Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Morgan Stanley

location

BUTLER, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

John David Ivory is a registered investment advisor representative with Morgan Stanley. John has been working in the financial industry for over 25 years, and holds FINRA Series 7, 31, and 66 licenses. John has worked previously at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. John is registered in 34 states and currently works in the Butler, PA branch office of Morgan Stanley.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Vicus Capital, Inc.

location

Camp Hill, PA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Stephen Kostukovich is an active investment advisor representative with Vicus Capital, Inc. John Stephen Kostukovich has been in the industry for over 23 years and has been a registered representative since 1999. John Stephen Kostukovich is also a registered investment advisor in both Pennsylvania and South Carolina. In addition to their work at Vicus Capital, Inc., John Stephen Kostukovich also provides accounting and tax services through their firm Kostukovich Financial Group, LLC. John Stephen Kostukovich has a wealth of experience and expertise in the financial services industry and is committed to providing their clients with personalized and comprehensive financial advice.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

UNIONTOWN, PA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John F Coleman is a financial advisor with Janney Montgomery Scott LLC, registered with the state of Pennsylvania and 34 other states. John has been active in the industry since September 1997. John has completed the Series 7, Series 10 and Series 9 principal examinations and the SIE examination. John F Coleman is also a Registered Investment Advisor with Janney Montgomery Scott LLC.

SPECIALIZATIONS

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

Planmember Securities Corp.

location

NORTH HUNTINGTON, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

John E. Spang is a financial advisor with Planmember Securities Corp. John has been working in the financial industry since 1988. John is registered with the state of Pennsylvania as a both an Investment Advisor Representative and a Broker. John has specialized in financial planning, portfolio management and pension consulting. John is also a licensed independent insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES
Unclaimed
location

Berwyn, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

John Lawrence McCarthy is a financial advisor in Berwyn, Pennsylvania. John Lawrence McCarthy has been in the industry since June 20, 1988, and is currently registered with Morgan Stanley. Prior to Morgan Stanley, John Lawrence McCarthy was registered with Citigroup Global Markets Inc. and Lehman Brothers Inc. John Lawrence McCarthy holds the Series 63, Series 7, and SIE licenses.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Summit Investment Advisory Group LLC

location

HUNTINGDON VALLEY, PA

0 Disclosures

ADVISOR BIO

John Marotta is an investment advisor representative with Summit Investment Advisory Group LLC, a firm located in Huntingdon Valley, PA. John is registered with the state of Pennsylvania and is active in 14 states. John has been with Summit Investment Advisory Group LLC since June 2021. John holds a Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Geneos Wealth Management, Inc.

location

SCHUYLKILL HAVEN, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Allen Kiefer is a registered investment advisor representative with Geneos Wealth Management, Inc. John Allen Kiefer is a licensed advisor in Pennsylvania and several other states including California, Delaware, Florida, Maryland, Nevada and has been working in the industry since December 7, 2007. John Allen Kiefer's firm is headquartered in Englewood, Colorado.

SPECIALIZATIONS

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

Rockwood Wealth Management, LLC

location

NEW HOPE, PA

0 Disclosures

ADVISOR BIO

John Earl Helvie is a Registered Investment Advisor in Pennsylvania. John is currently employed by Rockwood Wealth Management, LLC and has been with the firm since March of 2022. John has been in the industry since November 2014. John holds the Series 65 license and the SIE exam. The firm has a total of $2.2 billion in regulatory assets under management. John specializes in working with High-Net-Worth Individuals, Corporations, Individuals Other Than High-Net-Worth, Pension And Profit-Sharing Plans, Trusts, and Charitable Organizations.

SPECIALIZATIONS

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

Citizens Securities, Inc.

location

MONROEVILLE, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

John Walter Rekasie is a registered representative with Citizens Securities, Inc. John is active in the securities industry since 2007 and holds a Series 7, Series 31, and Series 66 licenses. John is also a registered investment advisor. John has experience with a variety of clients, including individuals, corporations and other businesses. Citizens Securities, Inc. is a financial services company that provides investment advice, brokerage services, and other financial products. The firm has approximately $9.19 billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed

TCP Asset Management, LLC

location

Greensburg, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

John Leonard Rutter is an Investment Advisor Representative with TCP Asset Management, LLC. John Rutter's career in the financial services industry spans over 2 years. John Rutter is licensed to provide investment advice in the state of Pennsylvania. John Rutter specializes in providing financial planning services. John Rutter also provides portfolio management services for individuals. John Rutter is a member of FINRA, the Financial Industry Regulatory Authority, and is subject to their rules and regulations. John Rutter has a Series 63 and a Series 65 license. John Rutter is also registered with the state of Pennsylvania. John Rutter also has a Series 6TO and a SIE license.

SPECIALIZATIONS

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

Need help matching

with the right advisor?