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Advisors in Pennsylvania
16,409 Results
Unclaimed
location

Blue Bell, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Sean Bergin is an investment professional with over 20 years of experience in the financial services industry. Currently, Sean is a registered representative of Morgan Stanley, where he works as an investment advisor. Sean holds the Series 7, 7TO, 31, and 63 licenses. He is also a registered investment advisor in Pennsylvania and Texas. Prior to joining Morgan Stanley, Sean was a partner at Bergin & Co., LLC, and was also involved with Ironview Capital Management LLC.

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

Cetera Investment Advisers LLC

location

WAYNE, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sean Ryan is a financial advisor with Cetera Investment Advisers LLC, based in WAYNE, PA. Sean has over 15 years of experience in the financial services industry, specializing in financial planning, pension consulting, and portfolio management. Sean provides a personalized approach to investing and works with a wide range of clients, including individuals, businesses, and charitable organizations. Sean is dedicated to helping clients achieve their financial goals and is committed to providing high-quality service.

SPECIALIZATIONS

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

Wescott Financial Advisory Group LLC | CFP ®,CFA ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Sean Mark Roberts is an Investment Advisor Representative at Wescott Financial Advisory Group LLC, a firm headquartered in Philadelphia, Pennsylvania. Sean has been in the financial services industry since 1994, with experience in various roles. Sean is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL ANALYST. His previous roles include serving as an advisor at IFG NETWORK SECURITIES, INC. and KEOGLER, MORGAN & COMPANY, INC. Sean also has prior experience at ASSET PLANNING SERVICES in HARLEYSVILLE, Pennsylvania. Sean specializes in providing financial planning, pension consulting, and asset allocation services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES
Unclaimed

Lincoln Investment

location

Mercer, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Sean Battin is an investment advisor representative at Lincoln Investment and Capital Analysts in Mercer, Pennsylvania. Sean holds Series 6, 7TO, 63, and 65 licenses. Sean has been in the financial services industry since 2014. Sean specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Sean has over 10 years of experience in the financial services industry.

SPECIALIZATIONS

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

Sage Financial Group Inc. | CFP ®,CFA ® (Certifications)

location

WEST CONSHOHOCKEN, PA

0 Disclosures

ADVISOR BIO

Sean Dwyer is a financial advisor who has been in the industry since 2004. Sean is registered with Sage Financial Group Inc. in Pennsylvania. Sean has a strong background in financial planning and portfolio management. Sean is also a Certified Financial Planner and Chartered Financial Analyst. Sean is committed to helping his clients achieve their financial goals. Sean has previously worked at Vanguard Marketing Corporation and UBS Financial Services Inc. Sean has experience working with a variety of clients, including individuals, families, and businesses.

SPECIALIZATIONS

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

Alden Investment Group

location

Doylestown, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Sean Newman is an investment advisor representative with Alden Investment Group. Sean has been in the industry since April 2000. Sean holds the Series 7, Series 63 and SIE licenses. Sean is registered with the following states: Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington, and West Virginia. Sean is also registered as an investment advisor representative with Alden Investment Advisors, LLC. Sean is an investment advisor representative and specializes in Retirement Plans and Financial Planning for individuals. Sean currently works in the Wayne, Pennsylvania office of Alden Investment Group.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
RETIREMENT PLANS
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Sean Schmid is a financial advisor with Equitable Advisors, LLC. Sean has been in the financial industry for over 13 years, and holds Series 63, Series 65, Series 7TO, and SIE licenses. Sean has extensive experience providing financial advice to clients in Pennsylvania and a number of other states.

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

NEWTOWN, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Sean Fillmore Deming is a registered investment advisor with Raymond James & Associates, Inc. Sean has been in the industry since 1991. Sean specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars. Sean is registered with the Securities and Exchange Commission (SEC) and FINRA. Sean has been registered with Charles Schwab & Co., Inc., Oppenheimer & Co. Inc., Morgan Stanley DW Inc., and Prudential Securities Incorporated.

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

Rockefeller Financial LLC | CFP ® (Certifications)

location

YARDLEY, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Sean Arnold is a financial advisor currently registered with Rockefeller Financial LLC. Sean Arnold is a CERTIFIED FINANCIAL PLANNER™ professional with over 8 years of experience in the financial services industry. Sean Arnold has a strong background in providing financial planning and investment management services to a wide range of clients.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Sean Patrick Hennessey is a financial advisor registered with Vanguard Advisers, Inc. Sean is licensed in 53 states and the District of Columbia. Sean has been in the financial industry since 2019 and has a total of 5 exams, including Series 7, 63, 66 and SIE. Sean has a background in working as a financial analyst and has experience in helping clients with financial planning and investment management.

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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