Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

J.p. Morgan Securities LLC

location

Philadelphia, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Marsh is an investment advisor representative with J.p. Morgan Securities LLC in Philadelphia, PA. Timothy has been in the industry since March 1, 2022. Timothy is registered to offer securities in 53 states and is also registered as an investment advisor representative in Pennsylvania and Texas. Timothy holds the Series 66, Series 7TO, and SIE exams.

SPECIALIZATIONS

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

Wealthcare Advisory Partners LLC | CFP ® (Certifications)

location

GREENSBURG, PA

0 Disclosures

ADVISOR BIO

Timothy McGuire is a financial advisor with Wealthcare Advisory Partners LLC. Timothy McGuire has been in the financial industry for over 30 years and specializes in portfolio management for both individuals and businesses, as well as financial planning and pension consulting. Previously, Timothy McGuire was registered with Hackett Associates, Inc. and Lincoln Financial Advisors Corporation. He holds Series 6, 7 and 63 licenses and is also a Certified Financial Planner. Timothy McGuire has a long and successful career in the financial services industry, providing advice and guidance to clients on their financial goals.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

LEMONT FURNACE, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Sepsi is an investment advisor representative with Osaic Wealth, Inc., located in Lemont Furnace, PA. Timothy has been in the industry since 2013 and is registered in multiple states to offer a wide range of financial services. Timothy has passed a variety of exams, including the Series 6, Series 7, Series 63, and Series 65, which reflect his commitment to professional development and ongoing education. Timothy holds a strong understanding of investment strategies and can help clients develop personalized financial plans that meet their unique goals. Prior to joining Osaic Wealth, Timothy worked for SAGEPOINT FINANCIAL, INC. and WADDELL & REED.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

RADNOR, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Timothy John Herrera is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Janney Montgomery Scott LLC in Pennsylvania. He is also registered with the state of Pennsylvania as an Investment Advisor Representative (IAR). Timothy's prior experience includes working at Douglas Bremen & Co., Inc. Timothy holds Series 6, 7, 31, 63 and 66 securities licenses.

SPECIALIZATIONS

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

Oneamerica Securities, Inc.

location

Grove City, PA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Crouse is a financial professional with over 10 years of experience in the industry. Timothy is currently registered with Oneamerica Securities, Inc. and is located in Grove City, Pennsylvania. Timothy is a Series 6 and Series 63 licensed professional, and has passed the SIE exam. Timothy previously worked at W&S Brokerage Services, Inc. in Franklin, Pennsylvania. Timothy specializes in providing financial advice to individuals and businesses.

SPECIALIZATIONS

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

Sterling Investment Advisors Ltd. | CFC ® (Certifications)

location

BERWYN, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Flatley is a financial advisor with over 40 years of experience in the industry. He has a broad range of experience having worked with several firms over the years, including Cambridge Investment Research, Inc. and Walnut Street Securities, Inc. Currently, Timothy is affiliated with Sterling Investment Advisors Ltd. and is registered as an Investment Advisor Representative in Pennsylvania, New Jersey, and Florida. He is also a Chartered Financial Consultant and has a strong understanding of financial planning and investment management. Timothy offers financial planning services and manages portfolios for individual and institutional clients. He is a member of several industry organizations, including the Financial Planning Association.

SPECIALIZATIONS

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

Members Wealth LLC | CFP ® (Certifications)

location

MEDIA, PA

0 Disclosures

ADVISOR BIO

Timothy MacArak is a Certified Financial Planner with over 18 years of experience in the financial services industry. Timothy has a strong background in providing investment advice to both individuals and high-net-worth individuals. He is currently registered with Members Wealth LLC in Media, PA, and previously held positions at PERSHING LLC, TD AMERITRADE, INC., PIPER JAFFRAY & CO., and Bryn Mawr Capital Management, LLC. Timothy is committed to providing personalized financial planning services to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

GREENSBURG, PA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Mark Weishorn is a financial advisor with LPL Financial LLC in Greensburg, PA. Timothy has been in the financial industry since 1999. Prior to joining LPL Financial LLC, Timothy was a financial advisor with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO ADVISORS, LLC. Timothy is a registered representative of LPL Financial LLC and is registered to provide investment advice in 23 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Philadelphia, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Murphy is a registered representative with Morgan Stanley. Timothy has been in the securities industry since 2013 and is currently registered in 44 states and the District of Columbia. Timothy offers a variety of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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

Park Avenue Securities LLC

location

KING OF PRUSSIA, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Carroll is a financial advisor based in KING OF PRUSSIA, PA. Timothy is registered with Park Avenue Securities LLC, which has its main office in NEW YORK, NY. Timothy has been in the industry since 2011 and holds Series 6 and Series 63 licenses. Timothy is a financial advisor with over a decade of experience providing a variety of financial services.

SPECIALIZATIONS

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

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