Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Goldman Sachs & Co. LLC

location

PHILADELPHIA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Christopher La sala is a registered representative with Goldman Sachs & Co. LLC in Philadelphia, PA. Matthew is a financial advisor specializing in securities, commodities, and investment banking. Matthew has a Series 3, Series 7TO, and SIE license. Matthew has been in the financial industry for over 2 years and holds registrations in 53 states. Matthew specializes in investment services for individuals, businesses, and investment vehicles.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

ERIE, PA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Bengel is a financial advisor with Equitable Advisors, LLC. Matthew has been in the financial services industry since 2018. Matthew holds Series 7, 66, and SIE securities registrations. Matthew is registered in the following states: Arizona, Florida, Idaho, Indiana, Kansas, Maryland, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Matthew is also a Registered Investment Advisor. Matthew is located in Erie, PA. Matthew specializes in retirement planning, college savings, and estate planning.

SPECIALIZATIONS

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

MML Investors Services, LLC | CFC ® (Certifications)

location

MECHANICSBURG, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Eberly is a financial advisor with over 19 years of experience in the industry. Matthew is registered with MML Investors Services, LLC and Wienken Advisors, Ltd. Matthew offers a variety of financial services including asset allocation programs, 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

Guyasuta Investment Advisors, Inc.

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Matthew Teplitz is an investment advisor representative registered with Guyasuta Investment Advisors, Inc. Matthew Teplitz is registered in Pennsylvania. Matthew Teplitz has been in the industry since at least January 2011. Matthew Teplitz has passed the Series 65 and Series 2 exams. Guyasuta Investment Advisors, Inc. has 14 investment advisor representatives. Guyasuta Investment Advisors, Inc. manages a total of $2,087,935,000 in assets under management. Guyasuta Investment Advisors, Inc. offers financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

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

Bernardo Wealth Planning, LLC | CFA ® (Certifications)

location

HARLEYSVILLE, PA

0 Disclosures

ADVISOR BIO

Matthew Haraburda is a financial advisor with Bernardo Wealth Planning, LLC. Matthew has been in the industry since 2013 and has a Series 7, Series 52, Series 55, and SIE. Matthew is also a Chartered Financial Analyst. The Bernardo Wealth Planning, LLC team has expertise in portfolio management for individuals, financial planning, and selection of other advisors. Their practice serves high-net-worth individuals, corporations, and other businesses, with a focus on wealth management strategies for individuals.

SPECIALIZATIONS

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

THE Colony Group, LLC | CFP ®,CFA ® (Certifications)

location

Wyomissing, PA

0 Disclosures

ADVISOR BIO

Matthew Robert Spezialetti is a financial advisor at The Colony Group, LLC. Matthew is registered with the state of Pennsylvania and has been in the industry for over 10 years. Matthew holds both the Series 65 license and has several designations including the Certified Financial Planner and Chartered Financial Analyst designation. He is experienced in advising individuals, families, and businesses on a variety of financial matters. Matthew's focus is on providing financial planning and investment management services to clients. Matthew is also involved in the community, volunteering with several local organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Gavaghan is a financial advisor with Janney Montgomery Scott LLC. Matthew has been in the industry since May 2001. Matthew previously worked at Pershing LLC and Susquehanna Capital Group. Matthew has a Series 3, 7, 9, 10, 24 and SIE license. Matthew specializes in providing financial planning, investment advisory, and securities brokerage services.

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

HERMITAGE, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Shack is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hermitage, PA. Matthew has been in the financial industry since 2008, providing financial advice to individuals and families. Matthew has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. Matthew holds Series 63 and 65 licenses, and a Series 7, and a SIE.

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

Fidelity Personal AND Workplace Advisors

location

CRANBERRY TOWNSHIP, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Paul Villers is a financial advisor registered with Fidelity Personal AND Workplace Advisors. Matthew has been working in the financial services industry since January 2021 and holds a Series 66 license and Series 7TO and SIE licenses. Matthew is registered in 25 states. Fidelity Personal AND Workplace Advisors, a subsidiary of Fidelity Investments, is headquartered in Boston, MA and manages over $818 billion in assets for over 1.9 million clients.

SPECIALIZATIONS

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

LPL Financial LLC

location

LANCASTER, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Dillon is a financial advisor with LPL Financial LLC in Lancaster, Pennsylvania. Matthew has been in the financial services industry since July 2022. Matthew holds the Series 7, Series 63, and Series 65 licenses. He is also registered as an investment advisor representative in Pennsylvania and New Jersey. Matthew has a Bachelor of Arts degree in Business Administration from James Madison University.

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

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