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Advisors in Pennsylvania
16,409 Results
Unclaimed

Osaic Wealth, Inc.

location

PALMERTON, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

John Banko is a registered representative with Osaic Wealth, Inc. in Palmerton, Pennsylvania. John has been in the financial services industry since 1997. John holds the Series 6 and Series 63 licenses. John specializes in a variety of services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.

SPECIALIZATIONS

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

Thayer Partners LLC

location

Wyndmoor, PA

0 Disclosures

ADVISOR BIO

John Christopher Wilmerding is an investment advisor representative associated with Thayer Partners LLC, a firm with offices in Wyndmoor, Pennsylvania. John Christopher Wilmerding has been in the financial services industry since 11/16/2005. John Christopher Wilmerding specializes in financial planning, pension consulting, and the selection of other advisors. John Christopher Wilmerding has been licensed to provide investment advisory services in the state of Pennsylvania since 6/9/2020.

SPECIALIZATIONS

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

Networth Asset Management, Inc.

location

LANSDALE, PA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Andrew Shumski is a financial advisor with over 18 years of experience in the financial services industry. John is registered with Networth Asset Management, Inc. John has held previous roles at various firms, including INTERCAROLINA FINANCIAL SERVICES, INC., IFS SECURITIES, GIRARD SECURITIES, INC., THE O.N. EQUITY SALES COMPANY, and NEXT FINANCIAL GROUP, INC.. John holds the Series 7, Series 24 and Series 66 securities licenses as well as the SIE. John is a member of the National Association Insurance and Financial Advisors State Board. John is a wealth planner specializing in life insurance, health insurance, disability insurance, fixed annuities, debt and estate management, and business consulting.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

John Francis Cody is a financial advisor with Fidelity Personal And Workplace Advisors. John has been working in the financial industry since January 2014 and has been registered with the state of Pennsylvania as a Registered Representative since June 30, 2022. John holds the Series 7, Series 63, and Series 66 securities licenses as well as the SIE license. John is a Certified Financial Planner.

SPECIALIZATIONS

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

L.m. Kohn & Co.

location

DUNMORE, PA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Conway is a registered investment advisor representative with L.m. Kohn & Co. John has been in the industry since 1987. John holds licenses in Connecticut, Florida, New Jersey, New York and Pennsylvania. John is also a Registered Investment Advisor in Pennsylvania. John has been associated with L.m. Kohn & Co. since 2012. John previously worked at Midsouth Capital, Inc., First Security Investments, Inc., Prudential Securities Incorporated, Butcher & Singer Inc. and Cumberland Advisors, PTY. John's specializations include fixed income securities, mutual funds, variable annuities, insurance products, and retirement planning. John is also a part-time professor at Marywood University.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

Rockwood, PA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

John Edward MacDonald is a registered investment advisor with Janney Montgomery Scott LLC, based in Rockwood, PA. John Edward MacDonald is a veteran of the financial industry, having started their career in 1981. John Edward MacDonald has held registrations with multiple states, including California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. John Edward MacDonald is also registered with FINRA. John Edward MacDonald has a strong track record of experience in the financial industry and is committed to providing clients with personalized financial advice.

SPECIALIZATIONS

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

Wesbanco Securities, Inc.

location

Canonsburg, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

John W. Cresto is a financial advisor with Wesbanco Securities, Inc., registered in Pennsylvania and West Virginia. John specializes in providing financial planning, selection of other advisors and portfolio management for both individuals and businesses. John has been in the industry since May 4, 2015. John holds the Series 6, Series 63 and SIE securities licenses.

SPECIALIZATIONS

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

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

John Hadley is an investment advisor representative with Samalin Wealth. John has been in the financial services industry since 1985. John has a Series 7, 63, and 65 license and has been registered with the state of Pennsylvania since 2019. Previously, John was an advisor with Lincoln Investment Planning, Inc. and Pryor, Govan Counts & Co., Inc.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

United Planners' Financial Services OF America A Limited Partner

location

PORT MATILDA, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

John S. Battaglia is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with United Planners' Financial Services of America A Limited Partner and has previously worked with several other firms, including Grove Point Investments, LLC, AssetMark Brokerage, LLC, Hazard & Siegel, Inc., Aris Securities Company, and PNC Securities Corp. John holds several professional licenses and designations, including Series 6, 7, 24, 27, and 66, and is currently registered in several states, including Arizona, California, Florida, Georgia, Illinois, Indiana, Minnesota, Nevada, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Washington, and West Virginia. John's primary practice areas include financial planning, portfolio management, and retirement planning. John specializes in working with individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Wealth Enhancement Advisory Services, LLC | CFP ® (Certifications)

location

Malvern, PA

0 Disclosures

ADVISOR BIO

John Ring O'Brien is a financial advisor with over 20 years of experience in the financial services industry. John is a Certified Financial Planner® professional and is registered with Wealth Enhancement Advisory Services, LLC in Louisiana, Pennsylvania and Texas. John has worked with several firms in the past including Leigh Baldwin & Co., LLC, 1717 Capital Management Company, Titan/Value Equities Group, Inc., and MONY Securities Corp. John currently works with individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans and charitable organizations. John has a strong understanding of financial planning and investment management and is committed to providing clients with personalized advice and strategies to help them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER

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