Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jeannie Christine Willits is a financial advisor at Janney Montgomery Scott LLC. Jeannie has been in the financial services industry for over 20 years and has experience in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Jeannie is registered to provide investment advice in 47 states and the District of Columbia. She is also a registered representative of FINRA. Prior to joining Janney Montgomery Scott LLC, Jeannie was employed at WELLS FARGO CLEARING SERVICES, LLC, providing financial advisory services.

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

PHILADELPHIA, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jeannine Webber has been in the securities industry since July 16, 2011 and is currently registered with J.P. Morgan Securities LLC. Jeannine is licensed in both Pennsylvania and Texas. She is also an employee of JPMorgan Chase Bank, N.A. Jeannine has experience working in the securities industry with other firms including Brown Brothers Harriman & Co. and BNY Mellon. Jeannine is a Series 7, 63, 65 and 66 licensed representative.

SPECIALIZATIONS

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

Bouvel Investment Partners, LLC

location

PHOENIXVILLE, PA

0 Disclosures

ADVISOR BIO

Jean pierre Bouvel is an Investment Advisor Representative with Bouvel Investment Partners, LLC, located in Phoenixville, PA. Jean pierre has been in the industry since 1981 and has a wide range of experience in financial services. Jean pierre specializes in providing financial planning, portfolio management for businesses and individuals. Jean pierre has a Series 63, Series 65, Series 7, Series 22, Series 24, Series 28, and Series 53 licenses. Jean pierre's previous experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, ROYAL ALLIANCE ASSOCIATES, INC., SECURITY FINANCIAL NETWORK, LLC, INDEPENDENT FINANCIAL GROUP and MUTUAL BENEFIT FINANCIAL SERVICE COMPANY.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jean-pierre Villamar is a registered representative with MML Investors Services, LLC in Bala Cynwyd, PA. Jean-pierre is a licensed investment advisor and has passed several securities exams. Jean-pierre is also registered in Pennsylvania and has been in the financial industry since June 2022. Jean-pierre specializes in providing financial advice to individuals, corporations, and retirement plans.

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

LPL Financial LLC

location

DOYLESTOWN, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jeff Jafolla is a financial advisor with LPL Financial LLC, a firm with over 1900000 client accounts and assets under management exceeding $463 Billion. Jeff has been in the industry since 2014 and holds registrations as an Investment Adviser Representative, General Securities Representative, and is also licensed in 8 states: Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Vermont, and Pennsylvania. Jeff's work experience includes previous roles with CMC Investment Management LLC.

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

Commonwealth Financial Network | CFP ®,CFC ® (Certifications)

location

MACUNGIE, PA

0 Disclosures

ADVISOR BIO

Jeff Lanscek is a financial professional registered with Commonwealth Financial Network, a firm headquartered in Waltham, MA, and has been in the industry since 2004. Jeff Lanscek is also registered in Pennsylvania as an Investment Advisor Representative. Commonwealth Financial Network has offices in MACUNGIE, PA, Nazareth, PA, and Bethlehem, PA. Jeff Lanscek holds the Series 6, Series 63, and Series 65 licenses and is a Certified Financial Planner and Chartered Financial Consultant. Jeff Lanscek has a broad range of experience in financial planning, portfolio management, and education seminars.

SPECIALIZATIONS

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

LPL Financial LLC

location

ERIE, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jeff Bevacqua is a financial advisor who has been in the industry since May 2013. Jeff has been a registered representative with LPL Financial LLC since October 2017. Before joining LPL Financial, Jeff was with PNC Investments, where he was a registered representative from October 2015 to November 2017. Prior to that, Jeff was with Morgan Stanley from April 2013 to October 2015. Jeff is a Series 7 and Series 66 licensed professional. Jeff currently holds registrations in Arizona, California, Delaware, Florida, Indiana, Maryland, Massachusetts, Michigan, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, as well as a resident IA registration in Texas. Jeff is an active member of the financial services industry and is committed to providing his clients with the best possible financial advice.

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

Ameriprise Financial Services, LLC

location

HOLLIDAYSBURG, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jeff Ashley Hinish is a financial advisor with Ameriprise Financial Services, LLC. Jeff is based in Hollidaysburg, Pennsylvania and has been in the financial services industry since 1997. Jeff has experience working with a variety of client types, including individuals, businesses, and trusts/estates. Jeff holds the Series 7, Series 63, and Series 66 licenses.

SPECIALIZATIONS

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

LPL Financial LLC

location

YORK, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jeff Wineka is a financial advisor registered with LPL Financial LLC, with experience in the industry since 2003. Jeff has held previous roles with M&T Securities, PNC Investments, Nationwide Securities, and Thrivent Investment Management. Jeff is a licensed investment advisor representative in Pennsylvania, and registered with the Financial Industry Regulatory Authority (FINRA). Jeff’s areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting.

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

Stifel, Nicolaus & Company, Inc.

location

CONSHOHOCKEN, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jeff Morris is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Jeff has been in the financial services industry since 2023. Jeff has a Series 7TO, Series 63, and SIE licenses. Jeff's areas of expertise include portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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 Pooled Investment Vehicles

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