Invested Better
Financial Planning Services Advisors in Pittsburgh, Pennsylvania
1,024 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PITTSBURGH, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Cully is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Shannon is actively registered in 26 states and has been in the industry since November 2017. Shannon's primary office location is Pittsburgh, Pennsylvania and Shannon's firm is headquartered in New York City.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameriprise Financial Services, LLC | CFC ® (Certifications)

location

Pittsburgh, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Quinn Sharrer is a financial advisor with Ameriprise Financial Services, LLC. Shannon has been in the financial industry since April 2005. Shannon is registered as a Broker-Dealer and an Investment Advisor Representative in Pennsylvania and Texas. Shannon has a Series 7, Series 63, and Series 66 licenses and holds the Chartered Financial Consultant designation. Shannon also has outside employment with S&T Bank. Shannon is affiliated with Investment Professionals, Inc., and Raymond James Financial Services, Inc.

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

Snowden Capital Advisors LLC

location

Pittsburgh, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Bowen is an investment advisor representative with Snowden Capital Advisors LLC, based in Pittsburgh, PA. Sharon has been in the securities industry since 2000. Sharon has a wide range of experience in the financial services industry and holds several licenses and certifications. Sharon has worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Sharon is registered in 17 states and the District of Columbia.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Pittsburgh, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Coologhan is a financial advisor at Commonwealth Financial Network. Shawn has been in the financial services industry since February 16, 2020. Shawn is registered with the state of Pennsylvania and holds Series 63, 66 and 7TO licenses. Shawn’s firm offers financial planning, educational seminars, and investment management services. They are also registered as a tax preparer and are currently with Thomas A Geisler & Co P.C.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Pittsburgh, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Sheryl Klutch is a financial advisor registered with MML Investors Services, LLC. Sheryl has been in the industry since April 1998 and currently holds Series 6, 7, 24, 53, 63 and 66 registrations, as well as state registrations in multiple states. Sheryl specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Wealth Enhancement Advisory Services, LLC

location

Pittsburgh, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sheyna Lynn Regets is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Sheyna has over 10 years of experience in the financial services industry. She has a Series 66, Series 7, and Series 24 license. Sheyna specializes in providing financial planning, investment advisory, and pension consulting services to individuals and businesses. Prior to joining Wealth Enhancement Advisory Services, LLC, Sheyna worked at BPU Investment Management Inc., LPL Financial LLC, and Invest Financial Corporation. She is a member of the National Association of Personal Financial Advisors (NAPFA). Sheyna is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PITTSBURGH, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Shiv Kumar Sethi is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Shiv has been in the securities industry for over 6 years and has a strong background in providing investment advice to individuals, corporations and high-net-worth clients. Shiv is also a board member of the August Wilson African American Cultural Center and is a member of the Advisory Board of the Pittsburgh Symphony Orchestra and Lincoln Center for the Performing Arts. Shiv is licensed to provide investment advice in Florida, Pennsylvania, Texas and other states.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Global Retirement Partners LLC

location

Pittsburgh, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Sierra Christian is a financial advisor associated with Global Retirement Partners LLC and is registered with FINRA and several states. Sierra has been in the financial services industry since 2022, Sierra is registered in multiple states including California, Florida, New Jersey, North Carolina, Ohio, Pennsylvania, Virginia, West Virginia and Wisconsin. Sierra has passed the Series 7TO, Series 66, and SIE exams. In addition to being a financial advisor, Sierra has also worked for other organizations including Henderson Brothers Inc., HB Retirement, Mt Lebanon School District, Community College of Allegheny College, University of Pttsburgh, Nippers PGH, Amerifit Fitness Club, LPL Financial, LLC, and Global Retirement Partners, LLC. Sierra works with a variety of clients including individuals, businesses, charities, and pension plans.

SPECIALIZATIONS

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

Fort Pitt Capital Group, LLC

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Skylar Harrison Riddle is a financial advisor with Fort Pitt Capital Group, LLC. Skylar has over 10 years of experience in the financial services industry, including prior roles at PNC Investments and Edward Jones. Skylar holds the Series 7, Series 66, and SIE licenses and is registered as an Investment Advisor Representative in Pennsylvania. Skylar specializes in providing financial planning, portfolio management, and insurance solutions to individuals, families, businesses, and institutions. Skylar is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Unclaimed

Cetera Investment Advisers LLC

location

PITTSBURGH, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Solomon Childs is a financial advisor registered with Cetera Investment Advisers LLC, Vantage Financial Group, Inc., and previously with Walnut Street Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS PaineWebber Inc. Solomon has been in the financial services industry since January 2001 and has been registered as an investment advisor 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

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