Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Commonwealth Financial Network

location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Christian Miller is a financial advisor with Commonwealth Financial Network, registered in Pennsylvania. Christian has been in the industry since 2019. Christian holds the Series 7TO and SIE securities licenses and the Series 66 insurance license. Christian previously worked for Coghill Investment Strategies and BPU Investment Management. Christian is a graduate of the University of Pittsburgh.

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

Thrive Wealth Management, LLC | CFP ® (Certifications)

location

AUDUBON, PA

0 Disclosures

ADVISOR BIO

Christian Dekker is a financial advisor at Thrive Wealth Management, LLC based in Audubon, PA. Christian is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Christian also holds a license as a Life and Health Insurance agent.

SPECIALIZATIONS

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

Stonex Advisors Inc.

location

NAZARETH, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christian Butler is a Registered Representative with Stonex Advisors Inc. with a current registration in Pennsylvania. Christian has a Series 66 and a Series 7TO and a SIE license. Christian has been in the industry since June 2022 and specializes in providing financial consulting services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Thrive Capital Management, LLC

location

FORT WASHINGTON, PA

0 Disclosures

ADVISOR BIO

Christian Abraham is a financial advisor with over 10 years of experience in the financial services industry. He is currently registered with Thrive Capital Management, LLC in Pennsylvania. Prior to joining Thrive, Christian has worked with several firms, including Goldman Sachs & Co. LLC, SEI Investments Distribution Co., PNC Investments, and ING Financial Partners, Inc. Christian holds a variety of licenses and certifications, including Series 7, Series 6, Series 63, and Series 65. He specializes in providing financial planning and portfolio management services to individuals and high-net-worth clients.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

LANCASTER, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christian Boutsikaris is a financial advisor associated with Equitable Advisors, LLC, and has been in the industry since March 29, 2010. Christian is registered in 14 states and has a Series 66, Series 24, and Series 7 license. He has offices in Lancaster, PA.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Horsham, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christian Tolino is a financial professional with experience in the securities industry. Christian has been registered with the state of Pennsylvania since September 6, 2024. Christian is currently employed with Charles Schwab & CO., Inc. where Christian is registered as a Registered Representative. Christian has previously been employed with VANGUARD MARKETING CORPORATION. Christian has passed the Series 63, Series 66 and Series 7TO exams.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christian Kulczytzky is a registered representative with Vanguard Advisers, Inc. Christian is licensed in Pennsylvania and Texas. Christian has been in the securities industry since September 2016. Christian is a Series 63 and Series 66 licensed representative. Christian is also licensed as a Series 7 and holds the SIE. Christian is associated with the Malvern, PA branch office of Vanguard Advisers, Inc. Christian has been with Vanguard Advisers, Inc. since July 2016. Christian has been a member of the Vanguard Group since July 2016. Christian works with a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, health and welfare trusts, and pooled investment vehicles.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Pittsburgh, PA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christian Cardello is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Pittsburgh, Pennsylvania. Christian has been in the securities industry since 1996 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Christian is registered with the state of Pennsylvania as an investment advisor representative. Christian has a strong understanding of the financial markets and is committed to providing clients with personalized investment advice that meets their individual needs. Christian is also registered with the state of Arizona, Florida, Georgia, Ohio, and West Virginia, and is a registered representative with Cambridge Investment Research, Inc.

SPECIALIZATIONS

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

Petredis Investment Advisors

location

WARRENDALE, PA

0 Disclosures

ADVISOR BIO

Christian Sava Petredis is a financial advisor at Petredis Investment Advisors in Warrendale, PA. Christian has over 7 years of experience in the financial services industry. Christian specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Previously, Christian worked at Wells Fargo Clearing Services, LLC in Sewickley, PA. Christian is registered with the state of Pennsylvania and Texas.

SPECIALIZATIONS

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

Venn Wealth & Benefit Services, LLC

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Christian Halas is a registered investment advisor representative with Venn Wealth & Benefit Services, LLC. Christian has been in the industry since 1995 and is licensed in Pennsylvania. Christian holds a Series 7 and a Series 66 license. Venn Wealth & Benefit Services, LLC is a fee-based firm offering a range of financial planning and advisory services to individual clients, including portfolio management, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

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