Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Cetera Investment Advisers LLC

location

MEADVILLE, PA

experience

27 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Sheila Carmen is a financial advisor with Cetera Investment Advisers LLC, located in Meadville, Pennsylvania. Sheila has been in the industry since August 21, 1997. She has a broad range of experience, having worked with multiple firms over the years. Sheila holds various licenses, including Series 7, Series 26, Series 63, and Series 65. She specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services 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
location

Carlisle, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Sheila Rae Hunter is a financial advisor with Edward Jones. Sheila has been in the financial industry for over 10 years and holds the Series 7 and 66 securities licenses as well as the SIE. She is currently registered in 25 states, including Pennsylvania, Texas, California, Florida, and Maryland. Sheila Rae Hunter is a highly experienced financial advisor with a passion for 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

LPL Financial LLC

location

WAYNESBURG, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Shelby Nicole Stilwell is a financial advisor with LPL Financial LLC. Shelby is licensed to provide financial advice in Florida and Pennsylvania. Shelby has been in the financial services industry since April 5, 2018. Previously, Shelby was a financial advisor with Waddell & Reed. Shelby earned a Series 6 license in April 2018, and later earned the Series 63 and Series 65 licenses. Shelby provides financial planning services to individuals, businesses, charitable organizations, pension and profit-sharing plans, corporations, and other businesses.

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

RKL Private Wealth

location

LANCASTER, PA

0 Disclosures

ADVISOR BIO

Shelby Jury is a Registered Investment Advisor Representative (IAR) affiliated with RKL Private Wealth. Shelby has a Series 65 license and is registered with the state of Pennsylvania. Shelby has been in the industry since 2019 and previously worked at Susquehanna University and Clearfield Area Junior-Senior Highschool. Shelby's areas of specialization include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

WILLIAMSPORT, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Shelby Mulberger is a financial advisor at Morgan Stanley with over 30 years of experience in the industry. Shelby has worked at a number of firms throughout her career, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Keystone Brokerage, Inc.. Shelby is a Series 7, Series 24, Series 31, and Series 63 licensed professional. Shelby is registered with the Securities and Exchange Commission (SEC) and is a member of FINRA. Shelby provides a range of financial services to individuals, businesses, and institutions, including investment management, financial planning, and asset allocation advice.

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

Goldman Sachs & Co. LLC

location

PHILADELPHIA, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Shelby Umbarger is a registered representative with Goldman Sachs & Co. LLC. Shelby is a licensed securities professional who has passed the Series 7TO, SIE, and Series 63 examinations. Shelby has been registered with the firm since August 13, 2021.

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

LPL Enterprise, LLC

location

EPHRATA, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Sheldon Mark Brubaker is a financial advisor with LPL Enterprise, LLC in Ephrata, Pennsylvania. Sheldon has been in the financial services industry since 1997. Sheldon holds Series 7 and 63 licenses and is also a Registered Investment Advisor. Sheldon also works with Prudential Insurance Company of America and Pruco Securities, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

WILLIAMSPORT, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Sheldon Duane Castle is a financial advisor who has been in the industry since 1995. Sheldon is currently registered with Cetera Investment Advisers LLC. Sheldon has previously been registered with VOYA FINANCIAL ADVISORS, INC., LPL FINANCIAL LLC, M&T SECURITIES, INC., ALLFIRST BROKERAGE CORPORATION, KEYSTONE BROKERAGE, LLC, LIBERTY SECURITIES CORPORATION, MARKETING ONE SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., INDEPENDENT FINANCIAL SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Sheldon is a Certified Financial Planner and holds several licenses including Series 6, 7, 4, 24, 63 and 65.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ALLENTOWN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Shelley Fraker is a registered representative with Wells Fargo Clearing Services, LLC in Allentown, PA. Shelley is a licensed securities professional with over 7 years of experience in the financial services industry. Shelley is registered with the state of Pennsylvania and holds Series 66, Series 7, and SIE licenses. Shelley specializes in providing financial advice and investment management services to individuals, families, and businesses. Previously, Shelley was associated with Ameriprise Financial Services, LLC in Allentown, PA.

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

Hudock Capital Group | CFP ® (Certifications)

location

WILLIAMSPORT, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Shelley Sue Whitnack is a registered investment advisor representative with Hudock Capital Group. Shelley has been in the financial services industry since 2001 and has a strong track record of success. Shelley is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. Shelley holds the Series 6, 7, 63 and 65 licenses as well as the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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