Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Good Life Advisors, LLC

location

READING, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Susan Saleem is a financial advisor with over 20 years of experience in the industry. She has been registered with the Securities and Exchange Commission (SEC) since 2001. Susan is currently affiliated with Good Life Advisors, LLC, a registered investment advisor firm based in Reading, Pennsylvania. Previously, Susan has worked for several other financial firms including Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Susan has a strong track record of providing financial advice to individuals, families and businesses. She specializes in financial planning, portfolio management and educational seminars. Susan is also a licensed insurance agent, offering a range of insurance products to her clients.

SPECIALIZATIONS

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

Wescott Financial Advisory Group LLC | CFP ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Susan Green, a Certified Financial Planner, is a registered investment advisor representative with Wescott Financial Advisory Group LLC. She has been with the firm since June 2013. Susan is registered in Pennsylvania, Texas and New Jersey. Susan is a licensed investment advisor representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES
Unclaimed
location

West Conshohocken, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Susan Teresa Dudek is a financial advisor with over 20 years of experience in the industry. Susan has been registered with Morgan Stanley since 2009 and holds several licenses, including Series 63, Series 7, and SIE. Susan is a licensed advisor in multiple states, including Pennsylvania and Texas. Susan has a long history of working with individual clients, corporations, and institutions to help them reach their financial goals. Susan is committed to providing her clients with personalized financial advice and investment management 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

Bancroft Capital, LLC

location

FORT WASHINGTON, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Susan Elizabeth Gress is a registered representative with Bancroft Capital, LLC. Susan has been in the financial services industry since 1985. She has a variety of experience, including working with CFG Capital Markets, LLC and Boenning & Scattergood, Inc. Susan holds the Series 7, 63, 65, 24 and SIE licenses, along with the Series 99TO Operations Professional examination. She is registered in over 20 states as an Investment Advisor Representative and has passed the Uniform Investment Adviser Law Examination. Susan is dedicated to providing her clients with sound financial advice and guidance to meet their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Unclaimed

Hunter Associates LLC

location

PITTSBURGH, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Susan Lynn Packard is a registered representative with Hunter Associates LLC. Susan has been in the financial services industry since January 1992 and has been with Hunter Associates LLC since January 1995. Susan holds the Series 7 and Series 63 securities licenses. Prior to joining Hunter Associates LLC, Susan was employed by PARKER/HUNTER INCORPORATED and CHAPLIN-MULLAUGH, INCORPORATED.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

PHILADELPHIA, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Susan Gardner is a financial advisor with Osaic Wealth, Inc. Susan has been in the industry since 1995. She is licensed in Pennsylvania. Susan holds the Series 6, SIE and Series 63 licenses. Osaic Wealth, Inc. is a Scottsdale, Arizona-based investment firm that manages over $94 billion in assets. The firm has been in operation for over 25 years and has a team of over 4,000 advisors. Osaic Wealth offers financial planning, portfolio management, and investment advisory services. They specialize in serving high-net-worth individuals, families, and institutions.

SPECIALIZATIONS

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

Berwyn, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Susan Mohacey is a registered representative with Morgan Stanley. Susan has been in the financial services industry since June 1, 2006. Susan has a Series 7, Series 66, and SIE licenses. Susan is registered in 49 states and the District of Columbia. Susan specializes in portfolio management for individuals, businesses and investment companies, and provides financial planning services. Susan was previously employed by Newbridge Securities Corporation and Haverford Trust Securities, Inc.

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

Riggs Asset Management Co. Inc.

location

DALLAS, PA

0 Disclosures

ADVISOR BIO

Susan Shoemaker is a registered investment advisor with Riggs Asset Management Co. Inc. in Dallas, Pennsylvania. Susan has been in the industry since 1989 and is a licensed investment advisor in Pennsylvania. Susan has experience with a variety of investment products and services, including family office, financial planning, publication of periodicals, and selection of other advisors. Susan has also been registered with other firms in the past, including Fleet Securities Inc., FMG Securities Corp. and Salomon Brothers Inc.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

DOYLESTOWN, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Susan Pajer is a financial advisor with over 12 years of experience in the industry. Susan is currently registered with Oppenheimer & Co. Inc. and is licensed to offer investment advice in a number of states. Previously, Susan was a financial advisor with WELLS FARGO ADVISORS, LLC. Susan specializes in providing investment advice to individuals and families, corporations, and retirement plans. She is committed to helping her clients achieve their financial goals through comprehensive financial planning and investment management. Susan's goal is to help her clients grow their wealth while protecting their assets.

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
Unclaimed

Thrivent Investment Management Inc.

location

Lehighton, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Susan Lovejoy is an investment advisor representative at Thrivent Investment Management Inc. with over 17 years of experience in the financial services industry. Susan has a strong background in providing financial planning and portfolio management services to individuals. She is also registered as an investment advisor in Pennsylvania and Texas. In addition to her work at Thrivent, Susan is active in her community, serving as President of the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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