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Advisors in Pennsylvania
16,409 Results
Unclaimed

Ameritas Advisory Services, LLC

location

Indiana, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Philip Vitalbo is an investment advisor representative and registered representative with Ameritas Advisory Services, LLC. Philip has been in the industry for 5 years. He is registered in Colorado, Maryland, New Jersey, Ohio, Pennsylvania and Virginia. Philip holds the Series 63, Series 65 and Series 6TO licenses and has passed the SIE exam. Philip has a background in insurance and financial services and is passionate about 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

Janney Montgomery Scott LLC

location

WEST CHESTER, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Philip Steven Diprimio is a financial advisor who has been in the industry since 1985. Philip currently works at Janney Montgomery Scott LLC and has been with them since September 2013. Philip has experience working at other firms including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Paine Webber Incorporated, Drexel Burnham Lambert Incorporated, Moseley Securities Corporation and Halpert, Oberst and Company.

SPECIALIZATIONS

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

West Conshohocken, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Philippa Lumsden is a financial advisor with Morgan Stanley. Philippa has been in the industry since December 16, 2018 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Philippa holds a Series 7TO, Series 63 and Series 66 license. Philippa is licensed to provide investment advice in multiple states and is currently registered in New York, Pennsylvania, and Texas. Philippa previously worked at Vanguard Marketing Corporation.

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

Pennsylvania Advisory Services, Inc. | CFP ® (Certifications)

location

HARRISBURG, PA

disclosure

2 Disclosures

ADVISOR BIO

Phillip Miles is a financial advisor with Pennsylvania Advisory Services, Inc. located in Harrisburg, PA. Phillip has been in the industry since 1982 and holds a Series 7, Series 63, and Series 65 license. Phillip is a Certified Financial Planner and specializes in providing financial planning, investment management, and pension consulting services to individuals, corporations, and other businesses. Phillip has worked with a variety of clients throughout the years and has a proven track record of success in helping people achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

CENTER VALLEY, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Phillip Dangello is a registered representative with MML Investors Services, LLC, a registered investment advisor. Phillip is also registered as an investment advisor representative in Tennessee. Phillip has been in the securities industry since 2022 and is licensed to offer securities and investment advisory services in Pennsylvania and Tennessee. He holds the Series 66 and Series 7TO licenses, and he is also SIE certified. Phillip specializes in providing financial planning, portfolio management, and asset allocation programs to individuals, businesses, pension plans, and corporations. Phillip's current branch office is located in Center Valley, Pennsylvania.

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

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Phillip Maneval is a registered representative with Janney Montgomery Scott LLC. Phillip is located in PHILADELPHIA, PA and has been in the financial industry for over 6 months. Phillip holds a Series 63, Series 79TO, and a SIE licenses. Phillip has experience in investment banking, and financial planning.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PITTSBURGH, PA

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Phillip Samuel Contacos is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Phillip has been in the industry since August 11, 1991, and holds Series 7, 31, 63, and 65 licenses as well as the SIE exam. Phillip is registered in 33 states and also holds a Series 65 license in Texas. Phillip previously worked for Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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.

location

Malvern, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Phillip Figueiredo is a registered representative and investment advisor representative with Vanguard Advisers, Inc. He has been in the industry since 2023. Phillip is licensed in 53 states and holds the Series 7, Series 66, and SIE exams. Phillip provides portfolio management services for individuals, businesses, and pooled investment vehicles. He also offers financial planning and selection of other advisers.

SPECIALIZATIONS

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

Mitchell Sinkler & Starr | CFA ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Phillip Beckner is a financial advisor with Mitchell Sinkler & Starr. Phillip is registered with the state of Pennsylvania. Phillip has a Chartered Financial Analyst designation and is currently registered as an Investment Advisor Representative. Phillip has been in the financial services industry since 2013.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

29 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Phillip Charles Dupont is a registered investment advisor representative with Vanguard Advisers, Inc. Phillip has been in the financial services industry since March 20, 1996. Phillip holds Series 6, 7, 63, and 65 licenses, and the SIE exam. Phillip is registered to provide investment advisory services in 53 states, including Pennsylvania and Texas. Phillip is also registered as a broker-dealer in 53 states.

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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