Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Lansing Street Advisors

location

Conshohocken, PA

0 Disclosures

ADVISOR BIO

Stephen Topley is an Investment Advisor Representative at Lansing Street Advisors. Stephen is a registered Investment Advisor in Pennsylvania. Stephen has been in the financial services industry for over six years. Stephen has worked at various companies, including AmerisourceBergen, Ernst & Young, and Centri Business Consulting. Stephen holds a Series 65 license, Stephen has a Bachelor of Science in Accounting from Penn State University. Stephen is also the owner of ST Accounting LLC, which provides bookkeeping and accounting services.

SPECIALIZATIONS

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

Logan Capital Management, Inc.

location

Newtown Square, PA

0 Disclosures

ADVISOR BIO

Stephen Subers Lee is a financial advisor who is licensed to provide investment advice in Pennsylvania and Texas. Stephen is affiliated with Logan Capital Management, Inc., which is headquartered in Newtown Square, Pennsylvania. Stephen has been in the industry since 1991. Stephen's previous employment history includes positions at National Securities Corporation, VFINANCE INVESTMENTS, INC, VFINANCE INVESTMENTS, MERCER SECURITIES, LTD. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stephen's areas of specialization include: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Financial Planning, Selection of Other Advisers, and Publication of Periodicals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Publication of Financial Periodicals
Unclaimed

RTD Financial Advisors Inc. | CFP ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Stephen Horstmann is an Investment Advisor Representative associated with RTD Financial Advisors Inc. Stephen has been in the industry since August 2018 and holds the Series 65 license. Stephen has several years of experience in the financial services industry. In addition to the Series 65 license, Stephen is also a Certified Financial Planner.

SPECIALIZATIONS

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

Pittsburgh Financial Planners, Inc. | CFA ® (Certifications)

location

BRIDGEVILLE, PA

0 Disclosures

ADVISOR BIO

Stephen Bierker is an investment advisor representative at Pittsburgh Financial Planners, Inc. based in Bridgeville, Pennsylvania. Stephen has been in the industry since 2004 and has a strong track record of success in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Stephen is a Chartered Financial Analyst (CFA) and holds the Series 7, 31, and 66 licenses. In addition to his role at Pittsburgh Financial Planners, Inc., Stephen is also a managing member of SGBier Enterprises, LLC, which provides business consulting services.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Stephen McClellan is an investment advisor representative for MML Investors Services, LLC in Newtown Square, Pennsylvania. Stephen has been in the financial services industry since June 2022, and holds the Series 7, Series 66, and SIE securities licenses. Stephen is registered in several states, including Florida, Maryland, and Pennsylvania. Stephen specializes in financial planning, asset allocation programs, 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Eugene Graham is a financial advisor with over 13 years of experience in the financial services industry. Stephen Graham is registered with Vanguard Advisers, Inc., and has been with the firm since October 2006. Stephen Graham is licensed to offer securities and investment advisory services in 53 states and the District of Columbia. Stephen Graham holds a Series 6, 7, and 66 licenses, as well as the SIE exam. Stephen Graham offers financial planning services, portfolio management for individuals, businesses, and pooled investment vehicles, and assists clients with selecting other financial advisors.

SPECIALIZATIONS

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

CMG Capital Management Group, Inc.

location

KING OF PRUSSIA, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Blumenthal is an investment advisor representative with over 38 years of experience in the financial services industry. Stephen is a Registered Representative with CMG Capital Management Group, Inc. He is a licensed investment advisor in the state of Pennsylvania and a resident investment advisor in Texas. Stephen has a strong track record of providing financial advice to individuals and families. Stephen is committed to helping clients achieve their financial goals through a variety of investment strategies, including portfolio management, financial planning, and retirement planning.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

HOLLIDAYSBURG, PA

0 Disclosures

ADVISOR BIO

Stephen Cyril Pramuk is an Investment Advisor Representative at Cetera Investment Advisers LLC, located in Hollidaysburg, Pennsylvania. Stephen has been in the industry since February 2004 and has been registered with Cetera Investment Advisers LLC since December 2017. Stephen holds the Series 65 license and has a current registration as an Investment Advisor Representative in Pennsylvania. Stephen is also the owner of Pramuk Wealth Management, LLC.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

HUNTINGDON VALLEY, PA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephen Ebbecke is a financial advisor with over 40 years of experience in the industry. Stephen has been registered with LPL Financial LLC since 2005 and previously worked with Lincoln Financial Securities Corporation. Stephen is a Certified Financial Planner and a Chartered Financial Consultant. Stephen specializes in providing financial planning, investment advice, and consulting services to individuals, families, and businesses. Stephen is committed to helping clients achieve their financial goals and objectives.

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

Cadaret, Grant & CO., Inc.

location

Altoona, PA

experience

45 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephen Perove is a financial advisor with over 40 years of experience. Stephen has held various roles in the financial industry, working at firms such as IDS Financial Services Inc., American Express Financial Advisors Inc., and Anthony Misciagna & Co., Inc. Stephen is currently registered as an investment advisor representative at Cadaret, Grant & CO., Inc., in Altoona, Pennsylvania. Stephen specializes in providing financial planning, portfolio management, and investment advisory services for individuals, families, and businesses. Stephen also has extensive experience in pension consulting and educational seminars. Stephen is committed to helping clients achieve their financial goals through a personalized approach.

SPECIALIZATIONS

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

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