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Advisors in Pennsylvania
16,409 Results
Unclaimed

THE Fairman Group, LLC

location

CHESTERBROOK, PA

0 Disclosures

ADVISOR BIO

Samuel Mullen is an investment advisor representative who works for The Fairman Group, LLC. Samuel has been in the industry since 2013 and is registered with the state of Pennsylvania. The Fairman Group is a registered investment advisor that provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. The firm's main office is located in Chesterbrook, Pennsylvania.

SPECIALIZATIONS

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

RKL Private Wealth

location

LANCASTER, PA

0 Disclosures

ADVISOR BIO

Samuel Ahmed Ben ali is an Investment Advisor Representative at RKL Private Wealth. Samuel Ahmed Ben ali is registered in Pennsylvania and has been working in the financial services industry since August 2023. Samuel Ahmed Ben ali holds the Series 65 license. RKL Private Wealth is a firm that provides financial planning, portfolio management, and other investment services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

TLG Advisors, Inc.

location

Philadelphia, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Jacobs is an investment advisor representative at TLG Advisors, Inc. Samuel has been in the financial services industry since 1994. Samuel has a broad range of experience, having worked with firms such as AXA Advisors, LLC and Manor House Capital LLC. Samuel has a strong track record of success in providing financial advice and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fidelity Personal AND Workplace Advisors

location

WAYNE, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Stehr is an investment advisor representative at Fidelity Personal And Workplace Advisors. Samuel has been in the industry since 2023. Samuel has a Series 7TO, Series 66 and SIE. Samuel is registered in all states as an investment advisor representative. Samuel has experience working at MML Investors Services, LLC. Fidelity Personal And Workplace Advisors provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

PHILADELPHIA, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Charles Biscotto is a financial advisor at Fidelity Personal And Workplace Advisors. Samuel has been in the financial services industry since October 2013. Samuel is registered with the state of Pennsylvania as an Investment Advisor Representative. Samuel holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Samuel has a strong track record of providing financial advice to individuals, families, and businesses. Samuel is also a Certified Financial Planner. Samuel is committed to helping his clients achieve their financial goals. Fidelity Personal And Workplace Advisors is a large, well-established firm with a strong reputation for providing comprehensive financial services. Samuel’s experience and expertise make him an ideal choice for those seeking financial advice.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WAYNE, PA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Samuel Bookbinder is an investment advisor representative who has been in the industry since 1992. Samuel is currently registered with Wells Fargo Clearing Services, LLC. Samuel has passed the Series 7, Series 63, and SIE exams. Samuel holds registrations in 22 states and has a wide range of experience working with different types of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Samuel has a strong background in financial planning, portfolio management, and investment consulting.

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

Wealth Advisors Network, Inc.

location

Johnstown, PA

0 Disclosures

ADVISOR BIO

Samuel Catanese is an investment advisor representative at Wealth Advisors Network, Inc. Samuel has been a registered investment advisor in the state of Pennsylvania since 2020. Samuel is a Series 65 license holder. Samuel has experience in the investment industry since 1976. Samuel also holds a number of board member positions, including Treasurer for the Murtha Foundation and the Camp Catanese Foundation. Samuel is also a Trustee for several trusts and is a partner in a real estate venture with a CPA firm.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

YORK, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Dalby is an investment advisor representative with Wells Fargo Clearing Services, LLC. Samuel has been in the industry since February 1, 1994 and has held previous positions at Prudential Securities Incorporated. Samuel holds Series 7, 63, and 65 licenses. Samuel's firm has a total of approximately $10 billion - $50 billion under management.

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

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

Pittsburgh - Wexford, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Joseph Dippold is a financial advisor with over 12 years of experience in the financial services industry. Samuel is currently registered with Robert W. Baird & Co. Inc. in Pittsburgh, Pennsylvania, and holds Series 7, Series 66, and SIE licenses. He previously worked at Hefren-Tillotson, Inc. in Wexford, Pennsylvania, before joining Robert W. Baird. Samuel is a Certified Financial Planner and serves on the board of Catholic Charities Diocese of Pittsburgh. He specializes in working with individuals, high-net-worth individuals, corporations, investment companies, 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Centaurus Financial, Inc.

location

WYOMISSING, PA

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Samuel Jeffrey Dorko is a financial advisor who joined Centaurus Financial, Inc. on April 14, 2023. Samuel has been working in the industry since April 13, 2023. Samuel holds the Series 63, Series 6TO, and SIE licenses and is registered with the state of Pennsylvania. Samuel is located in the Wyomissing branch office of Centaurus Financial, Inc.

SPECIALIZATIONS

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

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