Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Edward James Campagna is a registered representative with Vanguard Advisers, Inc. Edward Campagna is a securities professional with experience in the financial services industry. Edward Campagna has been in the industry since 2013. Edward Campagna holds multiple securities licenses, including the Series 7, Series 63, and Series 65. Edward Campagna is also a registered investment advisor representative in Pennsylvania and Texas. Edward Campagna provides financial planning services to individuals, businesses, and trusts. Edward Campagna also manages investment portfolios for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PLAINS, PA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edward Jenkins is a registered representative with Wells Fargo Clearing Services, LLC. Edward is a licensed investment advisor in Pennsylvania and Texas. Edward has over 30 years of experience in the financial services industry. Edward's previous employment includes Prudential Securities Incorporated and Prudential-Bache Securities Inc. Edward holds Series 7, 63, and 65 securities licenses.

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

Osaic Advisory Services, LLC

location

West Chester, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Edward Latta Campbell is a financial advisor with over 18 years of experience in the financial services industry. Edward Campbell is currently registered with Osaic Advisory Services, LLC and has previously worked with Triad Advisors LLC, Commonwealth Financial Network, Securian Financial Services, Inc., Equity Services, Inc., Financial Network Investment Corporation and Princor Financial Services Corporation. Edward Campbell holds Series 6, 7, 63 and 66 securities licenses and has passed the Securities Industry Essentials Exam (SIE). Edward Campbell's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

EXTON, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Edward John Staudenmayer is a financial advisor with Ameriprise Financial Services, LLC. Edward has been in the industry for over 22 years, and has experience in a variety of areas, including asset allocation, financial planning, and portfolio management. He is registered with both FINRA and the State of Pennsylvania. Edward is committed to providing personalized financial advice to individuals and families. He has a strong understanding of financial planning principles and is dedicated to helping clients achieve their financial goals. Edward currently holds Series 7, 66, and SIE licenses. Edward has a business ownership of a retail store in Gilbertsville, PA. Ameriprise Financial Services, LLC, is a well-established financial services firm with a strong track record of providing high-quality investment advice to clients of all types. The firm has a wide range of financial products and services available, and is committed to helping clients meet 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

BLUE BELL, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Edward Foy is a financial advisor at LPL Financial LLC. Edward has been in the financial services industry since 1996. Edward has a Series 6, 7, 63 and 65 licenses. Edward holds the following licenses: Series 6, 7, 63 and 65. Edward specializes in retirement planning, college savings, investment management, and insurance.

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

Facet | CFP ®,CFC ® (Certifications)

location

Downingtown, PA

disclosure

1 Disclosures

ADVISOR BIO

Edward Gregory Williams is an investment advisor representative with Facet. Edward is a Certified Financial Planner and Chartered Financial Consultant. Edward has been in the financial services industry since 2001 and has worked for firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, VANGUARD MARKETING CORPORATION, USALLIANZ INVESTOR SERVICES, LLC, and DIRECTED SERVICES, INC. Edward holds Series 6, 7, 63, and 65 licenses and the SIE exam. Edward's current employer, Facet, is a registered investment advisor headquartered in Baltimore, MD and manages approximately $1 billion - $10 billion in assets. Facet provides financial planning and portfolio management services to individuals and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Goydas Capital Investment Management, LLC

location

GENESEE, PA

0 Disclosures

ADVISOR BIO

Edward Goydas is an investment advisor representative at Goydas Capital Investment Management, LLC. Edward is registered with the state of Pennsylvania. Edward has over 15 years of experience in the financial services industry and holds the Series 7 and Series 65 licenses. Edward's areas of expertise include financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed
location

Philadelphia, PA

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Edward Plachter is an investment advisor representative with Morgan Stanley. Edward has been in the industry since 1986 and holds a Series 7, Series 31 and Series 63 license, as well as a Series 65 license. Edward has worked with a number of firms over the years including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., RBC DAIN RAUSCHER INC., Tucker Anthony Incorporated, First Union Capital Markets Corp., Legg Mason Wood Walker, Incorporated and Wheat, First Securities, Inc. Edward specializes in portfolio management for individuals, businesses, and investment companies. Edward is also a limited partner in BPW Sciences, LP, a material science company involved in healthcare and energy industries.

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
location

Yardley, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Edward Gruber is a financial advisor who has been in the industry since 2004. Edward Gruber is currently registered with Morgan Stanley as an investment advisor representative in Pennsylvania and Texas. Edward Gruber has previously been registered with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. Edward Gruber's specializations include asset allocation, financial planning, investment management, and pension consulting. Edward Gruber holds Series 7, 31, 63, 65, and 66 securities licenses.

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

Stifel, Nicolaus & Company, Inc.

location

CONSHOHOCKEN, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Edward George Stasen is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with Stifel, Nicolaus & Company, Inc. in Conshohocken, PA. Previously, Edward worked for George K. Baum & Company, Corestone Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Weiss, Peck & Greer, L.L.C.. Edward holds Series 7, 24, 50, 52, 63, and 99 licenses. Edward specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting. Edward is also a registered municipal advisor.

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

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