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

UBS Financial Services Inc.

location

PITTSBURGH, PA

experience

43 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Raymond Louis Nepa has been a financial professional since 1982 and is currently registered with UBS Financial Services Inc.. Raymond has a wide range of experience, including working with Kidder, Peabody & Co. Incorporated, Richards, Lynch & Pegher, Inc., and UBS Financial Services Inc.. Raymond specializes in providing financial advice to individuals and families, as well as small businesses. Raymond has a proven track record of helping clients achieve their financial goals, and he is committed to providing personalized service and guidance.

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

Newedge Advisors

location

PITTSBURGH, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca A Bryan is a financial advisor with over 11 years of experience in the industry. Rebecca has held positions with a variety of firms including CETERA ADVISOR NETWORKS LLC, Bryan Funding, Inc., and Newedge Advisors. Rebecca has a strong background in both securities and investment advisory services. Rebecca is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in multiple states. Rebecca is dedicated to providing clients with personalized financial advice and investment management services.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Pittsburgh, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Reed Cantor is a financial advisor licensed in several states. Reed Cantor's professional experience includes working with J.p. Morgan Securities LLC. Reed Cantor has passed the Series 7TO and SIE exams and is registered with the Financial Industry Regulatory Authority (FINRA) and state regulators. Reed Cantor is based in Pittsburgh, PA and has been in the industry since 2024.

SPECIALIZATIONS

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

LPL Financial LLC

location

PITTSBURGH, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Renee Anderegg is an investment advisor representative at LPL Financial LLC. Renee has been in the industry since 2009. Her previous role was at Commonwealth Financial Network. She is licensed to offer securities through LPL Financial. Renee's specialties include investments and financial planning.

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

Bill FEW Associates, Inc. | CFP ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Reshelle Lorraine Barrett is a financial advisor with Bill FEW Associates, Inc. She is registered with the state of Pennsylvania to provide investment advice. Reshelle has been in the financial services industry since 1993. She has experience working with individuals, families, and small businesses. Reshelle is also a Certified Financial Planner.

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

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Richard Deitrick is a financial advisor registered with Morgan Stanley. Richard has been in the financial services industry since 1987 and has experience with securities and investment advisory services. Richard has a strong track record of success in the industry and is committed to providing clients with the highest level of personalized service. Richard is dedicated to helping clients reach their financial goals and provides a wide range of services including investment planning, portfolio management, and retirement planning. Richard is a dedicated professional with a passion for helping clients achieve their financial dreams.

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

Valley Brook Capital Group

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Richard Tice is an Investment Advisor Representative with Valley Brook Capital Group. Richard has been working in the financial services industry since January 2008. Richard is registered with the state of Pennsylvania. Richard is also a partner in McCall Scanlon & Tice, LLC, a public accounting firm. Richard specializes in providing financial planning, pension consulting, and portfolio management for individuals. Valley Brook Capital Group provides financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and other entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

Pittsburgh, PA

experience

49 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Richard Kalkstein is a financial advisor registered with MML Investors Services, LLC. Richard has been in the financial industry since August 25, 1975. Richard holds a Series 63, Series 26, Series 22TO, Series 6TO, SIE, and Series 1 licenses. Richard has held registrations in Michigan, North Carolina, Ohio, Pennsylvania, Texas, and Wisconsin. Richard currently works from the Pittsburgh branch office of MML Investors Services, LLC and also has a branch office location in New Kensington, PA.

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

LPL Financial LLC | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Richard Lewis is a financial advisor with over 30 years of experience in the financial services industry. Richard is currently registered with LPL Financial LLC and holds Series 7, 63, and 65 licenses. Richard has also passed the Securities Industry Essentials Exam (SIE). Richard is also a Certified Financial Planner (CFP®). Richard has a broad range of experience with clients including corporations and individuals. Prior to joining LPL Financial LLC, Richard worked with SAGEPOINT FINANCIAL, INC., and AMERICAN GENERAL SECURITIES INCORPORATED. Richard is committed to providing personalized financial advice to help his 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
location

Pittsburgh, PA

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Richard Gary Vozel is a financial advisor with over 25 years of experience in the industry. Richard is currently registered as a Registered Representative with Morgan Stanley, based out of the firm's Pittsburgh, Pennsylvania office. Prior to this, Richard worked for Wachovia Securities, LLC in Sewickley, Pennsylvania. Richard is registered as a broker in several states and is also registered as an investment advisor representative in Pennsylvania and Texas. Richard is dedicated to providing financial advice to individual clients and has a proven track record of success.

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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