Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Fragasso Financial Advisors | CFC ® (Certifications)

location

SEWICKLEY, PA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Mehno is a financial advisor with Fragasso Financial Advisors. Paul has been in the financial services industry since June 1997 and specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Paul has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Insight Advisors, LLC

location

Newtown, PA

disclosure

6 Disclosures

ADVISOR BIO

Paul Orihel is a financial advisor with Insight Advisors, LLC. Paul has been a financial advisor for over 20 years. Prior to joining Insight Advisors, LLC, Paul worked at Morgan Stanley and Invest Financial Corporation. Paul is a Series 65, Series 63, Series 31, Series 7 and SIE licensed advisor and has a degree from the University of Pennsylvania. Paul specializes in retirement planning, investment management and college savings. Paul works with individuals, families and small businesses.

SPECIALIZATIONS

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

Stonex Advisors Inc.

location

Blue Bell, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Paul Terence Miller is a registered representative with Stonex Advisors Inc. in Blue Bell, PA. Paul has been in the industry since 2017 and has a Series 7TO, SIE, and Series 66. Paul also works with IM Wealth Partners in Plymouth Meeting, PA. Paul assists Ian Meierdiercks with fixed insurance and investment business. Paul has experience with a variety of clients including individuals, high-net-worth 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
FINANCIAL CONSULTING SERVICES
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Paul Anthony Juliano is a financial advisor at Vanguard Advisers, Inc. Paul joined the firm in August 2013 and has a Series 63, Series 7 and SIE license. Paul is a Certified Financial Planner. Paul specializes in providing financial advice to individuals, businesses and pooled investment vehicles. Paul's expertise includes financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Paul Lang is a financial advisor with Stifel, Nicolaus & Company, Inc. Paul has been in the industry since April 2018 and is registered with the Financial Industry Regulatory Authority (FINRA) and several state securities regulators. Paul has earned the Certified Financial Planner designation and holds the Series 66, Series 7 and SIE licenses. Paul has worked previously with Federated Securities Corp. and Federated Investors Inc.. Paul's clients include individuals, high-net-worth individuals, corporations, investment clubs, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Paul provides a range of financial planning services, including portfolio management, financial planning, pension consulting, and educational 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 Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

JENKINTOWN, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Paul Stephen Baker is an investment advisor representative associated with Wells Fargo Clearing Services, LLC and has been in the industry since September 23, 1987. Paul is a Certified Financial Planner and provides financial planning and investment consulting services to individuals and businesses. Paul has experience working with Wells Fargo Clearing Services, LLC as well as Morgan Stanley DW INC. Paul is registered to offer investment advisory services in California and Pennsylvania.

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

J.p. Morgan Securities LLC

location

Philadelphia, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Paul Zablotney is a registered representative at J.P. Morgan Securities LLC, having joined the firm in January 2024. Paul is located in Philadelphia, Pennsylvania. Paul has a Series 63 and Series 6TO license and a SIE certification. Paul has been registered to sell securities in Delaware and Pennsylvania. Paul specializes in various financial services, including financial planning, portfolio management for individuals and businesses, and the selection of other advisors.

SPECIALIZATIONS

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

Wealth Enhancement Advisory Services, LLC

location

Pittsburgh, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Paul Brahim is a financial advisor with over 30 years of experience in the industry. Paul currently works with Wealth Enhancement Advisory Services, LLC, providing investment advisory services. Paul is also a registered representative of Wealth Enhancement Brokerage Services. Previously, Paul worked with BPU Investment Management Inc. and Allegheny Investments, LTD. Paul is a registered Investment Advisor in Pennsylvania and Texas and is a licensed Broker-Dealer in 26 states and has successfully passed the Series 7, Series 6, Series 24, Series 52TO, Series 53, Series 63, and Series 65 exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Wells Fargo Clearing Services, LLC

location

WAYNE, PA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Paul Joseph Gillam is a financial advisor with over 40 years of experience in the financial services industry. Paul has been registered with Wells Fargo Clearing Services, LLC since November 2016 and has prior experience with various financial institutions, including Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Paine Webber Incorporated. Paul holds multiple professional licenses and designations, including Series 63, Series 65, Series 7, Series 8, Series 9, and Series 10. Paul is dedicated to providing personalized financial guidance to individuals, families, and businesses.

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Paul Santoro is a financial advisor associated with Vanguard Advisers, Inc. Paul has been in the industry since July 2013. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6, 7 and 63 licenses. Paul specializes in providing financial planning, investment management, and selection of other advisors services to individuals and businesses.

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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