Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Raymond James & Associates, Inc.

location

Doylestown, PA

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Emily Fernberger is a financial advisor with over 20 years of experience in the industry. Emily has worked with Raymond James & Associates, Inc. since August 2020, and previously with Citizens Securities, Inc. Emily is registered with the state of Pennsylvania and holds the Series 65, 66, 7 and SIE licenses. Emily has a diverse client base including individuals, corporations, charitable organizations and high net worth individuals.

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Emily Samuels is an investment advisor representative at Vanguard Advisers, Inc. Emily is licensed to provide investment advice in Illinois, Michigan, New York, Pennsylvania and Texas. Emily Samuels has been in the financial services industry for over 4 years. Emily holds the Series 66, Series 7TO and SIE securities licenses. Emily Samuels has worked at The Vanguard Group, Inc. since June 2019.

SPECIALIZATIONS

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

Goldman Sachs & Co. LLC

location

PHILADELPHIA, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Emily Turner is a financial professional with over 10 years of experience in the industry. Emily is currently registered with Goldman Sachs & Co. LLC and is licensed to provide a wide range of financial services in multiple states. Emily specializes in helping individuals and businesses with their financial planning needs.

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
Unclaimed

Kovitz Investment Group Partners, LLC | CFP ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Emily Franco is an investment advisor representative at Kovitz Investment Group Partners, LLC. Emily is registered with the state of Pennsylvania. Emily's office is located in Pittsburgh, PA. Emily is also a Certified Financial Planner. Emily has 11 years of experience in the financial services industry.

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
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Emily Magee Hazley is a registered Investment Advisor Representative with Vanguard Advisers, Inc. in Malvern, PA. Emily has been in the financial services industry since 2010. She holds the Series 6, 7, 24, and 63 securities licenses. Emily is also a Certified Financial Planner.

SPECIALIZATIONS

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

Lincoln Investment

location

WEST ABINGTON TWP, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Emily Moore is a financial advisor with Lincoln Investment and Capital Analysts. Emily has been in the financial services industry since 2017. Emily has a Series 7 and Series 63 license, as well as the SIE and Series 65 exams. Emily's previous experience includes time with Commonwealth Financial Network and Raymond James Financial Services. Emily currently resides in WEST ABINGTON TWP, Pennsylvania and is registered to provide financial advice in 33 states.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

YORK, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Emily Weaver is a financial advisor with LPL Financial LLC. Emily is based in YORK, PA and has been in the financial services industry since 2006. Emily holds the Series 6, 7, 63, and 65 licenses. Emily has experience working with individuals, families, businesses, and retirement plans. Emily provides a wide range of financial services, including financial planning, investment 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Fort Pitt Capital Group, LLC

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Emily Sippel is an Investment Advisor Representative associated with Fort Pitt Capital Group, LLC. Emily is a registered Investment Advisor Representative in Pennsylvania. Emily has been in the industry since September 2013. Emily is a Series 65 licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Berwyn, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Emily Elizabeth Endres is a financial advisor at Morgan Stanley. Emily has been in the industry since 2011 and holds Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Emily is also a Certified Financial Planner. Emily has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Emily is committed to providing her clients with personalized financial advice and guidance.

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

MML Investors Services, LLC

location

MECHANICSBURG, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Emily Rose Hannigan is a registered representative at MML Investors Services, LLC. Emily is licensed to offer securities and investment advisory services in the state of Pennsylvania. Emily's office is located in Mechanicsburg, Pennsylvania, and she can be reached at (413) 737-8400.

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

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