Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Smithbridge Asset Management, Inc. | CFP ® (Certifications)

location

CHADDS FORD, PA

0 Disclosures

ADVISOR BIO

Cynthia Lynn De sainte maresville is an investment advisor representative with Smithbridge Asset Management, Inc. Cynthia has over 25 years of experience in the financial services industry. Cynthia has a Series 6, Series 7, and Series 63 license. Cynthia also holds the Certified Financial Planner designation. Cynthia is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Cynthia previously worked at MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

ALLISON PARK, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Ann Plazek is a financial professional with over 9 years of experience in the financial services industry. She is currently registered with Thrivent Investment Management Inc. and holds Series 6 and Series 63 licenses. Cynthia Ann has previously worked with State Farm VP Management Corp. and specializes in providing financial advice to individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Oppenheimer & Co. Inc.

location

DOYLESTOWN, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Henry Pinto is a financial advisor with over 30 years of experience in the financial services industry. Cynthia is a registered representative with Oppenheimer & Co. Inc., and is licensed to provide securities and investment advisory services in all 50 states, District of Columbia, and Puerto Rico. Prior to joining Oppenheimer, Cynthia held positions at Commerce Capital Markets, Inc., Belle Haven Investments, Commonwealth Securities and Investments, Inc., Williams Capital Markets, Inc., Oppenheimer & Co., Inc., and E. F. Hutton & Company Inc. Cynthia holds Series 7, 10, 24, 52, 53, and 63 licenses and the SIE designation. Cynthia specializes in providing financial planning and portfolio management services for individuals, families, and businesses. Cynthia has a strong focus on retirement planning, investment management, and estate planning.

SPECIALIZATIONS

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

Diccianni Financial Group, Inc. | CFC ® (Certifications)

location

EAST NORRITON, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Demetris Diccianni is a financial professional with over 20 years of experience in the industry. Cynthia is registered with Diccianni Financial Group, Inc. in Pennsylvania and New Jersey. Cynthia holds Series 7, 63 and 65 licenses, and has a Chartered Financial Consultant designation. Cynthia works with individuals, high net worth individuals, and pension and profit-sharing plans. Cynthia provides financial planning and portfolio management services to her clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Forks Township, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Coronado is a financial advisor with J.p. Morgan Securities LLC. Cynthia is registered with the state of Delaware, New Jersey, and Pennsylvania and holds Series 63, SIE, and Series 6TO licenses. Cynthia has been in the industry since 2023.

SPECIALIZATIONS

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

Lincoln Investment

location

Wexford, PA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Egan is a financial advisor with over 30 years of experience in the industry. Cynthia is registered with both Lincoln Investment and Capital Analysts. She has a Series 6 and Series 63 license, and she holds the SIE designation. Cynthia specializes in working with high-net-worth individuals, corporations, and charitable organizations. Cynthia provides a wide range of services including financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Lancaster, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Ann Hardy is a registered representative with Raymond James & Associates, Inc. in Lancaster, Pennsylvania. Cynthia has been in the industry since 2018 and holds the Series 52, Series 63, and SIE licenses. Cynthia previously worked at RBC CAPITAL MARKETS, LLC. Cynthia is a specialist in a variety of financial products and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Lincoln Investment | CFP ® (Certifications)

location

Horsham, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Miller is a financial advisor registered with Lincoln Investment and Capital Analysts. Cynthia has been in the industry for 11 years. Cynthia holds Series 6, 7, 63, and 65 licenses. Cynthia is a Certified Financial Planner, and specializes in a variety of areas, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Cynthia has 10 active state registrations, including California, Delaware, Florida, Hawaii, Massachusetts, New Jersey, Pennsylvania, Tennessee, Virginia, and Washington.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

CANONSBURG, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Lapia is a financial advisor with Osaic Wealth, Inc. based in Canonsburg, PA. Cynthia has been in the financial industry since 1994 and has worked with several firms including LPL Financial LLC, AXA Advisors, LLC, Lincoln Financial Advisors Corporation and Mid Atlantic Capital Corporation. Cynthia holds a Series 63 and 66 license, Series 7, 11 and the SIE exams.

SPECIALIZATIONS

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

HONESDALE, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Galloway is an investment advisor representative with LPL Financial LLC in HONESDALE, PA. She has been in the industry since 2004. Cynthia has passed the Series 6, 7, 63, and 66 exams and holds active licenses in Florida, New Jersey, New York, and Pennsylvania. Cynthia is also a registered investment advisor in Pennsylvania. Cynthia specializes in advising individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. She also provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Before joining LPL Financial, Cynthia was affiliated with CETERA Advisor Networks LLC and The Dime Bank.

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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