Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Fortis Capital Advisors, LLC | CFP ® (Certifications)

location

Yardley, PA

0 Disclosures

ADVISOR BIO

Isaac Keil is an investment advisor representative at Fortis Capital Advisors, LLC. Isaac has been in the industry for over 10 years and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, P.J. Robb Variable Corporation, and AXA Advisors, LLC. Isaac holds the Series 66, Series 7, and SIE licenses. Isaac is a Certified Financial Planner and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Isaac works with high net worth individuals, pension and profit sharing plans, and corporations or other businesses.

SPECIALIZATIONS

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

Citizens Securities, Inc.

location

Fort Washington, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Isaac Aguirre is a financial advisor with Citizens Securities, Inc. Isaac Aguirre is registered with FINRA as a Registered Representative and with the state of Florida as a Registered Investment Advisor. Isaac Aguirre is also registered with the state of New York as a Registered Representative and a Registered Investment Advisor. Isaac Aguirre's professional experience includes time at J.P. Morgan Securities LLC. Isaac Aguirre has a Series 63, Series 65, and Series 7 license and is also a holder of the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed

Assuredpartners Investment Advisors

location

Lancaster, PA

0 Disclosures

ADVISOR BIO

Isabel Gleason is a registered investment advisor representative with AssuredPartners Investment Advisors. Isabel is currently registered with the state of Pennsylvania. Isabel has worked in the financial services industry since September of 2013. Isabel has a Series 65 license and provides financial planning, educational seminars, and referrals to unaffiliated investment advisors. Isabel has experience working with individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
REFERRALS TO UNAFFILIATED INVESTMENT ADVISERS, COLLEGE PLANNING
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Isabella Conti is a financial advisor at Equitable Advisors, LLC with over 20 years of experience in the financial services industry. Isabella has a strong understanding of financial planning and investment management strategies, and is dedicated to helping her clients achieve their financial goals. Isabella holds a Series 66 license and a Series 7TO license. Isabella is registered with the state of New Jersey, New York and Pennsylvania.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

PHILADELPHIA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Isabella Louise Santosusso is a financial advisor at UBS Financial Services Inc. Isabella is registered with the state of Pennsylvania and holds Series 7TO, SIE and Series 66 licenses. She has been in the financial services industry for 2 years. Isabella has experience working with a range of clients, including high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

NEWTOWN, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Isaiah Anthony Burrows is a registered representative and investment advisor representative with Raymond James & Associates, Inc., based in Newtown, PA. Isaiah has been working in the financial services industry since November 2022. Isaiah has passed the Series 66, Series 7TO, and the SIE exams. Isaiah specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and businesses.

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

VILLANOVA, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Isaiah Ishmil Gibson is a financial advisor at Fidelity Personal And Workplace Advisors. Isaiah has been in the financial services industry since April 2018 and has passed the Series 7, Series 63, Series 66, and SIE exams. Isaiah is registered with the state of Pennsylvania. Isaiah provides financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Pittsburgh, PA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Isaiah Jackson is a financial advisor registered with J.p. Morgan Securities LLC. Isaiah has been in the industry since August 2021 and has experience working with high net worth individuals, corporations and insurance companies. Isaiah holds FINRA Series 7, 63, and SIE licenses. Isaiah is registered in Pennsylvania, New Jersey and Delaware. The advisor's previous firm was Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Allentown, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Isaiah Williams is a financial advisor with over 15 years of experience in the industry. Isaiah is currently registered with Morgan Stanley in Allentown, Pennsylvania, and has previously worked with Merrill Lynch, PNC Investments and Wachovia Securities. Isaiah holds Series 6, 7, 9, 10, 63, and 65 licenses and is registered in 53 states.

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
location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Isaiah James Carroll is a registered Investment Advisor Representative with McAdam LLC. Isaiah Carroll is also registered with the states of Pennsylvania and Texas. McAdam LLC is a Registered Investment Advisor and is headquartered in Philadelphia, Pennsylvania. McAdam LLC provides financial planning and portfolio management services to individual investors. Isaiah Carroll has been in the financial services industry since June of 2019. Before that, he worked in sales and customer service roles at various companies.

SPECIALIZATIONS

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

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