Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

LPL Enterprise, LLC

location

Warrington, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Pilone is a financial advisor with LPL Enterprise, LLC. Andrew has been in the industry since April 2019. He is registered as a Broker-Dealer in Pennsylvania and is also a Registered Investment Advisor in Pennsylvania. Andrew has passed the Series 7, Series 66, and SIE exams. He has a broad range of experience and specializes in providing financial planning, consulting, and portfolio management for both individuals and businesses. Andrew is available to provide educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

Sewickley, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Jugan is a financial advisor with Ameriprise Financial Services, LLC. Andrew has been in the financial services industry since 2004. He has been with Ameriprise Financial Services, LLC since 2004. Andrew has a Series 66 and a Series 7. He holds licenses in multiple states. Andrew is a registered representative in 47 states. He is also a registered investment advisor in 2 states. Andrew is a financial professional and can help you with a range of financial services.

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

Vanguard Marketing Corp.

location

MALVERN, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Stoddard Valentine is a financial advisor with Vanguard Marketing Corp. Andrew is a registered investment advisor (IA) and holds both Series 6 and Series 7 licenses as well as a Series 66 license for the Uniform Combined State Law Examination. Andrew has been in the financial industry since 2010. Andrew has prior experience with AXA Advisors, LLC and PRUCO Securities, LLC.

SPECIALIZATIONS

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

Lincoln Investment

location

WEST ABINGTON TWP, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Cross is a financial advisor in Moosic, PA. Andrew is a registered representative with Lincoln Investment and Capital Analysts. Andrew has 10 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission (SEC) since 2020. Andrew has a Series 7, 66, and SIE license and offers a variety of financial services to individuals, businesses, and trusts. Andrew is committed to providing personalized financial planning services to help clients achieve their financial goals. Andrew is a member of the Finance Committee at Heritage Baptist Church.

SPECIALIZATIONS

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

Berwyn, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Morse is a financial advisor with over 35 years of experience in the industry. Andrew has worked with a number of firms including Alex. Brown & Sons Incorporated, Fahnestock & Co., Inc., and UBS Financial Services Inc. currently working with Morgan Stanley. Andrew is registered to provide investment advice in 37 states and is a registered representative in 2 states. Andrew is a Series 65, Series 63, Series 3, Series 7, Series 31, and SIE licensed professional. Andrew is committed to helping clients achieve their financial goals.

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

Robert W. Baird & Co. Inc.

location

Pittsburgh - Wexford, PA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Beecher Patterson is a financial advisor with over 26 years of experience in the industry. Andrew is currently registered with Robert W. Baird & Co. Inc. in Pennsylvania and is also licensed in 32 other states. Andrew has a wide range of experience working with clients including individuals, high-net-worth individuals, corporations, and institutions. Andrew's previous experience includes working with Hefren-Tillotson, Inc.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

WEST CONSHOHOCKEN, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Michael Maddaloni is a financial advisor with over 20 years of experience in the industry. Andrew currently works at LPL Financial LLC in the West Conshohocken, PA office. Andrew holds several industry licenses and certifications including Series 7, 24, 63, 66, and SIE. Prior to joining LPL Financial LLC, Andrew was a financial advisor at Boenning & Scattergood, Inc., Janney Montgomery Scott LLC, and several other financial institutions. Andrew provides advisory services such as financial planning, portfolio management, and consulting services.

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

Ellis Investment Partners, LLC | CFP ® (Certifications)

location

BERWYN, PA

0 Disclosures

ADVISOR BIO

Andrew Schaffer is a financial advisor with Ellis Investment Partners, LLC. Andrew has been in the financial services industry since July 2015. Andrew is registered with the state of Pennsylvania and Texas as an Investment Advisor Representative (IAR). Andrew is a Certified Financial Planner (CFP) and has a Series 6, 7, 63 and 65 license. Andrew has experience providing financial planning and portfolio management services to individuals and businesses. He is also a member of the CFP Board.

SPECIALIZATIONS

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

Guyasuta Investment Advisors, Inc.

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Andrew Sencindiver is an investment advisor representative with Guyasuta Investment Advisors, Inc. Andrew has been in the industry since May 2013 and has experience in advising clients such as charitable organizations, corporations, high-net-worth individuals, and pension plans. Andrew is also licensed in Pennsylvania. Guyasuta Investment Advisors, Inc. specializes in providing financial planning, and portfolio management for individuals and businesses. They also manage over $2 billion in assets.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

YARDLEY, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Connolly is a financial advisor with Osaic Wealth, Inc. in Yardley, Pennsylvania. Andrew has over 9 years of experience in the financial services industry and has been registered with the state of Pennsylvania as a Registered Investment Advisor since 2023. Andrew is also a Certified Financial Planner. Andrew is available to provide financial planning services, pension consulting, educational seminars, selection of other advisors, and portfolio management services.

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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