Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

LPL Enterprise, LLC

location

Canonsburg, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Staci Vitali is a registered representative with LPL Enterprise, LLC. Staci has been in the financial services industry since 2020. Staci is licensed to offer securities in Delaware, Florida, Michigan, New Mexico, Ohio, Pennsylvania, Utah, and West Virginia. Staci specializes in portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

RADNOR, PA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Staci Lynn Bousquet is a financial advisor currently registered with Osaic FS, Inc. and Osaic FA, Inc. Staci has over 25 years of experience in the financial industry, beginning her career in 1996. Staci is committed to providing personalized financial advice to individuals, families, and businesses.

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 LIMITED BASIS.
Unclaimed

MML Investors Services, LLC

location

Pittsburgh, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Staci Diclaudio is a financial professional with over 27 years of experience in the industry. Staci currently works for MML Investors Services, LLC, a firm with a vast network and experience in financial advising. Staci is registered to provide financial advice in 53 states and is licensed to conduct business in Pennsylvania and Massachusetts. Staci is dedicated to providing comprehensive financial advice, offering personalized solutions to meet the needs of individuals, families, and businesses.

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

UBS Financial Services Inc.

location

CANONSBURG, PA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Staci Q Black is a financial advisor at UBS Financial Services Inc. Staci has been in the industry since 1995 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and PNC Brokerage Corp. Staci is registered in Pennsylvania and has Series 63, 65, 7, and SIE licenses.

SPECIALIZATIONS

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

Wyomissing, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Stacy Mensch is a registered investment advisor representative with Morgan Stanley. Stacy has been in the industry since April 2006 and has offices in Wyomissing, Pennsylvania. Stacy has passed the Series 66, SIE, and Series 7 exams. Stacy holds registrations in all 50 states. Stacy has experience working with a variety of client types, including individuals, high-net-worth individuals, businesses, and corporations. Stacy provides a variety of services, including financial planning, portfolio management, 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
location

Pittsburgh, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Stacy Jacob is a registered representative with Edward Jones. Stacy has been in the industry since 2023 and has a Series 66, Series 7TO and SIE. Stacy is registered in Pennsylvania and Missouri, and holds both a securities and investment advisor registration. Stacy specializes in retirement planning, college savings, income planning, and estate planning. Stacy works in the Pittsburgh office and is committed to providing personalized financial guidance to help 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

Cambridge Investment Research Advisors, Inc.

location

Irwin, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Stacy McHugh is a financial advisor with Cambridge Investment Research Advisors, Inc. Stacy has been in the financial industry since October 29, 2008. Stacy has a wide range of experience in the financial industry, having worked with several other firms prior to Cambridge Investment Research Advisors, Inc. Stacy holds several licenses, including the Series 7, Series 63, and Series 65. Stacy has also earned the SIE designation. Stacy is a registered representative and investment advisor representative with the state of Pennsylvania.

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
Unclaimed

Osaic Wealth, Inc.

location

YARDLEY, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Stacy Brilliant is an advisor at Osaic Wealth, Inc. based in YARDLEY, PA. Stacy is a licensed advisor with over 6 years of experience in the financial services industry. Stacy has successfully completed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Osaic Wealth, Inc. is a leading provider of financial advisory services to individuals, families, and businesses. Osaic Wealth, Inc. provides a range of financial planning and investment management services including portfolio management for individuals and businesses, financial planning, selection of other advisors, and educational seminars.

SPECIALIZATIONS

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

Kooman & Associates

location

ALTOONA, PA

0 Disclosures

ADVISOR BIO

Stacy Marie Anderson is a financial advisor with Kooman & Associates. Stacy is a registered representative in Pennsylvania and has been in the industry since March 2008. Stacy specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Prior to joining Kooman & Associates, Stacy worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Stacy is also an independent insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Scarsdale Investment Group, Ltd.

location

BLUE BELL, PA

0 Disclosures

ADVISOR BIO

Stan Richelson is an investment advisor representative with Scarsdale Investment Group, Ltd. Stan is registered with the state of Pennsylvania and has been in the industry since 1991. Stan works out of the Blue Bell, PA office.

SPECIALIZATIONS

Financial Planning Services
NON-DISCRETIONARY, NON-INVESTMENT SUPERVISORY SERVICES

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