Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Irwin, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

John Marshall Duncan is an investment advisor representative with Cambridge Investment Research Advisors, Inc. John has been in the financial industry since 1988 and has held positions at several firms, including Aetna Life Insurance and Annuity Company and Aetna Financial Services, Inc. John holds several licenses, including the Series 6, Series 65, and SIE exams. John is a member of the Norwin Chamber of Commerce and the Norwin Public Library Board of Trustees. John also serves on the board of directors for Keystone Insurers Group.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

PITTSBURG, PA

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John Carl Mouganis is a financial professional with over 35 years of experience in the financial services industry. John is registered with LPL Financial LLC and has previously been associated with Commonwealth Financial Network, NFP Securities, Inc., and Hornor, Townsend & Kent, Inc. John holds the Series 7 and Series 63 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. John’s practice focuses on providing financial planning and investment management services to individuals, families, and businesses.

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
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

Allentown, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

John Michael Pellosie is a financial advisor registered with Commonwealth Financial Network and has been in the industry since August 12, 2018. John Michael Pellosie holds the Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. John Michael Pellosie is registered to provide investment advice in California, Colorado, Delaware, Florida, Idaho, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia, and Wyoming. John Michael Pellosie was previously registered with Securian Financial Services, Inc. Commonwealth Financial Network provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and publication of periodicals.

SPECIALIZATIONS

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

Next Financial Group, Inc.

location

ALLENTOWN, PA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

John Leroy Roche is a financial professional with over 30 years of experience in the industry. John has a strong background in investment advisory and brokerage services. John is currently registered with Next Financial Group, Inc. and Roche Asset Management, LLC. John has a wide range of experience serving individuals, high net worth individuals, corporations and pension and profit sharing plans. John provides a variety of financial services including financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Pittsburgh, PA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Joseph Brady is a financial advisor at MML Investors Services, LLC with over 30 years of experience in the industry. John has a strong track record of providing personalized financial advice and investment management services to individuals, families, businesses, and retirement plans. He has helped his clients achieve their financial goals by developing customized strategies that meet their individual needs and risk tolerance. John holds the Series 6, Series 63, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA). John has been recognized for his outstanding service and commitment to his clients. He is a member of the MML Investors Services, LLC team and is committed to providing his clients with the highest level of service and expertise.

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

Latitude Advisors, LLC

location

East Freedom, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

John W Shaffer is a financial advisor with Latitude Advisors, LLC and is a registered representative of Royal Alliance Associates, Inc. and has been in the financial services industry for over 30 years. John W Shaffer has offices in East Freedom, PA and Vero Beach, FL and holds Series 6, 22, 62, and 63 licenses. John W Shaffer specializes in providing financial planning and portfolio management services to individuals and businesses. John W Shaffer has an extensive background in insurance and is also a licensed insurance agent.

SPECIALIZATIONS

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

Integrity Investment Advisors, LLC | CFP ® (Certifications)

location

LANSDALE, PA

0 Disclosures

ADVISOR BIO

John Robert Hickey is a financial advisor with over 20 years of experience in the industry. John is currently registered with Integrity Investment Advisors, LLC. John has experience in providing financial planning, pension consulting, and portfolio management for both individuals and businesses. John is a Certified Financial Planner and holds the following licenses: Series 6, 7, 24, 26, 51, 63, and 65. John has previously been registered with National Planning Corporation, The Noble House Financial Group, LLC, Waddell & Reed, Inc., and TFS Securities, Inc. John is also an active member of the Pennsylvania Fraternal Order of Constables.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

CAMP HILL, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

John Eric Grove is a financial professional with over 10 years of experience in the financial services industry. John is a registered representative with Pruco Securities, LLC, an investment firm based in Newark, New Jersey. John holds licenses in various states, including Pennsylvania, Maryland, Michigan, New Jersey, New York, Ohio, and Virginia. John is also an Investment Advisor Representative, registered in Pennsylvania. John has demonstrated expertise in investment company products and variable contracts by passing both the Series 26 and Series 6 exams. In addition, John holds a Series 63, Series 65 and Series 7TO license. John specializes in providing financial advice to individuals, corporations, and trusts and estate accounts. John also has experience in selection of other advisors and specializes in providing financial planning services to clients.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Owsiak is an investment advisor representative with Equitable Advisors, LLC. John is registered to provide investment advice in 17 states and the District of Columbia. John has been in the financial industry for 16 years. John also holds the Series 66, Series 7 and SIE licenses. John specializes in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. John is located in Bala Cynwyd, Pennsylvania.

SPECIALIZATIONS

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

Vicus Capital, Inc.

location

BELLEFONTE, PA

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Sulick is a financial professional with over 40 years of experience in the financial services industry. John has a strong background in investment advisory, financial planning, and insurance. John is currently registered with Vicus Capital, Inc. and is licensed in multiple states. John offers a variety of services to individual and institutional clients, including financial planning, investment management, and insurance products. John is committed to providing personalized financial advice and helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Need help matching

with the right advisor?