Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jina Muir is an investment advisor representative registered with Vanguard Advisers, Inc., located in Malvern, PA. Jina has been in the industry since November 16, 2022 and holds the following licenses and certifications: Series 66, Series 7, and SIE. Jina has experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

OAKS, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Jinsong Chen is a financial advisor with over 28 years of experience in the industry. Jinsong is currently registered with Osaic Wealth, Inc. and is licensed in Delaware, New Jersey, and Pennsylvania. Jinsong specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses. Jinsong was previously affiliated with Woodbury Financial Services, Inc., Capital Analysts, Incorporated, and Cambridge Investment Research, Inc. Jinsong is committed to providing clients with personalized financial advice and guidance to help them reach 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
Unclaimed

Oppenheimer & Co. Inc.

location

MONROEVILLE, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jitka Petronis is an investment advisor representative registered with Oppenheimer & Co. Inc. with over 13 years in the financial industry. Jitka Petronis is registered in 32 states and holds several industry licenses including Series 66, Series 10, Series 9, Series 99TO, SIE and Series 7. Jitka Petronis offers a wide range of investment advisory services including portfolio management for individuals, businesses and pooled investment vehicles as well as financial planning, pension consulting and selection of other advisers.

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
Unclaimed
location

NEW HOPE, PA

experience

31 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

J. michael Seymour is a financial advisor with Osaic Wealth, Inc., based in New Hope, Pennsylvania. J. michael has been in the financial industry since June 1994. J. michael is registered as a broker and an investment advisor representative.

SPECIALIZATIONS

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

Packerland Brokerage Services, Inc.

location

HUNTINGDON, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jo Anna Swope is a financial advisor with Packerland Brokerage Services, Inc. Jo Anna has been in the financial services industry for over 20 years. Jo Anna has experience in various areas of financial planning, including investment management, retirement planning, and insurance. Jo Anna is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jo Anna is also a member of the United Way of Huntingdon County.

SPECIALIZATIONS

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

CRANBERRY TWP, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jo Larson is a financial advisor at Edward Jones. Jo has been in the industry since May 2005. Jo is licensed to provide financial advice in several states, including Arizona, California, Florida, Georgia, Maryland, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Jo holds the Series 66, Series 7, and SIE licenses and specializes in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

BETHLEHEM TOWNSHIP, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Joan W. Markus is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Joan has been in the financial industry since 1999 and has a broad range of experience in financial planning and investment management. Joan is also registered as an Investment Advisor Representative with the state of Pennsylvania.

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 Pooled Investment Vehicles
Unclaimed

TGS Financial Advisors

location

RADNOR, PA

0 Disclosures

ADVISOR BIO

Joan Mary Hill is an investment advisor representative at TGS Financial Advisors. Joan Mary Hill has been in the securities industry for over 20 years, beginning their career in 1996. They have held both securities and investment advisor licenses since 2007, focusing on financial planning, portfolio management for individuals and publishing periodicals. Joan Mary Hill holds a Series 7, 63 and 65 license. Joan Mary Hill has served clients at TGS Financial Advisors since 2007 and previously worked at Raymond James Financial Services, Inc.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

EXTON, PA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Joan Rice Goshow is a financial advisor with over 40 years of experience in the financial services industry. Joan is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and is currently registered with Wells Fargo Advisors Financial Network, LLC. Joan has held previous roles with Wachovia Securities, LLC and Prudential Securities Incorporated. Joan is licensed to provide financial advice in numerous states.

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Joan Eisenbrey Cortright is an investment advisor representative at Vanguard Advisers, Inc. Joan has been in the industry for over 10 years. She has a Series 6, Series 7, and Series 66 license, as well as a SIE designation. Joan holds registrations in 53 states. Joan is a registered representative for Vanguard Advisers, Inc., and is also an employee of The Vanguard Group, Inc.

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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