Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Alden Investment Group

location

WAYNE, PA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Courtney Ann Kucish is a registered representative with Alden Investment Group. Courtney has been in the securities industry for over 15 years and holds the Series 7, Series 66 and SIE licenses. She has experience working for Edward Jones and Alden Investment Group. Courtney Kucish's primary focus is on financial planning and portfolio management for individuals and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
RETIREMENT PLANS
Unclaimed

MML Investors Services, LLC

location

ALLENTOWN, PA

0 Disclosures

ADVISOR BIO

Courtney Robyn Boslough is a registered representative with MML Investors Services, LLC and has been in the industry since July 22, 2024. Courtney is located in ALLENTOWN, PA and has passed the Series 7TO and SIE exams. Courtney has been registered with the firm since July 23, 2024.

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

Tiaa-Cref Individual & Institutional Services, LLC

location

MECHANICSBURG, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Courtney Elizabeth Miller-findley is a financial professional with over 10 years of experience in the industry. Courtney is registered to provide investment advice and related services in a number of states, including Delaware, Florida, Indiana, Kentucky, Maine, Maryland, New York, Pennsylvania, and Virginia. Courtney's professional experience includes previous roles at PNC Investments and PNC Bank. Courtney currently works at TIAA-CREF Individual & Institutional Services, LLC in Mechanicsburg, Pennsylvania.

SPECIALIZATIONS

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

Allegheny Financial Group Ltd. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Courtney Ann Collins is a financial advisor with Allegheny Financial Group Ltd. based in Pittsburgh, PA. Courtney has been in the industry since 2018 and holds licenses in several states including Florida, Georgia, Massachusetts, Pennsylvania and Virginia. Courtney specializes in retirement planning, financial planning, investment management, and other financial services for individuals and families. Courtney is a CERTIFIED FINANCIAL PLANNER™ professional.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Rockwood Wealth Management, LLC | CFP ® (Certifications)

location

NEW HOPE, PA

0 Disclosures

ADVISOR BIO

Courtney Durham is a Registered Investment Advisor Representative with Rockwood Wealth Management, LLC. Courtney has been in the industry since June 2016. Courtney holds a Series 65 license and is also a Certified Financial Planner. Courtney has previously worked at Merrill Lynch. Rockwood Wealth Management, LLC is an independent Registered Investment Advisor with offices in New Hope, Pennsylvania. The firm provides financial planning, portfolio management services, and investment management services to individuals, high net worth individuals, trusts, corporations, businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

JOHNSTOWN, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Courtney M Custer is a financial advisor with Wells Fargo Clearing Services, LLC. Courtney is registered with the state of Pennsylvania and has been in the financial services industry since 2001. Courtney's registrations include Series 7, 63, and 65 licenses. She is a Certified Financial Planner professional. Courtney is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses.

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

LPL Financial LLC

location

READING, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Courtnie Elizabeth Nein is a financial advisor with over 15 years of experience in the industry. Courtnie is currently registered with LPL Financial LLC and Good Life Advisors, LLC. Courtnie provides a wide range of financial services, including financial planning, portfolio management, and investment advice. Courtnie is committed 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Charles Schwab & CO., Inc.

location

Cranberry Township, PA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Thompson is a financial advisor who has been in the industry since 1994. Craig currently works for Charles Schwab & CO., Inc. and holds licenses to provide financial advice in 29 states. Craig has held previous roles at Federated Securities Corp. and L.C. Wegard & CO., INC. Craig offers financial planning and portfolio management services to clients of all types, including individuals, families, and businesses. Craig is committed to helping clients achieve their financial goals and can offer guidance on a variety of financial topics, including retirement planning, college savings, investment management, and estate planning.

SPECIALIZATIONS

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

Park Avenue Securities LLC | CFP ® (Certifications)

location

LITITZ, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Craig R. Wenger is a financial advisor registered with Park Avenue Securities LLC. Craig is licensed in 17 states and has been a registered financial advisor for 17 years. Craig has a Series 7, Series 66, and SIE license. Craig also holds the Certified Financial Planner designation. Craig is affiliated with Park Avenue Securities LLC and provides financial planning and investment advice.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Pittsburgh - Wexford, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Craig Arthur Tillotson is a financial advisor with over 38 years of experience in the financial services industry. Craig is currently registered with Robert W. Baird & Co. Inc. and is licensed to provide financial advice in a number of states, including Pennsylvania, Texas, Michigan, Arizona, California, Delaware, and Florida. Craig specializes in providing financial advice to a variety of clients, including individuals, corporations, investment companies, pension and profit-sharing plans, and high-net-worth individuals. Craig has previously been registered with Hefren-Tillotson, Inc. in Pennsylvania for over 38 years.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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