Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Alden Investment Group

location

WAYNE, PA

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John Mitchell Moreno is a registered investment advisor representative with Alden Investment Group. John has been in the securities industry since April 8, 1999. John has passed the Series 63, Series 65, and Series 66 examinations. John is also a registered investment advisor in Pennsylvania. John has experience working with both high-net-worth individuals and individuals other than high-net-worth. John is also experienced in managing retirement plans and providing financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
RETIREMENT PLANS
Unclaimed

IAM Advisory LLC | CFA ® (Certifications)

location

EASTON, PA

disclosure

1 Disclosures

ADVISOR BIO

John C Bianchi is a financial advisor with over 30 years of experience in the industry. John C Bianchi is currently registered with IAM Advisory LLC and has previously worked with firms like Royal Alliance Associates, Inc., Investment Advisors & Consultants, Inc., AllianceBernstein Investment Research and Management, Inc., Citigroup Global Markets Inc., and Lehman Brothers Inc. John C Bianchi holds the Series 7, Series 24, Series 63, and Series 65 licenses. John C Bianchi also holds the Chartered Financial Analyst designation. John C Bianchi is dedicated to providing clients with personalized financial advice and portfolio management services. John C Bianchi specializes in retirement planning, investment management, and financial planning for individuals and businesses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ®,CFC ® (Certifications)

location

ERIE, PA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Edward Baker is a financial advisor with over 35 years of experience in the industry. John currently works with Ameriprise Financial Services, LLC and is registered in New York, Pennsylvania and Texas. John's previous firms include CETERA ADVISOR NETWORKS LLC, BLUE VASE SECURITIES, LLC, ALLEGHENY INVESTMENTS, LTD., H.D. VEST INVESTMENT SECURITIES, INC., SECURITIES SERVICE NETWORK, INC., ROYAL ALLIANCE ASSOCIATES, INC., METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. John holds Series 6, 7, 24, 51 and 63 licenses as well as a Series 65 license. He is also a Certified Financial Planner and a Chartered Financial Consultant.

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

Principal Securities, Inc. | CFP ® (Certifications)

location

WAYNE, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

John Archibald Oneill is a financial professional with over 25 years of experience in the financial services industry. John has been a registered representative and investment advisor since 1990 and has held numerous positions with various firms including LPL Financial, Lincoln Financial Securities Corporation, and Princor Financial Services Corporation. John is currently a registered representative with Principal Securities, Inc. John is a Certified Financial Planner and holds several industry designations. John is also the owner of a real estate investment LLC. John specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BENSALEM, PA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

John James Iuliano is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. John has been in the financial services industry since May 1989. John specializes in providing financial planning and investment consulting services to individuals, businesses, and institutional clients. John is registered with the following states: Arizona, Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wyoming.

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

Stewardship Advisors, LLC

location

MOUNT JOY, PA

0 Disclosures

ADVISOR BIO

John Charles Simkins is a financial advisor registered in Pennsylvania and Texas. John Charles Simkins has been active in the financial industry since 1997. John Charles Simkins is associated with Stewardship Advisors, LLC. The firm specializes in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John R. Rinaldi is a financial professional with over 6 years of experience in the financial services industry. John is registered with Janney Montgomery Scott LLC, a firm with over $85 billion in regulatory assets under management. John is also licensed to provide investment advice in Pennsylvania. John has a strong understanding of the financial markets and a commitment to providing personalized service to clients.

SPECIALIZATIONS

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

GWN Securities Inc.

location

WAYNE, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

John Anthony McCauley is a financial professional with over 35 years of experience in the industry. John has been with GWN Securities Inc. since February 2004, providing financial advice and services to a variety of clients. Previously, John worked with MONEY CONCEPTS CAPITAL CORP, PMG SECURITIES CORPORATION, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. John is a Series 6 and Series 63 licensed professional. John specializes in providing financial planning services and portfolio management for individuals, as well as market timing services and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Transition Financial Services, LLC

location

ALTOONA, PA

0 Disclosures

ADVISOR BIO

John Toomey is a registered Investment Advisor Representative with Transition Financial Services, LLC. John has been in the industry since August 2007 and is registered with the state of Pennsylvania. John specializes in providing financial planning and portfolio management services to individuals. John is also an insurance agent and spends 50% of his time on his insurance business. Transition Financial Services, LLC manages approximately $4.7 million in assets for 19 clients.

SPECIALIZATIONS

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

LPL Financial LLC

location

PITTSBURGH, PA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

John Aloysius Wojtowicz is a financial advisor currently registered with LPL Financial LLC. John has been active in the industry since 1983. Before LPL Financial LLC John has worked with Harvest Financial Corporation, Butcher & Singer Inc., Gruntal & Co. Incorporated, R.C. Towne, Inc. and Appalachian Investment Corporation. John is currently licensed to advise clients in 17 states. John Aloysius Wojtowicz has a long history of advising individuals, corporations, businesses, pension and profit sharing plans, and charitable organizations.

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

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