Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

LPL Financial LLC

location

BUTLER, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Joseph David Motisi is a financial advisor at LPL Financial LLC, based in Butler, Pennsylvania. Joseph has over 6 years of experience in the financial services industry. Joseph is registered to offer securities in 16 states and holds licenses for Series 6, 7, 63, and 65. Joseph provides financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations. Prior to joining LPL, Joseph worked for CUNA Brokerage Services, Inc. and Citizens Securities, Inc.

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

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
Unclaimed

MML Investors Services, LLC

location

NEWTOWN SQUARE, PA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Charles Carr has been working in the financial industry since December 1997. Joseph is currently a registered representative of MML Investors Services, LLC and has previously worked for MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Joseph specializes in retirement planning, investment strategies, and providing personalized financial guidance to individuals and families. Joseph offers a range of financial services, including investment management, asset allocation, and financial planning. He is committed to helping his clients achieve their financial goals through a personalized and comprehensive approach.

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

Raymond James & Associates, Inc.

location

ALLENTOWN, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Flannery is a financial advisor with Raymond James & Associates, Inc. located in Allentown, PA. Joseph has over 16 years of experience in the financial industry, and is registered with the Securities and Exchange Commission (SEC) and FINRA. He is also registered to provide investment advice in Florida, Georgia, New Jersey, New York, Pennsylvania, and Virginia. Joseph has earned his Series 7, Series 63, Series 65, and Series 7TO licenses and his SIE designation. Joseph is a board member of the Sancon Valley Country Club. He is a dedicated and experienced financial advisor who is committed to providing his clients with personalized financial advice and investment strategies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

RADNOR, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Gaeckle is a financial advisor who has been in the industry for over 18 years. He is currently registered with Osaic FA, Inc. and has previously worked with Waddell & Reed, Inc. and Planco Financial Services, LLC. Joseph has a wide range of experience, including providing financial planning, portfolio management for businesses and individuals, and educational seminars. He is also registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 6, 63, 65 and 24 licenses. He is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Raymond James & Associates, Inc.

location

NEWTOWN, PA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Christopher Allen has been in the financial industry since February 4, 1987. Joseph is currently registered with Raymond James & Associates, Inc. and has been employed there since February 2005. Prior to working at Raymond James & Associates, Inc. Joseph was employed at RBC DAIN RAUSCHER INC. from March 9, 2002 to February 24, 2005. Before that, Joseph was employed at TUCKER ANTHONY INCORPORATED from May 26, 2000 to March 9, 2002. Joseph was also employed at FIRST UNION SECURITIES, INC. from October 1, 1999 to June 8, 2000. Joseph was also employed at FIRST UNION CAPITAL MARKETS CORP. from March 30, 1989 to October 1, 1999 and HALPERT AND COMPANY, INC. from February 5, 1987 to April 11, 1989. Joseph is licensed to provide financial services in various states across the United States. Joseph provides financial planning, pension consulting and portfolio management services to individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

GWN Securities Inc.

location

WEST CHESTER, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Masucci is a financial professional with over 25 years of experience in the industry. Joseph is currently registered with GWN Securities Inc. and has previously worked at MEDALLION INVESTMENT SERVICES, INC., PAN-AMERICAN FINANCIAL ADVISERS, AMERICAN CAPITAL CORPORATION and ASCEND FINANCIAL SERVICES, INC.. Joseph has a wide range of experience working with both individuals and corporations and offers various financial services including financial planning, market timing services, and selection of other advisors.

SPECIALIZATIONS

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

Wissahickon Wealth Management LLC | CFP ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Joseph Michael Purcell is a financial advisor with over 10 years of experience in the industry. Joseph Michael Purcell is currently registered with Wissahickon Wealth Management LLC in Pennsylvania and Delaware. Joseph Michael Purcell has previously held positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY SMITH BARNEY. Joseph Michael Purcell holds a Series 66 license as well as Series 31, Series 7 and SIE. Joseph Michael Purcell is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

GILBERTSVILLE, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Joseph John Borgese is a financial advisor with Cetera Investment Advisers LLC. He has over 30 years of experience in the financial services industry. Joseph has a wide range of experience, having worked with a variety of firms including National Planning Corporation, Allianz Life Financial Services, LLC, OppenheimerFunds Distributor, Inc., Marine Midland Securities, Inc., Royal Alliance Associates, Inc., BHCM INC., GNA Securities, Inc., Essex National Securities, Inc., Independent Financial Securities, Inc., Invest Financial Corporation, Pruco Securities Corporation, and The Prudential Insurance Company of America. He is registered to provide investment advice in Pennsylvania and Texas. He is also a Certified Financial Planner. Joseph specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Wuenschell Financial Services LLC | CFP ® (Certifications)

location

CRANBERRY TWP, PA

0 Disclosures

ADVISOR BIO

Joseph Alan Wuenschell is a Certified Financial Planner® and owner of Wuenschell Financial Services LLC. He is registered as an Investment Advisor Representative (IAR) in Pennsylvania. Joseph Alan Wuenschell also has previous experience with S&W Advisors LLC, Joseph A Wuenschell CPA and Automated Health Systems. Joseph Alan Wuenschell offers financial planning services for individuals and provides portfolio management for both individuals and businesses. Wuenschell Financial Services LLC is a Registered Investment Advisor (RIA) that has been in business since 2023.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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