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Advisors in Pennsylvania
16,409 Results
Unclaimed
location

INDIANA, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Marlene Sottile is a registered investment advisor representative with Osaic FA, Inc. Shannon has been in the securities industry since November 21, 2003. Shannon has also held positions at Investment Professionals, Inc. and UVEST Financial Services Group, Inc. Shannon has passed the Series 7, Series 63 and the SIE exams.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Morris is a financial advisor at Vanguard Advisers, Inc. with over 15 years of experience in the industry. Shannon has a broad range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Shannon holds the Series 7, 24, 63, and 65 licenses, as well as the SIE. Shannon's expertise includes financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

JOHNSTOWN, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Boyd is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in providing a range of investment services. Shannon is registered to offer securities in 36 states, and has been active in the industry since 2015. Shannon has a Series 7 and Series 63 license and holds the SIE designation. Shannon has experience working with a variety of clients including individuals, families, and businesses.

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

MacRo Advisors, Inc. | CFP ® (Certifications)

location

YORK, PA

disclosure

2 Disclosures

ADVISOR BIO

Shannon Renee Shupp is a financial advisor with MacRo Advisors, Inc. based in York, Pennsylvania. Shannon has over 20 years of experience in the financial services industry. Shannon is a Certified Financial Planner™ professional and holds the Series 6 and Series 63 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Maguire is an active investment advisor representative with Equitable Advisors, LLC, a leading financial services company. Shannon has been in the industry for over 10 years, having worked in various financial roles prior to joining Equitable. Shannon is registered in California, Georgia, Indiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Shannon holds the Series 66, 24, 7 and SIE licenses. Shannon specializes in financial planning, portfolio management, and pension consulting. Shannon is committed to providing their clients with personalized advice and guidance to help them achieve 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
Unclaimed
location

FRANKLIN, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Nichole Kasunic is a registered investment advisor with Edward Jones. Shannon has been working in the industry since November 2013 and holds the Series 66, Series 7, and SIE exams. Shannon specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Shannon is registered in a number of states including Pennsylvania, Texas, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, Tennessee, Utah, Virgin Islands, Virginia, Washington and West Virginia.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

West Chester, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Birdsall is an investment advisor representative with Osaic Wealth, Inc.. Shannon has been in the financial services industry since May 20, 1999. Shannon holds the Series 6, Series 7, Series 63, and Series 65 licenses. Shannon specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Shannon has over 20 years of experience in the financial services industry and is committed to providing her 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
Unclaimed

M Holdings Securities, Inc.

location

Moosic, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Leah Rogers is a financial advisor with over 15 years of experience in the industry. Shannon is currently registered with M Holdings Securities, Inc. Shannon holds licenses for Series 63, 66 and 7 and SIE. Prior to joining M Holdings Securities, Inc., Shannon worked at Prudential Investment Management Services LLC, CUNA BROKERAGE SERVICES, INC., and Ameriprise Financial Services, Inc. Shannon specializes in providing financial advice to individuals, corporations, and businesses.

SPECIALIZATIONS

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

M Holdings Securities, Inc.

location

BETHLEHEM, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Kichline is a financial professional with over 10 years of experience in the industry. Shannon is currently registered with M Holdings Securities, Inc. in Bethlehem, Pennsylvania. Shannon has a strong background in investment company products and variable contracts, having passed the Series 6 exam in 2018. Shannon's professional designations include the Series 63 and SIE exams. Shannon's expertise lies in providing financial planning and portfolio management for both 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
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC | CFC ® (Certifications)

location

Pittsburgh, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Quinn Sharrer is a financial advisor with Ameriprise Financial Services, LLC. Shannon has been in the financial industry since April 2005. Shannon is registered as a Broker-Dealer and an Investment Advisor Representative in Pennsylvania and Texas. Shannon has a Series 7, Series 63, and Series 66 licenses and holds the Chartered Financial Consultant designation. Shannon also has outside employment with S&T Bank. Shannon is affiliated with Investment Professionals, Inc., and Raymond James Financial Services, Inc.

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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