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Advisors in Pennsylvania
16,409 Results
Unclaimed
location

JOHNSTOWN, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Brumbaugh is a Registered Representative with Osaic FS, Inc. in Johnstown, PA. Kimberly has been in the securities industry since 2007. Kimberly holds the Series 63, SIE and Series 7 licenses. Kimberly is registered to offer securities in 13 states including Arizona, California, Connecticut, Florida, Illinois, Maryland, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and West Virginia.

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 LIMITED BASIS.
Unclaimed

Hornor, Townsend & Kent, LLC

location

HORSHAM, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly D Hohn is an active investment advisor representative for Hornor, Townsend & Kent, LLC. Kimberly has been in the industry since December 12, 2013, and has held previous positions at Vanderbilt Securities, LLC, PRUCO Securities, LLC., Summit Equities, Inc., First Investors Corporation, and Invesco Distributors, Inc.. Kimberly has Series 6 and SIE licenses, and is registered with FINRA. Kimberly specializes in investments, mutual funds, variable contracts, insurance, financial planning and retirement planning. Kimberly works with a wide range of clients, including high net worth individuals, corporations, and individuals other than high net worth. Kimberly's experience and expertise make her a valuable resource for clients seeking investment advice.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

SEWICKLEY, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kira Napolitano is an investment advisor representative with RBC Capital Markets, LLC based in Sewickley, PA. Kira has been working in the financial industry since 2000. Before joining RBC, Kira worked with UBS Financial Services Inc. from 2013 until 2017. Kira has also been registered with other firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Hefren-Tillotson, Inc. and Legg Mason Wood Walker, Incorporated. Kira holds a Series 7, Series 63 and Series 66 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

THORNDALE, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kiran Bala is a financial advisor with Wells Fargo Clearing Services, LLC. Kiran has a Series 63, Series 6TO, and SIE. Kiran has worked in the financial industry since 2023. Kiran has previous experience with J.P. Morgan Securities LLC. Kiran is registered with the state of Pennsylvania.

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
location

PHILADELPHIA, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Kiran Mirza-beg Sweigart is a financial advisor who has been working in the industry since 2010. Kiran currently works for McAdam LLC and is registered with FINRA and the states of Pennsylvania, Delaware, Florida, New Jersey and Texas. Previously, Kiran was registered with VOYA FINANCIAL ADVISORS, INC. Kiran has passed both the Series 7 and Series 66 exams and holds the Series 63 license. Kiran specializes in providing financial planning and investment advice to individuals and businesses. McAdam LLC provides a range of advisory services including financial planning, portfolio management for individuals and businesses and selection of other advisors. The firm primarily works with individuals and businesses, and has a strong focus on clients with high net worth.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

CONSHOHOCKEN, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kirk Stensrud is a financial advisor who is registered with Wells Fargo Clearing Services, LLC in Conshohocken, Pennsylvania. Kirk has been in the financial services industry since 1997. Kirk is a CERTIFIED FINANCIAL PLANNER™ professional, and holds licenses for Series 6, 7, 24, 63, and 65. Prior to joining Wells Fargo Clearing Services, LLC, Kirk worked for Morgan Stanley, Merrill Lynch, UBS Financial Services Inc., and Janney Montgomery Scott LLC.

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

Stone House Investment Management, LLC

location

TUNKHANNOCK, PA

0 Disclosures

ADVISOR BIO

Kirk Atwood Lunger is an investment advisor representative with Stone House Investment Management, LLC. Kirk is registered with the state of Pennsylvania and has been working in the industry since January 2014. Kirk's firm manages approximately $544 million in assets for a diverse group of clients, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. The firm provides a variety of financial planning and investment management services to its clients.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

ALTOONA, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kirk Baser is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor. Kirk has been in the financial services industry since December 2013. Kirk has been registered with Cetera Investment Advisers LLC since October 2015. Previously, Kirk was registered with Summit Brokerage Services, Inc. and J.P. Turner & Company, L.L.C. Kirk's office is located in Altoona, Pennsylvania.

SPECIALIZATIONS

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

Trustmont Advisory Group, Inc.

location

GREENSBURG, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Kirk Allison is a financial advisor with Trustmont Advisory Group, Inc., with over 29 years of experience in the industry. Kirk has a broad range of experience across various investment and insurance areas. Kirk is registered in 7 states: Delaware, Florida, Indiana, Pennsylvania, Virginia and Washington. Kirk also holds Series 6 and Series 63 licenses and the SIE exam.

SPECIALIZATIONS

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

Morgan Stanley

location

State College, PA

experience

53 Years Experience

disclosure

12 Disclosures

ADVISOR BIO

Kirk Aguer is a financial advisor with Morgan Stanley, with over 30 years of experience in the financial services industry. Kirk has a strong background in investment management and financial planning, having held previous roles with firms such as Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Kirk holds multiple licenses and designations, including Series 7, 63, 65, and 4. Kirk is dedicated to providing personalized financial advice and guidance to help 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
Portfolio Management for Investment Companies
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