Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Truist Advisory Services, Inc.

location

KING OF PRUSSIA, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Schubert is a financial advisor with Truist Advisory Services, Inc. Thomas is a seasoned financial professional with over 20 years of experience in the industry. Thomas is a Registered Representative and Investment Advisor Representative, and is licensed in numerous states. Thomas's specialties include Financial Planning and Portfolio Management. He works with a wide range of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Thomas was previously with BB&T Securities, LLC and Janney Montgomery Scott LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

LPL Enterprise, LLC

location

CAMP HILL, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Aumen is an investment advisor representative at LPL Enterprise, LLC. Thomas has been in the securities industry since December 2021. Thomas is licensed to provide securities and investment advisory services in Pennsylvania. Thomas is a registered representative with FINRA and has passed the Series 7, Series 66, and SIE exams. Thomas is also registered as an investment advisor representative in Pennsylvania. Thomas has been employed at LPL Enterprise, LLC since November 2024. Thomas is also an umpire for the York Country Baseball League.

SPECIALIZATIONS

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

Savant Wealth Management | CFP ® (Certifications)

location

Wyomissing, PA

0 Disclosures

ADVISOR BIO

Thomas Williams is a financial advisor with Savant Wealth Management. Thomas has over 20 years of experience in the financial services industry. Thomas is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and holds the Series 7, 24, and 66 securities licenses. Thomas has previously worked at Walnut Street Securities, Inc. and 1st Global Capital Corp. Thomas Williams focuses on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and non-profit organizations. Thomas currently works out of the Wyomissing, PA office of Savant Wealth Management.

SPECIALIZATIONS

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

Nations Financial Group, Inc.

location

Pottstown, PA

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Thomas Gasbarre has been in the financial services industry since 1989 and is currently registered with Nations Financial Group, Inc. Thomas has experience in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Thomas holds a number of securities licenses, including Series 63, 65, 66, and 7. Thomas has also served as a general securities principal for a period of time. In addition to working with Nations Financial Group, Inc., Thomas also works as an agent for Liberty Investment Management.

SPECIALIZATIONS

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

PHILADELPHIA, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Enriquez is a financial advisor with McAdam LLC in Philadelphia, PA. Thomas has been in the industry since December 2011 and is registered to provide investment advice in California, Florida, Georgia, New Jersey, and New York. Thomas is also registered with FINRA and has a Series 66, SIE, and Series 7 license. Thomas holds specializations in 1, 4, 5, and 6. He has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Ambrose Wealth Management

location

CHADDS FORD, PA

disclosure

3 Disclosures

ADVISOR BIO

Thomas Ambrose is an investment advisor representative with Ambrose Wealth Management. Thomas has been in the financial services industry for over 30 years and has held various positions with different firms. Prior to founding Ambrose Wealth Management, Thomas worked at Cambridge Investment Research, Inc. and Prospera Financial Services, Inc. Thomas is currently registered as an investment advisor representative in Pennsylvania. Ambrose Wealth Management provides financial planning, portfolio management for individuals and selection of other advisors.

SPECIALIZATIONS

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

York, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Thomas McIlwee is a financial advisor with Morgan Stanley. Thomas has been in the securities industry since August 2011. Thomas has passed the Series 66, Series 31, and Series 7 exams. Thomas is registered as an Investment Advisor Representative in the state of Pennsylvania. In addition to working with Morgan Stanley, Thomas was previously employed by EDWARD JONES.

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

Equitable Advisors, LLC

location

CONSHOHOCKEN, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Cuffari is an investment advisor representative with Equitable Advisors, LLC. Thomas has been active in the securities industry for over 3 years, having joined Equitable Advisors, LLC in May of 2020. Thomas is registered in the following states: Delaware, Florida, Georgia, Maryland, New Jersey, New York, Pennsylvania, and South Carolina. Thomas holds the following FINRA Series licenses: Series 7TO, Series 6TO, Series 63, and Series 65. Thomas also holds the Series 24 principal exam license. Thomas is a member of FINRA and is subject to their rules and regulations.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Philadelphia, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Miller is an investment advisor representative with over 12 years of experience in the financial services industry. Thomas has a strong track record of success in helping clients achieve their financial goals. He is a registered representative in 53 states and the District of Columbia and is licensed to sell securities and investment advisory services. Thomas is a highly experienced and qualified advisor who specializes in providing financial advice and investment management services to individuals, corporations, and charitable organizations. Thomas is committed to providing his clients with personalized service and helping them make informed decisions about their investments. Thomas is currently employed by J.P. Morgan Securities LLC, a leading investment banking firm. Before joining J.P. Morgan, Thomas worked for PNC Investments and MML Investors Services, LLC.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

NEWTOWN, PA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Seiler is an investment advisor representative with Raymond James & Associates, Inc., located in Newtown, PA. Thomas has been in the securities industry since September 18, 1990. Previously, Thomas was registered with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Thomas is licensed to provide investment advice in Pennsylvania and Texas. Thomas provides investment advice to a wide range of clients, including individuals, corporations, trusts, pensions and other institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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