Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Lincoln Investment

location

Horsham, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Alison Coyne Kerekes is a financial advisor with Lincoln Investment. Alison is a registered representative with FINRA and is licensed to sell securities in New Jersey and Pennsylvania. Alison has been in the financial services industry since 2001 and has extensive experience in helping individuals and families achieve their financial goals. She is a Series 6, Series 26 and Series 63 licensed professional.

SPECIALIZATIONS

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

Wyomissing, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Alison Bower has been working in the financial services industry since May 1996. Alison is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative in multiple states. Alison has experience working at both Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Alison has passed the Series 7, Series 31, Series 63, Series 66 and SIE exams and is a licensed agent in many states. Alison specializes in working with high net worth individuals, corporations, and other businesses.

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

McAdam LLC | CFP ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Alison Marie Whittington is an Investment Advisor Representative at McAdam LLC. Alison is also a Registered Investment Advisor in Illinois and Texas. Alison has been in the financial services industry since 2015 and has experience in investment advisory services, fixed insurance sales and portfolio management. Alison is also a Certified Financial Planner. Alison is committed to providing clients with personalized financial advice and guidance. Alison works with a variety of clients, including individuals, families, businesses and non-profit organizations. Alison has a strong track record of helping her clients achieve their financial goals.

SPECIALIZATIONS

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

Schneider Downs Wealth Management Advisors, LP | CFP ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Alissa Marie Garcia is a financial advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, Pennsylvania. Alissa Marie Garcia has been in the industry since January 21, 2015. Alissa Marie Garcia has a Series 66, Series 7 and Series 24 license. Alissa Marie Garcia also holds the Certified Financial Planner designation.

SPECIALIZATIONS

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

Trustmont Advisory Group, Inc. | CFC ® (Certifications)

location

GREENSBURG, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Alissa Conklin is a financial advisor with over 23 years of experience in the industry. She currently works for Trustmont Advisory Group, Inc., a financial firm based in Greensburg, Pennsylvania. Alissa holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. She is also a Chartered Financial Consultant. Alissa is a Registered Paraplanner and a registered tax return preparer. Alissa provides financial planning services to individuals and families. She also manages investment portfolios for individuals. Alissa's clients are primarily high-net-worth individuals.

SPECIALIZATIONS

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

Stonex Advisors Inc. | CFP ® (Certifications)

location

Hermitage, PA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alistair Kelly is an active investment advisor representative in Pennsylvania. Alistair has been in the financial industry since November 1987 and is a Certified Financial Planner. Alistair's firm, Stonex Advisors Inc., provides financial planning services and investment advice to individuals, corporations, and charitable organizations. The firm's office is located in Hermitage, PA.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

West Chester, PA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alixandra Obenski is a financial advisor at Ameriprise Financial Services, LLC, located in West Chester, Pennsylvania. Alixandra has been in the financial services industry since December 27, 2009. Alixandra holds Series 6, 7, and 63 licenses, as well as the SIE exam.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

READING, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Allan Wayne Cornman is a financial advisor with over 25 years of experience in the financial services industry. Allan is registered with Ameriprise Financial Services, LLC. Allan's focus is on providing clients with financial planning and investment advice. Allan has a comprehensive understanding of various financial products and services, and is committed to helping 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

Cambridge Investment Research Advisors, Inc.

location

Williamsport, PA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Allan Robertson is a financial advisor with over 20 years of experience in the industry. Allan has held positions with Wells Fargo Advisors Financial Network, LLC and Citigroup Global Markets Inc. He is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide financial advice in multiple states. Allan's areas of specialization include financial planning, portfolio management, and insurance. He is committed to providing personalized financial advice to help individuals and families 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
Market Timing Services
Unclaimed

MacDougall Financial Counseling

location

DELMONT, PA

0 Disclosures

ADVISOR BIO

Allan MacDougall is an investment advisor representative with MacDougall Financial Counseling based in DELMONT, PA. Allan has been in the industry since January 2006. Allan is registered with the state of Pennsylvania and Arizona. Allan specializes in providing financial planning and portfolio management services to individuals, charitable organizations, and high-net-worth individuals. MacDougall Financial Counseling provides advisory services for individuals, investment companies, and pooled investment vehicles. The firm's assets under management are approximately $379,967,188.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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