Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Empower Advisory Group, LLC | CFC ® (Certifications)

location

LANSDALE, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Hayes is a financial professional with over 20 years of experience in the industry. Joseph is registered with Empower Advisory Group, LLC in Pennsylvania and has been with the firm since January 2023. Before joining Empower Advisory Group, Joseph worked with Prudential Investment Management Services LLC, Key Investment Services LLC, Edward Jones and Prudential Annuities Distributors, Inc. Joseph offers financial planning services and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Wilkinsburg, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Cacese is a financial professional with J.P. Morgan Securities LLC, a well-established firm with a strong reputation in the industry. Joseph holds a Series 63, Series 6TO and SIE licenses. He has a solid background in investment company products and variable contracts and is an active member of the financial services community.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

Malvern, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Edmund Bockus is an investment advisor representative with Vanguard Advisers, Inc. He is registered in Pennsylvania, Texas, and 51 other states, and has been in the industry for over 2 years. His experience includes providing financial planning, portfolio management for individuals and businesses, and selecting other advisors. He has a Series 7TO, Series 63, Series 66 and SIE licenses, and has been employed by The Vanguard Group, Inc. since January 2021.

SPECIALIZATIONS

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

Venn Wealth & Benefit Services, LLC

location

DuBois, PA

0 Disclosures

ADVISOR BIO

Joseph C. Zappia is an Investment Advisor Representative at Venn Wealth & Benefit Services, LLC. Joseph is registered to provide investment advisory services in Pennsylvania. Joseph is also an insurance agent with Zappia Insurance and Venn Financial Solutions, where he may spend up to 70% of his time. He is also the owner and operator of Zappia Multimedia, a cinematography and video editing business, where he may spend up to 10% of his time. Joseph is registered to provide financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

NEWTOWN SQUARE, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Connelly is a financial professional with over 10 years of experience in the industry. Joseph Connelly has a wide range of experience, previously serving as a registered representative at Pacer Financial, Inc. and currently as a registered representative at Wells Fargo Clearing Services, LLC. Joseph Connelly holds Series 7, 63, and 66 licenses, along with the SIE certification. Joseph Connelly specializes in providing investment consulting services to institutional clients. Joseph Connelly currently provides investment advice and portfolio management services for individuals and businesses. Joseph Connelly is registered in 35 states across the United States.

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

J.p. Morgan Securities LLC

location

PHILADELPHIA, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Norek is a registered representative with J.P. Morgan Securities LLC. Joseph has been in the financial services industry for over 2 years. Joseph is licensed in 53 states and is registered with FINRA. Joseph holds the Series 63, 7TO, and SIE licenses.

SPECIALIZATIONS

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

Global Retirement Partners LLC | CFA ® (Certifications)

location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Joseph Michael Kelly is an investment advisor representative with Global Retirement Partners LLC. Joseph has been in the industry since 2017, previously working with Sanford C. Bernstein & Co., LLC. Joseph holds the Series 7TO and SIE licenses and is a Chartered Financial Analyst. Joseph specializes in retirement planning, portfolio management, and providing financial planning services for both businesses and individuals. Joseph also serves as a pension consultant. Global Retirement Partners LLC is an investment advisor with a focus on retirement planning and portfolio management. They have over 300 employees and manage over $140 billion in assets for individuals, businesses, charitable organizations, pension funds, and other entities.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC

location

HORSHAM, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Anthony Deluca has been in the financial services industry since March 30, 1994 and is currently registered with Hornor, Townsend & Kent, LLC as a Registered Representative. Previously, Joseph Anthony Deluca has also been registered with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Joseph Anthony Deluca holds Series 6, 7, 24, 52, 53, 63 and SIE licenses. Joseph Anthony Deluca specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Exton, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Michael Cecco is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Exton, Pennsylvania. Joseph has been in the financial industry since 2009. Joseph has worked with Fulton Financial Advisors since 2023 and provides a variety of financial services, including financial planning, pension consulting, and portfolio management. Joseph has a series 6, 7, and 66 license as well as the SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

WASHINGTON, PA

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Joseph Neil Headlee is a financial advisor with Edward Jones. Joseph has over 23 years of experience in the financial services industry. Joseph is registered to provide investment advice in 21 states. Joseph provides investment advice to individuals, high-net-worth individuals, corporations, and other businesses. Joseph is also a registered representative with FINRA. Joseph's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

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