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Advisors in Pennsylvania
16,409 Results
Unclaimed

Lincoln Investment

location

Fort Washington, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Valerie Widhson is a financial advisor with Lincoln Investment. Valerie is a registered representative in Pennsylvania, with a Series 7, Series 66, and Series 24 license. Valerie is licensed to provide investment advisory services to individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, and high-net-worth individuals.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

CRANBERRY TOWNSHIP, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Valerie Fitzgerald is a financial advisor with over 16 years of experience in the financial services industry. Valerie has a strong track record of providing clients with personalized financial advice and investment management services. Valerie is a registered representative of Raymond James & Associates, Inc. and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Valerie has held previous positions at MML Investors Services, LLC, MSI Financial Services, Inc., Cetera Advisor Networks LLC, and Walnut Street Securities, Inc. Valerie holds Series 7, 9, 10, 24, and 63 licenses. Valerie is dedicated to helping clients achieve their financial goals.

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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

PALMYRA, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Valerie Kristin McBride is a financial advisor who has been in the industry since 2015. She is currently registered with Raymond James Financial Services Advisors, Inc. and has passed both Series 7 and Series 66 exams. Valerie has a background in banking and financial advising and has a deep understanding of the industry. Valerie is a dedicated and experienced financial advisor who is committed to helping her clients achieve their financial goals.

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Valerie Elizabeth Cianfaro is a registered Investment Advisor Representative with Vanguard Advisers, Inc. Valerie has been in the financial industry since 2020 and is licensed in Delaware, Pennsylvania, and Texas. Valerie holds the Series 66, Series 7TO, and SIE licenses.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Lancaster, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Valerie McCord is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Valerie McCord has 14 years of experience in the financial services industry. Valerie McCord is registered in Pennsylvania and Texas. Valerie McCord is affiliated with Fulton Bank, Fulton Financial Advisors, and Specific Solutions.

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

Lincoln Investment

location

Wexford, PA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Valerie Ann Visconti is a financial advisor with over 20 years of experience in the industry. She currently holds registrations with Lincoln Investment and Capital Analysts in Pennsylvania. Valerie has experience working with a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Her focus is on providing financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

Reading, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Valerie Delp is a financial professional with over 10 years of experience in the financial services industry. Valerie is registered with Pruco Securities, LLC and is licensed in multiple states including California, Florida, Maryland, New York, North Carolina, and Pennsylvania. Valerie has a broad range of experience in insurance and investments and holds the Series 6, 7, 63, and 65 licenses. Valerie works with individuals, businesses, and trusts and estates.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

PITTSBURGH, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Valerie Lyle is a financial advisor with Stifel, Nicolaus & Company, Inc. in Pittsburgh, PA. Valerie has over 29 years of experience in the financial services industry. Valerie holds the Series 7, Series 63 and Series 65 licenses. Valerie has been registered with Stifel, Nicolaus & Company, Inc. since 2007. Prior to joining Stifel, Nicolaus & Company, Inc., Valerie was employed by Ryan Beck & Co., J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp and PaineWebber Incorporated. Valerie Lyle is a registered representative and investment advisor representative.

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

Allegheny Investments, Ltd.

location

PITTSBURGH, PA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Valissa Marie Mignanelli is a registered representative with Allegheny Investments, Ltd. Valissa has been in the industry since 2012, joining Allegheny Investments, Ltd. in 2015. Valissa holds the Series 6, Series 99 and SIE licenses. Before Allegheny Investments, Ltd., Valissa was registered with EDGEWOOD SERVICES, INC. Valissa is based out of Allegheny Investments, Ltd.'s Pittsburgh, Pennsylvania office.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

ZELIENOPLE, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Vance Neal is a financial advisor with over 37 years of experience in the industry. Vance currently works at LPL Financial LLC and is registered as a broker and investment advisor in several states, including Pennsylvania, Florida, Michigan, Nevada, and Texas. Vance has a wide range of experience in the financial services industry, and is committed to providing personalized advice and guidance to his clients. Vance has obtained multiple industry licenses and designations, including the Series 7, Series 6, Series 22, Series 24, and Series 63. Vance provides financial advice to a variety of clients including individuals, corporations, and pension and profit-sharing plans.

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

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