Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Vicus Capital, Inc.

location

Erie, PA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Anderson is a financial advisor with over 45 years of experience in the financial services industry. Vincent is currently registered with Vicus Capital, Inc. and has a long history of working with individuals, families, and businesses. Vincent is a highly experienced and respected advisor with a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

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

West Conshohocken, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Finley is a financial advisor at Morgan Stanley. Vincent is registered in 38 states and has been active in the financial industry for over 10 years. Vincent's areas of expertise include investment management, financial planning, and portfolio management. Vincent is committed to providing clients with personalized advice and guidance to help them 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Legacy Advisors, LLC

location

PLYMOUTH MEETING, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Albert Panvini is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Vincent is currently associated with Legacy Advisors, LLC, a firm specializing in estate, business succession, and wealth advisory services. Vincent holds both Series 63 and Series 65 licenses, as well as the Series 7 and SIE. He is a licensed investment advisor representative in New Jersey and Pennsylvania. Vincent has also held previous positions with Capital Analysts, Incorporated. Vincent's experience and credentials make him a valuable resource for clients seeking comprehensive financial advice.

SPECIALIZATIONS

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

Newbridge Wealth Management | CFP ® (Certifications)

location

BERWYN, PA

0 Disclosures

ADVISOR BIO

Vincent Barbera is a financial advisor with Newbridge Wealth Management. Vincent Barbera is a Certified Financial Planner (CFP) and has been in the industry since 2002. Vincent Barbera has experience in providing financial planning and portfolio management services to individuals and high net worth individuals. Vincent Barbera is registered with the state of Pennsylvania.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Malvern, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Vincent John Sobocinski is a financial professional with over 15 years of experience in the financial services industry. Vincent John Sobocinski is currently registered with Vanguard Advisers, Inc. and holds several licenses, including Series 6, Series 7, Series 63 and SIE. Vincent John Sobocinski specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Vincent John Sobocinski is also a Certified Financial Planner.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Vincenzo Christopher Blaydon is an Investment Advisor Representative at Vanguard Advisers, Inc. Vincenzo has been in the financial industry for a little over a year, having joined Vanguard in November 2022. Vincenzo holds a Series 7TO, Series 66 and SIE. Vincenzo is licensed in 53 states and the District of Columbia.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

VILLANOVA, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Vinessa Grace Russoniello is a financial advisor who has been in the industry since August 2007. Vinessa is currently registered with Fidelity Personal and Workplace Advisors and is licensed in Pennsylvania and Texas. Vinessa has a background with several other firms, including Fidelity Brokerage Services LLC, Morgan Stanley, Morgan Stanley Smith Barney, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Citizens Securities, Inc.

location

HUNTINGDON VALLEY, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Virgil Addison-eady is a financial professional licensed in Pennsylvania. Virgil has been working in the securities industry since 2020. Virgil is currently registered with Citizens Securities, Inc. Previously, Virgil was affiliated with J.P. MORGAN SECURITIES LLC in Philadelphia, PA. Virgil holds the Series 63, SIE and Series 6TO licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

Wyomissing, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Virgil A Kahl is a financial advisor in Wyomissing, Pennsylvania, with over 20 years of experience in the financial services industry. Virgil A Kahl is currently registered with Commonwealth Financial Network and has been since October 2017. Before that, Virgil A Kahl was registered with National Planning Corporation from September 2002 to October 2017. Virgil A Kahl is a Certified Financial Planner™ professional. Virgil A Kahl offers financial planning, portfolio management, and other services to a variety of clients, including 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
Publication of Financial Periodicals
Unclaimed

Truist Advisory Services, Inc.

location

NEW FREEDOM, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Virginia Irene Woods is a financial advisor with Truist Advisory Services, Inc. Virginia has 8 years of experience in the financial industry and holds Series 6, 7, and 66 securities licenses. Virginia has been registered with Truist Advisory Services, Inc. since 2021. Previously, Virginia was a registered representative with BB&T SECURITIES, LLC and BB&T Investment Services, Inc. and also worked with Cetera Investment Services LLC. Virginia works with a wide range of clients, including individuals, families, businesses, and trusts. Virginia provides financial planning, portfolio management, and other advisory services.

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

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