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Advisors in Pennsylvania
16,409 Results
Unclaimed

MML Investors Services, LLC

location

MOOSIC, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Mazzie is a financial professional with over 10 years of experience in the industry. Jonathan has a Series 6 and Series 63 license and is a registered representative of MML Investors Services, LLC. Jonathan has specialized in providing financial advice to individuals, corporations, and pension plans. He is based in Moosic, Pennsylvania and serves clients in several states. Jonathan previously worked at MSI Financial Services, Inc. Jonathan's firm, MML Investors Services, LLC, is a leading provider of financial services, offering a wide range of investment products and 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Defiant Capital Group | CFP ®,CFA ® (Certifications)

location

WARRENDALE, PA

0 Disclosures

ADVISOR BIO

Jonathan Dane is an investment advisor representative at Defiant Capital Group, located in Warrendale, Pennsylvania. Jonathan has been in the financial services industry since 2008 and has a diverse background in investment banking and wealth management. Jonathan holds the Series 7, 63, and 87 securities licenses and is a Certified Financial Planner™ and Chartered Financial Analyst®. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and managing pooled investment vehicles.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

CHESTERBROOK, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Henry Shevlin is a financial advisor who has been in the industry since November 2003. He currently works at Wells Fargo Clearing Services, LLC, and specializes in investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Jonathan Henry Shevlin's firm, Wells Fargo Clearing Services, LLC, manages over $500 billion in assets.

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

RADNOR, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Zeminski is a financial advisor with Wells Fargo Clearing Services, LLC, based in Radnor, PA. Jonathan has been in the financial services industry since May 2006. Jonathan has Series 7, Series 63, Series 65 and SIE licenses. Jonathan is also a Certified Financial Planner. Jonathan has prior experience with Univest Investments, Inc., Wells Fargo Advisors, LLC, PNC Investments, SEI Investments Distribution Co. and BNP Paribas Securities Corp. Jonathan currently holds registrations in Alabama, Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia and Washington. Jonathan also manages his own personal investment holdings through ZEMINSKI CAPITAL LLC.

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

Valic Financial Advisors, Inc.

location

MALVERN, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Turner is a financial advisor with Valic Financial Advisors, Inc. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, Series 63, and SIE licenses. Jonathan's firm is headquartered in Houston, Texas, and specializes in financial planning, selection of other advisors, and portfolio management for individuals. Jonathan is registered to provide investment advice in all 50 states.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Mighty OAK Strong America Investment Co. | CFP ®,CFA ® (Certifications)

location

MECHANICSBURG, PA

0 Disclosures

ADVISOR BIO

Jonathan Williams is a financial advisor registered with Mighty Oak Strong America Investment Co.. Jonathan is a Certified Financial Planner and a Chartered Financial Analyst, holding Series 6 and Series 63 securities licenses. Jonathan has worked in the financial services industry since 1995. Jonathan has experience providing financial planning and portfolio management services to individuals and businesses. Jonathan specializes in 1, 4 and 6. Jonathan is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Evenkiehl, LLC | CFP ® (Certifications)

location

LANCASTER, PA

0 Disclosures

ADVISOR BIO

Jonathan Kiehl is a financial advisor with Evenkiehl, LLC. Jonathan has been a registered Investment Advisor representative since July 30, 2021. He is also a Certified Financial Planner. Jonathan specializes in providing financial planning and portfolio management services to individuals, charitable organizations, and high-net-worth individuals. Evenkiehl, LLC manages approximately $10,146,056 in assets, with a focus on providing discretionary investment management services. The firm also offers fixed fees and percentage of assets compensation arrangements.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

LEBANON, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Sawich is an investment advisor representative at Wells Fargo Clearing Services, LLC, licensed to conduct business in 27 states and districts. Jonathan has been in the industry since 2007 and holds the Series 7, 66, and SIE securities licenses. Jonathan is a Certified Financial Planner and specializes in providing investment advice and services to high-net-worth individuals, businesses, and institutional clients.

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

Cambridge Investment Research Advisors, Inc.

location

PITTSBURGH, PA

experience

40 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Jonathan Gregory Heller is a financial advisor in Pittsburgh, Pennsylvania, with over 38 years of experience in the financial industry. Jonathan is a registered representative of Cambridge Investment Research Advisors, Inc. and provides investment advisory services to individuals and businesses. Jonathan's areas of expertise include financial planning, portfolio management, pension consulting, and investment advisory services.

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

Principal Securities, Inc. | CFP ®,CFC ® (Certifications)

location

WYOMISSING, PA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan David Moyer is a financial advisor with over 30 years of experience in the financial services industry. Jonathan is registered with Principal Securities, Inc. in Pennsylvania and Texas. Jonathan has worked with individuals, families, corporations, and charitable organizations. Jonathan is a Certified Financial Planner™ and a Chartered Financial Consultant. In addition to financial planning, Jonathan also provides portfolio management services. Jonathan has a passion for helping clients achieve their financial goals.

SPECIALIZATIONS

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

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