial advisor with Vanguard Advisers, Inc. Matthew has been working in the financial industry since 2009. He is a Certified Financial Planner. Matthew is registered with the Securities and Exchange Commission (SEC), as well as the state securities regulators of Texas, New Jersey, and Pennsylvania. Matthew works with individuals, corporations, high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, state or municipal government entities, health and welfare trusts, and other investment advisers. Matthew has been recognized by multiple publications for his financial expertise. Matthew provides financial planning, portfolio management, and other advisory services.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Wormleysburg, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Frey is an investment advisor representative registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania. Matthew has been active in the securities industry since August 2013. Matthew is also a registered representative in several other states. Matthew offers a variety of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Cambridge Investment Research Advisors, Inc. is a registered investment advisor with over $87 billion in assets under management. They offer a variety of services to individuals, businesses, and institutions, including financial planning, investment management, and retirement planning.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Monroeville, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Eisenhuth is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since September 11, 1994. Matthew Eisenhuth is registered with FINRA as a registered representative and with the state of Pennsylvania as an investment advisor representative. Matthew Eisenhuth is also registered with the state of Texas as an investment advisor representative. Matthew Eisenhuth has a Series 7, Series 63, and Series 66 license. Matthew Eisenhuth specializes in portfolio management, financial planning, and asset allocation services. Ameriprise Financial Services, LLC has been in business since 1994 and is headquartered in Minneapolis, Minnesota. The firm provides financial advice to individuals, families, businesses, and institutions. Ameriprise Financial Services, LLC has approximately $1 billion - $10 billion in assets under management.

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

PSI Capital Management

location

LANCASTER, PA

0 Disclosures

ADVISOR BIO

Matthew Cyril Staub is an Investment Advisor Representative at Psi Capital Management. Matthew has been in the industry since September 2011 and has a Series 65 license. Matthew Staub is registered in Pennsylvania and Texas and is currently active in both states. Psi Capital Management provides financial planning, pension consulting and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

ALLENTOWN, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Hagerty McBride is a financial advisor at LPL Financial LLC with over 3 years of experience in the financial services industry. Matthew is registered with the state of Pennsylvania and has Series 7TO, Series 66, and SIE licenses. Matthew has previously worked at Edward Jones and has experience in various industries, including high school baseball coaching and rental property management. Matthew is also a sports television analyst and works for Service Electric 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Allegheny Financial Group Ltd. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Haller is a financial advisor who has been in the industry since September 2019. He is registered with the state of Pennsylvania and is a Certified Financial Planner. Matthew is currently employed with Allegheny Financial Group Ltd. and is located in Pittsburgh, PA. Matthew is associated with 1 firm. Matthew is also licensed to offer investment advice. Matthew is licensed to provide investment advice.

SPECIALIZATIONS

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

Myrmidon Private Capital

location

YORK, PA

0 Disclosures

ADVISOR BIO

Matthew Espina is an Investment Advisor Representative associated with Myrmidon Private Capital. Matthew has been in the industry since 2012. Matthew is registered with the state of Maryland (since 2019), New York (since 2022) and Pennsylvania (since 2022). Matthew has passed the Uniform Investment Adviser Law Examination. Matthew specializes in providing financial planning, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ethos Financial Group, LLC | CFP ® (Certifications)

location

KING OF PRUSSIA, PA

0 Disclosures

ADVISOR BIO

Matthew Ohrenich is an investment advisor representative associated with Ethos Financial Group, LLC. Matthew has been in the industry since August 2017 and has a Series 7, Series 63, and Series 65 license, along with the SIE. Matthew's specializations include providing financial planning, pension consulting, and selection of other advisers for individuals, businesses, and investment companies.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

ERIE, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Abata is a financial advisor registered with Cetera Investment Advisers LLC. Matthew has been in the industry since 2019 and has a Series 66, Series 7TO, and SIE license. Matthew works with individuals, high-net-worth individuals, corporations, trusts, charitable organizations, pension and profit-sharing plans, and other businesses. Matthew has been a benefits specialist at Bayfront Benefit Solutions, Inc. since August 2019.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

WILLIAMSPORT, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Cardillo is an investment advisor representative at Cetera Investment Advisers LLC. Matthew has been in the financial industry for over 2 years. Matthew holds the Series 66, Series 7TO, and SIE licenses. Matthew is registered to conduct business in Pennsylvania. In addition to their work with Cetera Investment Advisers LLC, Matthew is a fixed insurance agent for various companies, and a financial professional at Roche Financial. Matthew's focus is on providing portfolio management for individuals and businesses, as well as financial planning and pension consulting services.

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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