Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

LPL Financial LLC

location

POTTSVILLE, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Dorothy Marie Frie is a financial advisor with over 20 years of experience in the industry. Dorothy is currently registered with LPL Financial LLC and is located in Pottsville, PA. Dorothy's previous experience includes working with M&T Securities, Inc. Dorothy is licensed to sell securities in Pennsylvania.

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

Osaic Wealth, Inc.

location

Landsdale, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Dorothy Rose Doyle is a financial professional with over 30 years of experience in the financial services industry. Currently, Dorothy Rose Doyle is a registered representative at Osaic Wealth, Inc. in Landsdale, PA. Dorothy Rose Doyle has held past positions with TRIAD ADVISORS LLC, AMERITAS INVESTMENT COMPANY, LLC, PURSHE KAPLAN STERLING INVESTMENTS, CV BROKERAGE, INC, NFP SECURITIES, INC., WHARTON EQUITY CORPORATION and CHARLES SCHWAB & CO., INC. Dorothy Rose Doyle holds the following licenses and registrations: Series 63, Series 8, SIE and Series 7. Dorothy Rose Doyle provides financial planning services to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans and corporations.

SPECIALIZATIONS

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

Hunter Associates LLC | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Finley is a financial advisor at Hunter Associates LLC, located in Pittsburgh, PA. Douglas is a Certified Financial Planner and has been in the industry since May 15, 2016. Douglas is registered with the state of Pennsylvania and holds the Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Ross Mento is an investment advisor representative associated with Vanguard Advisers, Inc. Douglas has been in the industry since 2011. Douglas has a Series 66, a Series 24 and a Series 7 license. Douglas is registered with the state of Pennsylvania and Texas. Douglas specializes in portfolio management for individuals, businesses and pooled investment vehicles. Douglas also provides financial planning services.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Philadelphia, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Falconer Disesa is a registered representative with J.P. Morgan Securities LLC. Douglas has been in the industry since August 2016. Douglas is licensed in 53 states and the District of Columbia.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Philadelphia, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Bobrow is a registered representative with J.p. Morgan Securities LLC and is active in both Broker-Dealer and Investment Advisor roles. Douglas has been in the industry since August 2015 and holds several licenses including Series 63, Series 65 and Series 7. Douglas is registered in 53 states as a broker-dealer and in two states as an investment advisor. Douglas also serves on the Investment Committee of the Phi Beta Kappa Society, overseeing the Society's endowed investment portfolio. In addition to his work at J.p. Morgan Securities LLC, Douglas is also a partial owner of On-Point Nutrition LLC, a retail business that provides weight loss and nutrition counseling.

SPECIALIZATIONS

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

Morgan Stanley | CFP ® (Certifications)

location

Pittsburgh, PA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Douglas John MacPhail is a financial advisor with over 40 years of experience in the industry. Douglas is currently registered with Morgan Stanley. Douglas has a wide range of experience and is a Certified Financial Planner. Douglas holds Series 3, 7, and 63 licenses and the SIE exam. Previously, Douglas was registered with MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., M. WADDELL AND TOWNE, INC., PARKER/HUNTER INC., and PARKER/HUNTER INCORPORATED.

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

Truist Advisory Services, Inc.

location

ALLENTOWN, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Leonzi is a financial advisor at Truist Advisory Services, Inc. Douglas has been in the financial industry since 2003 and holds a Series 6, 7, 63 and 65 license. Douglas has experience working at BB&T Securities, LLC and BB&T Investment Services, Inc. Douglas provides financial planning, portfolio management for individuals and businesses, and other financial advisory services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Avantax Advisory Services

location

Dallastown, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Douglas King is an active investment advisor representative with over 20 years of experience in the financial industry. Douglas is registered with Avantax Advisory Services and has been with the firm since 2016. Douglas is also a licensed CPA and has been working with clients in the Dallastown, Pennsylvania area for over 20 years. Douglas is dedicated to providing clients with personalized financial advice and strategies that meet their individual needs. Douglas offers a range of services, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Janney Montgomery Scott LLC

location

SEWICKLEY (Wexford), PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Douglas William Stirling has been a registered representative since February 1996. Douglas is currently registered with Janney Montgomery Scott LLC. Douglas has been with Janney Montgomery Scott LLC since June 2005. Douglas has also been registered as an Investment Advisor Representative since June 1996. Previously, Douglas was registered with Parker/Hunter Incorporated from February 1998 to June 2005 and with PaineWebber Incorporated from February 1996 to February 1998. Douglas holds the Series 7, Series 63 and Series 65 licenses. Douglas has a special focus on providing financial planning, pension consulting, and educational seminars to clients.

SPECIALIZATIONS

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

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