Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Kingston, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Sowa Bartuska is a financial advisor with Ameriprise Financial Services, LLC. Rebecca has been in the industry since 1993 and is registered with the state of Pennsylvania. Rebecca is a Certified Financial Planner and has experience providing financial planning, asset allocation services, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Rebecca has held previous roles at IDS Life Insurance Company and Ameriprise Financial Services, 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

Citizens Securities, Inc.

location

Fort Washington, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Bear is a financial advisor with over 19 years of experience in the industry. Rebecca is currently registered with Citizens Securities, Inc., where she has been working since March 2023. Prior to joining Citizens Securities, Inc., she was a financial advisor at TD PRIVATE CLIENT WEALTH LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PNC INVESTMENTS. Rebecca is also a board member and secretary of the Institute for Human Resources and a school board director for the East Stroudsburg School Board.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Patricia Mautz is an Investment Advisor Representative at Vanguard Advisers, Inc. Rebecca has been in the financial industry since 2018 and holds the Series 7, Series 66, and SIE licenses. Rebecca specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Rebecca is also a blogger and has a background in event planning.

SPECIALIZATIONS

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

Linc Wealth Solutions

location

NORRISTOWN, PA

0 Disclosures

ADVISOR BIO

Rebecca Leonard is an Investment Advisor Representative at Linc Wealth Solutions in Norristown, PA. Rebecca is a licensed Investment Advisor Representative in Pennsylvania. Rebecca has been in the securities industry since 2013 and has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rebecca Leonard holds the Series 7, 63, and 65 securities licenses.

SPECIALIZATIONS

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

M Holdings Securities, Inc.

location

Moosic, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Thomas is a financial professional who has been in the industry since 2019. Rebecca is currently registered with M Holdings Securities, Inc., a firm with a strong commitment to providing exceptional financial services. Rebecca has a deep understanding of the financial markets, having earned the Series 63, Series 6TO and SIE licenses. Rebecca is dedicated to providing personalized guidance and comprehensive financial solutions tailored to her clients' unique needs and goals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Michele Russell is a registered representative with Equitable Advisors, LLC. Rebecca has been in the financial services industry for over 10 years. Prior to joining Equitable Advisors, LLC, Rebecca worked at AXA Advisors, LLC. Rebecca holds both the Series 7 and SIE exams and is located in Bala Cynwyd, PA. Rebecca is affiliated with a firm that has a long history of providing financial advice and investment management services to individuals, families, and businesses. Rebecca is committed to helping her 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

MEADVILLE, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Emily Spadafore is a financial advisor who works for LPL Financial LLC in Meadville, Pennsylvania. Rebecca has been a registered representative since 2022 and has been in the financial services industry since 2017. Rebecca holds the Series 7TO, Series 66 and SIE licenses. She has worked with various clients, including investment clubs, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Rebecca provides financial planning, pension consulting, educational seminars, and other advisory services to individuals and businesses.

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

Janney Montgomery Scott LLC

location

OIL CITY, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Way is a registered representative at Janney Montgomery Scott LLC. Rebecca is licensed to offer securities and investment advice in Pennsylvania. Rebecca has been in the securities industry since August 2022. Rebecca is a Series 7TO and SIE exam holder and has a strong foundation in financial services.

SPECIALIZATIONS

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

Hbks Wealth Advisors

location

ERIE, PA

0 Disclosures

ADVISOR BIO

Rebekah Lacorte is a registered investment advisor representative with Hbks Wealth Advisors. Rebekah is located in ERIE, PA and has been working in the industry since 2012. Rebekah's experience includes time spent at Locust Capital Management in Philadelphia, PA and HBKS Wealth Advisors in Conshohocken, PA. Rebekah is a Series 65 licensed advisor and holds a current registration with the state of Pennsylvania. Rebekah is a specialist in retirement and estate planning, investment management for individuals and businesses, as well as insurance and college savings.

SPECIALIZATIONS

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

THE Retirement Guys Formula

location

Verona, PA

0 Disclosures

ADVISOR BIO

Rebekah Kiger is a financial advisor with over 10 years of experience in the financial services industry. Rebekah is a Registered Representative and Investment Advisor Representative with The Retirement Guys Formula and Retire Pittsburgh Management LLC. Rebekah specializes in Retirement Planning, College Savings, and Investment Management for individuals and families. She is passionate about helping her clients achieve their financial goals and live their best lives.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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