Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Megan Miller is a registered investment advisor representative with Vanguard Advisers, Inc. She is licensed to provide financial advice in Pennsylvania and Texas. Megan has been in the industry since 1999 and has a strong background in investment management. She specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Megan is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

Canonsburg, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Megan E. Paull is a financial advisor registered with Pruco Securities, LLC. Megan is a registered representative and investment advisor representative in Pennsylvania, Florida, and South Carolina. Megan has been in the financial industry since 2008. Megan has passed the Series 6, Series 63, and Series 65 exams. Megan is also a registered representative in Florida and South Carolina.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

Warrington, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Megan Nix is a financial professional with over 7 years of experience in the industry. Megan is currently registered with Pruco Securities, LLC and has held previous registrations with the same firm. Megan has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination and has been actively registered with the firm since 2019. Megan specializes in investments, financial planning, insurance and retirement planning. Megan is located in Warrington, Pennsylvania and is licensed to sell securities in the state of Pennsylvania.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

MILROY, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Megan Danielle Dietz is a financial advisor currently registered with Cetera Investment Advisers LLC. Megan Dietz has been in the industry since May 2014 and is active in both the Broker-Dealer and Investment Advisor channels. Megan Danielle Dietz is licensed in Pennsylvania and Missouri and has a strong track record of providing financial advice to individuals, families, and businesses. Megan Danielle Dietz works primarily with high-net-worth individuals and families and is a specialist in financial planning, portfolio 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
Unclaimed
location

HARRISBURG, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Megan Frye is a financial advisor at Edward Jones. Megan has been working in the financial industry since 2018 and has a strong track record of helping clients achieve their financial goals. Megan holds the Series 7, Series 66, and SIE licenses, and is registered with FINRA and the state of Pennsylvania. Megan is committed to providing personalized financial advice and guidance to her clients.

SPECIALIZATIONS

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

Livelihood LLC | CFP ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Megan Kiesel is a Certified Financial Planner™ who has been in the financial services industry since October 2012. Megan is currently registered as an Investment Advisor Representative in Pennsylvania, New Jersey and New York. Megan is a Registered Representative with Livelihood LLC, based in Philadelphia. Megan provides financial planning and investment consultations to individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
INVESTMENT CONSULTATIONS
Unclaimed

Rockwood Wealth Management, LLC

location

NEW HOPE, PA

0 Disclosures

ADVISOR BIO

Megan Jane Lottier is a registered Investment Advisor Representative with Rockwood Wealth Management, LLC. Megan is registered with the state of Pennsylvania. Megan holds a CPA License #CA042500 and is also a Vice President and Treasurer for the New Hope Solebury Education Fund. Megan has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.

SPECIALIZATIONS

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

Lansing Street Advisors

location

Yardley, PA

0 Disclosures

ADVISOR BIO

Megan Keenan is a financial advisor with Lansing Street Advisors. Megan has been working in the financial services industry since June 2005 and has experience with a variety of firms, including RBC Capital Markets, LLC and Janney Montgomery Scott. She has a Series 7 and Series 66 license and a SIE designation. Megan has a strong focus on financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

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

MFA Wealth Advisors, LLC

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Megan Marie Petruska is a financial advisor who is registered with the state of Pennsylvania. Megan has been in the industry since 2007 and is currently associated with MFA Wealth Advisors, LLC and Moralis Technologies, LLC. Megan has a Series 6, 7, 63 and 65 license, along with the SIE. Megan specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisers.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Palmyra, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Megan Wall is a financial advisor who has been working in the industry since August 2013. Megan is currently registered with Ameriprise Financial Services, LLC in Pennsylvania. Before joining Ameriprise Financial Services, LLC, Megan worked with AVANTAX INVESTMENT SERVICES, INC. Megan is a licensed Series 6, Series 7, and Series 63 representative, as well as a Series 65 registered investment advisor. Megan provides services for corporations, insurance companies, investment companies, charitable organizations, high net worth individuals, and other investment advisors.

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

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