Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed
location

HONESDALE, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Holly Methfessel Ginas is a financial advisor who has been in the industry since 2006. Currently, Holly works at Edward Jones. Holly has held previous positions with PRUCO Securities Corporation, John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Holly is licensed in 11 states.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC | CFP ® (Certifications)

location

York, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Holly Adams Mayer is a financial advisor with Janney Montgomery Scott LLC. Holly has been in the financial services industry since 1998. Holly specializes in providing financial planning and investment advice to individuals, families, and businesses. Holly is registered to provide investment advice in 27 states and is a Certified Financial Planner.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Holly Crista Murphy is an investment advisor representative with Vanguard Advisers, Inc., and has been in the financial services industry for over 2 years. Holly is licensed in Pennsylvania, Texas, and New Jersey. Holly has earned the Series 7TO, Series 66, and SIE licenses. Holly specializes in providing financial planning, investment management, and selection of other advisers. Holly is also involved in real estate investments and has prior experience in the healthcare industry.

SPECIALIZATIONS

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

Lifeguide Financial Advisors, LLC | CFP ® (Certifications)

location

MECHANICSBURG, PA

0 Disclosures

ADVISOR BIO

Holly Ann Whitmire is a financial advisor with Lifeguide Financial Advisors, LLC. Holly Ann is based in Mechanicsburg, PA and has been working in the financial services industry since 2005. She has a Series 7, Series 66, and SIE license and is also a Certified Financial Planner. Holly Ann specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

HORSHAM, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Holly Nicole Sparks is a financial advisor currently registered with MML Investors Services, LLC in Horsham, PA. Holly has been in the financial services industry since March 31, 2016 and has held previous positions at Lincoln Investment and MML Investors Services, LLC. Holly is Series 6 and 63 licensed and holds the SIE designation. Holly specializes in providing financial planning, asset allocation programs, portfolio management for individuals and businesses, 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Hope Cecile Gerban is a financial advisor at Vanguard Advisers, Inc. with over 17 years of experience in the financial services industry. Hope is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 licenses. She previously worked at Vanguard Marketing Corporation and State Farm VP Management Corp. Hope specializes in portfolio management for individuals, businesses, and pooled investment vehicles. She also provides financial planning services and assists clients in selecting other advisors. Hope is registered with the state of Pennsylvania and Texas.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

LANCASTER, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Hope Waller Hoke has been in the financial industry since 2001. Hope is currently registered with RBC Capital Markets, LLC and is also active in the state of Pennsylvania. Hope is a registered representative with Series 63, 66, and 7 licenses. Hope provides portfolio management for individuals and businesses as well as pension consulting and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BCG Securities, Inc. | CFP ® (Certifications)

location

LOWER GWYNEDD, PA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ho-tae Chang is a financial professional with over 30 years of experience in the financial services industry. Ho-tae has been associated with BCG Securities, Inc. since 2003. Ho-tae holds Series 6, 7, 63, and 65 licenses as well as the SIE. Ho-tae's experience is focused on providing financial advice and portfolio management to individuals and businesses.

SPECIALIZATIONS

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

Good Life Advisors, LLC | CFC ® (Certifications)

location

READING, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Howard Shear is a financial professional with over 37 years of experience in the industry. Howard Shear is currently registered as an Investment Advisor Representative with Good Life Advisors, LLC. Howard Shear has also held registrations with PRUCO SECURITIES, LLC. Howard Shear has passed several professional exams including the Series 6, Series 7, Series 63, and Series 65 exams and holds the Chartered Financial Consultant designation. Howard Shear provides financial planning and wealth management services to individuals, families, and businesses. Howard Shear specializes in retirement planning, college savings, estate planning, and insurance. Howard Shear also provides advisory services for charitable organizations and pension plans.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Howard Williams is a financial professional with Janney Montgomery Scott LLC. Howard is registered with FINRA and is a licensed Series 99 and SIE exam holder. Howard has specialized in a variety of financial services and has been in the industry since May 2021. Howard is located in Philadelphia, Pennsylvania and works out of the Janney Montgomery Scott LLC branch office at 1717 ARCH STREET, PHILADELPHIA, PA 19103.

SPECIALIZATIONS

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

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