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Advisors in Pennsylvania
16,409 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

BALA CYNWYD, PA

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Papa is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC, where he is a registered representative and investment advisor. Michael has been with Wells Fargo Advisors LLC since 2009. Michael is licensed in Pennsylvania and Texas and has earned the Series 6, 7, 63, and 65 licenses and the SIE exam. Michael has previously held registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pruco Securities Corporation. Michael offers a range of services to his clients, including investment consulting, financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Fidelity Personal AND Workplace Advisors

location

CRANBERRY TOWNSHIP, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michael Manns is an investment advisor representative with Fidelity Personal And Workplace Advisors. Michael has been in the financial industry since September 15, 2016. Michael has a Series 7, Series 63, and Series 65 license, and also has passed the SIE exam. Michael works with individuals, high net worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

CMS Wealth Management | CFP ® (Certifications)

location

WAYNE, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Michael Feldman is a financial advisor with CMS Wealth Management, working in the industry since 1986. Michael has been a registered investment advisor since 1991, serving clients in Pennsylvania and Texas. He has also been registered as a broker-dealer in several states. Michael's expertise includes financial planning, portfolio management, and pension consulting. He works with high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

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

Hoffman Capital Advisors LLC

location

CRANBERRY TWP, PA

0 Disclosures

ADVISOR BIO

Michael Reimer is an investment advisor representative registered with Hoffman Capital Advisors LLC. Michael has been in the financial services industry since 2003 and has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael is registered with the state of Pennsylvania and holds the Series 6, Series 63, and Series 65 securities licenses. Michael is also an independent property and casualty insurance agent through Nationwide Insurance Company.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael McGarry is an Investment Advisor Representative with Equitable Advisors, LLC. Michael has been in the industry since November 7, 1995. Michael has held licenses in several states, including Delaware, Florida, New Jersey, Ohio, and Pennsylvania. Michael has a variety of experience, including working for AXA Advisors, LLC and Karr Barth Financial Planning, Inc. Michael holds Series 6, 7, 63 and 65 licenses. Michael has also passed the SIE exam.

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

MT. PLEASANT, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michael William Dowling is a financial advisor who has been in the industry since 2002. Michael is currently registered with Cetera Investment Advisers LLC in Pennsylvania and Texas. Michael has worked with a number of firms including NATCITY INVESTMENTS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Michael holds Series 66, Series 7, and SIE licenses. Michael is a registered investment advisor in Pennsylvania and Texas.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

TROOPER, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Menninger is a financial advisor registered with LPL Financial LLC. Michael has been in the financial industry for over 22 years. Michael holds the Series 66, Series 7, and SIE licenses. Michael is a Certified Financial Planner. Michael has previous experience with firms such as Cetera Advisor Networks LLC, Voya Financial Advisors, Inc., Wachovia Securities, LLC, Commerce Capital Markets, Inc., New England Securities, Hornor, Townsend & Kent, Inc., Princor Financial Services Corporation, and AXA Advisors, LLC. Michael is registered to conduct business in multiple states including Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Wisconsin.

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

Wells Fargo Clearing Services, LLC

location

LIMERICK, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Charles Riedel is a financial professional with over 10 years of experience in the industry. Michael is registered with Wells Fargo Clearing Services, LLC and has been with the firm since July 2013. Michael specializes in working with individuals, corporations, and charitable organizations. Michael holds the Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

LPL Financial LLC

location

ERIE, PA

0 Disclosures

ADVISOR BIO

Michael Yuen is a financial advisor with LPL Financial LLC. Michael has been in the industry since August 26, 2024. He is registered with FINRA, and holds the Series 6TO and SIE licenses. Michael is located in Erie, Pennsylvania. LPL Financial LLC is an independent broker/dealer with more than 20,000 employees and $463 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Yardley, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Reilly is an investment advisor representative currently registered with Cambridge Investment Research Advisors, Inc. Michael has been in the financial industry since October 1995. Michael has been an investment advisor representative with Cambridge Investment Research Advisors, Inc. since December 2022. Michael has held prior positions with Cantella & Co., Inc. and A. G. Edwards & Sons, Inc.. Michael is a Series 7, Series 24, Series 31, Series 63, and Series 65 licensed representative.

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

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