Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed
location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Louis Mantush is a financial advisor registered with McAdam LLC, a registered investment advisor. Louis holds the Series 6, Series 63, Series 65 and SIE licenses. Louis has been in the financial services industry since 2016. Louis has experience working at Purshe Kaplan Sterling Investments and McAdam LLC. Louis is a licensed investment advisor representative in Ohio and specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning and Selection of Other Advisers.

SPECIALIZATIONS

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

Malvern Capital Management

location

MALVERN, PA

0 Disclosures

ADVISOR BIO

Louis Iovannone is an Investment Advisor Representative at Malvern Capital Management. Louis has been in the financial services industry for over 20 years. Louis has extensive experience in providing financial advice and investment management services to a diverse range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Louis holds both Series 6 and Series 7 securities licenses as well as Series 24 and Series 27 principal licenses. Louis is also a Registered Investment Advisor in the state of Pennsylvania. Louis is committed to providing personalized and comprehensive financial planning services to help clients achieve their financial goals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

PITTSBURGH, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Louis Sforza is a financial advisor with Ameriprise Financial Services, LLC. Louis has over 14 years of experience in the financial services industry. Louis is registered to offer securities and investment advisory services in multiple states, including Pennsylvania, Texas, and New York.

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

Ameriprise Financial Services, LLC

location

Malvern, PA

experience

31 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Louis John Lanzalotto is a financial advisor at Ameriprise Financial Services, LLC, a firm that offers financial planning, portfolio management, and asset allocation services. Louis has been working in the financial industry since July 7, 1994. He has a Series 63 and Series 65 license, as well as a Series 7 license and a SIE exam.

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

Florida Financial Advisors, LLC

location

Philadelphia, PA

0 Disclosures

ADVISOR BIO

Louis Mcfall Werber is an Investment Advisor Representative at Florida Financial Advisors, LLC. Louis has been working in the financial industry since May 2023 and is registered with the state of Pennsylvania as an Investment Advisor Representative. Louis has passed the Series 65 and the SIE exams. Louis has specialized in various areas including Financial Planning, Pension Consulting, and Portfolio Management for individuals and businesses.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFC ® (Certifications)

location

Lancaster, PA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Louis Montcalm Deering is a financial professional with over 35 years of experience in the financial services industry. Louis is registered with Commonwealth Financial Network in Lancaster, PA. Louis holds several securities licenses including Series 7, 6, 22, 31, and 63. He has also earned the SIE, and Series 65 licenses. In addition to his Series licenses, Louis is a Chartered Financial Consultant. Louis has prior experience at other firms, including Janney Montgomery Scott LLC, Morgan Stanley DW Inc., Prudential Securities Incorporated, Pruco Securities Corporation, The Prudential Insurance Company of America, NML Equity Services, Inc., and Robert W. Baird & Co. Incorporated. Louis's firm, Commonwealth Financial Network, is a Registered Investment Advisor providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $177 billion in assets for over 623,000 accounts.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

CENTER VALLEY, PA

experience

32 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Louis Hoffman is a financial advisor with MML Investors Services, LLC. Louis is based in Center Valley, Pennsylvania and has been in the financial industry since 1993. Louis is registered to provide financial advice and sell securities in 13 states. Louis is also a registered Investment Advisor in Pennsylvania and Texas. Louis holds Series 6, 63 and 65 licenses as well as the SIE exam. Louis's areas of expertise include portfolio management for businesses and individuals, financial planning, pension consulting, and selection of other advisors.

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

Alden Investment Group

location

WAYNE, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Louis Daniel Rivera is a financial professional with over 15 years of experience in the industry. Louis is currently registered with Alden Investment Group. Previously, Louis was registered with CADARET, GRANT & CO., INC. and LPL Financial LLC. Louis is a Series 6 and Series 63 licensed professional. Louis has a background in life insurance and financial planning, and provides retirement planning and portfolio management services to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
RETIREMENT PLANS
Unclaimed

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Louis Fiumara is a financial professional with over 25 years of experience in the industry. Louis is currently registered with Janney Montgomery Scott LLC, a firm that has been in business for over 100 years. Prior to joining Janney Montgomery Scott LLC, Louis held positions at Foresters Financial Services, Inc. and Alliance Fund Distributors, Inc. Louis holds a variety of licenses and certifications, including the Series 6, Series 26 and Series 99TO. Louis is committed to providing his clients with comprehensive financial planning and investment advice.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

MECHANICSBURG, PA

experience

50 Years Experience

0 Disclosures

ADVISOR BIO

Louis Frank Grammes is a financial advisor with MML Investors Services, LLC based in Mechanicsburg, Pennsylvania. Louis has been in the industry since 1972. Louis has a Series 63 license and has passed the Series 6TO, SIE, and Series 1 examinations. Louis works with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. MML Investors Services, LLC is a large, established financial firm that offers a variety of financial services, including investment management, financial planning, and insurance.

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

Need help matching

with the right advisor?