Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Riggs Asset Management Co. Inc.

location

Dallas, PA

0 Disclosures

ADVISOR BIO

Robert Hamilton Graham is an investment advisor representative at Riggs Asset Management Co. Inc. Robert has been in the industry since 1989 and has experience in a variety of areas, including financial planning and portfolio management. Robert has a strong understanding of the investment landscape and is committed to providing his clients with personalized financial advice. Robert holds the Series 6, 7, 24, 63, and 65 licenses. Robert has been registered with the Securities and Exchange Commission (SEC) since 2000 and is currently registered in Pennsylvania and Virginia. Robert previously worked at Raymond James Financial Services, Inc., Robert Thomas Securities, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE
Publication of Financial Periodicals
Unclaimed

Pinnacle Investments, LLC | CFP ® (Certifications)

location

PHILADELPHIA, PA

experience

33 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Robert Steven Beck is a financial advisor at Pinnacle Investments, LLC. Robert has over 30 years of experience in the financial services industry. Robert is a Certified Financial Planner and holds the Series 31, Series 7 and SIE licenses. Robert has worked at several firms during his career including Morgan Stanley and UBS Financial Services Inc.

SPECIALIZATIONS

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

Pittsburgh, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Robert Petrus wilhelm Kanters is a financial advisor who has been in the industry since 1985. Robert is currently registered with Morgan Stanley. Robert has previously worked at CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED and LEGG MASON MASTEN INC. Robert is a licensed agent with a Series 63, Series 7 and a SIE license.

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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Robert Anthony Cinalli is an active advisor who has been in the industry since July 25, 1984. Robert Cinalli is currently registered with Equitable Advisors, LLC and has been working with them since 1999. Robert Cinalli has been in the industry for 38 years. Robert Cinalli also has a past association with The Equitable Life Assurance Society of the United States, Financial Equities Resources, Inc., and North American Management, Inc. Robert Cinalli is a licensed professional specializing in financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

EXTON, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Robert Clayton is a financial advisor with MML Investors Services, LLC in Exton, Pennsylvania. He has been in the industry for over 1 year, with experience working at both Equitable Advisors, LLC and Merrill Lynch. Robert is a Series 66, Series 7TO and SIE licensed professional and registered as a Registered Representative in Pennsylvania. He specializes in providing a wide range of services, including asset allocation programs, financial planning, pension consulting, educational seminars and selection of other advisors. His firm offers a variety of investment advisory services for individuals, businesses, and institutions, including investment companies, trusts, and foundations.

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

LPL Financial LLC | CFP ® (Certifications)

location

ALLENTOWN, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Robert Livingston is a financial advisor with over 25 years of experience in the industry. Robert is a Registered Representative and Investment Advisor Representative, and holds Series 7, 24, 63, and 65 licenses. He is also a Certified Financial Planner. Robert is currently registered with LPL Financial LLC and has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert specializes in providing financial advice to individuals, families, and businesses. He offers a wide range of services, including financial planning, investment management, and insurance.

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

LPL Financial LLC | PFS ® (Certifications)

location

BETHLEHEM, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Robert Schubert is an investment advisor representative with LPL Financial LLC. Robert has been in the financial services industry for 20 years. Robert is registered with the state of Pennsylvania and is a Series 66, Series 7, and SIE licensed representative. Robert has previously worked at Woodbury Financial Services, Inc. and Royal Alliance Associates, Inc. Robert specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

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 Institutions, Inc.

location

Blairsville, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Robert J. Montag is an investment advisor representative with Osaic Institutions, Inc. Robert has been in the industry since 2003. He has a series 6, 7, 24, 63 and 65. Robert is registered in the state of Pennsylvania. Robert has experience with providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals. Robert is also a member of the New Deal Hunting and Fishing Camp.

SPECIALIZATIONS

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

Roffman Miller Associates Inc. | CFP ® (Certifications)

location

PHIALDELPHIA, PA

0 Disclosures

ADVISOR BIO

Robert Hofmann is an investment advisor representative currently registered with Roffman Miller Associates Inc. Robert has over 20 years of experience in the financial services industry. Robert is a Certified Financial Planner and has a Series 63, 65, 7, 9 and 10 license. Previously, Robert was registered with Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc. Robert is currently registered in New Jersey and Pennsylvania.

SPECIALIZATIONS

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

MECHANICSBURG, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Robert Whitaker is a financial advisor at Edward Jones. Robert has been a registered representative with FINRA for over 7 years. Robert's specialties include financial planning and portfolio management. Robert has a wide range of experience working with individuals, businesses and trusts. The firm offers a variety of investment services, including financial planning, portfolio management and insurance.

SPECIALIZATIONS

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

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