Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Dinuzzo Private Wealth, Inc. | CFP ®,CFC ® (Certifications)

location

BEAVER, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Vincent Dinuzzo is a financial advisor with over 10 years of experience in the industry. Michael holds the Series 6, 7, 63 and 65 licenses, and the SIE. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael is currently registered with Dinuzzo Private Wealth, Inc., in Pennsylvania and Texas. Dinuzzo Private Wealth, Inc., provides investment advisory services to individuals, businesses, and charitable organizations. The firm manages over $946 million in assets.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

LEMOYNE, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Laporte is a registered representative with Wells Fargo Advisors Financial Network, LLC. Michael has been in the securities industry since 2014. Michael is licensed in Delaware, Florida, Maryland, New York, Ohio, Pennsylvania, and Virginia. Michael holds the Series 7, Series 66, and SIE exams. Michael specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses.

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

Hornor, Townsend & Kent, LLC

location

ALLENTOWN, PA

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Timothy Engler is a financial advisor with Hornor, Townsend & Kent, LLC. Michael has been a financial advisor since 2017. He is registered with the state of Pennsylvania and holds a Series 63, Series 65, Series 7, and SIE license. Michael specializes in financial planning, pension consulting, selection of other advisers, 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
Unclaimed

Allegheny Financial Group Ltd. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michael Dykes is a financial advisor with Allegheny Financial Group Ltd. in Pittsburgh, Pennsylvania. Michael has been in the financial services industry since 2017. Michael is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Michael specializes in working with individuals, high-net-worth individuals, businesses, charitable organizations and pooled investment vehicles.

SPECIALIZATIONS

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

Newtown Square, PA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Rifkin is a registered representative with Morgan Stanley in Newtown Square, Pennsylvania. Michael has been in the financial services industry since 1982 and has worked for a variety of firms, including CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. Michael is registered to provide investment advice in a number of states and is a Series 7, Series 52, Series 63, Series 65, Series 3, Series 5, Series 8, Series 9, Series 10 and SIE licensed representative. Michael specializes in providing investment advice to individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, investment clubs, and banking or thrift institutions.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Bancroft Capital, LLC

location

FORT WASHINGTON, PA

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Michael Stephen Spatacco is an investment advisor representative. Michael has been in the industry since 1978. Michael is currently registered with Bancroft Capital, LLC, and is a registered investment advisor representative in Pennsylvania. Michael is also registered with FINRA. Michael has previously worked at CFG CAPITAL MARKETS, LLC, BOENNING & SCATTERGOOD, INC., FERRIS, BAKER WATTS INCORPORATED, JANNEY MONTGOMERY SCOTT LLC, WHEAT, FIRST SECURITIES, INC., BUTCHER & SINGER INC., W. H. NEWBOLD'S SONS & CO., INC., A. WEBSTER DOUGHERTY & CO., INCORPORATED, and again at BUTCHER & SINGER INC.. Michael has earned several licenses and certifications including Series 7, 9, 10, 63, 65, SIE, and 99TO. Michael specializes in retirement planning, financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Unclaimed
location

Glen Mills, PA

0 Disclosures

ADVISOR BIO

Michael Primavera is an investment advisor representative at Corecap Advisors, a registered investment advisor based in Southfield, Michigan. Michael has over 20 years of experience in the financial services industry and has held various roles at different firms. Michael holds Series 6, 7, 26, 63, and 65 licenses and has extensive experience in financial planning, portfolio management, and insurance sales. Corecap Advisors serves a variety of clients, including high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

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

Modera Wealth Management, LLC | CFP ® (Certifications)

location

ALLENTOWN, PA

0 Disclosures

ADVISOR BIO

Michael Insogna is a financial advisor at Modera Wealth Management, LLC. Michael is registered with the state of Pennsylvania as an Investment Advisor Representative. Michael holds the Series 65 license. Michael is a Certified Financial Planner. Michael provides services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Michael has worked in the financial services industry since 2008. Michael has previous experience at Accenture, LLP, Axalta Coating Systems, and Baldrige Asset Management LLC.

SPECIALIZATIONS

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

LPL Financial LLC

location

MURRYSVILLE, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Maloy is an investment advisor representative with LPL Financial LLC in Murrysville, Pennsylvania. Michael has been in the securities industry since 2000 and has worked at several firms, including Citizens Securities, Inc. and Dreyfus Investment Services Company, LLC. Michael is registered with FINRA and has a Series 6, 7, 63 and 65 license. Michael offers financial planning, portfolio management for individuals and businesses, pension consulting, and other non-discretionary advisory services.

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

Schneider Downs Wealth Management Advisors, LP

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Michael Clark is a financial advisor with Schneider Downs Wealth Management Advisors, LP. Michael has been in the financial services industry since 2019. Michael holds Series 7TO, SIE, 63, and 66 licenses. Michael specializes in providing financial planning, portfolio management, and pension consulting services. Michael is registered to provide investment advisory services in Pennsylvania.

SPECIALIZATIONS

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

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