Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Pruco Securities, LLC

location

WARRINGTON, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Reynolds is a financial professional with over 20 years of experience in the industry. Michelle is currently registered with Pruco Securities, LLC and holds the Series 6, Series 26, and Series 63 licenses. She has specialized in providing financial advice and services to a wide range of clients, including individuals, businesses, and trusts. Michelle is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Bradford, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Huber Chapman is a financial advisor at Ameriprise Financial Services, LLC, with an active license in Pennsylvania. Michelle is registered as a General Securities Representative and has passed the Securities Industry Essentials Exam. Michelle specializes in providing financial advice to individuals, corporations, and charitable organizations.

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
Unclaimed

Wells Fargo Clearing Services, LLC

location

PHILADELPHIA, PA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michelle Frances Shockley is an investment professional with over 25 years of experience in the financial services industry. Michelle holds the Series 7, Series 63 and Series 66 licenses. Michelle is registered with Wells Fargo Clearing Services, LLC and is associated with the Philadelphia branch office. In addition to her current role at Wells Fargo Clearing Services, LLC, Michelle has prior experience at PNC Investments, Citigroup Global Markets Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.

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

Equity Services, Inc.

location

NEW CASTLE, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Locke is a financial advisor with Equity Services, Inc. located in NEW CASTLE, PA. Michelle has been in the industry since 2011. Michelle is registered with FINRA and has a Series 6, SIE and Series 63 license. Michelle has experience working with clients of various types including high net worth individuals, corporations or other businesses, and pension and profit sharing plans.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Emmaus, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Ann Tauber is an investment advisor representative with Raymond James Financial Services Advisors, Inc., registered with the state of Pennsylvania. Michelle holds Series 63, Series 65, and Series 7TO securities licenses, as well as the SIE exam. Michelle began her career in the financial industry in 2019. Her prior experience includes roles with Rodale Inc and Kappa Publisher Services. Michelle Ann Tauber specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. She also provides hourly & fixed rate consultations. Raymond James Financial Services Advisors, Inc. is a firm with over 1000000 client accounts with approximately $344 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Pruco Securities, LLC | CFC ® (Certifications)

location

Exton, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Sheridan is a financial advisor with over 10 years of experience in the industry. Michelle is registered with Pruco Securities, LLC and holds Series 6, 7, 63, 65, and SIE licenses. Michelle has previously worked with Farmers Financial Solutions, LLC and Pruco Securities, LLC. Michelle's current registration status is "Active" in both Florida and Pennsylvania. Michelle specializes in investments, insurance, and retirement planning. Michelle is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Shrewsbury, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Roeseke is a financial advisor at Edward Jones, a firm with a long history of serving individual investors. Michelle has been in the industry since 2007 and is registered to provide investment advice in 18 states. Michelle is dedicated to helping her clients achieve their financial goals through a personalized approach. Michelle specializes in providing investment advice and financial planning for a wide range of clients, including individuals, families, and businesses. She is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Phoenixville, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Fernandez is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry for over 25 years. Michelle has a wealth of experience in the financial services industry, having worked for several firms over the years. Michelle is registered with the state of Pennsylvania as a licensed securities agent and has Series 6, 7, 9, 10, 24, and SIE licenses. Michelle is able to provide a variety of financial services including investment management, financial planning, and educational seminars. Michelle's office is located at 743 Pike Springs Rd in Phoenixville, Pennsylvania.

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
Unclaimed

1015 Capital Partners, LLC | CFP ® (Certifications)

location

Narberth, PA

0 Disclosures

ADVISOR BIO

Michelle Jennifer Blass is an Investment Advisor Representative with 1015 Capital Partners, LLC based in Narberth, Pennsylvania. Michelle has been in the financial services industry for over 20 years and is a Certified Financial Planner. Michelle specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, and businesses. She is also registered as an Investment Advisor Representative in Pennsylvania.

SPECIALIZATIONS

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

BETHLEHEM, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Schaffer is a financial advisor who has been in the industry since 1998. Michelle is currently registered with Lincoln Investment and has been with the firm since June 1998. Michelle has a strong background in investments and has held Series 6, 26, and 63 licenses. Michelle focuses on providing financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

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

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