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Advisors in Pennsylvania
16,409 Results
Unclaimed

Geneos Wealth Management, Inc.

location

DOUGLASSVILLE, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Angel Sotomayor is a financial advisor registered with Geneos Wealth Management, Inc. and has been in the industry since January 2016. Angel has a Series 6, Series 7, and Series 63 and 65 licenses. Angel is also a registered investment advisor in Georgia, Pennsylvania, and Texas. In addition to working with Geneos Wealth Management, Inc., Angel is also an Independent Rep with various insurance carriers for fixed insurance sales and a teacher and counselor at Life Institute. Angel has worked in various roles prior to becoming a financial advisor, with experience at companies like Teleflex, Inc. and Air Products & Chemicals, Inc. Angel has a long history of experience working with a variety of clients, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Angel provides a variety of financial advisory services, including financial planning, portfolio management, educational seminars, 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
Unclaimed

Allegheny Investments, Ltd.

location

PITTSBURGH, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Angela Fry is a financial advisor at Allegheny Investments, Ltd., located in Pittsburgh, PA. Angela has been in the financial industry since 2021, and she is registered with FINRA and the state of Pennsylvania. Angela has passed the Series 63, Series 6TO and SIE exams. Angela specializes in providing financial planning services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Faithward Advisors, LLC

location

LANCASTER, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Angela Shea is a financial advisor with over 17 years of experience in the industry. She has a Series 6, 7, and 63 license, and has worked with Faithward Advisors, LLC since 2012. Angela specializes in providing financial advice and portfolio management services to individuals, families, and businesses. In addition to her role at Faithward Advisors, Angela is a partner at Garcia Garman & Shea, PC, an accounting and tax firm, and has a number of other business interests.

SPECIALIZATIONS

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

Yardley, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Angela Mary Sprenkle is a financial advisor at Morgan Stanley, a firm with approximately $10 billion - $50 billion in assets under management. Angela has been in the financial services industry since October 22, 2006. Angela is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Angela is licensed to sell securities in 52 states and the District of Columbia. Angela has experience providing financial planning, investment management, and retirement planning services to 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Vanguard Advisers, Inc.

location

Malvern, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Angela Rose Boylan is a financial advisor with Vanguard Advisers, Inc. Angela has been in the financial services industry since 2018 and holds Series 7, 63, and 66 licenses. Angela specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. She currently provides services for Vanguard Advisers, Inc., located in Malvern, Pennsylvania. Angela is also an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

UNIONTOWN, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Angela Danko is an investment advisor representative with Janney Montgomery Scott LLC. Angela has been in the financial services industry since 2019. Angela is registered with the state of Pennsylvania. She is a Series 66, Series 7TO and SIE licensed professional. Angela has experience working with a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Cornerstone Advisors Asset Management, LLC

location

BETHLEHEM, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Angela Oste is a financial advisor with Cornerstone Advisors Asset Management, LLC in Bethlehem, PA. Angela has been a registered representative since 2012. Angela specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Angela also provides selection of other advisors services to her clients.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Dahlman is a financial professional with over 20 years of experience in the financial services industry. Angela is currently a registered representative and investment advisor representative with Vanguard Advisers, Inc., where she has worked since 2023. Angela has a strong background in providing financial planning and investment management services to individuals and families, as well as charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

BENSALEM, PA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angela Augustine is a financial advisor with over 30 years of experience in the industry. Angela is currently registered with Osaic Wealth, Inc. in Florida, Pennsylvania, and Texas. Angela has a wide range of experience in the financial services industry and has held previous positions with Securities America, Inc., Capital Analysts, Incorporated, The Investment Center, Inc. and CPA Advisors Network, Inc.. Angela has held Series 6, 7, 24, 63, and 65 securities licenses. Angela Augustine offers a variety of financial services including financial planning, pension consulting, and portfolio management for 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
Unclaimed

Chartered Advisory Group

location

CHADDS FORD, PA

0 Disclosures

ADVISOR BIO

Angela Bean is a registered Investment Advisor Representative and a registered representative with Chartered Advisory Group, based in CHADDS FORD, PA. Angela has been in the financial services industry since November 2005. Angela has Series 6, 7, and 66 securities licenses and her professional designations include SIE. Angela specializes in portfolio management for individuals, financial planning, and consulting services.

SPECIALIZATIONS

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

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