Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Apex Financial Advisors, Inc.

location

YARDLEY, PA

0 Disclosures

ADVISOR BIO

Joseph Russell Weidenburner is an Investment Advisor Representative with Apex Financial Advisors, Inc. Joseph Weidenburner is registered to provide investment advice in Pennsylvania. He is a Series 65 licensed Investment Advisor Representative. His primary focus areas are financial planning, portfolio management for individuals, and real estate investment and management.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
REAL ESTATE INVESTMENT AND MANAGEMENT
Unclaimed

Fidelity Personal AND Workplace Advisors

location

MALVERN, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Lewandowski is a financial advisor at Fidelity Personal And Workplace Advisors. He has been in the financial industry since February 19, 2016. Lewandowski is registered with the state of Pennsylvania and Texas as a Registered Investment Advisor and is also registered with FINRA. He is a Series 7, 9, 10, 66 and SIE licensed professional. Lewandowski has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fidelity Personal And Workplace Advisors is a large firm based in Boston, Massachusetts, with over $800 billion in assets under management.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WAYNE, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Richard Rubin is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Joseph Rubin has been in the industry since July 16, 2015. Joseph Rubin has a Series 66 license, as well as Series 7 and SIE licenses. Joseph Rubin is registered with FINRA and is also registered as an investment advisor representative in 37 states. Joseph Rubin is a member of Wells Fargo Advisors, LLC and has worked at that firm since April 2015.

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

19 Years Experience

0 Disclosures

ADVISOR BIO

Joseph O'Malley is an active investment advisor representative with J.p. Morgan Securities LLC. Joseph has been in the industry since October 29, 2005. Joseph has a strong track record of success in the financial services industry, with extensive experience providing financial advice to individuals, corporations, and institutions. Joseph holds the Series 3, 7, 9, 10, 63, 65, 79, and SIE licenses. Joseph has been registered in 53 states and Puerto Rico, with a focus on providing brokerage and investment advisory services. Joseph is dedicated to helping clients achieve their financial goals through a personalized approach and a deep understanding of the markets.

SPECIALIZATIONS

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

LPL Financial LLC

location

MECHANICSBURG, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Anthony Perretta is an active investment advisor representative with LPL Financial LLC and IFS Group. Joseph has been in the industry since April 2010. Joseph is registered in Pennsylvania and Texas, and holds Series 7, 63 and 65 licenses. Joseph has experience working at various financial institutions, including Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Financial Network Investment Corporation. Joseph is also a wrestling coach at Trinity High School.

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
location

Upper St. Clair, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Molinero is a financial advisor with over 28 years of experience in the financial industry. He is currently registered with Morgan Stanley and has held previous positions at several other firms, including Wachovia Securities, LLC, Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph holds several licenses and certifications, including Series 3, 7, 10, 63, and 65, as well as the SIE exam. Joseph has experience working with a wide range of clients, including individuals, businesses, corporations, trusts, and high-net-worth individuals. He provides a variety of financial services, including investment advisory services, financial planning, and pension consulting.

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

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

location

STATE COLLEGE, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Webber is a financial advisor with over 29 years of experience in the financial services industry. Joseph is currently registered with Wells Fargo Clearing Services, LLC. Joseph is a Certified Financial Planner and holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Joseph has prior experience with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and Pruco Securities Corporation. Joseph has offices in both State College, PA and Fort Myers, FL. Joseph has specializations in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Joseph provides investment advisory services to individuals, families, and businesses.

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

Andrew Garrett Inc.

location

NEWTOWN, PA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Betti is an investment advisor representative with Andrew Garrett Inc.. Joseph has been in the industry since 1990. Joseph is registered with the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Virginia, Washington, and Wisconsin. Joseph is also registered with FINRA and the Securities and Exchange Commission.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Flynn is a financial advisor with Equitable Advisors, LLC. Joseph has been in the industry since February 2, 2023, and is registered with the state of Pennsylvania as a registered representative and investment advisor. Joseph holds the Series 66, Series 7TO, and SIE licenses. Joseph has previously worked with Cobham Advanced Electronic Solutions, The Manor House at Commonwealth National Golf Club and The Pennsylvania State University. Equitable Advisors, LLC is a financial services firm that offers a wide range of financial products and services to individuals and businesses. The firm has a strong commitment to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Foundations Investment Advisors LLC

location

Camp Hill, PA

0 Disclosures

ADVISOR BIO

Joseph Carmen Deitrich is a registered investment advisor representative with Foundations Investment Advisors LLC. Joseph Carmen Deitrich is licensed to provide financial advice in Pennsylvania. The firm provides financial planning and portfolio management for both individuals and businesses. Foundations Investment Advisors LLC is a large firm with over $1 billion in assets under management. Joseph Carmen Deitrich also has experience with insurance and annuity sales through 1st Choice Financial Services Inc.

SPECIALIZATIONS

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

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