Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

KEY Financial, Inc. | CFP ® (Certifications)

location

WEST CHESTER, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Eric Ryan Fuhrman is a financial advisor with over 15 years of experience in the industry. Eric is a Registered Representative and Investment Advisor Representative with Key Financial, Inc. Eric is licensed in Pennsylvania and is a Certified Financial Planner. Eric has expertise in financial planning, portfolio management, and educational seminars. He primarily works with high net worth individuals, corporations, and charitable organizations. Eric has previously worked at MORGAN STANLEY DW INC. Eric's previous experience combined with his CFP designation provides Eric with a strong foundation to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

LEBANON, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Eric Andrew Fox is a financial advisor with Ameriprise Financial Services, LLC. Eric has been in the financial services industry since August 2004. Eric is a registered representative with the state of Pennsylvania and holds the following securities licenses: Series 7, Series 66, and SIE. Eric is also a registered investment advisor representative in the state of Pennsylvania. Eric offers a variety of financial services, including financial planning, asset allocation services, pension consulting, and educational seminars. He is committed to providing personalized financial advice to help 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

WYOMISSING, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Eric Gradwohl is a financial advisor with over 25 years of experience in the financial services industry. Eric is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Eric is a licensed advisor in both California and Pennsylvania and holds several industry certifications, including Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, and SIE. Prior to joining Wells Fargo Advisors, Eric worked with American Express Financial Advisors Inc. and IDS Life Insurance Company.

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

Private Advisor Group, LLC | CFC ® (Certifications)

location

Southampton, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Eric Vasil is a financial professional with over 10 years of experience in the industry. Eric is currently registered with Private Advisor Group, LLC, and offers financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Eric is also registered as an investment advisor representative with the state of Pennsylvania. Previously, Eric was registered with Brighthouse Securities, LLC and MetLife Investors Distribution Company. Eric is a Chartered Financial Consultant and holds the Series 6, Series 7, Series 63, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITATION/REFERRAL
Publication of Financial Periodicals
Unclaimed

Hornor, Townsend & Kent, LLC

location

HORSHAM, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Eric Carpenter is a financial advisor with over 15 years of experience in the industry. Currently Eric is registered with Hornor, Townsend & Kent, LLC and has been with them since 2023. Prior to this, Eric worked with Prudential Annuities Distributors, Inc., PRUCO Securities, LLC., Lincoln Financial Securities Corporation, Princor Financial Services Corporation and NYLIFE Securities Inc. Eric holds licenses for Series 7, 6, 63, SIE and the General Securities Representative Examination and the Investment Company Products/Variable Contracts Representative Examination. Eric's experience encompasses a variety of financial services, including financial planning, portfolio management, pension consulting and the selection of other advisors. Eric specializes in working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Eric Knable is a financial advisor associated with Janney Montgomery Scott LLC. Eric has been in the industry since September 28, 2023. Eric is registered with FINRA and holds the Series 7, Series 99 and SIE licenses.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

Doylestown, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Eric Lewandowski is a financial professional registered with Pruco Securities, LLC. Eric is licensed to provide investment advice in Colorado, Delaware, Florida, Maryland, New Jersey, Pennsylvania, Texas, and Virginia. Eric is also registered to offer investment advice in Pennsylvania. Eric has over 8 years of experience in the financial services industry. Eric's areas of expertise include retirement planning, college savings, and estate planning.

SPECIALIZATIONS

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

ONE-UP Financial LLC | CFP ® (Certifications)

location

Erie, PA

0 Disclosures

ADVISOR BIO

Eric Jeffrey Presogna is a financial advisor at One-Up Financial LLC and SKM Wealth Advisors LLC. He is based in Erie, PA and holds a Series 65 license. Eric has over 10 years of experience in the financial services industry and specializes in providing financial planning, investment, and tax advice. Eric is a Certified Financial Planner (CFP®) and has a degree in accounting. Eric is also a managing member and chief compliance officer of One-Up Financial LLC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

HARRISBURG, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Eric Zalek is an Investment Advisor Representative with LPL Financial LLC. Eric is registered to provide investment advice in Pennsylvania. Eric has been in the financial industry since 2013 and has experience with Edward Jones and Members 1st Federal Credit Union. Eric has passed the Series 66, Series 7TO, SIE, and Series 7 exams. Eric has a strong commitment to providing clients with personalized financial advice 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

KING OF PRUSSIA, PA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eric Justin Long is a financial advisor with over 18 years of experience in the industry. Eric is registered with LPL Financial LLC and Independence Square Holdings, LLC. He currently holds Series 66, SIE, and Series 7 licenses and has the Certified Financial Planner designation. Eric's experience includes working with individuals, corporations, and charitable organizations. He is dedicated to providing his clients with personalized financial advice.

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

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