Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed
location

KENNETT SQUARE, PA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donald Gerrod Sellers is a financial advisor at Edward Jones. Donald Sellers has been a financial advisor for over 19 years. Donald Sellers is licensed to offer advisory services in 24 states and is also registered as an investment advisor representative in Pennsylvania and Texas. Donald Sellers offers a wide range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Donald Sellers is committed to helping 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

Wells Fargo Advisors Financial Network, LLC

location

PENNSBURG, PA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donald Cornagie is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Pennsburg, PA. Donald has been working in the financial services industry since December 1995 and holds multiple licenses, including Series 3, 7, 9, 10, 63 and 65. Donald is a registered representative with Wells Fargo Advisors Financial Network, LLC in California, Pennsylvania and Texas, and a registered investment advisor in California, Pennsylvania, and Texas. Donald has prior experience with Morgan Stanley DW Inc., PaineWebber Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

Commonwealth Financial Network | CFP ® (Certifications)

location

NEWTOWN, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Donald Albacker is a financial advisor registered with Commonwealth Financial Network, and has been active in the industry since 2007. Donald Albacker's office is located in Newtown, PA. Donald Albacker also has offices in Parsippany, NJ. Donald Albacker provides services to individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, state or municipal government entities and high-net-worth individuals. Donald Albacker previously worked at ROYAL ALLIANCE ASSOCIATES, INC.. Donald Albacker holds licenses for Series 7 and Series 66 exams and holds the Certified Financial Planner designation. Donald Albacker offers services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisers.

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

Cambridge Investment Research Advisors, Inc.

location

PITTSBURGH, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Donald Waite is an Investment Advisor Representative and Registered Representative with Cambridge Investment Research Advisors, Inc. Donald has been in the industry since March 8, 2012, and is licensed in Pennsylvania and several other states. Donald specializes in financial planning, portfolio management, and pension consulting. He offers a range of services to meet the needs of his clients, including investment advice, retirement planning, and college savings planning. He is committed to providing his clients with the highest level of personalized service and helping them 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
Market Timing Services
Unclaimed

THE Marshall Financial Group, Inc. | CFP ® (Certifications)

location

DOYLESTOWN, PA

0 Disclosures

ADVISOR BIO

Donald Robert Scholz is a financial advisor with over 30 years of experience in the financial services industry. Donald is currently registered with The Marshall Financial Group, Inc. in Pennsylvania. Donald's expertise includes financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Donald has previously worked with Cambridge Investment Research, Inc., FSC Securities Corporation, Kavanaugh Securities, Inc., Transamerica Financial Resources, Inc., Transamerica Securities Sales Corporation, American Preferred Securities, Inc., New England Securities Corporation, and IDS Marketing Corporation. Donald is also a Certified Financial Planner.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

NEW ALEXANDRIA, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Donald McDade is a financial advisor with over 37 years of experience in the industry. Donald is registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. He is a Series 7, Series 24, Series 51, Series 63, and Series 65 licensed professional. Donald specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and corporations. He also offers educational seminars and selection of other advisors.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC | CFP ® (Certifications)

location

BRYN MAWR, PA

experience

48 Years Experience

0 Disclosures

ADVISOR BIO

Donald A. Cavalcanto is a financial advisor with over 40 years of experience in the industry. Donald is a Registered Representative at Janney Montgomery Scott LLC, a firm with more than 100 years of experience serving individual investors, families, and businesses. Donald has extensive experience in investment management, financial planning, and retirement planning. He is a Certified Financial Planner and holds a Series 1, 63, 18, and SIE license. Donald has been registered with the Securities and Exchange Commission since 1972 and is currently registered in California, New Jersey, North Carolina, and Pennsylvania.

SPECIALIZATIONS

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

Lincoln Investment | CFP ® (Certifications)

location

ERIE, PA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donald Szewczyk is a financial advisor with over 20 years of experience in the financial services industry. Donald is registered with Lincoln Investment and Capital Analysts. Donald holds the Series 7, Series 66 and SIE securities licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. Donald works with clients to develop customized financial plans, including retirement planning, investment management, and insurance. Donald is committed to providing his clients with the highest level of service and personalized attention.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

LANCASTER, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Donald Eugene Thomas is a financial advisor with over 30 years of experience in the industry. Donald is registered with Janney Montgomery Scott LLC and has been with the firm since 2008. Prior to Janney Montgomery Scott LLC, Donald worked at Citigroup Global Markets Inc. and Lehman Brothers Inc. Donald's background includes a diverse range of experience, including investment advisory and brokerage services. Donald is licensed to provide financial services in multiple states, including California, Florida, Pennsylvania, Texas, and others. Donald has Series 7, 63, and 65 licenses as well as a SIE certification. Donald holds Series 7, 63, and 65 licenses as well as a SIE certification. Donald is committed to providing personalized financial guidance to clients based on their individual needs and goals.

SPECIALIZATIONS

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

Goldman Sachs & Co. LLC

location

PHILADELPHIA, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Donald Irons is a financial professional with over 28 years of experience in the industry. Donald is currently registered with Goldman Sachs & Co. LLC and holds a variety of licenses and certifications including Series 7, Series 8, Series 9, Series 10, and Series 57TO. Donald specializes in a variety of areas including securities, options, and mutual funds.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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