Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

LPL Enterprise, LLC

location

Canonsburg, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Alyssa Courtney is a financial advisor who has been in the industry since 2016. Ashley is registered with LPL Enterprise, LLC, where she provides financial planning and portfolio management services to individuals and businesses. Ashley is also a licensed insurance agent and offers non-variable insurance products through Three Rivers Health Benefits, LLC and Health Benefits Group, LLC. Ashley is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

TCP Asset Management, LLC

location

Greensburg, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Varner is a financial advisor with TCP Asset Management, LLC. Ashley has been in the financial services industry since 1993 and has a broad range of experience, including working as a Vice President of Wealth Management at TCP Asset Management and as an agent for non-variable insurance. Ashley is a registered Investment Advisor Representative in Pennsylvania.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

STATE COLLEGE, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Miller is a financial advisor who has been in the industry since 2009. Ashley is currently registered with Cetera Investment Advisers LLC and has held previous roles at MSI Financial Services, Inc., Cetera Advisor Networks LLC, Walnut Street Securities, Inc., and MML Investors Services, Inc.. Ashley's experience spans both investment advisory and broker-dealer roles, demonstrating a comprehensive understanding of the financial services landscape. Ashley specializes in providing financial planning services to individuals, families, and businesses. Ashley is committed to understanding her clients' individual needs and developing customized financial strategies to help them achieve their goals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

ERIE, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Jane Burhenn is a registered representative with Equitable Advisors, LLC, a New York-based firm. Ashley is registered in New York, Pennsylvania, and South Carolina. Ashley has been in the financial services industry since July 12, 2022. Ashley holds the Series 7TO, Series 66, and SIE licenses. Ashley specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

EASTON, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Siedt is a registered representative and investment advisor representative with Equitable Advisors, LLC, with over 8 years of experience in the financial industry. Ashley has been registered in Pennsylvania since December 2015 and is currently registered in 12 states, including Arizona, Delaware, Florida, Maine, Maryland, New Jersey, New Mexico, New York, North Carolina, South Carolina, and South Dakota. Ashley specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. Ashley is also a foster parent in Easton, PA.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Brooke Gubernick is a registered representative with Vanguard Advisers, Inc. Ashley has been in the industry since July 2018 and is licensed in Pennsylvania and Texas. Ashley has Series 7, 63, and 66 licenses, as well as the SIE exam. Ashley's work history includes roles at Evolve IP, Franklin and Marshall College, and The Vanguard Group. Ashley has experience providing financial planning, selection of other advisors, and portfolio management services for 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

DUNMORE, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Nell Hules is a financial advisor currently registered with LPL Financial LLC. Ashley Nell Hules has been in the financial industry since December 2014. Ashley Nell Hules has been registered with LPL Financial LLC since March 2018. Previously, Ashley Nell Hules was registered with Pruco Securities, LLC. and Sagepoint Financial, Inc. Ashley Nell Hules is licensed to provide investment advice in the following states: Delaware, Florida, Illinois, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Washington, 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
location

CANONSBURG, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Bennett is a financial advisor with Osaic FA, Inc. located in Canonsburg, Pennsylvania. Ashley has been in the industry since June 3, 2016. Ashley has Series 6, 7, 63, and 66 registrations. Ashley also has a Series SIE registration. Ashley holds a Notary Public designation in the state of Pennsylvania. Ashley has experience with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and other clients. Ashley provides investment advisory services, financial planning, educational seminars, and other advisory services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Rodgers & Associates | CFP ® (Certifications)

location

Lancaster, PA

0 Disclosures

ADVISOR BIO

Ashley Rose Duff is an Investment Advisor Representative with Rodgers & Associates. Ashley Rose Duff has been a financial professional since June 2018, providing financial planning and portfolio management services for individuals and high-net-worth clients. Ashley Rose Duff is a Certified Financial Plannerâ„¢.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Colleen Pontiere is a registered representative and investment advisor representative with Vanguard Advisers, Inc. Ashley is licensed in North Carolina, Pennsylvania and Texas. Ashley has been in the financial industry since August 10, 2011. Ashley is affiliated with Vanguard Advisers, Inc. in their Malvern, Pennsylvania office. Ashley has passed the Series 63, 65, 7 and 24 exams.

SPECIALIZATIONS

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

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