Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Cetera Investment Advisers LLC

location

SHIPPENSBURG, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Barling is a financial advisor with Cetera Investment Advisers LLC in Shippensburg, Pennsylvania. Jacob has been in the industry since 2019, and has experience with Edward Jones. Jacob has also worked as a financial professional for Orrstown Bank. Jacob holds Series 66 and Series 65 licenses. Jacob is registered to provide investment advisory services in Pennsylvania, Maryland and Virginia.

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

12 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Thomas Bucha is a registered representative with SEI Investments Management Corp. and has been in the industry since January 9, 2013. Jacob holds the Series 66, Series 7 and SIE licenses. Prior to joining SEI Investments Management Corp., Jacob was employed by PNC INVESTMENTS and STERNE AGEE FINANCIAL SERVICES, INC. Jacob has experience working with clients of various types including individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, pooled investment vehicles, insurance companies, and investment companies. Jacob specializes in portfolio management, financial planning, educational seminars, publication of periodicals, and selection of other advisers.

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

Cetera Investment Advisers LLC

location

HANOVER, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Alan Lawrence is a financial advisor registered with Cetera Investment Advisers LLC. Jacob has been in the financial services industry since July 29, 2015. Jacob is registered in 10 states: Florida, Maryland, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, and Virginia. Jacob has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Jacob also has experience in insurance sales, and offers financial planning and investment management services.

SPECIALIZATIONS

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

Ethos Financial Group, LLC

location

KING OF PRUSSIA, PA

0 Disclosures

ADVISOR BIO

Jacob Wade Stull is an Investment Advisor Representative at Ethos Financial Group, LLC. Jacob has been with Ethos Financial Group, LLC since July 2022. Prior to that, Jacob worked at Almanack Investment Partners in Wayne, Pennsylvania, from February 2021. Jacob holds a Series 65 license. Jacob specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

WILLIAMSPORT, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Sekel is a financial professional with Cetera Investment Advisers LLC. Jacob has been in the financial services industry for over 8 years. Jacob is registered in 11 states and has Series 66, SIE, and Series 7 licenses. Jacob specializes in Retirement Planning, Financial Plans, Financial Reviews, Investment Planning, and Client Meetings. Jacob works with individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Monroeville, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Alexander Tyznik is a financial advisor registered with J.p. Morgan Securities LLC in Monroeville, PA. Jacob has been in the securities industry since April 18, 2022. Jacob is currently licensed to provide securities and advisory services in Pennsylvania. Jacob specializes in portfolio management for individuals, businesses, and pension consulting.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

VILLANOVA, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Pruitt is a financial advisor with Fidelity Personal And Workplace Advisors. Jacob is registered with FINRA and has been in the industry for over a year. Jacob is licensed to offer securities and investment advisory services in 27 states. In addition to Jacob's experience with Fidelity Personal And Workplace Advisors, Jacob has previously worked with Charles Schwab & Co., Inc. Jacob is a Series 66 and Series 7TO licensed professional.

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

Yardley, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jacob German is a registered representative with J.P. Morgan Securities LLC. Jacob is licensed to provide investment advice and sell securities in Delaware, New Jersey, and Pennsylvania. Jacob has been in the financial industry since August 16, 2023. Jacob's primary office is located at 940 Vansant Drive in Yardley, Pennsylvania. Jacob is qualified to offer a variety of investment products and services including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Citizens Securities, Inc. | CFP ® (Certifications)

location

MONROEVILLE, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Fuller is a financial advisor with Citizens Securities, Inc. Jacob has been in the industry since July 2017. He holds a Series 6, 7, 63, and 66 licenses. Jacob is also a Certified Financial Planner. Jacob is registered to provide investment advice in Florida, Illinois, Indiana, Massachusetts, New York, Ohio and Pennsylvania.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

CONSHOHOCKEN, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Long is a financial advisor with Equitable Advisors, LLC. Jacob has been in the financial services industry since 2014. Jacob is registered to provide investment advice in 20 states. Jacob has a Series 7, Series 66 and SIE licenses. Jacob has worked at both MetLife Securities, Inc and MSI Financial Services, Inc. in the past. Jacob has a broad range of experience in the financial services industry.

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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