Years of Experience
5-20+ Years
ALLENTOWN, PA
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
MEDIA, PA
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
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
West Conshohocken, PA
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
PHILADELPHIA, PA
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
MALVERN, PA
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
Wyomissing, PA
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
PLYMOUTH MEETING, PA
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
DOYLESTOWN, PA
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
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