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Advisors in Pennsylvania
16,409 Results
Unclaimed
location

EASTON, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Gallagher is a financial advisor with over 30 years of experience in the industry. Kenneth currently works with LPL Financial LLC and has been registered as a representative with them since 2023. Kenneth has held previous roles with IDS Life Insurance Company and American Express Financial Advisors Inc. He holds multiple licenses including the Series 65, 63, 24, 7, and SIE. Kenneth provides financial planning, portfolio management, and pension consulting to individuals, businesses, and charitable organizations. Kenneth is committed to helping clients achieve their financial goals and has a strong track record of success in the industry.

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
location

MUNCY, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Gerard Danielsen is a financial advisor with LPL Financial LLC, a large financial services company with over $500 billion in assets under management. Kenneth has been in the industry since 1993 and has held several other roles at firms such as INVEST Financial Corporation, Financial Network Investment Corporation, Blue Vase Securities, LLC, Conseco Securities, Inc., Conseco Financial Services, Inc., and Mutual of Omaha Investor Services, Inc. Kenneth is registered in several states and holds numerous licenses and registrations, including the Series 6, 7, 24, 26, and 63 exams. At LPL Financial LLC, Kenneth works in a branch office located in Muncy, PA and provides services such as financial planning, pension consulting, educational seminars, and portfolio management.

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 Financial LLC | CFP ® (Certifications)

location

MECHANICSBURG, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Paul Logan is a financial advisor with LPL Financial LLC. Kenneth has been in the financial industry since 2011 and holds a Series 7 and Series 66 license, as well as the SIE. He is a Certified Financial Planner and has experience working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Kenneth's previous employment was with Waddell & Reed. Kenneth has also held various other positions within the business and financial community.

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

Lincoln Investment | CFP ® (Certifications)

location

Horsham, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Wayne Houser is a financial advisor who has been active in the industry since 1994. Kenneth is registered with Lincoln Investment and Capital Analysts. Kenneth specializes in retirement planning, college savings, and estate planning. Kenneth has a strong track record of success and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

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

Lincoln Investment

location

Fort Washington, PA

experience

51 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Gutshall is an investment advisor representative for Lincoln Investment and Capital Analysts. Kenneth is based in Fort Washington, PA, but also has a branch office in San Marcos, TX. Kenneth has been in the industry since January 21, 1974, and has experience with various firms.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

PHILADELPHIA, PA

experience

50 Years Experience

disclosure

15 Disclosures

ADVISOR BIO

Kenneth Catanella has over 48 years of experience in the financial services industry. Kenneth is a registered representative with UBS Financial Services Inc. and has held previous positions with Lehman Brothers Inc., E. F. Hutton & Company Inc, Shearson, Hammill & Co., Incorporated and Paine, Webber, Jackson & Curtis Incorporated. Kenneth holds licenses including Series 63, Series 65, Series 7, Series 1, SIE, and PC. Kenneth is a trustee of the Pennsylvania Academy of Fine Arts and a member of the Board of Directors for Cool Cars for Kids Inc.

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

Avantax Advisory Services

location

Moon Twp, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Lazarowicz is a financial professional with over 16 years of experience in the financial services industry. Kenneth is currently registered with Avantax Advisory Services and holds a Series 6, 7, 63, and 65 license. Kenneth has been with Avantax for over 14 years and previously worked with Securian Financial Services, Inc. and PFS Investments Inc. Kenneth is a CPA and owns a tax and accounting firm. He provides financial planning, investment management, and tax and accounting services. Kenneth is committed to providing his clients with personalized financial advice to help them achieve their goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

MANHEIM, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Russell Hameloth is a financial advisor registered with Edward Jones. Kenneth has been in the financial services industry since September 2007. Kenneth is a Registered Representative in Pennsylvania and Texas. Kenneth is licensed to offer financial advice in 24 states, including Pennsylvania, Texas, Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Kentucky, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New York, Washington, West Virginia, and Wyoming.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

PITTSBURGH, PA

experience

16 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kenneth Dean Price is a financial advisor with Eagle Strategies LLC. Kenneth has been in the financial services industry for over 10 years and has a wide range of experience. Kenneth is registered with FINRA and the Securities and Exchange Commission and is licensed to provide investment advice in several states. Kenneth is also a Certified Financial Planner™ professional. Kenneth provides a wide range of financial services, including financial planning, investment management, and retirement planning. Kenneth is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

CONSHOHOCKEN, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth R. Beebe is a financial professional with over 13 years of experience in the financial services industry. Kenneth is a Registered Representative and Investment Advisor Representative. Kenneth currently works with Equitable Advisors, LLC and Firstrust Financial Advisors and is registered to provide investment advice in 40 states and the District of Columbia. Kenneth offers a range of financial services including financial planning, portfolio management for individuals and businesses, 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

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