Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Janney Montgomery Scott LLC | CFA ® (Certifications)

location

PITTSBURGH, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Thomas Snyder is a financial advisor at Janney Montgomery Scott LLC. Nathan has been in the financial services industry since 2002. Nathan is a registered representative of the firm and is licensed to sell securities in 43 states. Nathan also holds the Series 7, Series 66, and SIE licenses. Nathan specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

ALLENTOWN, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Paul Shive is a financial advisor with over 17 years of experience in the industry. He has worked with MML Investors Services, LLC since March 2017. Previously, Nathan was with MSI Financial Services, INC. and Metropolitan Life Insurance Company. He is registered as a broker-dealer and investment advisor representative with MML Investors Services, LLC in several states, including Pennsylvania, Texas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Indiana, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, South Carolina, Virginia, and he is a registered investment advisor representative in Pennsylvania and Texas. Nathan also holds Series 6, 7, 24, 63, and 66 licenses, in addition to the SIE license. He also offers insurance services through a separate brokerage. Nathan specializes in various areas such as Retirement Planning, Investment Advice, Insurance, and Education Planning.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

ERIE, PA

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nathan Miller is a financial advisor at Equitable Advisors, LLC. Nathan Miller has been in the industry for a little over a year. Nathan Miller specializes in providing financial advice for individuals, families, and businesses. Nathan Miller has a Series 7, 66, and SIE license. Nathan Miller has been registered with the state of Pennsylvania since June 2023 and the state of New York since August 2023. Nathan Miller also has active registrations in Ohio and New Jersey. Nathan Miller is committed to helping clients 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
Unclaimed

THE Fairman Group, LLC

location

CHESTERBROOK, PA

0 Disclosures

ADVISOR BIO

Nathan Fullmer is a registered Investment Advisor Representative with The Fairman Group, LLC, based in Chesterbrook, PA. Nathan has been in the financial services industry since 2012 and holds a Series 65 license. Nathan is dedicated to providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Alden Investment Group | CFP ® (Certifications)

location

WAYNE, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Goad is a financial advisor with Alden Investment Group, based in Wayne, Pennsylvania. Nathan has over 14 years of experience in the financial services industry. He is a Certified Financial Planner™ professional and holds the Series 6, 7, 63 and 65 licenses. Nathan specializes in providing financial planning, retirement planning and portfolio management services to individuals and families. He is also registered to offer investment advisory services in Florida and Arizona.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
RETIREMENT PLANS
Unclaimed

Ameriprise Financial Services, LLC

location

Pittsburgh, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Frank Price is a financial advisor registered with Ameriprise Financial Services, LLC, since January 2023. Nathan has been in the financial services industry since February 2020, starting his career at Nusenda Credit Union in Albuquerque, New Mexico. Nathan provides asset allocation services, financial planning, pension consulting, and educational seminars. Nathan holds Series 66, Series 7TO, and SIE securities licenses. Nathan is also registered with the state of New Mexico.

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
location

SELINSGROVE, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Robert Foster is a registered representative with Edward Jones. Nathan has been in the securities industry since February 2020. Nathan currently holds Series 66, Series 7TO and SIE licenses. Nathan is registered in 25 states and has 23 approved registrations.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

CANONSBURG, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Nathan Glaser is an experienced financial professional with over 14 years of experience in the industry. Nathan is registered as a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Nathan has previously worked with PNC Investments and Commonwealth Financial Network and has held various roles in these firms. Nathan has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients achieve their financial goals.

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

Osaic Institutions, Inc.

location

JOHNSTOWN, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Nathanael Shaffer is a financial professional with over 4 years of experience in the industry. Nathanael is currently registered with Osaic Institutions, Inc. and has a Series 7TO, Series 63, and SIE license. Nathanael has worked with a variety of clients including individuals, corporations, and charitable organizations. Nathanael provides a range of services including financial planning, educational seminars, selection of other advisors, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

Ameritas Advisory Services, LLC

location

Indiana, PA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nathanael Lee Arthurs is a financial advisor with over 30 years of experience in the financial services industry. Nathanael is currently registered with Ameritas Advisory Services, LLC and has been with the firm since November 2021. Nathanael provides financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Nathanael is also a licensed insurance agent and sells fixed insurance products through Western PA Financial Center dba Ameritas Financial Services of WPA. Nathanael has been a licensed insurance agent since June 1993. Nathanael 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

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