Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Henry H. Armstrong Associates, Inc. | CFP ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Peter D. Eberhart is a financial advisor at Henry H. Armstrong Associates, Inc. Peter has been in the industry since November 2009 and is registered with the state of Pennsylvania and Texas. Peter is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

ERDENHEIM, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Peter Cook Rubincam is a financial advisor with over 20 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. Previously, Peter was with TRIAD ADVISORS LLC and JANNEY MONTGOMERY SCOTT LLC. Peter is licensed to provide investment advice and products in several states, including Colorado, Oregon, Pennsylvania, Texas, and Virginia. Peter is a highly experienced advisor with a deep understanding of the financial markets. Peter is committed to providing personalized financial planning and investment management services to help 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
location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Peter Molnar is an Investment Advisor Representative at McAdam LLC. He has been with the firm since May 2020. Peter holds a Series 65 license and is registered in Michigan and Texas. He has also worked at Northwestern Mutual in Lansing, Michigan, TEMO Sunrooms in Clinton Township, Michigan, and Tina's Country House in Macomb, Michigan. Peter is a graduate of Michigan State University. McAdam LLC is an investment advisory firm with offices in Philadelphia, Pennsylvania and Brighton, Michigan. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and businesses. McAdam LLC has over 1700 million dollars in assets under management.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

SCRANTON, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Peter Lanza is a registered investment advisor representative with Eagle Strategies LLC. Peter Lanza has been in the securities industry since 2007. He has a Series 6, 7, 24, 63 and 65 licenses. Peter Lanza has experience with individuals, high-net-worth individuals, insurance companies, corporations, and charitable organizations. Peter Lanza provides financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Peter Dunn is an investment advisor representative with MML Investors Services, LLC. Peter has been in the financial services industry since May 2, 1999. Peter is registered with the state of Pennsylvania and New Jersey as a broker-dealer and investment advisor. Peter is also registered with the state of Texas as a broker-dealer. Peter offers a variety of financial services, including portfolio management for individuals and businesses, asset allocation programs, financial planning, and pension consulting. Peter also holds the Series 6, 63, and 65 licenses, as well as the SIE exam.

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

Osaic Institutions, Inc.

location

Muncy, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Peter Michael Frikker is a registered representative with Osaic Institutions, Inc. in Muncy, Pennsylvania. He is licensed to provide securities and investment advisory services in Pennsylvania. Peter has been in the financial services industry for over 12 years.

SPECIALIZATIONS

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

LPL Financial LLC

location

DUNMORE, PA

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Peter Joseph Albano is a financial advisor who has been in the industry since 1983. Currently, Peter Albano is registered with LPL Financial LLC, and has several branch office locations, including DUNMORE and EXETER in PA. Peter Albano has held previous positions with INVEST Financial Corporation, CCO Investment Services Corp., PNC Capital Markets LLC, J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and JOHN HANCOCK DISTRIBUTORS, INC. Peter Albano holds a Series 63 and a Series 65 licenses and has also passed the SIE, Series 7, Series 22, and Series 6 exams. Peter Albano's firm, LPL Financial LLC, provides financial advisory services to clients including corporations, individuals, other investment advisors, charitable organizations, state or municipal government entities, high-net-worth individuals, and pension and profit-sharing plans.

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

Girard Advisory Services, LLC

location

Souderton, PA

0 Disclosures

ADVISOR BIO

Peter Conte is an investment advisor representative at Girard Advisory Services, LLC. Peter Conte has been in the industry since 2005 and has a Series 7, Series 65. Peter Conte has a background in Trust Services. Peter Conte holds the Uniform Investment Adviser Law Examination. Peter Conte is registered in the state of Pennsylvania. Peter Conte has previously worked at Univest Investments, Inc..

SPECIALIZATIONS

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

LPL Financial LLC

location

WYOMISSING, PA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Peter Warren Miller is a financial advisor with LPL Financial LLC. Peter has been in the financial services industry since April 28, 1987. Peter holds the Series 63, Series 7 and SIE licenses and is registered in 24 states as a Broker and an Investment Advisor. Prior to working with LPL Financial, Peter worked at Wells Fargo Advisors and A. G. Edwards. Peter’s office is located in Wyomissing, PA at 1408 PENN AVENUE.

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

Wells Fargo Clearing Services, LLC

location

RADNOR, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Peter James Ressler is an investment advisor representative at Wells Fargo Clearing Services, LLC. Peter has been in the securities industry since April 2002. Peter holds the Series 6, Series 7, and Series 63 licenses. Peter has been registered with Wells Fargo Clearing Services, LLC since November 2016. Peter is also a board member for Lycoming College. Peter's previous employer was Commerce Capital Markets, Inc. Peter is registered to provide securities advice and investment advisory services in 27 states.

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

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