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

Wells Fargo Clearing Services, LLC

location

PITTSBURGH, PA

experience

42 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael John King is a financial advisor with over 40 years of experience in the industry. Michael is registered with Wells Fargo Clearing Services, LLC and has offices in Pittsburgh, Pennsylvania, Clarion, Pennsylvania and Punta Gorda, Florida. Michael is also a registered investment advisor. Michael has passed several professional exams including Series 3, 6, 7, 9, 10, 63, and 65. Michael's experience and expertise are available to individuals, high net worth individuals, corporations, trusts, pension plans, charitable organizations and other entities.

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

6 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael J. Maglio is an Investment Advisor Representative associated with J.P. Morgan Securities LLC, where Michael has been employed since February 2020. Prior to that, Michael worked with PNC Investments from 2014 to 2015. Michael is registered to provide advisory services in Pennsylvania and Texas. Michael is also a Board Member at the Pittsburgh Venture Capital Association and is employed by the Pittsburgh Symphony Orchestra.

SPECIALIZATIONS

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

Captrust | CFP ® (Certifications)

location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Michael Passalinqua is an investment advisor representative with Captrust. Michael has been a registered representative since 1993. Michael is a certified financial planner and has experience in providing financial planning services to individuals, corporations and charitable organizations. Michael is registered to conduct business in Pennsylvania and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

PITTSBURGH, PA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Michael Robert Kucerovy is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with LPL Financial LLC and has a Series 6 and Series 63 license. Michael has been with LPL Financial LLC since August 2024 and previously worked for OSAIC FS, INC., Polaris Financial Services, INC., Park Avenue Securities LLC, Guardian Investor Services Corporation, and Walnut Street Securities, INC.. Michael focuses on providing financial advice and services to individuals, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cerity Partners LLC

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Michael Bernard Giammatteo is a registered investment advisor representative with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Michael has been in the industry since 2000 and holds the Series 7, Series 52, and Series 66 licenses. Michael currently works with clients in Pennsylvania and Texas. In addition to his professional career, Michael also serves as President of the Scott Townships Athletic Association.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

PITTSBURGH, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michael D'ambrosio is a financial advisor registered with LPL Financial LLC in PITTSBURGH, PA. Michael has been in the financial industry since 2016. Michael holds Series 7, Series 66 and SIE securities licenses. Michael is registered to provide investment advice in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Maine, Maryland, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Michael also works with SAGEPOINT FINANCIAL, INC. and Lewis, McBeth & D'Ambrosio.

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

Schneider Downs Wealth Management Advisors, LP

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Michael Clark is a financial advisor with Schneider Downs Wealth Management Advisors, LP. Michael has been in the financial services industry since 2019. Michael holds Series 7TO, SIE, 63, and 66 licenses. Michael specializes in providing financial planning, portfolio management, and pension consulting services. Michael is registered to provide investment advisory services in Pennsylvania.

SPECIALIZATIONS

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

Schneider Downs Wealth Management Advisors, LP | CFA ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Michael Divens is a financial advisor at Schneider Downs Wealth Management Advisors, LP. Michael is a CERTIFIED FINANCIAL PLANNER™ professional with a background in finance and business. Michael specializes in working with individuals and families, as well as businesses and organizations. He is committed to helping clients achieve their financial goals and providing them with personalized advice.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC | CFA ® (Certifications)

location

PITTSBURGH, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michael John Halloran is a registered representative of Janney Montgomery Scott LLC and has been in the industry since 2005. Michael is a Chartered Financial Analyst and holds the Series 63, SIE, and Series 7 licenses. He is also an adjunct finance and quantitative methods professor for Point Park University's MBA program. Michael's current office is located in Pittsburgh, Pennsylvania at ONE PPG PLACE, SUITE 2200.

SPECIALIZATIONS

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

Schneider Downs Wealth Management Advisors, LP

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Michael J Bucci is a financial advisor at Schneider Downs Wealth Management Advisors, LP. Michael has over 19 years of experience in the financial services industry. Michael is registered with the state of Pennsylvania as an Investment Adviser Representative (IAR). Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

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