Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

PHILADEPHIA, PA

experience

56 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Carpel is a financial advisor with Cetera Investment Advisers LLC, based in Philadelphia, Pennsylvania. Kenneth has been in the financial industry since 1968. Kenneth also provides insurance services through various companies. Kenneth has experience working for VOYA FINANCIAL ADVISORS, INC., Locust Street Securities, Inc. and Philadelphia Life Asset Planning Company.

SPECIALIZATIONS

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

IFS Group | CFP ® (Certifications)

location

MECHANICSBURG, PA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Walter Fry is a financial advisor with over 30 years of experience in the industry. Kenneth is registered with IFS Group in Mechanicsburg, Pennsylvania. Kenneth specializes in working with high-net-worth individuals and provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. Kenneth is a Certified Financial Planner™ and holds the Series 63, 65, 7, and SIE licenses. Kenneth is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Park Avenue Securities LLC

location

BETHLEHEM, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Phillip Park is a financial advisor registered with Park Avenue Securities LLC. Kenneth has over 17 years of experience in the financial services industry. Kenneth holds Series 7, 63, 65, 99TO, and SIE licenses. Previously, Kenneth was affiliated with Raymond James Financial Services, Inc. and Wells Fargo Advisors, LLC.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

Pittsburgh - Wexford, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Breaden is a financial advisor at Robert W. Baird & Co. Inc. Kenneth has been in the industry since September 15, 2013. Kenneth has a Series 7, Series 66, and SIE license and is registered in multiple states. Kenneth is a Certified Financial Planner.

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

Northeastern Star Asset Management, Inc. | CFA ® (Certifications)

location

WORMLEYSBURG, PA

0 Disclosures

ADVISOR BIO

Kenneth Richard Ferrone is an investment advisor representative with Northeastern Star Asset Management, Inc. Kenneth has been in the financial industry for over 25 years. Kenneth holds the Series 6, 7, 24, 28, 53 and 63 licenses and is also a Chartered Financial Analyst. Kenneth's prior experience includes positions at EAGLEVIEW SECURITIES, INC, FIRST SAVINGS SECURITIES, INC., M HOLDINGS SECURITIES, INC. , ARIS SECURITIES COMPANY, and QUEST CAPITAL STRATEGIES, INC. Kenneth specializes in providing financial planning and portfolio management services to individuals, families, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFC ® (Certifications)

location

GREENVILLE, PA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth McEwen is a financial professional with over 40 years of experience in the industry. Kenneth is a registered representative with LPL Financial LLC and Strategic Lifestyle Advisors, Inc.. Kenneth has a wide range of experience, including working with individuals, corporations, and other businesses. Kenneth provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Kenneth is committed to providing personalized financial guidance and helping clients achieve 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

Phoenixville, PA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Weston Del goleto is a financial advisor with Ameriprise Financial Services, LLC. Kenneth has been in the financial industry since 1986 and is licensed to provide financial advice in Arizona, Arkansas, Delaware, Florida, Illinois, Maryland, Massachusetts, Montana, New Jersey, North Carolina, Pennsylvania, Utah, and Virginia. Kenneth holds the Series 7, Series 9, Series 10, Series 24, and Series 63 licenses, along with the SIE designation. In addition to his work with Ameriprise Financial Services, LLC, Kenneth has held previous roles at IDS LIFE INSURANCE COMPANY, SHEARSON LEHMAN HUTTON INC., F.N. WOLF & CO., INC., and FIRST JERSEY SECURITIES, INC. Kenneth specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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 Enterprise, LLC

location

MCMURRAY, PA

experience

27 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Kenneth Scott Raymond has been in the financial industry since December 22, 1997. Kenneth Raymond is a registered representative with LPL Enterprise, LLC and holds licenses in various states including Pennsylvania, California, Florida, Maryland, North Carolina, and West Virginia. Kenneth Raymond holds the Series 6, 7, 26, 63, and 65 licenses, as well as the SIE. He has previous experience with Pruco Securities, LLC. and Prudential Insurance Company of America. Kenneth Raymond is also a licensed investment advisor representative in Pennsylvania. He provides consulting and other non-discretionary advisory services in addition to financial planning, educational seminars, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Next Financial Group, Inc.

location

ALTOONA, PA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Decker is a registered representative with Next Financial Group, Inc. Kenneth has been in the securities industry since 1982. Kenneth holds Series 6, 7, and 66 securities licenses. Kenneth is also a licensed insurance agent. Kenneth specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Kenneth is a board member and VP of the Altoona Renaissance Team, Inc. DBA ArtsAltoona. Kenneth's office is located at 322 Frankstown Rd, Altoona PA 16602.

SPECIALIZATIONS

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

Savant Wealth Management | CFP ® (Certifications)

location

Lancaster, PA

0 Disclosures

ADVISOR BIO

Kenneth Eshleman is an Investment Advisor Representative associated with Savant Wealth Management. Kenneth has been in the industry for 18 years and has a total of 5 exams. Kenneth is registered with the state of Pennsylvania. Kenneth is a Certified Financial Planner. Kenneth has worked for the following firms: EHD Advisory Services, Inc, LPL Financial LLC, Domani Wealth, LLC and Savant Wealth Management.

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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