Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Park Avenue Securities LLC | CFC ® (Certifications)

location

POTTSTOWN, PA

experience

40 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Patricia Picardi has been in the financial industry since February 1985. Patricia is currently registered with Park Avenue Securities LLC and is licensed in 23 states. Patricia has experience providing financial planning, educational seminars, and portfolio management for individuals. In addition to her financial services career, Patricia is also involved in real estate ventures and insurance services.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

WILKES-BARRE, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Florence Hudson is a financial advisor with over 25 years of experience in the industry. Patricia is currently registered with LPL Financial LLC, and has been working with them since June 2021. Previously, Patricia was registered with M&T Securities, Inc. from August 2003 to June 2021. Patricia is licensed to provide investment advice in 51 states, as well as the District of Columbia. Patricia is a Certified Financial Planner and holds the Series 4, 7, 24, 53, 63, 65, 99TO and SIE licenses. Patricia specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

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

Osaic Wealth, Inc.

location

FT. WASHINGTON, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Sobel is a financial advisor with Osaic Wealth, Inc. located in FT. WASHINGTON, PA. Patricia has been a registered representative for over 25 years and is licensed in several states. She has extensive experience in providing financial advice and guidance to individuals, families, and businesses. Patricia 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

Ameriprise Financial Services, LLC

location

PLYMOUTH MEETING, PA

experience

27 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Patrick Theodore Wayman is a financial advisor registered with Ameriprise Financial Services, LLC, and is licensed in 32 states and 2 provinces. Patrick has been in the financial services industry since 1997. Patrick has been with Ameriprise Financial Services since 2005, working at their Plymouth Meeting office. Patrick specializes in a variety of financial planning and investment advisory services. Patrick is registered with FINRA and is a Registered Investment Advisor.

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

Milestone Asset Management, LLC | CFC ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Patrick Reinheimer is an Investment Advisor Representative with Milestone Asset Management, LLC, licensed in Maryland and Pennsylvania. Patrick holds a Series 65 license and has over 5 years of experience in the financial services industry. Patrick specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Patrick holds the Chartered Financial Consultant designation.

SPECIALIZATIONS

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

Drazga Wealth Advisors, LLC | CFP ® (Certifications)

location

WEXFORD, PA

0 Disclosures

ADVISOR BIO

Patrick J. Drazga is a financial advisor registered with Drazga Wealth Advisors, LLC. Patrick has been in the financial industry since 1992 and is a Certified Financial Planner. Patrick provides financial planning and portfolio management services to individuals and high-net-worth clients. Patrick is licensed in Pennsylvania and Texas and also holds licenses for life and health insurance. Drazga Wealth Advisors, LLC provides financial planning and portfolio management services to individuals and high-net-worth clients, with over $62 million in assets under management. Patrick's experience and qualifications make him a valuable resource for individuals seeking to achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

STATE COLLEGE, PA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Patrick McDonough is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with MML Investors Services, LLC and has been since August 1991. Patrick has a Series 6, Series 63, and Series 65 license and has also passed the SIE exam. Prior to joining MML Investors Services, Patrick was registered with Mutual Benefit Financial Service Company. Patrick also holds a valid license in Pennsylvania and Texas as an Investment Advisor Representative and is registered in Florida, Illinois, Kentucky, Montana, North Carolina, Pennsylvania, Texas, and Virginia as a Broker. Patrick specializes in providing financial planning, asset allocation programs, pension consulting, and educational seminars to individuals, businesses, and corporations. Patrick also works with charitable organizations, high-net-worth individuals, and trusts, foundations, and endowments. Patrick's office is located at 3949 South Atherton Street, State College, PA 16801.

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

Citizens Securities, Inc.

location

DILLSBURG, PA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Patrick Heller is a registered representative with Citizens Securities, Inc. Patrick has been in the financial services industry since January 14, 1999. Patrick is licensed in Maryland, New Jersey, Pennsylvania, and Virginia. Patrick has a strong background in financial planning and portfolio management. Citizens Securities, Inc. is a full-service brokerage firm that offers a wide range of financial products and services to individual and institutional clients. The firm manages over $9 billion in assets and has a client base of over 53,000 individuals and businesses. Patrick is committed to providing clients with personalized financial advice and investment solutions.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed
location

Blue Bell, PA

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Patrick F. Henry is a financial advisor with Morgan Stanley and has been in the financial industry since 1988. Patrick holds licenses in 17 states including Pennsylvania, California, Florida and New York. Patrick has a Series 7, Series 31 and Series 63 license as well as the SIE exam and the Series 65. Previous firms that Patrick has worked for include Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Kleinwort, Benson Incorporated and Freeman Securities Company, Inc. Patrick is registered to provide Investment Advisory Services, Financial Planning, Pension Consulting and Education Seminars.

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
location

Berwyn, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Frohner is an investment advisor representative associated with Morgan Stanley. Patrick is a registered advisor in 52 states, with a focus on helping individual investors, corporations, and high-net-worth individuals meet their financial goals. Patrick has been in the financial services industry since February 22, 2022, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick's investment experience includes asset allocation advice, financial planning, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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