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

Janney Montgomery Scott LLC

location

PITTSBURGH, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Leigh Bartkus is a financial advisor at Janney Montgomery Scott LLC, a firm with over $1 billion in assets under management. Danielle has been in the financial industry since July 2008 and is registered in several states. Danielle has experience in both the brokerage and investment advisory fields.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PITTSBURGH, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Danielle L. Stevenson is a financial advisor with Wells Fargo Clearing Services, LLC, located in PITTSBURGH, PA. Danielle has been in the industry since 2019. Danielle has a Series 7TO, Series 63, Series 65, and SIE licenses. Danielle has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Danielle provides financial planning and portfolio management services to individuals, businesses, and institutional clients.

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

Valic Financial Advisors, Inc.

location

PITTSBURGH, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Baran is a financial advisor with Valic Financial Advisors, Inc. Danielle has been in the industry since 2011 and holds the Series 6, 63, and 65 securities licenses. Danielle is registered in California, Kentucky, Maryland, New York, Ohio, Pennsylvania, Virginia, and West Virginia. Danielle offers a variety of financial services, including financial planning, portfolio management for individuals, and selection of other advisors. Danielle recommends wrap accounts to clients.

SPECIALIZATIONS

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

Hapanowicz & Associates Wealth Management

location

PITTSBURGH, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Dante Sienko is a financial advisor at Hapanowicz & Associates Wealth Management, a firm in Pittsburgh, PA. Dante has been in the industry since June 2022 and has a Series 7, Series 66, and SIE licenses. Dante specializes in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

PITTSBURGH, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Daria Osiian is a financial advisor registered with Equitable Advisors, LLC. Daria's professional background includes experience in the financial services industry and she holds the Series 7TO, Series 66, and SIE licenses. Daria has been working in the industry since December 2023, and is active in Pennsylvania. Her main office is located at SIX PPG PLACE, SUITE 510, PITTSBURGH, PA 15222. Daria's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

Allegheny Financial Group Ltd. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Darin Bryce Hawn is a financial advisor with Allegheny Financial Group Ltd. Darin has been in the financial industry for over twenty years. Darin is a Certified Financial Planner™ professional who offers financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Darin is registered with the state of Pennsylvania and holds Series 6, 7, 24, 63 and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

SPC | CFP ®,CFC ® (Certifications)

location

PITTSBURGh, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Darlene Jean Bonson is a financial professional with over 30 years of experience in the financial services industry. Darlene has a strong background in providing financial planning and investment advice to a diverse clientele, including individuals, families, businesses, and retirement plans. She has a Series 7, Series 63, and SIE license and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Pennsylvania. Darlene is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). She is currently affiliated with SPC, a firm known for its focus on providing financial planning and investment advisory services. Darlene is passionate about helping clients achieve their financial goals and has a reputation for providing personalized and comprehensive financial advice.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

PITTSBURGH, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Darren Anthony Duhnke is a registered representative with Park Avenue Securities LLC. Darren has been in the securities industry since March 7, 2018. Darren has a Series 66 license and holds licenses in 32 states, including Pennsylvania, California, and Illinois. Darren's firm, Park Avenue Securities LLC, has been in business for over 45 years and provides a range of investment services to individuals, families, and businesses. Darren's office is located in Pittsburgh, Pennsylvania.

SPECIALIZATIONS

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

Pittsburgh, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Darren Morningstar is a financial advisor who has been in the industry since 2001. Darren is currently registered with Morgan Stanley. Darren previously worked at MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and MEYERS POLLOCK ROBBINS, INC. Darren has a wide range of experience in the financial services industry.

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
ASSET ALLOCATION ADVICE
Unclaimed

Planmember Securities Corp.

location

Pittsburgh, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Darryl J. Adams is a financial professional with over 20 years of experience in the financial services industry. Darryl is a registered representative with Planmember Securities Corp. and specializes in a variety of financial products and services including individual and business portfolio management. Darryl works with a diverse clientele including high net worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES

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