Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

CHESTERBROOK, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Maltese is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since June 30, 2015. Nicole is licensed to provide financial services in Pennsylvania. Nicole has passed the Series 7, Series 9, Series 10, Series 66, Series 99TO and SIE exams. Nicole specializes in providing investment consulting services to institutional clients, as well as financial planning and pension consulting services.

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

HORSHAM, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Waneta Hammett is a financial advisor at Hornor, Townsend & Kent, LLC in Horsham, PA. Nicole has been in the industry since December 2007, and is registered with FINRA and Series 63 and Series 6 licensed. Nicole specializes in providing financial planning services to individuals, corporations and businesses and pension plans.

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

WYOMISSING, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Landolfi is a financial advisor at Wells Fargo Clearing Services, LLC in Wyomissing, PA. Nicole holds FINRA Series 6, SIE and Series 6TO licenses. Nicole has been in the financial services industry since 2018. Previously, she was a financial advisor at NYLIFE Securities LLC in Edison, NJ. Nicole is a highly experienced and qualified financial advisor.

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

KING OF PRUSSIA, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Fean is a financial advisor with Fidelity Personal and Workplace Advisors in King of Prussia, Pennsylvania. Nicole has been a registered representative in the financial services industry for over 11 years. She is registered in Pennsylvania, Texas, Delaware, Florida, Massachusetts, New Jersey, Utah, and is also a Certified Financial Planner. Nicole specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC

location

HORSHAM, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Schneider is a financial advisor at Hornor, Townsend & Kent, LLC. Nicole has been in the industry since August 14, 2016 and holds the Series 6 and SIE licenses. Nicole has experience in working with individuals, corporations, pension plans, and charitable organizations. Nicole can assist with financial planning, pension consulting, selection of other advisors, and portfolio management.

SPECIALIZATIONS

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

Brightside Wealth Planning, LLC

location

CENTER VALLEY, PA

0 Disclosures

ADVISOR BIO

Nicole Schenk Wasiakowski is a financial advisor registered with Brightside Wealth Planning, LLC. Nicole has been in the industry since 2004 and has worked with several other firms including LPL Financial LLC, SEI INVESTMENTS DISTRIBUTION CO., Ameriprise Financial Services, Inc., and IDS LIFE INSURANCE COMPANY. Nicole holds the Series 66, Series 7, and SIE licenses. Nicole provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

DICKSON CITY, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Reviello is a financial advisor with Ameriprise Financial Services, LLC in Dickson City, Pennsylvania. Nicole has been in the industry since October 2004 and has experience working with a variety of clients, including individuals, families, businesses, and trusts. Nicole has a Series 66, 7, 9, 10, and SIE license. Nicole is registered in Florida, New Jersey, New York and Pennsylvania. Previously, Nicole worked at Lincoln Financial Advisors Corporation, Merrill Lynch, Morgan Stanley, and First Security Investments, Inc..

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

BETHLEHEM, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Calantoni is a financial advisor associated with LPL Financial LLC, located in Bethlehem, Pennsylvania. Nicole has been in the financial services industry since April 1998, and has a strong background in providing financial guidance. Nicole's expertise includes providing financial planning, portfolio management for businesses and individuals, as well as consulting and other non-discretionary advisory services. Previously, Nicole has held positions with Janney Montgomery Scott LLC and First Union Brokerage Services, Inc..

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

Atmos Advisory, LLC

location

PITTSBURGH, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Cosnotti is a registered investment advisor representative. Nicole has been in the financial services industry since 2007. Nicole currently works for Atmos Advisory, LLC. Previously, Nicole worked for M HOLDINGS SECURITIES, INC., and LPL FINANCIAL LLC. Nicole holds Series 66, SIE, and Series 7 licenses. Nicole specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, and Financial Planning.

SPECIALIZATIONS

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

LPL Financial LLC

location

BETHLEHEM, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicole Geiger is a financial advisor with LPL Financial LLC. She is based in Bethlehem, Pennsylvania, where she has worked since August 2019. Prior to her role at LPL Financial, Nicole worked at Truist Bank in Allentown, Pennsylvania. Nicole has passed the Uniform Combined State Law Examination (Series 66) and the General Securities Representative Examination (Series 7TO). She specializes in providing a variety of financial services to individuals, businesses 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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