Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Blackridge Asset Management, LLC

location

Pittston, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Scot Ahearn is an investment advisor representative with Blackridge Asset Management, LLC. Scot has been in the industry since 1987. Scot has offices in Pittston, Pennsylvania and Jupiter, Florida. Scot is a registered investment advisor in Pennsylvania and New Jersey. Scot offers a variety of services including financial planning, educational seminars, and portfolio management for individuals. Scot is a Series 7, Series 63, and Series 65 licensed holder. Scot is also a registered representative of Blackridge Asset Management, LLC.

SPECIALIZATIONS

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

Providers & Families Wealth Management | CFP ® (Certifications)

location

CARLISLE, PA

0 Disclosures

ADVISOR BIO

Scot Whiskeyman is a financial advisor with Providers & Families Wealth Management. Scot has been in the financial industry for more than a decade, and has a strong track record of helping clients achieve their financial goals. He holds both Series 6 and Series 7 securities licenses, as well as a Series 63, and the Uniform Investment Adviser Law Examination (Series 65). Scot is a Certified Financial Planner. Scot focuses on providing financial planning and portfolio management services to individuals and families. He also offers insurance brokerage services through his business, Providers & Families Wealth Management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Scot Matthew Love is a financial advisor with Edward Jones, a large financial services firm based in St. Louis, Missouri. Scot has been working in the financial services industry since 2013 and is a Registered Representative and Investment Advisor Representative. Scot holds the Series 66, Series 7 and SIE licenses. Scot has been registered with Edward Jones since 2013. Scot has experience working with individual and institutional clients, including high-net-worth individuals, corporations, and trusts. Scot is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

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

Lincoln Investment

location

Horsham, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Scott Merkel is an investment advisor representative with Lincoln Investment and Capital Analysts, both based in Pennsylvania. Scott has been active in the financial industry since October 2004. Scott is registered in multiple states and holds various licenses, including Series 6, 7, 63 and 66. Scott provides financial planning, portfolio management for businesses and individuals and selection of other advisors.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

NEWTOWN SQUARE, PA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Lissansky is a financial professional with over 20 years of experience in the industry. Scott currently works as a registered representative and investment advisor representative for MML Investors Services, LLC. Scott has been with MML Investors Services, LLC since 2017. Prior to that, Scott worked for MSI Financial Services, INC. Scott is licensed to provide investment advice in several states including Delaware, Florida, Maryland, Massachusetts, New Jersey, Pennsylvania and Virginia. Scott offers financial planning, portfolio management and other services to individuals, businesses, trusts, foundations, endowments, pension and profit sharing plans, corporations and insurance companies. Scott is committed to providing his clients with personalized financial advice and guidance.

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

MML Investors Services, LLC

location

HERMITAGE, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Scott Mullen is a financial professional with experience in the industry. Scott is currently registered with MML Investors Services, LLC, and has been working with clients since 2022. Scott is a dedicated professional with a strong understanding of financial markets and investment strategies. Scott is committed to providing clients with personalized advice and guidance to help them reach 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Comperio Retirement Consulting, Inc.

location

MCMURRAY, PA

0 Disclosures

ADVISOR BIO

Scott Francis Fremer is a registered Investment Advisor Representative with Comperio Retirement Consulting, Inc. Scott has been in the industry for more than 25 years and is licensed in Pennsylvania. Scott has a wide range of experience in financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Unclaimed

Ameriprise Financial Services, LLC

location

York, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Scott Stephan is an investment advisor representative at Ameriprise Financial Services, LLC. Scott has been in the financial industry since January 19, 1992 and is registered with the state of Pennsylvania as both a broker-dealer and an investment advisor. Scott's office is located at 3995 E Market St, York, PA 17402.

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

Osaic Wealth, Inc.

location

YARDLEY, PA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Edelman is a financial advisor with over 27 years of experience in the industry. Scott is currently registered with Osaic Wealth, Inc., a firm based in Scottsdale, AZ, and has held registrations with a few other firms. Scott is also a registered representative for the firm's branch office in Yardley, PA, and has a wide range of registrations in several states. Scott is licensed to provide financial planning, educational seminars, and portfolio management for 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
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Scott Andrew Kamin is a registered investment advisor representative with Vanguard Advisers, Inc. He is licensed in Pennsylvania and Texas. Scott has over 20 years of experience in the financial services industry, with a focus on investment advice and portfolio management. He has passed the Series 6, 7, 24, 63 and 65 examinations. Scott has a broad range of experience, including working with individual investors, high-net-worth individuals, corporations, and charitable organizations. His expertise includes financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Scott is committed to providing his clients with personalized advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

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