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Advisors in Pennsylvania
16,409 Results
Unclaimed
location

Philadelphia, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Spitzer is a financial advisor who has been in the industry since August 2010. Joshua is a registered representative of Morgan Stanley and is licensed in several states. Joshua provides investment advice, financial planning, and portfolio management services to individuals and businesses.

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

LANCASTER, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Donaldson is a financial professional with over 10 years of experience in the financial services industry. Joshua is a Registered Representative and Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Joshua has also previously been registered with PNC Investments and AXA Advisors, LLC. Joshua's primary office is located in Lancaster, PA. Joshua is a Certified Financial Planner and holds the Series 7 and Series 66 licenses as well as the SIE. Joshua specializes in a variety of investment products and services including fixed income, mutual funds, stocks, and other investment strategies. Joshua's experience and expertise make him a valuable resource for individuals and families seeking financial advice.

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

Wealthcare Advisory Partners LLC | CFP ® (Certifications)

location

WEST CHESTER, PA

0 Disclosures

ADVISOR BIO

Joshua Styrcula is a financial advisor at Wealthcare Advisory Partners LLC. Joshua has been a registered investment advisor since 2006 and holds a Series 7 and Series 66 license. Joshua is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Joshua also serves as a City Council Member for the City of Mason, Ohio.

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

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joshua David Pearson is a registered Investment Advisor Representative with Vanguard Advisers, Inc., with over 6 years of experience in the financial services industry. Joshua Pearson holds a Series 7 and Series 66 license and has a SIE designation. Before joining Vanguard Advisers, Inc., Joshua David Pearson was employed at Commonwealth Financial Network and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua David Pearson specializes in providing financial planning services to individuals, businesses, and pooled investment vehicles. Joshua David Pearson is registered with the state of Pennsylvania and Texas and is also registered with the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

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

Lincoln Investment

location

Fort Washington, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Marchal is a financial advisor at Lincoln Investment with over 15 years of experience in the industry. Joshua is registered with the state of New Jersey and Pennsylvania and holds licenses in both Broker-Dealer and Investment Advisor capacities. Joshua has a broad background in the financial industry, having worked at a number of firms including Ameriprise Financial Services, LLC, Prudential Investment Management Services LLC, MetLife Securities Inc., RBC Capital Markets Corporation and Chase Investment Services Corp. Joshua offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

WYOMISSING, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Weaknecht is an investment advisor representative with Truist Advisory Services, Inc. based in Wyomissing, Pennsylvania. Joshua has been in the securities industry since July 2007, and holds the Series 6, 7, 63 and 66 securities licenses. Joshua's experience includes previous roles with BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC. and WELLS FARGO CLEARING SERVICES, LLC. Joshua's firm specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

GWN Securities Inc.

location

WAYNE, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Miller is a registered investment advisor representative with GWN Securities Inc. Joshua is a licensed financial professional with experience in the financial industry since 2020. Joshua has passed the Series 63, Series 65, Series 6TO and SIE exams. Joshua provides financial planning, market timing services and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Sewickley, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Mounce is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Sewickley, Pennsylvania. Joshua has been working in the financial services industry since 2019 and holds Series 7TO, SIE, and Series 66 licenses. Joshua is registered with Cambridge Investment Research Advisors, Inc. and has worked with Citizens Securities, Inc. and Raymond James Financial Services, Inc in the past. Joshua provides financial planning and investment advisory services to a variety of clients, including 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
Market Timing Services
Unclaimed

LPL Financial LLC

location

DOYLESTOWN, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Stencler is a financial advisor with LPL Financial LLC, registered in Pennsylvania. Joshua holds the Series 7, 63 and 66 securities licenses. Joshua has experience in the financial services industry since August 2021 and provides investment advisory services, financial planning, pension consulting, and educational seminars. Joshua previously worked for Raymond James Financial Services, Inc. and MML Investors Services, LLC.

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

LPL Enterprise, LLC

location

Exton, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Joshua E Van oostrom is a financial advisor currently registered with LPL Enterprise, LLC. Joshua E Van oostrom has been in the industry since October 12, 2019. Joshua E Van oostrom has passed the Series 63, Series 65, and Series 7 exams. Joshua E Van oostrom is also registered as an investment advisor in Colorado and Pennsylvania. Joshua E Van oostrom provides financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services. Joshua E Van oostrom is also the business owner of Wave Dating LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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