Invested Better
Advisors in Pittsburgh, Pennsylvania
1,305 Results
Unclaimed

Wealth Enhancement Advisory Services, LLC

location

Pittsburgh, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Paul Brahim is a financial advisor with over 30 years of experience in the industry. Paul currently works with Wealth Enhancement Advisory Services, LLC, providing investment advisory services. Paul is also a registered representative of Wealth Enhancement Brokerage Services. Previously, Paul worked with BPU Investment Management Inc. and Allegheny Investments, LTD. Paul is a registered Investment Advisor in Pennsylvania and Texas and is a licensed Broker-Dealer in 26 states and has successfully passed the Series 7, Series 6, Series 24, Series 52TO, Series 53, Series 63, and Series 65 exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Berthel, Fisher & Co. Financial Services, Inc. | CFC ® (Certifications)

location

PITTSBURGH, PA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Paul Beisler is a financial professional with over 30 years of experience in the financial services industry. Paul currently works at Berthel, Fisher & Co. Financial Services, Inc. in Pittsburgh, PA. Paul provides investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients. Paul is also a registered investment advisor and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Paul is also a Chartered Financial Consultant. Paul has a history of working with various firms including Continental Capital Investment Services, Inc., New England Securities, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

PITTSBURGH, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Paul Jude Baroffio is a financial advisor at Robert W. Baird & Co. Inc., located in Pittsburgh, PA. Paul is a highly experienced advisor with over 30 years of experience in the financial services industry. Paul has worked with a range of clients, including individuals, families, businesses, and institutions. Paul is committed to providing personalized financial advice and helping 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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Paul Contos is a financial advisor at LPL Financial LLC. Paul has been a registered representative in the securities industry since 1999. Paul has held positions at several firms including Citizens Securities, Inc., NatCity Investments, Inc., and NatCity Insurance Services, Inc. Paul holds the Series 7, 24, 63, and 65 securities licenses as well as the SIE. Paul is a Certified Financial Planner and has a background in providing financial planning, portfolio management, and other investment advisory services to 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

Cetera Investment Advisers LLC

location

PITTSBURGH, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Paul McBeth is a financial professional who has been in the industry for over 28 years. Paul currently works at Cetera Investment Advisers LLC. Paul previously worked at SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and THE ADVISORS GROUP, INC. Paul is registered with FINRA and the states of Arizona, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, New Hampshire, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia 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
Unclaimed

THE Coury Firm

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Paul David Coury is a financial advisor who has been working in the financial industry since 1988. Paul is currently registered with The Coury Firm, LLC, a firm based in Pittsburgh, PA. The Coury Firm offers financial advisory services to individuals, businesses, and other entities. Paul has extensive experience in the financial industry, having previously worked at FSC Securities Corporation, Guardian Investor Services Corporation, Multi-Financial Securities Corporation, and Lincoln Investment Planning, Inc. He is also an independent insurance agent, licensed in multiple states for life and health insurance. Paul is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He has a strong track record of success and is dedicated 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
ADVICE ON MATTERS NOT INVOLVING SECURITIES. SEE PART 1 SECTION 6.B.(3)
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Equitable Advisors, LLC

location

PITTSBURGH, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Payton Verzilli is a registered representative with Equitable Advisors, LLC. Payton is licensed in Delaware, Maine, Ohio, Pennsylvania, Vermont, and West Virginia. Payton has been in the financial industry since September 16, 2022.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

PITTSBURGH, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Pearl Ellen Graham is a financial advisor with over 20 years of experience in the industry. Pearl has been registered with Valic Financial Advisors, Inc. since 2001 and is currently licensed to provide investment advice in New York, Ohio, Pennsylvania, and West Virginia. She has a Series 6, Series 63, and Series 65 licenses as well as the SIE exam. In addition to her work with Valic Financial Advisors, Inc. Pearl also serves as the Supervisory Committee Chairperson of the IBEW Local #56 FCU. Pearl is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Compass Investments LLC | CFC ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Jane Swift is a financial professional with over 15 years of experience in the industry. Jane is currently registered with Compass Investments LLC and is also licensed in Oregon. Jane holds a Series 7 and Series 66 license and is a Chartered Financial Consultant. Prior to joining Compass Investments LLC, Jane was associated with Northwestern Mutual Investment Services, LLC. Jane specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

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

Leonard Advisory Group LLC | CFP ® (Certifications)

location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Peter Roy Belcastro is a financial advisor at Leonard Advisory Group LLC. Peter Roy Belcastro is registered with the state of Pennsylvania. Peter Roy Belcastro has been in the industry for over 15 years and has experience working with high-net-worth individuals and individuals other than high-net-worth. Peter Roy Belcastro is also a Certified Financial Planner. Leonard Advisory Group LLC is a registered investment advisor with the SEC. The firm provides financial planning, portfolio management, and selection of other advisors. The firm also offers its services to individuals and other investment advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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