Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Cetera Investment Advisers LLC

location

MCCONNELLSBURG, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Arthur Peterson is a financial advisor currently registered with Cetera Investment Advisers LLC. Peterson has been in the financial industry since 1995 and currently holds Series 6, 7, 63 and 65 licenses. In addition to their role at Cetera Investment Advisers LLC, Peterson is also involved in the administration of trust accounts and supplies the pulpit for the Orbisonia Church of the Nazarene. Peterson has been active in the financial industry for over 20 years, serving clients in Pennsylvania and Florida, and has experience working 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

TD Private Client Wealth LLC

location

EXTON, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Hunter is a financial advisor at TD Private Client Wealth LLC. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is registered with the state of Pennsylvania. He is also licensed to sell securities in Delaware, Florida, Texas and Pennsylvania. Jeffrey offers financial planning, portfolio management, and other advisory services to individuals, families, and businesses. He previously worked for Wells Fargo Advisors, LLC, Wachovia Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

Thrive Capital Management, LLC

location

FORT WASHINGTON, PA

disclosure

4 Disclosures

ADVISOR BIO

Jeffrey Richard Walker is an investment advisor representative at Thrive Capital Management, LLC. Jeffrey has over 17 years of experience in the financial industry and has held previous positions at Citizens Securities, Inc., Client One Securities LLC, and LPL Financial LLC. Jeffrey specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Jeffrey holds Series 7, 9, 10, 24, 51, and 66 licenses. Jeffrey is registered with the state of Pennsylvania and New Jersey.

SPECIALIZATIONS

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

Citizens Securities, Inc.

location

WYOMISSING, PA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Detwiler is a financial professional with over 30 years of experience in the financial services industry. He is currently registered with Citizens Securities, Inc. as a Registered Representative and Investment Advisor Representative. Jeffrey has held previous positions with LPL Financial LLC, Primevest Financial Services, Inc., Wachovia Securities, LLC, Dreyfus Investment Services Corporation, Dreyfus Financial Services Corporation, PNMR Securities, Inc., and Financial Network Investment Corporation. He is a dedicated professional with experience in serving a wide range of client needs, including individuals, businesses, and high-net-worth individuals. Jeffrey's focus is to deliver personalized financial solutions that meet the unique financial goals of each client.

SPECIALIZATIONS

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

H Financial Management

location

CANONSBURG, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Andrew Karns is a wealth advisor at H Financial Management, with over 17 years of experience in the financial industry. Jeffrey has been registered with the state of Pennsylvania since 2012. Jeffrey has also worked as a wealth advisor for TRIAD ADVISORS LLC and MERCER ALLIED COMPANY, L.P. Jeffrey has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Jeffrey holds a Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

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

LPL Financial LLC

location

CHARLEROI, PA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Mendola has been in the financial services industry since 1989. Jeffrey is a registered representative of LPL Financial LLC. Jeffrey is also a registered investment advisor representative of LPL Financial LLC in Pennsylvania. Prior to joining LPL Financial LLC, Jeffrey worked at Waddell & Reed, Capital Analysts, Incorporated and Pruco Securities Corporation. Jeffrey holds the Series 6, 7, 24, 63, and 65 licenses. Jeffrey is also a licensed insurance agent. Jeffrey's primary business is providing financial and insurance services to 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Janney Montgomery Scott LLC | CFP ® (Certifications)

location

NEW CASTLE, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Genkinger is a financial advisor with Janney Montgomery Scott LLC in NEW CASTLE, Pennsylvania. Jeffrey has been in the securities industry since July 24, 2008. Jeffrey has passed the Series 66, Series 7, and the SIE Exam. Jeffrey is registered 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

Stoneridge Wealth Advisors, LLC | CFP ®,CFC ® (Certifications)

location

MALVERN, PA

0 Disclosures

ADVISOR BIO

Jeffrey Alan Thompson is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Stoneridge Wealth Advisors, LLC in Malvern, PA. Jeffrey has held previous positions with CETERA ADVISORS LLC, FSC SECURITIES CORPORATION, SANDERS MORRIS HARRIS INC., and IFG NETWORK SECURITIES, INC. Jeffrey holds the Series 63, Series 65, Series 7, and Series 24 licenses and is also a Certified Financial Planner and a Chartered Financial Consultant. Jeffrey provides financial planning services to individuals and families. Jeffrey is also an insurance producer and devotes approximately one hour per month to his insurance-producer business.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

West Chester, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey James Woodring is a registered representative with J.p. Morgan Securities LLC, located in West Chester, Pennsylvania. Jeffrey's background includes previous experience at VANGUARD MARKETING CORPORATION in Malvern, Pennsylvania. Jeffrey has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized service and expert advice.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Robert McGrody is a registered investment advisor representative with Vanguard Advisers, Inc. Jeffrey has been in the financial services industry since April 10, 2016. Jeffrey currently holds licenses in 53 states, including Pennsylvania, New Jersey, and Texas. Jeffrey also has a Series 6, 7, and 66 license. Jeffrey specializes in providing financial planning, selection of other advisors, and portfolio management services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

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

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