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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PITTSBURGH, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Brad Chiesa is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brad Chiesa has been in the industry since 2019 and is licensed to sell securities in 13 states. Brad Chiesa is a Series 7, Series 63, and Series 66 licensed advisor. Brad Chiesa is a specialist in providing investment advice and services to high net worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, charitable organizations and state or municipal government entities. Brad Chiesa also specializes in Portfolio management for individuals, portfolio management for businesses, selection of other advisers, and educational seminars. Brad Chiesa previously worked at BOFA SECURITIES, INC.

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

Steel Tower Investments | CFP ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Bradford Hess is a financial advisor with over 12 years of experience in the financial services industry. Bradford has a background in financial planning and investment management, specializing in high-net-worth individuals, insurance companies, and corporations. Bradford is currently registered as an investment advisor representative with Steel Tower Investments. Bradford is also a Certified Financial Planner. Bradford previously worked with LPL Financial LLC and ING FINANCIAL PARTNERS, INC. Bradford is a licensed insurance agent and is experienced in providing financial planning and investment management services to a variety of clients.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

PITTSBURGH, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Durko is an investment advisor representative with Janney Montgomery Scott LLC, located in Pittsburgh, PA. Bradley has been in the industry since November 2004. Bradley earned Series 7 and 66 licenses and holds a SIE designation. Bradley has specialized experience in investment advisory, insurance, retirement planning, and financial planning services 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

Robert W. Baird & Co. Inc.

location

Pittsburgh, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Alexander Colvin is a financial advisor with Robert W. Baird & Co. Inc., registered with the state of Pennsylvania. Bradley has been in the securities industry since March 2017. Prior to joining Robert W. Baird & Co. Inc. Bradley was with Hefren-Tillotson, Inc. Bradley Colvin holds the Series 66, SIE and Series 7 licenses.

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

Ameritas Advisory Services, LLC | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Jurik is a financial advisor with Ameritas Advisory Services, LLC, specializing in financial planning and portfolio management for individuals, businesses, and pension plans. Bradley has extensive experience in the financial services industry, having worked with firms like Charles Schwab, Merrill Lynch, and PNC Investments. With his Series 7, Series 66, and SIE licenses, Bradley is well-equipped to provide comprehensive financial advice. Bradley is a Certified Financial Planner and holds registrations in multiple states.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

PITTSBURGH, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Lawrence Jones is a financial advisor at Stifel, Nicolaus & Company, Inc. based in Pittsburgh, PA. Brandon has been in the financial services industry since 1994 and has held a Series 7 and Series 63 license since 1993 and 1994, respectively. Brandon also holds a Series 3 license and the SIE exam. Brandon has experience working with various financial institutions such as Legg Mason Wood Walker, Incorporated, Goldman, Sachs & Co., Prudential Securities Incorporated, and Vector Securities International, Inc. Brandon's specializations include providing financial advice and portfolio management for businesses and individuals. Brandon is registered in several states, including Arizona, Arkansas, California, Connecticut, Florida, Georgia, Illinois, New York, Ohio, 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

PITTSBURGH, PA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brandon Pruss is a financial advisor who has been in the industry since 2007. Brandon is currently registered with UBS Financial Services Inc. Prior to joining UBS, Brandon worked with CHARLES SCHWAB & CO., INC. and INVESTMENT PROFESSIONALS, INC. Brandon is licensed to offer financial services in several states including Pennsylvania, Texas, Arizona, California, Colorado and Florida.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

PITTSBURGH, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Andrew Whelan is a financial advisor with Wells Fargo Clearing Services, LLC. Brendan is registered with FINRA and the state of Pennsylvania, and has been working in the industry since 2021. Brendan has a Series 7TO, SIE, and Series 66 license. Brendan's main office is in Pittsburgh, PA. Brendan specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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

J.p. Morgan Securities LLC

location

Pittsburgh, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Reddy is a financial advisor with J.p. Morgan Securities LLC. Brendan specializes in providing investment advice to individuals, businesses and high net worth individuals. Brendan holds a Series 63, Series 6TO and SIE license. Brendan is registered with FINRA and the state of Pennsylvania. Brendan is located at 8990 Duncan Ave in Pittsburgh, PA and has been in the industry since 2023.

SPECIALIZATIONS

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

PITTSBURGH, PA

experience

13 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Brendan Gallagher is a financial advisor at LPL Financial LLC. Brendan is a Registered Representative and Investment Advisor Representative. He is licensed in 11 states and has been in the industry since 2011. He is currently registered with LPL Financial LLC and was previously registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and EDWARD JONES.

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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