Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Empower Advisory Group, LLC

location

Perkasie, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kainen Kampe is a financial advisor at Empower Advisory Group, LLC. Kainen has been in the industry since 2022 and is registered with the state of Pennsylvania. Empower Advisory Group, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high net worth individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

ST. DAVIDS, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kairo Amadaeus Calabretta is a financial advisor with Fidelity Personal And Workplace Advisors, working from their St. Davids, PA office. Kairo Calabretta is also a registered investment advisor in Pennsylvania and Texas. Kairo Calabretta has been in the industry since August 2021 and has a strong track record of providing financial advice to a wide range of clients, including individuals, businesses, and charitable organizations. Kairo Calabretta is committed to helping clients achieve their financial goals through a variety of services, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kaitlin Binkley is a registered investment advisor representative at Vanguard Advisers, Inc. Kaitlin has been in the industry since July 2014. Kaitlin has passed both the Series 63 and the Series 65 exams and holds registrations in both Pennsylvania and Texas. Kaitlin is also registered with FINRA and is a Series 7 and SIE licensed professional. Kaitlin is a limited agent for her mother and has experience providing financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. Kaitlin's firm, Vanguard Advisers, Inc., provides financial planning, selection of other advisors, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Kaitlin's current firm is located in Malvern, PA.

SPECIALIZATIONS

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

Next Financial Group, Inc.

location

ALTOONA, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kaitlin Eberhart is a financial advisor with Next Financial Group, Inc. based in Altoona, PA. Kaitlin Eberhart has 15 years of experience in the financial services industry. Kaitlin Eberhart is registered with FINRA and the state of Pennsylvania. Kaitlin Eberhart offers a range of services, including financial planning, portfolio management, and retirement planning. Kaitlin Eberhart has a proven track record of success in 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
Unclaimed

J.p. Morgan Securities LLC

location

Philadelphia, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kaitlin Maguire is an investment professional with over 15 years of experience in the financial services industry. Kaitlin is a Registered Representative and Investment Advisor Representative who is currently employed by J.P. Morgan Securities LLC, where she is a financial advisor. Previously, Kaitlin was employed by Goldman Sachs & Co. LLC, Piper Jaffray & Co. and Kellogg Capital Group LLC. Kaitlin is registered with the following securities authorities: Financial Industry Regulatory Authority (FINRA), Series 7, Series 63, Series 57TO, Series 65 and Series SIE. Kaitlin also holds registrations in a number of states and provides financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Mycio Wealth Partners, LLC

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Kaitlyn Lees is an Investment Advisor Representative at Mycio Wealth Partners, LLC in Philadelphia, PA. Kaitlyn is licensed in Pennsylvania and has been in the industry since 2023. Kaitlyn is a Series 65 licensed advisor. Kaitlyn's specializations include providing financial planning services, pension consulting, selecting other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

LANGHORNE, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kaitlyn Wagner is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since June 5, 2024. Kaitlyn is licensed in Pennsylvania and has passed the Series 63, Series 6TO and SIE exams. Kaitlyn is also registered with FINRA. Kaitlyn specializes in investment management, financial planning and retirement planning.

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

Robert W. Baird & Co. Inc.

location

Pittsburgh - South Hills, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kaitlyn Marie Slagus is a financial advisor registered with Robert W. Baird & Co. Inc., a large investment firm with over $287 Billion in assets under management. Kaitlyn has been in the industry for over 2 years and has been registered with the state of Pennsylvania for securities and investment advisory services since May 2024. Kaitlyn has passed the Series 7TO, Series 66, and SIE exams. In addition to her role at Robert W. Baird, Kaitlyn is also a varsity girls basketball coach for Belle Vernon Area High School. Kaitlyn is a highly qualified professional with a broad range of experience and expertise.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kaitlyn Maria Hennessey is a registered representative with Vanguard Advisers, Inc. Kaitlyn has been in the financial services industry for over 6 years. Kaitlyn is licensed to offer securities and investment advisory services in Pennsylvania and Texas. Kaitlyn holds the Series 6, 7, 63, and 66 securities licenses. Kaitlyn is affiliated with the Malvern, PA branch office of Vanguard Advisers, Inc. Kaitlyn is also an employee of The Vanguard Group, Inc. Kaitlyn specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers.

SPECIALIZATIONS

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

Upper St. Clair, PA

experience

4 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kaitlyn Leap is a financial advisor who has been working in the industry since June 2021. Kaitlyn is a registered representative of Morgan Stanley and is licensed to sell securities in Pennsylvania and Texas. Kaitlyn holds Series 7, 63, and SIE licenses and has experience working for PNC Investments. Prior to joining Morgan Stanley, Kaitlyn worked for PNC Investments for over five years.

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
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