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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Luke Tyler Edwards is a financial advisor who has been in the industry for over a year. Luke is registered with the state of Pennsylvania and is a Certified Financial Planner. Luke is associated with Fidelity Personal And Workplace Advisors and provides services to individuals and businesses. Fidelity Personal And Workplace Advisors has over 15,000 employees and manages over $800 billion in assets.

SPECIALIZATIONS

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

Tiaa-Cref Individual & Institutional Services, LLC

location

Pittsburgh, PA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lutelles Lindley White is an active investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC and has been in the industry since 2012. Lutelles Lindley White is registered in 19 states and has passed the Series 6, Series 7, Series 63 and Series 65 exams. Lutelles Lindley White previously worked at Waddell & Reed. Lutelles Lindley White specializes in portfolio management for individuals, selection of other advisors and financial planning.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Pittsburgh, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Lynn A. Hyde is an Investment Advisor Representative at Robert W. Baird & Co. Inc., located in Pittsburgh, Pennsylvania. Lynn has been in the financial services industry since August 2011. Previously, Lynn worked at HEFREN-TILLOTSON, INC. Lynn is registered with FINRA and holds the Series 7 and Series 66 licenses. Lynn is also registered in the state of Pennsylvania.

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

location

PITTSBURGH, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Lynn Ann Kunz is a financial advisor with LPL Financial LLC. Lynn has been in the financial services industry since 2012. Lynn specializes in working with individuals, corporations, investment clubs, charitable organizations, and pension and profit-sharing plans. Lynn is licensed to provide financial advice in 33 states and holds the Series 63, Series 7, and Series 99 licenses. Lynn has a track record of success in 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

PITTSBURGH, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Madysn Tusick is a financial advisor registered with Ameriprise Financial Services, LLC in Pittsburgh, Pennsylvania. Madysn is a Series 7TO, Series 66, and SIE licensed representative. Madysn's professional experience includes roles at Ameriprise Financial Services, LLC, Duquesne University, Bruster's Real Ice Cream, and Blackhawk School District.

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

J.p. Morgan Securities LLC

location

Pittsburgh, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Maja Mallory is a financial advisor registered with J.P. Morgan Securities LLC. Maja has been working in the financial services industry since January 4, 2023. She has a Series 63 license and a Series 6TO license, as well as a Securities Industry Essentials (SIE) certification. Maja is registered to provide investment advice in Illinois and Pennsylvania. The firm Maja works for has a large client base of individuals, high-net-worth individuals, corporations, insurance companies, labor unions, charitable organizations, and pension and profit sharing plans. The firm manages assets for clients in the United States.

SPECIALIZATIONS

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

Allegheny Investments, Ltd.

location

PITTSBURGH, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Mandy Suzanne Schnupp is a registered representative with Allegheny Investments, Ltd. Mandy has been in the industry since June 29, 2014 and is currently licensed with Series 11. Mandy holds the Assistant Representative-Order Processing Qualification Exam.

SPECIALIZATIONS

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

Kestra Advisory Services, LLC | CFC ® (Certifications)

location

PITTSBURGH, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Marc Tannenbaum is an investment advisor representative with Kestra Advisory Services, LLC and Signature Select Wealth. Marc has been in the financial services industry since 2002. Marc is registered with the state of Pennsylvania as an investment advisor representative. Marc holds Series 6, 7, 63, 65, and SIE licenses. Marc also has the Chartered Financial Consultant designation.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

PITTSBURGH, PA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marc Anthony Canovali is a financial advisor with Cetera Investment Advisers LLC. Marc has been in the financial services industry since 1994. Marc has a wide range of experience and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Marc is registered as a Registered Representative and Investment Adviser Representative in Pennsylvania and Texas.

SPECIALIZATIONS

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

Pittsburgh, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Marc Thomas McCarey is a financial advisor with Morgan Stanley. Marc has been a registered representative in the securities industry since August 2010. Marc holds the Series 31, Series 7, Series 66, and SIE exams. Marc is registered in 37 states and the District of Columbia, and is also registered with the Financial Industry Regulatory Authority (FINRA). Marc has experience working with a wide range of clients, including high-net-worth individuals, corporations, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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