Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

UBS Financial Services Inc.

location

PHILADELPHIA, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Heck is a financial advisor at UBS Financial Services Inc. Kevin has been in the industry since 2001 and is currently registered with the firm in Pennsylvania, New Jersey, New York, Texas, and Utah. Kevin has a wide range of experience in the financial services industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Kevin holds several securities licenses, including Series 7, 10, 24, 31, 63, and 66. Kevin is committed to providing his clients with personalized financial advice and guidance to help them 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

DOYLESTOWN, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Bondi is a financial advisor at LPL Financial LLC, an independent broker-dealer, and registered investment advisor. Kevin has over 20 years of experience in the financial services industry. He has a Series 66, Series 7, and SIE license. Kevin is registered to provide investment advice in Florida, New Jersey, Pennsylvania, Texas, and Virginia. Kevin is currently based out of the Fort Washington, Pennsylvania office of LPL Financial LLC.

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

MML Investors Services, LLC

location

MECHANICSBURG, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Michael Sholly is a financial professional with experience in the financial industry. Kevin is currently registered with MML Investors Services, LLC, and is located in MECHANICSBURG, PA. Kevin has held previous positions with LPL Financial LLC. Kevin is a Series 7TO, Series 6TO, Series 63, and Series 24 licensed professional.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

Summerdale, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Leibold is a registered representative of Pruco Securities, LLC, a broker-dealer, and an investment advisor representative of Pruco Securities, LLC, an investment adviser. Kevin has been in the securities industry since March 2007. Kevin Leibold is registered with the state of Pennsylvania.

SPECIALIZATIONS

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

Bill FEW Associates, Inc.

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Kevin James Corbett is an investment advisor representative at Bill Few Associates, Inc. in Pittsburgh, Pennsylvania. Kevin is licensed to provide investment advice in Pennsylvania. Kevin's firm, Bill Few Associates, Inc., is registered with the SEC and is licensed to provide investment advice in Pennsylvania. The firm's office is located at 107 MT. NEBO POINTE, SUITE 200, PITTSBURGH, PA 15237. Kevin is a registered representative in Pennsylvania. Kevin has been in the industry since August 1999.

SPECIALIZATIONS

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

Financial Coach | CFP ® (Certifications)

location

WEST CHESTER, PA

0 Disclosures

ADVISOR BIO

Kevin Janiec is an Investment Advisor Representative with Financial Coach. Kevin has been in the industry since August 2013, serving clients in the West Chester, Pennsylvania area. Kevin holds the Series 63, Series 65, and Series 7 licenses, as well as the SIE exam certification. Financial Coach is a firm registered with the state of Pennsylvania and has approximately 346 million dollars under management, primarily from high-net-worth individuals and individuals other than high-net-worth. Kevin has been registered as an Investment Advisor Representative with Financial Coach since March 25, 2021. Prior to joining Financial Coach, Kevin was employed by The Vanguard Group, Inc. Kevin is a Certified Financial Planner and offers a variety of financial planning services, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Vanguard Advisers, Inc.

location

Wayne, PA

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kevin Huff is an Investment Advisor Representative at Vanguard Advisers, Inc. Kevin has been in the securities industry since June 1996 and is registered in Pennsylvania and Texas. Kevin has a strong background in financial planning and portfolio management, and has a proven track record of success in helping clients achieve their financial goals. Kevin has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

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

Osaic FA, Inc. | CFP ® (Certifications)

location

BLUE BELL, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Patrick Swantek is a financial advisor with Osaic FA, Inc. based in BLUE BELL, PA. Kevin Swantek has been a registered representative since 2008 and holds the Series 7, Series 66, and SIE licenses. Kevin Patrick Swantek is also a Certified Financial Planner. Kevin Swantek has experience working with individuals, businesses, and charitable organizations. The advisor's areas of specialization include Retirement Planning, Financial Planning, and Insurance and Annuities. Kevin Patrick Swantek is also an agent/broker offering disability insurance, fixed annuities, long-term care insurance, and traditional fixed life insurance.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

World Investment Advisors, LLC

location

WEXFORD, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kevin David Buckley is a financial advisor with over 20 years of experience in the industry. Kevin Buckley is currently registered with World Investment Advisors, LLC and is licensed to provide investment advice in Pennsylvania and Texas. Kevin Buckley has a background in retirement plan administration and investment advisory services, and holds a Series 6, Series 63, and Series 65 licenses. Kevin Buckley is also a registered representative with World Investment Advisors, LLC and can provide securities services in Pennsylvania, Arizona, Ohio, Utah, and West Virginia.

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 Pooled Investment Vehicles
Unclaimed

Avantax Advisory Services

location

WYALUSING, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Downs is a registered investment advisor with over 35 years of experience in the financial services industry. Kevin has been with Avantax Advisory Services since 1997 and is committed to providing personalized financial advice to individuals, families, and businesses. Kevin is a registered representative with FINRA and has been a licensed insurance agent since 1979. Kevin has a strong understanding of financial planning, investment management, and insurance and is dedicated to helping his clients achieve their financial goals. Kevin Downs provides advisory services for individuals and businesses and specializes in financial planning, pension consulting, and portfolio management. Kevin is also a member of the Pennsylvania Oil & Gas Landowner Alliance, Inc.

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

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