Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Nylife Securities LLC

location

WAYNE, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Clara Kong is a financial advisor registered with Eagle Strategies LLC. Clara has been in the industry since 1992. Clara holds Series 6, 7, 24, 26, 53 and 66 licenses. Clara has 15+ years of experience providing investment advice and financial planning services to individuals and businesses. Clara has a strong understanding of the markets and the ability to create customized investment plans that meet the unique needs of her clients.

SPECIALIZATIONS

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

Avantax Advisory Services

location

WARWICK, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Clare Marie Shaw has been in the financial services industry since November 2004. Clare is currently registered with Avantax Advisory Services and holds Series 6 and Series 63 licenses as well as the SIE. Clare has experience in tax preparation/accounting as owner/sole proprietor of Clare M Shaw CPA and has been a producer for Avantax Insurance Agency. Clare provides financial planning, pension consulting and portfolio management services to individuals, businesses, 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
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Kathmere Capital Management, LLC | CFP ® (Certifications)

location

WAYNE, PA

0 Disclosures

ADVISOR BIO

Clare Diamond is a financial advisor with Kathmere Capital Management, LLC, an independent investment advisory firm based in Wayne, Pennsylvania. Clare is a Certified Financial Planner™ and has over 6 years of experience in the financial services industry. Clare has a broad range of experience in serving clients across multiple industries. Clare is committed to providing personalized financial planning services and investment management strategies to help clients achieve their financial goals.

SPECIALIZATIONS

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

Stratos Wealth Partners, Ltd.

location

PITTSBURGH, PA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Clare Terese Frederick is a financial advisor with Stratos Wealth Partners, Ltd. Clare has over 30 years of experience in the financial services industry. Clare is registered with the state of Pennsylvania and holds Series 6, 7, 63 and 65 licenses. Clare offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Brookville, PA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Clarence Mercatoris is a financial advisor with over 40 years of experience in the financial services industry. Clarence is currently registered with Cambridge Investment Research Advisors, Inc. and holds licenses to provide financial advice in Pennsylvania and Texas. Clarence has been a financial advisor at Cambridge Investment Research Advisors, Inc. since August 2021. Prior to that, Clarence was a financial advisor at Allegheny Investments, LTD., Janney Montgomery Scott LLC and Parker/Hunter Incorporated.

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

Cambridge Investment Research Advisors, Inc.

location

Brookville, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Clarence Gerald Mercatoris is an active Investment Advisor Representative and Registered Representative registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania. Clarence has been in the industry since May 2020. Clarence also holds a Series 66 license. Clarence's past work experience includes roles at Allegheny Investments, LTD., Montour Heights CC and CNB Bank. Clarence has a strong background in financial planning, portfolio management, and pension consulting. Clarence also offers educational seminars and market timing services.

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

Geneos Wealth Management, Inc. | CFC ® (Certifications)

location

Lansdale, PA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Clarence Andrew Krepps is a financial professional with over 40 years of experience in the industry. Clarence has a broad range of experience with multiple firms, including MULTI-FINANCIAL SECURITIES CORPORATION, JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, AMERICAN PREFERRED SECURITIES, INC., and currently, Geneos Wealth Management, Inc.. Clarence's expertise spans a diverse set of financial services, including investment advisory services, financial planning, and pension consulting. Clarence is a dedicated professional committed to providing valuable financial guidance and personalized service to clients.

SPECIALIZATIONS

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

Asset Strategy Retirement Plan Consultants, LLC

location

CAMP HILL, PA

0 Disclosures

ADVISOR BIO

Clark Gregory Frese is a registered investment advisor representative with Asset Strategy Retirement Plan Consultants, LLC. Clark has been in the financial services industry for over 40 years and has extensive experience in providing financial planning, investment management, and retirement planning services. Prior to joining Asset Strategy, Clark worked with several other financial firms including Triad Advisors, Inc., NFP Securities, Inc. and Fortis Investors, Inc. Clark holds a Series 1 and Series 24 securities license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Independent Financial Partners

location

Conshohocken, PA

0 Disclosures

ADVISOR BIO

Clark Brady Stossel is an Investment Advisor Representative at Independent Financial Partners, with over 10 years of experience in the financial industry. Clark is registered with the state of Pennsylvania as an Investment Advisor Representative, and in a variety of states as a Registered Representative. Clark specializes in providing financial planning, investment management, and pension consulting services to both individuals and businesses. Clark has over 10 years of experience in the financial industry and has worked at a number of different firms, including TD Private Client Wealth LLC and Bessemer Investor Services, Inc.

SPECIALIZATIONS

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

LPL Financial LLC

location

HOLLSOPPLE, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Clark M. Hostetter is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management and a client base of over 168,000 individuals and institutions. Clark has been in the financial services industry since 2012 and is registered in 12 states. Clark's expertise encompasses various areas, including financial planning, portfolio management, and investment advisory services. Clark is also a CPA affiliate and offers tax preparation and accounting services through Action Accounting CPA. Clark is committed to providing personalized financial guidance and 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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