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Advisors in Pennsylvania
16,409 Results
Unclaimed

Englebert Financial Advisers, LLC

location

ALLENTOWN, PA

0 Disclosures

ADVISOR BIO

Christopher Englebert is an investment advisor representative at Englebert Financial Advisers, LLC. Christopher has been in the industry since 1983 and is registered with the state of Pennsylvania. Christopher is a Series 63, Series 65, Series 3, and Series 7 licensed representative. Christopher is also registered with the state of Texas as a resident investment advisor representative. The firm has offices in Allentown, Pennsylvania. Christopher is affiliated with Englebert Financial Advisers, LLC and Morgan Stanley.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC | CFP ® (Certifications)

location

LE MOYNE, PA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Fedoriw is a financial advisor who has been in the industry since 1999. Christopher is a registered representative with Janney Montgomery Scott LLC, a large financial services firm headquartered in Philadelphia, Pennsylvania. Christopher works in the firm's Le Moyne, Pennsylvania branch office.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Mitchell is a financial advisor with Vanguard Advisers, Inc. He has been in the industry since 2016 and is registered in Pennsylvania and Texas. Christopher specializes in providing financial planning, portfolio management, and selection of other advisors. He is a Certified Financial Planner and has passed the Series 63, Series 7, and SIE exams. Christopher has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

CAMP HILL, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Alan Zeiders is an Investment Advisor Representative with Cetera Investment Advisers LLC. Christopher has been in the industry since September 1998. His firm offers a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Christopher is registered with the Securities and Exchange Commission (SEC) as an investment advisor and has a Series 63, Series 65, Series 7 and SIE. Christopher is registered to provide investment advisory services in Pennsylvania. Christopher is also licensed to sell insurance in a number of states.

SPECIALIZATIONS

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

MIDDLETOWN, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Brian Dixon is a financial advisor with Edward Jones in Middletown, Pennsylvania. Christopher Dixon has been in the financial services industry since 2007. Christopher Dixon is registered to provide investment advice in Arizona, Colorado, Florida, Maryland, Michigan, Mississippi, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virgin Islands and Virginia. Christopher Dixon is also a Registered Representative with FINRA.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

Carlisle, PA

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher David Grant is a financial advisor with Thrivent Investment Management Inc. He is a registered investment advisor in Pennsylvania and Texas. Christopher has been in the financial services industry since July 19, 2017. He holds the Series 63, Series 65, Series 7, and SIE licenses. Christopher specializes in providing financial planning and portfolio management services to individuals and corporations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

MECHANICSBURG, PA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Lenz is a registered investment advisor representative with MML Investors Services, LLC and Wienken Advisors, Ltd. Christopher has been in the industry since May 22, 1991. Christopher holds a Series 7, Series 6, Series 63 and Series 66 license. Christopher is registered with the state of Pennsylvania and is also registered with the states of Alabama, Alaska, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Maryland, Massachusetts, Michigan, Mississippi, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, and Wyoming.

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

Wescott Financial Advisory Group LLC | CFP ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Christopher Cortese is an investment advisor representative affiliated with Wescott Financial Advisory Group LLC. Christopher is registered with the state of Pennsylvania and Texas. Christopher has been in the industry since November 2010 and holds the Series 7 and Series 66 licenses. Christopher's specializations include investment advisory services, financial planning, portfolio management for individuals and businesses, pension consulting, and asset allocation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES
Unclaimed

Edelman Financial Engines

location

DOWNINGTOWN, PA

0 Disclosures

ADVISOR BIO

Christopher McDermott is a financial advisor at Edelman Financial Engines, a firm that offers financial planning, portfolio management and investment advice. Christopher has been in the industry for several years, and holds Series 7, 6, 63 and 65 licenses, along with the SIE exam certification. Christopher previously worked at SEI Investments Distribution Company and Vanguard Marketing Corporation. Christopher has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Christopher is committed to providing clients with personalized financial advice that helps 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
Publication of Financial Periodicals
Unclaimed

Grove Point Advisors, LLC

location

Canonsburg, PA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Musuneggi is a financial professional with over 20 years of experience in the industry. Christopher is currently registered with Grove Point Advisors, LLC, and has also previously held positions with PRINCOR FINANCIAL SERVICES CORPORATION and VERAVEST INVESTMENTS, INC.. Christopher holds a variety of licenses and certifications, including Series 6, 7, 63, and 65. In addition to their work with Grove Point Advisors, LLC, Christopher is the President of The Musuneggi Financial Group, LLC. Christopher provides a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Christopher specializes in working with individuals, businesses, and charitable organizations. Christopher is committed to providing personalized financial advice that helps clients reach 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

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