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Advisors in Pennsylvania
16,409 Results
Unclaimed
location

Philadelphia, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Colleen Gibbons is a financial advisor with Morgan Stanley. Colleen has been in the financial industry since 2010. Colleen holds the Series 66, Series 24 and Series 7 licenses. Colleen is currently registered with FINRA and is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Colleen was previously employed with LPL FINANCIAL LLC. Colleen's current firm, Morgan Stanley, manages over $10 billion in assets and provides a wide range of services including financial planning, portfolio management, educational seminars 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Commonwealth Financial Network

location

Plymouth Meeting, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Collin Garrett Loesch is a financial advisor registered with Commonwealth Financial Network. Collin has been in the industry since 2022 and holds Series 7, Series 66, and SIE licenses. He is a registered representative and investment advisor representative in Pennsylvania. Collin's prior experience includes working for Cetera Advisor Networks and HUB International Investment Services.

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

Stifel, Nicolaus & Company, Inc.

location

Ebensburg, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Collin Seymour is a registered representative and investment advisor representative with Stifel, Nicolaus & Company, Inc. located in Ebensburg, PA. Collin has been in the securities industry since 2021. Collin is registered in 17 states and has passed the Series 7, Series 63 and Series 66 exams. In addition to working as a financial advisor, Collin is a passive partial owner of Seymour Business Holdings, Inc., a real estate holding company, and serves as a board member of the Central Cambria Education Foundation.

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 Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

Malvern, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Collin Christopher Carl Henry is a registered representative with Ameriprise Financial Services, LLC. Collin is a licensed investment advisor representative, and has passed both the Series 7TO and Series 66 exams. Collin has been active in the industry since January 1, 2024. Collin holds a license in California, Pennsylvania, and South Dakota. Collin has worked for Ameriprise Financial Services, LLC since October 2023. Collin also works for Cenero, LLC, a non-investment-related firm, since April 2015.

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

Bennett Associates Wealth Management | CFP ®,CFA ® (Certifications)

location

BUTLER, PA

0 Disclosures

ADVISOR BIO

Collin Kenneth Randall is a financial advisor with Bennett Associates Wealth Management. Collin has over 11 years of experience in the financial services industry. Collin holds the Series 63, Series 65, Series 7, and SIE licenses. Collin is also a Certified Financial Planner and Chartered Financial Analyst. Collin's previous experience includes roles with Wells Fargo Advisors Financial Network, LLC, Amherst Pierpont, and Barclays Capital Inc. Collin's expertise includes portfolio management for individuals, financial planning, and security ratings. Collin's current registrations include a registration with the Pennsylvania Securities Commission and the Texas State Securities Board.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Thrivent Investment Management Inc.

location

Duncansville, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Collin Lythgoe is a financial advisor with Thrivent Investment Management Inc. based in Duncansville, PA. Collin has been in the industry since June 2021. Collin is registered to provide investment advice in Pennsylvania, Texas and other states. Collin specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

CARLISLE, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Collin C Cook is a financial professional with Cetera Investment Advisers LLC. Collin has been working in the financial industry since March 2021 and has licenses to sell securities in Arizona, California, Florida, North Carolina, Pennsylvania, Virginia and West Virginia. Collin's focus is on providing financial planning and portfolio management services to individuals, businesses and charitable organizations.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

JOHNSTOWN, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Colt McKelvey is a financial professional with over 10 years of experience in the financial services industry. Colt is registered with Cetera Investment Advisers LLC and has been with the firm since March 2024. Colt holds the Series 66, Series 7, and SIE licenses. Colt also owns and operates McKelvey Law Offices, LLC, a law practice, and Noah's Igloo, LLC, a real estate investment company. Colt's specializations include retirement planning, college savings, insurance, and estate planning. Colt is committed to providing his clients with personalized financial advice and services.

SPECIALIZATIONS

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

THE Colony Group, LLC | CFA ® (Certifications)

location

Wayne, PA

0 Disclosures

ADVISOR BIO

Colton Inglis Growney is a financial advisor with The Colony Group, LLC. Colton has been in the industry for over 8 years. Colton is registered as a Registered Representative in Connecticut, Pennsylvania and Texas. Colton has a Series 66, Series 7 and SIE license. Colton has been a financial advisor at Brinker Capital Securities, Inc. and Hotaling Investment Management, LLC. Colton has a designation of Chartered Financial Analyst. Colton specializes in providing financial planning, portfolio management and other advisory services to individuals, businesses and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Florida Financial Advisors, LLC

location

Philadelphia, PA

0 Disclosures

ADVISOR BIO

Colton Sunderland is a financial consultant affiliated with Florida Financial Advisors, LLC, a firm headquartered in Tampa, Florida. Colton has been working in the financial industry since June 2024, focusing on financial planning and investment advice for individuals and businesses. He is licensed in both Florida and Pennsylvania. Colton earned his Series 65 license in June 2024 and the SIE in March 2024. He has a background in various industries, including FedEx, Saint Francis University, and New York Life Insurance Company. Colton's experience and expertise allow him to provide personalized financial guidance and investment strategies tailored to his clients' specific needs and goals.

SPECIALIZATIONS

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

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