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Advisors in Pennsylvania
16,409 Results
Unclaimed

Equitable Advisors, LLC

location

CORRY, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Roger Burlingame is a financial advisor with Equitable Advisors, LLC. Roger is a licensed investment advisor and has been in the industry since 2014. Roger is registered to provide investment advice in Colorado, Florida, New York, North Carolina, Ohio and Pennsylvania. Roger has passed the Series 66, Series 7 and SIE exams. Roger is a financial advisor with over nine years of experience. Roger has a branch office location in Corry, Pennsylvania. Roger has been a financial advisor with Equitable Advisors, LLC since 2014.

SPECIALIZATIONS

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

Gibson Capital, LLC | CFA ® (Certifications)

location

WEXFORD, PA

0 Disclosures

ADVISOR BIO

Roger Cass Gibson is a financial advisor with over 30 years of experience in the financial services industry. Roger is currently registered with Gibson Capital, LLC as an Investment Advisor Representative. Gibson Capital, LLC provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Roger has a deep understanding of the financial markets and has a proven track record of helping clients achieve their financial goals. Prior to joining Gibson Capital, LLC, Roger held positions at Allegheny Investments, LTD., GIBSON INVESTMENTS, LTD, and Financial Estate Planning.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

SEWICKLEY, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Roger Zahn is a financial advisor with Principal Securities, Inc. Roger is a registered investment advisor in Pennsylvania and Texas. Roger has been a financial advisor for over 30 years, and has extensive experience in providing financial planning and investment management services. Roger specializes in helping individuals, families, and businesses reach their financial goals.

SPECIALIZATIONS

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

Kestra Advisory Services, LLC

location

GLENSIDE, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Roger Walton is an investment advisor representative at Kestra Advisory Services, LLC. Roger has been in the industry for over 20 years, having started their career at Equity Services, Inc. in 1999. Roger is registered to provide investment advice in Pennsylvania, and is also a registered representative in several states. In addition to their advisory work, Roger is also a licensed insurance agent. Roger is committed to providing personalized financial advice to their clients, and believes in helping them reach their financial goals. Roger has experience working with individuals, families, and businesses. Roger's specialties include retirement planning, investment management, and insurance planning.

SPECIALIZATIONS

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

Roble, Belko AND Company, Inc.

location

Sewickley, PA

0 Disclosures

ADVISOR BIO

Roger William Roble is an investment advisor representative at Roble Belko & Company. Roger has been in the industry since 1986 and holds Series 3, Series 7 and Series 63 licenses. Roger is registered with the state of Pennsylvania.

SPECIALIZATIONS

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

Ventura Wealth Management

location

YARDLEY, PA

0 Disclosures

ADVISOR BIO

Roger Klein, a financial advisor, is registered with the state of New Jersey and Pennsylvania. He has been in the industry since January 1982. Roger Klein is currently affiliated with Ventura Wealth Management and has previous experience with Timing Strategies Corporation. Roger Klein specializes in financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Concourse Financial Group Securities, Inc.

location

Ashland, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Roger Heidlebaugh is a financial advisor who has been in the industry since November 2009. Roger is currently registered with Concourse Financial Group Securities, Inc. as a Registered Representative and Investment Advisor Representative. Roger has held previous roles at Infinex Investments, Inc., Santander Securities LLC, BB&T Securities, LLC, BB&T Investment Services, Inc., Cetera Investment Services LLC, Beaconsfield Financial Services, Inc., and Waddell & Reed, Inc.. Roger is currently active in Pennsylvania, Arizona, California, Delaware, District of Columbia, Florida, Georgia, Maryland, New Jersey, North Carolina, South Carolina and Virginia. Roger holds the Series 7, Series 66, and SIE securities licenses. Roger is also a financial advisor with a specialization in retirement planning, investment management, insurance, and estate planning.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

PHILADELPHIA, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Roger Bruce Syracuse is a financial advisor at Raymond James & Associates, Inc., with over 16 years of experience in the industry. Syracuse has a broad range of experience, including working at Deutsche Bank Securities Inc. and UBS Financial Services Inc. prior to joining Raymond James. Syracuse holds Series 7, 31, and 66 licenses and SIE certification. Syracuse is registered to provide investment advice in 29 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Cetera Investment Advisers LLC

location

PIPERSVILLE, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Roger Vanpelt is an investment advisor representative with Cetera Investment Advisers LLC. Roger is registered with FINRA, the Securities and Exchange Commission (SEC), and 26 states, including Pennsylvania and Texas. Roger has worked in the financial services industry since October 28, 1987. Roger has served as a financial advisor with various firms including IFG Network Securities, Inc., Royal Alliance Associates, Inc. and Cetera Advisors LLC.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Camp Hill, PA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Roger Allan Place is a financial advisor who has been in the industry since 1994. Roger is currently registered with Ameriprise Financial Services, LLC, a large firm with over $1 trillion in assets under management. Roger has been with Ameriprise since 2005 and has experience working with high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. Roger can provide a variety of financial advisory services including financial planning, pension consulting, portfolio management, and asset allocation. Roger holds the Series 7, Series 63, and Series 65 licenses.

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

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