Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Park Avenue Securities LLC

location

ALLENTOWN, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey F. Bryant is a registered representative of Park Avenue Securities LLC and is licensed to provide investment advice in 15 states and Washington, D.C. Jeffrey has been in the securities industry since 2018. He has worked with Guardian Life Insurance Company and Park Avenue Securities in various roles over the years. Jeffrey offers investment advice to individuals and families, as well as to charitable organizations, pension and profit sharing plans, and corporations or other businesses. Jeffrey also provides financial planning services, including educational seminars and the selection of other advisors. He is committed to providing his clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

MEDIA, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Marsico is a financial advisor with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since 2008. Jeffrey is registered as a Registered Representative in Pennsylvania and Texas and as an Investment Adviser Representative in Pennsylvania and Texas. Jeffrey has earned the Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS

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

Guyasuta Investment Advisors, Inc.

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Jeffrey Baton Todd is a registered Investment Advisor Representative for Guyasuta Investment Advisors, Inc. in Pittsburgh, PA. Jeffrey has been with the firm since June 2014. Jeffrey has over 10 years of experience in the financial services industry. He is licensed to provide financial advice in Pennsylvania. Jeffrey has Series 7 and Series 63 licenses.

SPECIALIZATIONS

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

West Conshohocken, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Mark Levinsohn is a financial advisor at Morgan Stanley. Jeffrey has been in the financial industry since February 2006. Jeffrey is licensed to provide financial advice in 39 states. In addition to his work at Morgan Stanley, Jeffrey serves as a Board Member on the Investment Committee for Settlement Music School.

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

Goldman Sachs & Co. LLC

location

PHILADELPHIA, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey R. Mitzak is a financial professional with over 20 years of experience in the industry. Jeffrey is registered with Goldman Sachs & Co. LLC and is licensed to provide investment advice and securities trading services in all 50 states and the District of Columbia. Jeffrey specializes in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Michael Galiardi is a registered investment advisor representative at Vanguard Advisers, Inc. in Malvern, PA. He is licensed to provide investment advice in Pennsylvania and Texas. He has been in the financial industry since 2008. Galiardi has experience with portfolio management for individuals, businesses, and pooled investment vehicles. He also provides financial planning and selection of other advisors. Galiardi's previous experience includes working at Vanguard Marketing Corporation in Malvern, PA.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Wyomissing, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Smith is a financial advisor with MML Investors Services, LLC. He is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Florida, New Jersey, Pennsylvania, and South Dakota. Jeffrey has been in the industry since March 2022 and has a Series 63, Series 6TO, and SIE. Jeffrey specializes in providing financial planning, asset allocation programs, and portfolio management services to 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Wells Fargo Clearing Services, LLC

location

PLYMOUTH MEETING, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Scott Michetti is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since October 24, 2006. Jeffrey holds Series 6, 7, and 66 licenses. Jeffrey specializes in providing financial advice to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameriprise Financial Services, LLC

location

DOYLESTOWN, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Jacoby is a financial advisor with over 19 years of experience in the financial services industry. Jeffrey has been with Ameriprise Financial Services, LLC since 2020. Prior to that, Jeffrey worked for IDS Life Insurance Company. Jeffrey is licensed to provide financial advice in 26 states and is a registered representative of Ameriprise Financial Services, LLC. Jeffrey specializes in financial planning, portfolio management, and asset allocation services. Jeffrey 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Jeffrey J. Heasley is an investment advisor representative at Captrust in Pittsburgh, PA. Jeffrey holds Series 7 and Series 66 licenses. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey also holds a Series 63 license and the SIE exam. In addition to his role at Captrust, Jeffrey is a partner in Heasley Ventures, LP, a family limited partnership that holds natural gas and oil rights. Jeffrey is committed to providing his clients with comprehensive financial planning and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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