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Advisors in Pennsylvania
16,409 Results
Unclaimed

Morgan Stanley

location

Pittsburgh, PA

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Betty Lou Lamb is a financial advisor with Morgan Stanley. Betty Lou Lamb has been in the financial services industry since 1979. She has worked at several firms including Legg Mason Wood Walker, Incorporated, Citigroup Global Markets Inc. and Morgan Stanley Smith Barney. Betty Lou Lamb has been registered with FINRA since 1979. Betty Lou Lamb is licensed in 35 states to provide investment advice, including Florida, Texas, Pennsylvania and several others. She is also registered with the Securities and Exchange Commission (SEC) and is a Registered Investment Advisor. She is licensed to offer securities and investment advisory services.

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

Brick & Kyle Associates Inc.

location

NEWTOWN, PA

0 Disclosures

ADVISOR BIO

Betty Deane Brick is an investment advisor representative with Brick & Kyle Associates Inc. Betty has been in the industry since 1993. Betty is registered with the state of Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

LEBANON, PA

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Beverly Ann Barr is a registered investment advisor representative with SPC. Beverly has been in the financial services industry since 1983. Beverly also has experience with Park Avenue Securities LLC, Guardian Investor Services Corporation, MONY Securities Corp., The Mutual Life Insurance Company of New York, MML Investors Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Beverly's current registrations include a Series 63 and a Series 65. Beverly has a strong background in the financial services industry, and is committed to providing her clients with the best possible advice.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Yardley, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Beverly Lifeng Roun is a financial advisor currently registered with Charles Schwab & CO., Inc.. Beverly has been in the industry since July 23, 2017. Beverly also has previous registrations with TD AMERITRADE, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CETERA INVESTMENT SERVICES LLC, and NYLIFE SECURITIES LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Assuredpartners Investment Advisors

location

Lancaster, PA

0 Disclosures

ADVISOR BIO

Beverly Clare Bankus is a Registered Investment Advisor representative with Assuredpartners Investment Advisors. Beverly holds a Series 65 license and has been in the industry since June of 2015. Beverly has previous experience with Murray Securus Wealth Management and Homemaking. Beverly is currently registered with the state of Pennsylvania and specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
REFERRALS TO UNAFFILIATED INVESTMENT ADVISERS, COLLEGE PLANNING
Unclaimed
location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Bevin Cecile Baker is a financial advisor registered with Captrust. Baker is currently active in the state of Pennsylvania and is inactive on a Broker Check (BC) basis. Bevin has been in the financial services industry since 2012. Prior to joining Captrust, Bevin Cecile Baker has worked for Cambridge Investment Research, Inc. and NYLIFE Securities LLC. Baker is also an actor, consultant for Benegon Enterprises, and a board member of the New Hazlett Theater. Baker holds Series 7TO, 6TO, 66, and 63 licenses.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

PHILADELPHIA, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Bharat Ramprasad is a financial professional with over 16 years of experience in the industry. Bharat is a registered representative of Stifel, Nicolaus & Company, Inc. and has a wide range of experience in the financial services industry. Bharat is licensed in 53 states and the District of Columbia.

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 Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

FEASTERVILLE, PA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bharati Chanchani is a financial advisor with over 25 years of experience in the industry. Bharati is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Bharati specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Prior to joining Wells Fargo, Bharati worked at Prudential Securities Incorporated and Salomon Smith Barney Inc. Bharati is licensed to provide investment advice in 14 states and holds a Series 7, Series 31, Series 63, Series 65, and SIE licenses.

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

J.p. Morgan Securities LLC

location

King Of Prussia, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Bharbhur Singh is a financial advisor with J.P. Morgan Securities LLC and is registered in Delaware, New Jersey, and Pennsylvania. Bharbhur specializes in various financial areas, including Investment Company Products, Variable Contracts, and Securities. Bharbhur holds the Series 63, Series 6TO, and SIE licenses and has been in the financial industry since March 2023. The J.P. Morgan Securities LLC office where Bharbhur works is located in King of Prussia, Pennsylvania.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Malvern, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bhumi Shah is an active investment advisor representative registered in Pennsylvania and Texas. Bhumi is a Certified Financial Plannerâ„¢ and has been in the financial services industry since 2016. Bhumi is currently employed by Vanguard Advisers, Inc. and specializes in providing financial planning, portfolio management for individuals and businesses, 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

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