Invested Better
Advisors in Hallstead, Pennsylvania
3 Results
Unclaimed
location

HALLSTEAD, PA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Saravitz is a financial advisor with over 30 years of experience in the financial services industry. Raymond currently works with LPL Financial LLC and Peoples Security Bank and Trust. Raymond is a registered representative and investment advisor representative, holding Series 6, 62, 63 and 65 licenses. Raymond holds the SIE certification and has a variety of experience including financial planning, pension consulting, and portfolio management for individuals and businesses.

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

Vicus Capital, Inc. | CFP ® (Certifications)

location

Hallstead, PA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Richard Leet is a financial advisor who has been in the industry since 1985. Richard is currently registered as an investment advisor representative (IAR) with Vicus Capital, Inc., which has offices in both Hallstead and Lakewood, PA. Richard holds Series 6, 63, 65 and 26 securities licenses. Richard specializes in offering financial planning, pension consulting, educational seminars, and selection of other advisers for individuals and businesses. Richard also provides investment advisory services, including portfolio management, to high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

SPECIALIZATIONS

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

LPL Financial LLC

location

HALLSTEAD, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Steven Galloway is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Steven has been in the industry since 1995 and holds the Series 6, Series 63, and SIE licenses. Steven's previous experience includes roles at Nationwide Securities, LLC and American Portfolios Financial Services, Inc.. Steven is registered to provide investment advice in Florida, Iowa, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Texas.

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