Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Lincoln Investment | CFC ® (Certifications)

location

WEST ABINGTON TWP, PA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Robert Lanton has been active in the financial services industry since 1982. Thomas is currently registered with Lincoln Investment and Capital Analysts. Thomas offers a range of services including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Thomas holds licenses for Series 6, 7, 24, 63, and 65 and is also a Chartered Financial Consultant.

SPECIALIZATIONS

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

Hightower Advisors, LLC | CFA ® (Certifications)

location

Wayne, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Thomas MacAluso is a financial advisor at Hightower Advisors, LLC. Thomas has been working in the financial industry since February 2020. He specializes in providing financial planning, portfolio management, and treasury management services. Thomas is registered as a financial advisor in 25 states. He is also a Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Conshohocken, PA

experience

27 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Thomas Venute Christopher is a financial advisor with over 20 years of experience in the industry. Thomas is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since July 2009. Prior to that, Thomas worked for WELLS FARGO ADVISORS, LLC. Thomas holds multiple licenses including Series 6, 7, 9, 10, 63, and 66. Thomas is also registered as an Investment Advisor Representative in Pennsylvania. Thomas specializes in providing investment advisory services for individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

HAZLETON, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Warren Seigendall is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Thomas has been in the financial industry since 2006, and is currently licensed in Pennsylvania and Texas. He has a diverse set of credentials including the Series 66, 63, 7 and SIE exams. Thomas can provide financial planning, pension consulting and portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

ALTOONA, PA

experience

48 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Leroy Weimer is a financial advisor with over 40 years of experience in the industry. Thomas has been registered with Stifel, Nicolaus & Company, Inc. since September 2009 and previously worked at UBS Financial Services Inc. Thomas is a Series 7, 9, 10, 30, 63, and 65 licensed professional. Thomas is registered as an investment advisor representative in Pennsylvania and Texas.

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

Stifel, Nicolaus & Company, Inc.

location

BETHEL PARK, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Edward Martin is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Bethel Park, PA. Thomas has been in the securities industry since January 2, 1997. Thomas is registered with the following securities authorities: Pennsylvania, Texas and FINRA. Thomas is a registered Investment Advisor Representative in Texas and Pennsylvania. The advisor's professional experience includes previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc. Thomas holds the Series 3, 7, 31, 63 and 65 licenses. The advisor's qualifications include the Securities Industry Essentials Examination, Futures Managed Funds Examination, and General Securities Representative Examination.

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

CHESTERBROOK, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Ritson Ferguson is a financial advisor who has been working in the industry since May 2020. Thomas is registered with Wells Fargo Clearing Services, LLC and is licensed in several states. Thomas has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Thomas specializes in various areas including investment consulting, financial planning, and pension consulting.

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

Morgan Stanley | CFP ® (Certifications)

location

Sewickley, PA

experience

48 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Wentling is a financial advisor with Morgan Stanley. Thomas has been in the financial industry since 1977 and has a wide range of experience. Thomas holds Series 7, 5, 15, 63, 65 and SIE licenses, as well as a Certified Financial Planner designation. Thomas has also been a board member for several non-profit organizations. Prior to joining Morgan Stanley, Thomas worked at UBS Financial Services Inc. and Blyth Eastman Dillon & Co. Incorporated.

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

Hornor, Townsend & Kent, LLC

location

CONSHOHOCKEN, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Edward Landy is a financial advisor at Hornor, Townsend & Kent, LLC, located in Conshohocken, Pennsylvania. Thomas has been working in the financial services industry since November 23, 2001. Thomas is registered to offer investment advisory services in Pennsylvania and is also a registered representative in 17 states. Thomas has a Series 66, Series 7, and SIE license. Thomas also offers insurance brokerage services through 1847 Financial and retirement plan consulting services through 1847 Wealth Advocate.

SPECIALIZATIONS

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

Jacobi Capital Management, LLC

location

PITTSTON, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Romanowski is an investment advisor representative with Jacobi Capital Management, LLC, and is based in Pittston, Pennsylvania. Thomas has been in the industry for more than 7 years. Thomas is registered with the state of Pennsylvania as a registered representative and investment advisor. They have licenses for Series 66, SIE, and Series 7. Thomas has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Thomas is dedicated to providing clients with the best possible service and helping them achieve their financial goals. They are also a member of the Wyoming Seminary Alumni Council.

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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