Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

EWA, LLC | CFP ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Benjamin Ruttenberg is a financial advisor at Ewa, LLC in Pittsburgh, Pennsylvania. Benjamin has been working in the financial services industry for 4 years. Benjamin has a Series 63, Series 6TO and SIE license. Benjamin is a Certified Financial Planner (CFP). In addition to financial services, Benjamin is also involved in insurance sales and service. Benjamin's main focus is working with individuals and families.

SPECIALIZATIONS

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

Liberty Asset Management

location

ALLENTOWN, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Tyler Chunko is a wealth advisor at Liberty Asset Management. Benjamin has been in the financial services industry since 2003, and holds a Series 7, 6, 63 and 66 license. He is registered in several states including Alabama, Florida, Illinois, New Jersey, Pennsylvania and Texas. Prior to joining Liberty Asset Management, Benjamin worked at Morgan Stanley and Wells Fargo Advisors. Benjamin also runs Grit Mat Club, a fitness club where he trains clients.

SPECIALIZATIONS

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

GROVE CITY, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Burkley is an investment advisor representative who has been active in the industry since December 5, 2009. Benjamin Burkley has a current active registration with LPL Financial LLC and Stratos Wealth Partners, LTD. Benjamin has a wide range of experience and registrations in multiple states. Benjamin Burkley's career history includes previous roles at Hefren-Tillotson, Inc., Federated Securities Corp., Northwestern Mutual Investment Services, LLC, and Edward Jones. Benjamin Burkley has passed the Series 66, Series 7, and SIE exams.

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

MML Investors Services, LLC

location

Pittsburgh, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Michael Demblowski is a financial advisor with MML Investors Services, LLC, located in Pittsburgh, PA. Benjamin is currently registered in Pennsylvania and holds Series 6, 7TO, 63 and 66 licenses. Benjamin is a licensed representative with a strong focus on financial planning and portfolio management. He has experience working with individuals, businesses, trusts, charitable organizations, 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Park Avenue Securities LLC

location

BETHLEHEM, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Boyd is a financial professional with over 10 years of experience in the securities industry. Benjamin is a Registered Principal with Park Avenue Securities LLC. Benjamin is licensed to provide securities and investment advisory services in Pennsylvania. Benjamin has held various positions within the financial services industry. Benjamin has passed numerous securities exams, including Series 6, 7, 24, 52, 53, 63, 99 and SIE. Benjamin is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

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

Goldman Sachs & Co. LLC

location

PHILADELPHIA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin R. Banzhof is a registered representative with Goldman Sachs & Co. LLC. Benjamin has been in the securities industry since August 2023. Benjamin is registered to provide securities and investment advisory services in 53 states and territories. Benjamin is a licensed Series 63, 7TO, and SIE securities professional.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin D. Cohen is a financial advisor with over 15 years of experience in the financial services industry. Benjamin D. Cohen is currently registered with Vanguard Advisers, Inc. and holds Series 6, 7, and 63 licenses, as well as the SIE designation. Benjamin D. Cohen is also a Certified Financial Planner. Benjamin D. Cohen has experience providing financial planning services to individuals, businesses, and pooled investment vehicles. Benjamin D. Cohen is also a registered investment advisor in Pennsylvania and Texas.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

NEWTOWN SQUARE, PA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Benjamin Ian Skupp is a financial professional with over 20 years of experience in the industry. Benjamin has been registered with MML Investors Services, LLC since 2017. Prior to joining MML Investors Services, LLC, Benjamin was employed by MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Benjamin holds Series 7, 63 and 66 licenses, as well as the SIE. Benjamin is currently registered in 14 states, and holds an active license in Pennsylvania and Texas. Benjamin works with clients of all sizes and provides financial planning, pension consulting, educational seminars, and asset allocation programs. Benjamin is a member of the Financial Industry Regulatory Authority (FINRA).

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

Elevation Wealth LLC | CFP ® (Certifications)

location

ASTON, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Chambers is an investment advisor representative at Elevation Wealth LLC. Benjamin has been in the financial industry since March 2006. Benjamin is licensed to provide investment advisory services in Pennsylvania and Texas. Benjamin also holds a Series 66 license and is a Certified Financial Planner. Elevation Wealth LLC is an investment advisor registered with the state of Pennsylvania. The firm specializes in providing financial planning and portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Invested Better

Bargeld Financial

location

MEDIA, PA

0 Disclosures

ADVISOR BIO

Benjamin Conteh is an Investment Advisor Representative at Bargeld Financial, LLC. He has experience in the financial industry and holds a Series 66 license. Benjamin is also a registered investment advisor in the state of Pennsylvania. Benjamin is committed to providing comprehensive financial planning and investment management services to individuals and businesses. He has a strong background in project evaluation and stress testing, which he leverages to provide clients with insightful financial advice. Benjamin is also experienced in selecting other financial advisors, ensuring clients have access to the best resources available. Benjamin earned a dual Bachelor of Arts (degree) in International Relations and German Studies from Stanford University in 2012, and completed his MBA in Finance, Strategy and Management, at Emory University’s Goizueta Business School, in 2022. Benjamin has eight years of full-time work experience, with the bulk of his experience being in People Operations, educational staffing, employee management and program management. Education and Certification MBA, Finance, Strategy and Management, Emory University’s Goizueta Business School BA, International Relations and German Studies, Stanford University FINRA SIE, Series 7TO and Series 66 Licenses PA domestic insurance producer license

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PROJECT EVALUATION AND STRESS TESTING

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