Years of Experience
5-20+ Years
SEWICKLEY, PA
1 Disclosures
ADVISOR BIO
Tiffany Broomfield is an investment advisor representative with True Wealth Design, LLC. Tiffany has been in the financial services industry for over 8 years. Prior to joining True Wealth Design, LLC Tiffany worked at Equitable Advisors, LLC and Connolly Financial Services. Tiffany holds the Series 6, 7, 63, and 65 licenses and the SIE. Tiffany's areas of specialization include retirement planning, financial planning, insurance, and college savings plans.
SPECIALIZATIONS
BETHLEHEM, PA
27 Years Experience
0 Disclosures
ADVISOR BIO
Tiffany Gilbert is a registered investment advisor representative with Cornerstone Advisors Asset Management, LLC. Tiffany has been in the financial services industry since December 1997, and holds the Series 63, Series 65, Series 7 and SIE licenses. Tiffany works with clients to help them develop financial plans and manage their investments. Tiffany has experience working with corporations, other businesses, individuals, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities. Cornerstone Advisors Asset Management, LLC is an independent investment advisory firm located in Bethlehem, PA. The firm provides a variety of investment services, including financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
Wayne, PA
6 Years Experience
0 Disclosures
ADVISOR BIO
Tiger Stidnick is a financial professional at Charles Schwab & CO., Inc. Tiger has been in the industry since September 2018. Tiger holds the Series 7 and 66 securities licenses and the SIE exam and is registered as a broker in 28 states and as an investment advisor in Pennsylvania and Texas. Tiger's experience is primarily in asset-based fee programs and subscription pricing for financial planning.
SPECIALIZATIONS
Berwyn, PA
7 Years Experience
0 Disclosures
ADVISOR BIO
Tim Calio is an investment advisor representative currently registered with Morgan Stanley. Tim has been working in the financial industry since 2017. Tim has a Series 7, Series 63, and Series 66 license. Tim is registered in 36 states, including Pennsylvania and Texas. Tim specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, and charitable organizations. Tim previously worked at J.P. MORGAN SECURITIES LLC.
SPECIALIZATIONS
WEST CHESTER, PA
0 Disclosures
ADVISOR BIO
Timmy Lee Baker is an investment advisor representative with Wealthcare Advisory Partners LLC, a firm with offices in Jupiter, Florida, and West Chester, Pennsylvania. Timmy has been in the financial industry since 1984, and has held previous positions with firms such as NFP Securities, Inc., WFG Investments, Inc., Raymond James Financial Services, Inc., and Prudential Securities Incorporated. Timmy has earned the Series 63, Series 65, Series 7, Series 24, and Series 51 licenses. In addition to investment advisory services, Timmy is also an author and owner of Conscious Wealth, LLC, a business that focuses on marketing and distribution of his book, The Awakened Investor. Timmy's experience and expertise make him a valuable resource for individuals and businesses seeking financial advice.
SPECIALIZATIONS
YORK, PA
21 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Sutherland is a financial advisor with Cambridge Investment Research Advisors, Inc. located in YORK, Pennsylvania. Timothy has been working in the financial services industry since 2003 and is a Registered Representative with FINRA and licensed in numerous states. He has a broad range of experience in providing investment advice to individuals, families, and businesses. Timothy Sutherland is a Certified Financial Planner and is committed to providing his clients with personalized financial advice and strategies that meet their unique needs and goals.
SPECIALIZATIONS
Wayne, PA
41 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Dwyer is a financial advisor who has been in the industry since 1984. Timothy Dwyer currently works for Principal Securities, Inc. in Wayne, PA. Timothy Dwyer holds the following licenses: Series 6, Series 63, and SIE. Timothy Dwyer also has the Certified Financial Planner designation.
SPECIALIZATIONS
MALVERN, PA
8 Years Experience
0 Disclosures
ADVISOR BIO
Timothy John Walsh is a registered Investment Advisor Representative with Vanguard Advisers, Inc. Timothy holds licenses in Pennsylvania and Texas. Timothy has been in the securities industry for over 7 years. He is also a contracted driver for Uber, Lyft, DoorDash, and Grubhub. Timothy has worked with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Timothy offers investment advice, financial planning, and portfolio management services.
SPECIALIZATIONS
GLENMOORE, PA
5 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Cicala is an investment advisor representative at Equitable Advisors, LLC, a registered investment advisor. Timothy Cicala is licensed to provide investment advice in 29 states and has been in the financial services industry since August 28, 2019. Timothy Cicala offers portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.
SPECIALIZATIONS
NEWTOWN SQUARE, PA
31 Years Experience
1 Disclosures
ADVISOR BIO
Timothy Irvine is a financial advisor who has been in the industry since 1994. Timothy is currently registered with MML Investors Services, LLC and holds Series 6, Series 63 and SIE licenses. Timothy has previously worked for MSI Financial Services, INC. and New England Securities. Timothy specializes in providing financial planning, portfolio management, and educational seminars. Timothy is also a licensed insurance agent. Timothy is committed to providing his clients with the highest level of service and expertise.
SPECIALIZATIONS