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Advisors in Pennsylvania
16,409 Results
Unclaimed

LPL Financial LLC

location

STROUDSBURG, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Alan Jones is an active Registered Representative and Investment Advisor Representative. Gregory is currently registered with LPL Financial LLC. Gregory has been in the securities industry since March 8, 1987. Gregory has a total of 11 state registrations, including Pennsylvania, Florida, Maryland, and New Jersey. Gregory is also registered as an investment advisor in Pennsylvania. Gregory previously worked for M&T Securities, Inc., Liberty Securities Corporation, and First Investors Corporation. Gregory has a total of 4 previous employments. Gregory holds Series 6, 7, 26, 63 and 66 securities licenses. Gregory is also licensed as an Investment Advisor Representative.

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
location

Blue Bell, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Todd Dries is a financial advisor at Morgan Stanley. He is a registered representative in California, Pennsylvania, and Texas. Gregory has been in the financial services industry since August 20, 1995. Gregory has a wide range of experience in the financial services industry. He has worked with a variety of clients, including individuals, families, businesses, and institutions. Gregory is dedicated to helping his clients achieve their financial goals. He takes a personalized approach to financial planning, working closely with each client to understand their unique needs and objectives.

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Malvern, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Gerard Warburton is a financial professional with over 30 years of experience in the financial services industry. Gregory has been with Vanguard Advisers, Inc. since 2017. Before joining Vanguard, Gregory worked for Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory is a Certified Financial Plannerâ„¢ professional. Gregory is registered with the state of New Jersey, Pennsylvania, and Texas as an Investment Adviser Representative.

SPECIALIZATIONS

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

LPL Enterprise, LLC

location

CAMP HILL, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Kaiser is a financial advisor with LPL Enterprise, LLC, a financial advisory firm based in Fort Mill, South Carolina. Gregory has been a registered representative since August 2019 and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morrison Healthcare, Hershey Entertainment and Resort, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Gregory is licensed to provide advisory services in 20 states and has passed the Series 66, Series 7TO, and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Confluence Financial Partners

location

MCMURRAY, PA

disclosure

1 Disclosures

ADVISOR BIO

Gregory Joseph Weimer is an investment advisor representative with Confluence Financial Partners. Gregory is a registered investment advisor in Pennsylvania, Florida, and Texas. Gregory's practice focuses on high-net-worth individuals, charitable organizations, and corporations. Gregory has been in the industry since 1986 and has experience with Raymond James Financial Services and Wells Fargo Advisors. Gregory is also a board member of the Children's Hospital of Pittsburgh Foundation.

SPECIALIZATIONS

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

Harbour Investments, Inc.

location

Carnegie, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Volitich is a registered investment advisor representative with Harbour Investments, Inc. Gregory has been in the financial industry for over 27 years, holding registrations in multiple states and with FINRA. Gregory currently holds licenses with Series 7, Series 63, Series 65, SIE and Series 79TO. Gregory has previously worked for New England Securities, Northeast Securities, Inc., Arthurs, Lestrage & Company Incorporated, Parker/Hunter Incorporated, and Hefren-Tillotson, Inc. Gregory specializes in working with high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

CRANBERRY TOWNSHIP, PA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Robert Casten is a financial advisor with Raymond James & Associates, Inc. in Cranberry Township, Pennsylvania. Gregory has been a financial advisor since 1989, and has worked at Raymond James & Associates since 2015. Prior to that, Gregory was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gregory is registered to provide investment advisory services in Pennsylvania and Texas. He offers a variety of financial planning services, including portfolio management, financial planning, pension consulting, and educational seminars. Gregory 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Sinclair Scott is a financial advisor with Equitable Advisors, LLC in BALA CYNWYD, PA. Gregory Sinclair Scott has been in the industry since January 28, 2008. Gregory Sinclair Scott is registered with FINRA and holds Series 7 and Series 66 licenses. Gregory Sinclair Scott has a total of 5 approved state registrations, including Delaware, Florida, Massachusetts, New Jersey and Pennsylvania. Gregory Sinclair Scott offers financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

SEI Investments Management Corp.

location

OAKS, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Painter is a financial professional with a passion for helping clients achieve their financial goals. Gregory holds the Series 7, 63, and 65 licenses and has experience in a variety of financial services roles. Gregory is currently registered with SEI Investments Management Corp. as an Investment Advisor Representative. Gregory has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients meet their individual needs. Gregory has a diverse background in financial services and has previously worked at Vanguard Marketing Corporation. Gregory’s areas of expertise include portfolio management, financial planning, and investment strategies. Gregory is dedicated to helping clients develop and implement financial plans that are designed to meet their long-term financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RTD Financial Advisors Inc.

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Gregory John Young is an investment advisor representative. Gregory has been in the financial industry since 1999. Gregory's primary registrations are with RTD Financial Advisors Inc. Gregory's past registrations include Janney Montgomery Scott LLC. Gregory is registered in the state of New Jersey and Pennsylvania.

SPECIALIZATIONS

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

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