Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Logan Capital Management, Inc.

location

NEWTOWN SQUARE, PA

0 Disclosures

ADVISOR BIO

Julie Denten Kelly is an investment advisor representative who is currently registered with Logan Capital Management, Inc. Julie has over 15 years of experience in the financial services industry. Julie has held previous positions with MBSC Securities Corporation and MBSC, LLC. Julie is licensed in Pennsylvania and Illinois. Julie specializes in Portfolio Management for Individuals, Businesses, and Investment Companies, as well as Financial Planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

SHREWSBURY, PA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Julie Matthews-salvo is a financial advisor with over 25 years of experience in the financial services industry. Julie has a strong background in financial planning and investment management, and is committed to providing personalized financial advice to help clients reach their goals. Julie is registered with LPL Financial LLC and is a Certified Financial Planner and Chartered Financial Consultant.

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

UBS Financial Services Inc.

location

NEWTOWN, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Julie Moscow Fox is a financial advisor at UBS Financial Services Inc. based in Newtown, PA. Julie has been working in the financial services industry since 2003. Julie holds Series 3, 7, 10, 9, 24, 63, 66 licenses. Julie is also registered with FINRA and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Julie is a member of the Philadelphia Holocaust Rememberance Foundation.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

Malvern, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Julie Grace Abbate is an investment advisor representative at Vanguard Advisers, Inc. located in Malvern, PA. Julie has been in the industry for over 3 years and has been registered with the state of Pennsylvania as an Investment Advisor Representative since 2024. Julie has also passed the Series 66, Series 7TO, and SIE exams. Julie specializes in providing financial planning, portfolio management services for individuals, businesses, and pooled investment vehicles, and selection of other advisors.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Julie B. Edwards has been in the financial industry since June 1997 and is currently registered with Vanguard Advisers, Inc. as a Registered Representative and Investment Advisor Representative. Julie B. Edwards holds the Series 6, 7, 63, 65 and SIE licenses. Julie B. Edwards is a Certified Financial Planner.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

Malvern, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Julie Baek is an investment advisor representative at Vanguard Advisers, Inc. in Malvern, Pennsylvania. Julie has been in the industry since June 2022. Julie has passed the Series 66, Series 7TO and SIE exams.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

WARRINGTON, PA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Julie Ann Wall is an Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Julie Ann is a licensed professional with a background in the financial services industry. Julie Ann has been working in the industry since August 21, 1989 and holds multiple licenses and certifications. She is registered with the state of Pennsylvania as a Broker-Dealer and Investment Advisor Representative. Julie Ann has a strong track record of helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

WEST CONSHOHOCKEN, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Julie Seher Bickel is a financial advisor with over 25 years of experience in the financial industry. She is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. Julie's experience includes working with Boenning & Scattergood, Inc., Paine Webber Incorporated, and Kidder, Peabody & Co. Incorporated. Julie holds licenses in both securities and investment advisory, demonstrating her wide-ranging expertise and commitment to serving her clients.

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

Janney Montgomery Scott LLC | CFP ® (Certifications)

location

ALLENTOWN, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Julie Knight is a financial advisor registered with Janney Montgomery Scott LLC. Julie has been in the financial industry since 2010. Julie has passed the Series 66, Series 7 and SIE exams. Julie is also a Certified Financial Planner. Julie is licensed to sell securities in 44 states.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

MACUNGIE, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Julie C. Shickel has over 25 years of experience in the financial services industry. Julie is a Certified Financial Planner™ professional and has a Series 7, Series 63, and Series 65 licenses. Julie is currently registered with Osaic Wealth, Inc. in Pennsylvania and New Jersey and is also registered in Delaware, Florida, Maryland, New York, Pennsylvania, and Virginia. Julie is a member of the Miller Financial Group and is also a Certified Divorce Financial Analyst. Julie provides a variety of financial services including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

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