Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

MML Investors Services, LLC

location

MECHANICSBURG, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lindsley is a financial advisor with MML Investors Services, LLC and has been in the financial industry since 2004. Jennifer is registered to offer securities in Pennsylvania. Jennifer holds the Series 6, Series 63, and SIE securities licenses. Previously, Jennifer was employed with Northwestern Mutual Investment Services, LLC. Jennifer specializes in investment advisory services, portfolio management for individuals and businesses, pension consulting, and financial planning.

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Hoffman Kelly is an Investment Advisor Representative at Vanguard Advisers, Inc. Jennifer has been in the industry since December 2021 and is licensed in both Pennsylvania and Texas. Jennifer has passed the Series 7, SIE, and Series 66 exams. Jennifer offers financial planning, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

ALLENTOWN, PA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Marie Gaetaniello is a financial professional with over 20 years of experience in the financial services industry. Jennifer has been registered with Wells Fargo Clearing Services, LLC since 2008. Prior to joining Wells Fargo, Jennifer worked with Wachovia Securities, LLC and First Union Brokerage Services, Inc. Jennifer holds Series 6, 7, and 63 licenses and has demonstrated expertise in various financial products and services. She is committed to helping clients reach their financial goals by providing personalized advice and guidance. Jennifer is currently serving clients in Pennsylvania, New Jersey and New York.

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

Allegheny Financial Group Ltd. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Schrauder is a financial advisor with over 25 years of experience in the financial services industry. She is registered as a Registered Representative in Pennsylvania and has held various positions in the financial services industry, including with IDS Life Insurance Company and American Express Financial Advisors Inc. Jennifer is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and has held the Series 7, Series 63, Series 65, and Series 53 licenses. She is currently affiliated with Allegheny Financial Group Ltd., where she serves as a financial advisor. Jennifer's areas of specialization include retirement planning, college savings, and estate planning. She is committed to providing personalized financial advice and guidance to help her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

EPHRATA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Philbert is an investment advisor representative at Edward Jones, a financial services firm headquartered in St. Louis, Missouri. Jennifer has been with the firm since 2015 and is registered in Pennsylvania and Texas. Jennifer holds the Series 7 and SIE licenses and has been in the industry for over 8 years. Jennifer specializes in financial planning, pension consulting and selection of other advisors for individuals and businesses.

SPECIALIZATIONS

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

Ridgewood Capital Management

location

WEST CHESTER, PA

0 Disclosures

ADVISOR BIO

Jennifer Lanza Weinstein is an investment advisor representative with Ridgewood Capital Management. Jennifer is registered with the state of California and Pennsylvania. Jennifer obtained her Series 65 license in February 2001. Jennifer has worked in the financial industry since October 2000. Jennifer provides financial planning and portfolio management services to individuals. Ridgewood Capital Management has over $30 million in assets under management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

McClarren Financial Advisors

location

STATE COLLEGE, PA

0 Disclosures

ADVISOR BIO

Jennifer Michelle Anderson is an Investment Advisor Representative at McClarren Financial Advisors. Jennifer is registered with the state of Pennsylvania. Jennifer has been working in the financial industry since May 2008. Jennifer specializes in providing financial planning and portfolio management services to individuals. McClarren Financial Advisors, with offices in State College, Pennsylvania, is a firm focused on providing comprehensive financial advice to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Park Avenue Securities LLC

location

BETHLEHEM, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Prashad-azim is a financial professional with over 15 years of experience in the industry. Jennifer is currently registered with Park Avenue Securities LLC, a firm that provides financial planning, investment advisory, and portfolio management services. Prior to joining Park Avenue Securities, Jennifer held positions at Barclays Capital Inc., Morgan Stanley, and Citigroup Global Markets Inc. Jennifer holds Series 66, Series 9, and Series 7 licenses and specializes in providing investment advice to individuals and corporations.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WAYNE, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Guarino is a financial advisor with Wells Fargo Clearing Services, LLC. Jennifer has been in the financial services industry since 2011. Jennifer holds the Series 7 and Series 66 securities licenses, and the Series 63 state license. Jennifer has been registered with the Securities and Exchange Commission (SEC) since 2011.

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

Vicus Capital, Inc.

location

STATE COLLEGE, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Newman is a registered representative and investment advisor representative with Vicus Capital, Inc. Jennifer has been in the financial services industry since 2000. Jennifer has a strong background in financial planning and portfolio management. Jennifer holds the Series 6, 7, and 66 licenses and is registered with the state of Pennsylvania. Jennifer is also a registered independent insurance agent and sells fixed annuities, life, accident, and health insurance products. Jennifer is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

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