Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Principal Securities, Inc.

location

Wayne, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle Wills is a financial professional with experience in the financial services industry. Gabrielle is currently registered with Principal Securities, Inc. and holds the Series 6, Series 63, and SIE licenses. Gabrielle has been active in the industry since 2018. Gabrielle's specializations include: Financial Planning, Portfolio Management for Individuals, Pension Consulting, and Educational Seminars. Gabrielle is licensed in 23 states.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

Ft. Washington, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle Viscounte is a Financial Professional with Pruco Securities, LLC. Gabrielle has been working in the financial services industry since 2016. Gabrielle holds the Series 6, 7, 63 and 65 licenses. Gabrielle is registered with the state of Pennsylvania, as well as several other states, as a securities broker and an investment advisor. Gabrielle is also a Registered Representative of LPL Financial.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Allentown, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle Matejcek is a financial advisor with Avantax Advisory Services. Gabrielle has been in the financial services industry since August 2019 and has a wide range of experience. Gabrielle is a registered representative with FINRA and holds Series 7, Series 66, and SIE licenses. Gabrielle also works as a financial advisor for Financial Strategies & Designs Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Rodgers & Associates | CFP ® (Certifications)

location

Lancaster, PA

0 Disclosures

ADVISOR BIO

Gabrielle Gioia is a Certified Financial Plannerâ„¢ who is registered with the state of Pennsylvania. Gabrielle works at Rodgers & Associates. Gabrielle has been in the financial services industry since 2019. Prior to joining Rodgers & Associates, Gabrielle held positions at other companies, including Rita's Water Ice Store #20, Cherry Hill Photo Enterprises and Rodgers & Associates. Gabrielle offers financial planning and portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle E. Hayden is a registered representative associated with Janney Montgomery Scott LLC in PHILADELPHIA, PA. Gabrielle has been in the industry since September 2023 and holds the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Gabrielle is a specialist in providing financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

Malvern, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Gadi Zimmerman is an active Investment Advisor Representative registered in Pennsylvania and Texas. Gadi Zimmerman is a registered representative with Vanguard Advisers, Inc. and has been in the industry since 2020. Gadi Zimmerman has passed the Series 66, Series 7TO, and SIE exams. Gadi Zimmerman has been with Vanguard Advisers, Inc. since 2020.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

Malvern, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gaetana Digiovanni is a registered investment advisor representative with Vanguard Advisers, Inc.. Gaetana has been in the industry for over 5 years. Gaetana is licensed to provide investment advice in 53 states and is registered as an investment advisor representative in Pennsylvania and Texas. Gaetana has passed the Series 7, Series 63, and Series 66 exams. Gaetana specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors.

SPECIALIZATIONS

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

BLUE BELL, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gaetano Mario Rossi is a financial advisor who has been in the industry since 1995. Rossi is registered with Osaic FA, Inc. and is licensed to sell securities in 11 states. Prior to joining Osaic FA, Inc., Rossi worked at HORNOR, TOWNSEND & KENT, INC..

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

Ameritas Advisory Services, LLC

location

Phoenixville, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gage Wellington is an investment advisor representative at Ameritas Advisory Services, LLC, a firm with over 10,000 clients. Gage is licensed to provide investment advisory services in Pennsylvania and 26 other states. Gage has been in the industry since 2023 and has a Series 66, Series 7TO, and Series SIE license. Gage's previous experience includes roles at Equitable Advisors, LLC, Premier Planning Group, Penn State University, Montgomery County Community College, Springfield Township Police, Montgomery County Municipal Police Academy, North Penn Auto Service, and North Penn High School. Gage's areas of specialization include financial planning, pension consulting, and portfolio management for individuals and businesses. Gage is also a registered representative of Ameritas Investment Company, LLC.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LANCASTER, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Gail Robin Weigle is an investment advisor representative at Wells Fargo Clearing Services, LLC. Gail Robin Weigle is licensed to provide investment advice in Arkansas, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia and Wisconsin. Gail Robin Weigle has been in the securities industry since 2002. Prior to joining Wells Fargo Clearing Services, LLC, Gail Robin Weigle was employed by PRUDENTIAL SECURITIES INCORPORATED.

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

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