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Advisors in Pennsylvania
16,409 Results
Unclaimed

MML Investors Services, LLC

location

Mechanicsburg, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Desean Longino is a financial professional with experience in the financial services industry. Desean is currently registered with MML Investors Services, LLC and is located in Mechanicsburg, PA. Desean has previously worked with THRIVENT INVESTMENT MANAGEMENT INC. in Mechanicsburg, PA. Desean is a Series 63, Series 6TO, and SIE licensed financial professional and holds a Series 63 license in Pennsylvania. Desean holds specializations in the following areas: insurance and annuities, mutual funds, variable products, and investment advisory services.

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

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Desiree Mosley is a financial professional registered with Janney Montgomery Scott LLC, a firm that has offices in Philadelphia, PA. Desiree is a Series 99TO and SIE licensed advisor with the ability to offer financial and investment advice. Her registration date is 2/24/2023. Desiree's primary office is located in Philadelphia, PA. Janney Montgomery Scott LLC manages $85.89 billion in client assets and works with a variety of clients including high net worth individuals, insurance companies, charitable organizations, 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

ALLENTOWN, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Devangee Shah is a financial advisor who has been in the industry since 2008. Devangee Shah works with Wells Fargo Clearing Services, LLC. Devangee Shah is registered with the state of Pennsylvania as both a broker and an investment advisor. Devangee Shah has specialized in financial planning and has a broad range of experience. Devangee Shah is also registered in many other states, including Alabama, Arizona, Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Virginia, and Washington.

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

Raymond James & Associates, Inc.

location

WEST CONSHOHOCKEN, PA

0 Disclosures

ADVISOR BIO

Deven Stewart is a Registered Representative at Raymond James & Associates, Inc. with a focus on providing investment advice and financial planning. Deven is passionate about helping individuals and families achieve their financial goals. With a strong background in the financial industry, Deven is committed to building lasting relationships with clients and providing personalized financial guidance.

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

Osaic Advisory Services, LLC

location

Westchester, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Devin Voorhees is a financial advisor with Osaic Advisory Services, LLC, with over 8 years of experience in the industry. He is licensed in several states, including Delaware, Florida, Maryland, New Jersey, and Pennsylvania. Devin specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. He is also a licensed insurance agent and has experience working at TD Bank and Triad Hybrid Solutions. Devin is dedicated to providing comprehensive and personalized financial advice to his clients.

SPECIALIZATIONS

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

Mycio Wealth Partners, LLC

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Devin Musser is an investment advisor representative at Mycio Wealth Partners, LLC, registered with the state of Pennsylvania. Devin is a Series 65 licensed individual who specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Devin has been working in the financial industry since July 2023. Before joining Mycio Wealth Partners, LLC, Devin worked at the University of Delaware in Newark, Delaware, and myCIO Wealth Partners, LLC in Philadelphia, Pennsylvania.

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

Vanguard Advisers, Inc.

location

Malvern, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Devin Nathaniel Merritt is an investment advisor representative at Vanguard Advisers, Inc. located in Malvern, PA. Devin has been in the securities industry for over 14 years. Devin is registered with the Financial Industry Regulatory Authority (FINRA) and holds FINRA Series 7, 6, and 66 licenses. Devin is also registered as an investment advisor representative in the states of Pennsylvania and Texas. Prior to joining Vanguard Advisers, Inc. Devin was a registered representative at LPL Financial LLC, Allstate Financial Services, LLC and Wells Fargo Advisors, LLC.

SPECIALIZATIONS

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

Lifemark Securities Corp.

location

Sinking Spring, PA

experience

32 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Devin Ashley Born is an investment professional who has been in the industry since March 1993. Devin is currently registered with Lifemark Securities Corp. in Massachusetts, Pennsylvania and Texas. Previously Devin worked at Comprehensive Asset Management and Servicing, Inc., Prime Capital Services, Inc. and WMA Securities, Inc. Devin is a registered representative and investment advisor representative. Devin has passed the Series 6, 7, 26, 63 and 65 exams. Devin holds a FINRA license through Lifemark Securities Corp., and Devin offers financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

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

Almanack Investment Partners | CFA ® (Certifications)

location

WAYNE, PA

0 Disclosures

ADVISOR BIO

Devin Cattelan is a Chartered Financial Analyst, with experience providing financial advice to a variety of clients. Devin has been registered with Almanack Investment Partners since December 2023. Devin works with a wide range of clients, including corporations, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Previously, Devin was employed by Verecan Capital Management, Inc. where they served as a Portfolio Manager. Devin also holds a minority shareholder position in Verecan Wealth Inc., which provides insurance and tax preparation services. Devin is a registered investment advisor representative with Almanack Investment Partners and has been in the financial services industry since July 2014.

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Philadelphia, PA

0 Disclosures

ADVISOR BIO

Devin Michael Rainone is a financial advisor with Commonwealth Financial Network in Philadelphia, Pennsylvania. Devin has been in the financial services industry since 2017. Devin is registered in Pennsylvania as an investment advisor representative. Devin earned the Series 7, Series 66, and SIE licenses and holds the Certified Financial Planner designation. Prior to joining Commonwealth Financial Network, Devin worked at MML Investors Services, LLC in Warwick, Rhode Island.

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

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