Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Park Avenue Securities LLC

location

ALLENTOWN, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Bowman is a registered representative with Park Avenue Securities LLC, a leading financial services firm with over 11.8 billion dollars in regulatory assets under management. Brendan is located in Allentown, PA and has been in the industry since November 2023. Brendan holds a Series 6TO and SIE and specializes in providing financial planning, education seminars, and selection of other advisors.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Lyons is a financial advisor with Vanguard Advisers, Inc., a firm that provides advisory services to individuals, businesses, and institutions. Brendan holds Series 7 and Series 63 licenses and has experience working with clients in Pennsylvania and Texas. Brendan has been in the financial industry since 2016 and focuses on providing comprehensive financial planning, investment management, and selection of other advisors.

SPECIALIZATIONS

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

Independent Financial Partners

location

Downingtown, PA

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brendan Kelly is a financial advisor in Downingtown, PA. Brendan has 30 years of experience in the industry and works for Independent Financial Partners. Brendan is registered with FINRA and the state of California as a Registered Representative. Brendan is also a Registered Investment Advisor in the state of Pennsylvania. Brendan has worked with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Brendan offers a variety of services to clients, including financial planning, investment management, and pension consulting. Brendan has received a Series 6, Series 7, and Series 63 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC

location

CHESTERBROOK, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Dwyer is a financial advisor with Wells Fargo Clearing Services, LLC in Chesterbrook, PA. Brendan has been in the financial services industry for 20 years. Brendan has a strong background in providing financial planning and portfolio management services to individuals and businesses. Brendan has been registered with FINRA since 2006 and is a registered investment advisor in Pennsylvania and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameriprise Financial Services, LLC

location

MIFFLINBURG, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brendan David Mutchler is an Investment Advisor Representative with Ameriprise Financial Services, LLC, a firm with a broad range of investment offerings and services. Brendan has been in the industry since August 2020 and is registered in 31 states, including Pennsylvania, where Brendan is licensed as a Registered Representative and Investment Advisor Representative. Brendan's specializations include portfolio management for individuals, businesses, and pensions. Brendan has also passed the Uniform Combined State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Commonwealth Financial Network

location

PITTSBURG, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Ward is an Investment Advisor Representative with Commonwealth Financial Network. Brendan is a Registered Representative and Investment Advisor Representative. Brendan has been working in the financial services industry since February 2011. Brendan works in Pittsburg, Pennsylvania and has been registered with Commonwealth Financial Network since August 2011. Brendan holds the Series 7, Series 66, and SIE licenses.

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

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Rotondi is a financial professional registered with Janney Montgomery Scott LLC. Brendan is a Series 7, Series 99, and SIE licensed representative who specializes in providing financial guidance to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Brendan has been in the financial industry since February 13, 2024, and 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
Unclaimed
location

PITTSBURGH, PA

experience

13 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Brendan Gallagher is a financial advisor at LPL Financial LLC. Brendan is a Registered Representative and Investment Advisor Representative. He is licensed in 11 states and has been in the industry since 2011. He is currently registered with LPL Financial LLC and was previously registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and EDWARD JONES.

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

MML Investors Services, LLC

location

HORSHAM, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Daly is an active investment advisor representative with MML Investors Services, LLC. Brendan is licensed to provide investment advice in Pennsylvania and Texas. Brendan has a background in accounting and has previously worked at Deloitte Tax LLP, Cosaint Insurance Partners LLC and Temple University. Brendan has passed the Series 7TO, SIE and Series 66 exams. Prior to joining MML Investors Services, Brendan worked for Equitable Advisors, LLC and is registered with both FINRA and the SEC. Brendan is committed to providing personalized financial advice to help 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Inevitable Wealth Coaching

location

NEWTOWN SQUARE, PA

0 Disclosures

ADVISOR BIO

Brendan Magee is a registered Investment Advisor Representative, associated with Inevitable Wealth Coaching. Brendan has been in the industry for over 24 years and is licensed to sell life insurance. Brendan holds Series 2, 6, 22, 63 and 65 securities licenses and has passed the Uniform Investment Adviser Law Examination and Uniform Securities Agent State Law Examination. Brendan Magee is also a licensed insurance agent and may engage in commissionable insurance or fixed annuities product sales.

SPECIALIZATIONS

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

Need help matching

with the right advisor?