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

LPL Financial LLC

location

PITTSBURGH, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Duchak is a financial advisor with over 15 years of experience in the industry. Ryan is registered to provide investment advice in Pennsylvania and is licensed as a broker-dealer in 13 states. Ryan has worked with LPL Financial LLC, a registered broker-dealer with more than $50 billion in assets under management, since 2021. Ryan also worked with Royal Alliance Associates, Inc. for five years, and NFP Advisor Services, LLC for seven years before that. Ryan specializes in providing financial planning, portfolio management, and investment advice to individuals, families, businesses, and charitable organizations.

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

Park Avenue Securities LLC | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Hicks is a financial advisor with Park Avenue Securities LLC. Ryan is registered with the state of Pennsylvania, as well as 28 other states. Ryan has been in the financial services industry since 2008 and has a wide range of experience helping individuals and families with their financial planning needs. Ryan is a Certified Financial Planner and has a strong understanding of the financial markets.

SPECIALIZATIONS

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

Park Avenue Securities LLC | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Coulter is a financial advisor with Park Avenue Securities LLC. Ryan has been in the securities industry since 2005. Ryan's primary business location is in Pittsburgh, PA, and is registered as a broker-dealer in 31 states and an investment advisor in 29 states. Ryan has passed the Series 6, 7, 63, and 65 exams, as well as the SIE exam. Ryan is also a Certified Financial Planner. Ryan is a trusted advisor who has helped many clients achieve their financial goals.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

PITTSBURGH, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Ohl is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ryan is registered with FINRA and holds the Series 7TO and SIE licenses. Ryan has been in the financial industry since October 3, 2023 and is located in Pittsburgh, PA. Ryan specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and state or municipal government entities. Ryan provides a variety of financial services, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management.

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

DWD Portfolio Solutions, Inc.

location

PITTSBURGH, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Sam Dalesandro is an investment advisor representative with DWD Portfolio Solutions, Inc., a Registered Investment Advisor, and has been in the industry since December 4, 1997. Sam holds a Series 63 and 65 license, and has also passed the Series 7 and SIE exams. Sam is also a registered representative with FINRA. Sam works in the Pittsburgh, Pennsylvania area. The advisor's primary focus is providing financial planning, portfolio management for individuals and businesses, and pension consulting. Sam has over 25 years of experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

PITTSBURGH, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Duffy is a financial advisor at Osaic Wealth, Inc., based in PITTSBURGH, PA. Samantha has over 9 years of experience in the financial services industry. Samantha has a Series 63, Series 65, and Series 7 licenses. Samantha specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Kramer Fiduciary Services

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Samuel Kramer is a Registered Investment Advisor associated with Kramer Fiduciary Services. He is registered with the state of Pennsylvania and is currently active. Samuel has been in the industry since May 1996. Samuel specializes in providing financial planning, pension consulting, and selecting other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Unclaimed

Qualified Planning | CFP ®,CFC ® (Certifications)

location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Samuel Abraham is an Investment Advisor Representative with Qualified Planning, a firm that provides financial planning and investment services to individuals. Samuel Abraham has a Series 65 license and has been in the financial industry for 10+ years. He is a Certified Financial Planner and Chartered Financial Consultant. Samuel Abraham has experience working with individuals, families, and businesses. He is also an insurance agent, owning his own insurance agency, ABRAHAM FINANCIAL PLANNING. Samuel Abraham is dedicated to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

PITTSBURGH, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Edward Marsteller is a registered representative with Equitable Advisors, LLC. Samuel has been in the industry since June 2024. Samuel holds Series 66, Series 7TO, and SIE licenses. Samuel's current location is in Pittsburgh, PA and serves clients in Pennsylvania, Ohio, and West Virginia. Samuel specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

LPL Financial LLC

location

PITTSBURGH, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Charles Ginsberg is a financial advisor with LPL Financial LLC. Samuel has been in the financial services industry since 1986. Samuel has experience working with clients of all types including high net worth individuals, corporations, and charitable organizations. Samuel is a registered representative and investment advisor representative in several states. Samuel has a wide range of experience in financial planning, portfolio management, and investment advisory services. Samuel has held a number of leadership positions in the financial services industry, including roles at Boenning & Scattergood, Inc., Ferris, Baker Watts, LLC, Arthurs, Lestrange & Company Incorporated, PNC Brokerage Corp, PNC Securities Corp, Commonwealth Securities and Investments, Inc., and Mellon Financial Services Corporation.

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

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