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Advisors in Pennsylvania
16,409 Results
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Gary Michael Klazmer is an investment advisor representative who is registered with Equitable Advisors, LLC. Gary has been in the industry since 1984 and is licensed in Arizona, California, Colorado, Delaware, District of Columbia, Florida, Maryland, Michigan, New Jersey, New York, and Pennsylvania. Gary has experience in various areas of financial planning, including portfolio management for businesses and individuals, pension consulting, and educational seminars. Gary also provides selection of other advisors services. Gary is also an attorney, and has experience with estate planning and trust management. Gary is a valuable resource for individuals and families seeking financial guidance.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

MOUNT PLEASANT, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Gary Gesinski is an active, licensed financial advisor with over 39 years of experience in the financial services industry. Gary is currently a registered representative at Osaic Wealth, Inc. and is located in Mount Pleasant, PA. Gary has previously worked for firms such as Woodbury Financial Services, Inc., Polaris Financial Services, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Gary holds the Series 6, Series 63, and SIE licenses and is registered to provide financial services in Arizona, Florida, Indiana, Ohio, Pennsylvania, and Virginia. Gary specializes in providing financial services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

BCG Securities, Inc.

location

Wexford, PA

experience

41 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Gary Wayne Latuszewski is a registered representative with BCG Securities, Inc., and has been in the industry since 1984. Gary has experience working for multiple firms including Lincoln Investment, Great American Advisors, Inc., and ING Financial Advisors, LLC. Gary is registered in Arizona, California, Florida, Maryland, North Carolina, Pennsylvania, South Carolina, and Washington. Gary is also registered as an Investment Advisor Representative in Arizona, California, Florida, Maryland, North Carolina, Pennsylvania, South Carolina, Washington, and West Virginia. Gary has experience in providing financial planning services and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

ALLISON PARK, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Gary Laird is a financial professional with Thrivent Investment Management Inc. Gary is licensed to provide investment advice in Pennsylvania. Gary has been in the financial services industry since August 2000. Gary holds the Series 66, Series 7TO and SIE licenses. Gary specializes in providing financial planning and portfolio management services to individuals, corporations and other businesses. Gary is registered with Thrivent Investment Management Inc. and has a branch office in Allison Park, Pennsylvania. Gary is also associated with Eden Christian Academy. Gary's current employment began in March 2023.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

BCG Securities, Inc.

location

Wexford, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gary W Latuszewski is a registered representative and investment advisor representative associated with BCG Securities, Inc. Gary is based in Wexford, PA and has been in the securities industry for over 2 years. Gary has passed the Series 66, Series 7TO, and SIE exams. Gary's firm specializes in providing financial planning, portfolio management services for individuals and businesses, as well as selection of other advisors.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

HARLEYSVILLE, PA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Gary Carl Sanson is a financial advisor with over 29 years of experience in the industry. Gary is currently registered with Cambridge Investment Research Advisors, Inc. and has held previous positions at ING FINANCIAL PARTNERS, INC., and FORTIS INVESTORS, INC. Gary holds multiple licenses and certifications, including Series 6, 7, 24, 26, 63, and 65, as well as the SIE. Gary is also a Certified Financial Planner and a Chartered Financial Consultant. Gary's areas of specialization include retirement planning, investment management, insurance, and estate planning.

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

Park Avenue Securities LLC

location

PITTSBURGH, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Gary McGovern is an investment advisor representative with Park Avenue Securities LLC, with over 15 years of experience in the financial services industry. Gary is registered to provide investment advice in 27 states. Gary is dedicated to providing personalized financial planning and portfolio management services to individuals, families, and businesses. Gary has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Nazareth, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gary G Stoudt is an investment advisor representative with Avantax Advisory Services. Gary has been in the financial services industry for over 25 years. He is licensed in Pennsylvania, New Jersey, New York, North Carolina, Virginia. Gary holds Series 6, 7, 63 and 65 securities licenses. Gary is also a registered Enrolled Agent (EA) and is available to help with tax preparation and planning needs for businesses and individuals.

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

Vanguard Advisers, Inc.

location

Malvern, PA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gary Keith Shears is a financial advisor with Vanguard Advisers, Inc. located in Malvern, PA. Gary has been in the securities industry since 2002 and has held previous positions at E*TRADE Securities LLC, Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Wells Fargo Clearing Services, LLC, Scottrade, Inc., TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Gary is registered with the state of Pennsylvania as a broker-dealer and investment advisor representative and is also registered in Texas as an investment advisor representative.

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

15 Years Experience

0 Disclosures

ADVISOR BIO

Gaspare Cintorrino is a financial professional with over 14 years of experience in the industry. Gaspare has a strong background in securities and investment advisory services, holding licenses and registrations in all 50 states, as well as Puerto Rico and the Virgin Islands. Gaspare is currently registered with Goldman Sachs & Co. LLC, a leading global investment banking, securities and investment management firm. Prior to joining Goldman Sachs, Gaspare was employed by HSBC Securities (USA) Inc. Gaspare is a seasoned professional with expertise in various financial products and services.

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

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