Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Prospera Financial Services, Inc.

location

Harrisburg, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Michael David Ross is an investment professional with over 27 years of experience. Michael has been registered with Prospera Financial Services, Inc. since January 2024. Michael has a proven track record of success in the financial services industry and a commitment to providing clients with personalized advice and guidance. Michael is licensed to provide investment advice in 31 states and Washington, D.C., and has a Series 63, 65, 7, and SIE licenses. Michael's previous roles included positions at LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, and COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC.. Michael is also a Registered Representative for Prospera Financial Services, Inc..

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kalapos is a financial advisor with Equitable Advisors, LLC. Michael has been in the financial services industry since August 19, 2014. Michael has a Series 66 registration, along with 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
Unclaimed

MG Financial Management, LLC

location

DOYLESTOWN, PA

0 Disclosures

ADVISOR BIO

Michael J. Guarracino is an Investment Advisor Representative registered with MG Financial Management, LLC. Michael J. Guarracino has been in the industry since 2003. Michael J. Guarracino is licensed in Pennsylvania. Michael J. Guarracino specializes in providing financial planning and portfolio management for individuals. MG Financial Management, LLC is a registered investment adviser with the SEC and has offices in Doylestown, PA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations and other businesses. MG Financial Management, LLC manages approximately $26.8 million in assets. The firm charges fees based on a percentage of assets and hourly charges.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Valley National Advisers Inc.

location

BETHLEHEM, PA

0 Disclosures

ADVISOR BIO

Michael Roper is a registered investment advisor representative with Valley National Advisers Inc. based in Bethlehem, Pennsylvania. Michael has been in the industry since August 2011. Michael is registered with the state of Pennsylvania. Michael is also a board member for Lee Initiatives/Walnut Management.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Cranberry Township, PA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Lynn is an investment advisor representative with Cambridge Investment Research Advisors, Inc., a registered investment advisor with over 70,000 clients. Michael has been in the financial industry since 1994. Michael Lynn is registered with the state of Pennsylvania. Michael works at the Cambridge Investment Research Advisors, Inc. branch office located in Cranberry Township, Pennsylvania.

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

Sequoia Financial Group, LLC | CFP ®,CFA ® (Certifications)

location

Berwyn, PA

0 Disclosures

ADVISOR BIO

Michael Coyne is a financial advisor who works with individuals, families, and businesses. He provides financial planning, investment management, and retirement planning services. Michael is a Certified Financial Planner™ and a Chartered Financial Analyst®. He has over 10 years of experience in the financial services industry. Michael is currently registered with Sequoia Financial Group, LLC in Pennsylvania and Ohio. He previously worked at Charles Schwab & Co., Inc., Scottrade, Inc., and AXA Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting 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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Scott Larsen is a financial advisor at Vanguard Advisers, Inc. Michael is a Certified Financial Planner and has been in the financial services industry since July 1997. He holds a Series 6, 7 and 63 license. Michael specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

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

LPL Financial LLC

location

DOYLESTOWN, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hickey is a financial advisor with over 11 years of experience in the financial industry. Michael is currently registered with LPL Financial LLC and has been with the firm since June 2012. Michael has held previous positions with Cetera Investment Services LLC, Santander Securities LLC and MetLife Securities Inc. Michael is a Series 6, 7, 63, and 66 licensed financial advisor. Michael specializes in working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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

Janney Montgomery Scott LLC

location

BLUE BELL, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michael Patitucci is a financial advisor with Janney Montgomery Scott LLC. Michael has been a registered representative for over 7 years, and has a Series 7 and Series 66 license. Michael is registered to provide investment advice in 21 states. Michael's firm is Janney Montgomery Scott Llc, a well-established and experienced firm with a history of providing a variety of financial services.

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

PITTSBURGH, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Speakman is a financial advisor with LPL Financial LLC. Michael has been in the financial industry since 2012 and has a Series 63 and Series 7 license as well as the SIE exam. Michael is also a Certified Financial Planner. Michael has worked with National Planning Corporation, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Michael is registered in 35 states and has a current employment history with LPL Financial LLC.

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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