Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Hornor, Townsend & Kent, LLC

location

CONSHOHOCKEN, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Elijah J Haber is a financial advisor with Hornor, Townsend & Kent, LLC. Elijah J Haber is registered with FINRA and has a Series 7TO and SIE license. Elijah J Haber has been in the financial industry since 2023 and has experience working with individual investors and small business owners. Elijah J Haber offers a range of financial services including investment management, financial planning, and retirement planning.

SPECIALIZATIONS

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

Oneamerica Securities, Inc.

location

Seneca, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Elijah Busch is a financial professional with over 6 years of experience in the industry. Elijah is registered with Oneamerica Securities, Inc. and holds Series 6, SIE and Series 63 licenses. Elijah's current location is Seneca, PA.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

PHILADELPHIA, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Elijah Dornstreich is a financial advisor with UBS Financial Services Inc. Elijah has been in the industry since January 2012 and has a Series 66 license. Elijah's prior experience includes working as a financial advisor at Sanford C. Bernstein & Co., LLC. Elijah Dornstreich is registered with the following states: Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Montana, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, and Wisconsin. Elijah Dornstreich also has experience providing 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Janney Montgomery Scott LLC

location

PITTSBURGH, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Elijah Peck is a registered representative with Janney Montgomery Scott LLC in Pittsburgh, Pennsylvania. Elijah has been in the industry for 2 years. Elijah is licensed to provide securities and investment advisory services. Elijah has passed the Series 7TO, SIE, and Series 66 exams.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Pittsburgh - Wexford, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Elisa Jane Cavalier is a financial advisor with Robert W. Baird & Co. Inc. in Pittsburgh - Wexford, Pennsylvania. Elisa has been in the financial services industry for over 15 years, and has extensive experience providing financial advice to individuals and families. Elisa is committed to helping her clients 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

RADNOR, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Elisabeth Marie Collins is a financial advisor registered with the Securities and Exchange Commission. Elisabeth is currently employed by Osaic FA, Inc., based in Radnor, PA. She holds a variety of licenses, including Series 6, 7, 24, 27, 63, and 66 licenses. Elisabeth has over 10 years of experience in the financial services industry and has previously worked at Vanguard Marketing Corporation and Janney Montgomery Scott LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed
location

Philadelphia, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Elisabeth Caryn Till is a financial advisor with Morgan Stanley. Elisabeth Caryn Till has been in the industry since 2018. Elisabeth Caryn Till is registered with FINRA and has a Series 7TO, Series 63, and Series 65 license. Elisabeth Caryn Till has held previous positions with VANGUARD MARKETING CORPORATION. Elisabeth Caryn Till is also registered to provide investment advice in 39 states. Elisabeth Caryn Till's specializations include retirement planning, college savings, insurance and estate planning, as well as investment management services.

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

Raymond James & Associates, Inc.

location

JENKINTOWN, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Eliza McDevitt is a financial advisor at Raymond James & Associates, Inc. Eliza has been in the financial services industry since November 4, 2020. Eliza holds a Series 7TO, Series 66, and SIE license. Eliza is registered in 25 states including Pennsylvania and Texas. Eliza can provide a variety of financial services to both individual and business clients. Eliza also provides coaching for the University of Pennsylvania Women's Club Water Polo team.

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

Janney Montgomery Scott LLC

location

LE MOYNE, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Freeman is an investment advisor representative with Janney Montgomery Scott LLC in the LE MOYNE, PA branch office. Elizabeth has been in the industry for over 10 years and has experience working with a wide range of clients, including individuals, high-net-worth individuals, families, corporations, and charitable organizations. Elizabeth holds the Series 7, Series 66 and SIE licenses. Elizabeth was previously an investment advisor representative with PNC INVESTMENTS. Elizabeth has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and investment strategies to help them reach 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
Unclaimed

Steel Tower Investments

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Elizabeth Urish is an investment advisor representative at Steel Tower Investments, located in Pittsburgh, PA. Elizabeth is a registered Investment Advisor in the state of Pennsylvania. Elizabeth has been in the industry since 2008. Elizabeth is Series 63, Series 65, and Series 7 licensed.

SPECIALIZATIONS

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

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