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Portfolio Management for Individuals Advisors in Pennsylvania
1,727 Results
Unclaimed

State Farm Investment Management Corp.

location

Vandergrift, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Maryjo Riddle is a financial advisor at State Farm Investment Management Corp. Maryjo Riddle is registered with the state of Ohio, Pennsylvania, Texas, and Virginia, and has been in the industry since 1998. She specializes in Investment Company Products/Variable Contracts and Securities Industry Essentials, holding Series 6 and SIE licenses. She is also licensed as an Investment Advisor Representative. Maryjo Riddle has been with State Farm Investment Management Corp since 2018. In addition to her duties as a financial advisor, Maryjo Riddle is also a board member and director for the Vandergrift Improvement Program.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

MacQuarie Investment Management Business Trust

location

PHILADELPHIA, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Mason Lee Paulus is an Investment Advisor Representative with Macquarie Investment Management Business Trust. Mason has been in the financial industry since 2018. Mason holds licenses in the state of Missouri and Pennsylvania. Mason has experience with providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Prior to joining Macquarie Investment Management Business Trust, Mason worked for IVY DISTRIBUTORS, INC., WADDELL & REED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Upper St. Clair, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Mason Alexander George is a financial advisor at Morgan Stanley. Mason has been in the industry since September 2019. Mason is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and is licensed to sell securities in Pennsylvania and Texas. Mason also holds the Series 7TO, Series 66, and SIE licenses. Mason has experience working with a variety 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
Unclaimed

MacQuarie Investment Management Business Trust

location

PHILADELPHIA, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mathew Michael Vetter is a registered investment advisor representative with Macquarie Investment Management Business Trust. Mathew is also registered as a securities agent in Arkansas, California, Colorado, Nevada, and Oklahoma. Mathew has been in the financial services industry for 8 years and has held previous roles at Waddell & Reed and Ivy Distributors, Inc. Macquarie Investment Management Business Trust provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide selection of other advisors and structured product/securitization advice/transition management.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Newtown Square, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Matt Rifkin is a financial advisor at Morgan Stanley. Matt has been in the financial services industry for 11 years. Matt is licensed to provide financial advice in Pennsylvania and Texas. Matt has a Series 7TO, Series 6, Series 63, and Series 66 licenses. Matt's previous experience includes working with GLOBAL ATLANTIC DISTRIBUTORS, LLC in Plantation, Florida.

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

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Quakertown, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Matt Balke is a financial advisor with State Farm Investment Management Corp. and has been working in the financial industry since 2009. Matt is registered to offer investment advice in Delaware, Maryland, New Jersey, and Pennsylvania. Matt Balke is a Chartered Financial Consultant and offers investment advice to individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

Allentown, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Eugene Mattare is a financial advisor at Morgan Stanley, a large, well-established firm with a broad range of services. Matthew has been with the firm since 2011. Matthew has experience providing financial advice to individuals, businesses, and institutions. Matthew's expertise in financial planning, asset allocation, and portfolio management can help clients reach their financial goals. Matthew holds a Series 7, Series 66, and SIE licenses and is registered in several states. He is also a member of FINRA. Matthew is committed to providing his clients with personalized and comprehensive financial advice.

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
location

Camp Hill, PA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Thomas Groff is a financial advisor at Morgan Stanley. Matthew is a highly experienced professional with over 20 years in the financial services industry. Matthew has a strong track record of providing financial advice to individuals, families, businesses, and institutions. He has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Matthew is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). He holds the Series 7, 31, and 66 licenses. Matthew is also registered in 30 states and has a strong track record of providing financial advice to clients in a variety of locations.

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

Monongahela Capital Management

location

HARMONY, PA

0 Disclosures

ADVISOR BIO

Matthew Rodgers is an Investment Advisor Representative at Monongahela Capital Management. Matthew is licensed to conduct business in Pennsylvania. Matthew has a Series 65 license and specializes in portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

York, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Calabretta is a financial advisor with Morgan Stanley, where he is registered to provide investment advice in Georgia, Pennsylvania, and Texas. Matthew has been in the financial services industry for over 20 years and previously worked for Citigroup Global Markets Inc. Matthew is a Series 7, Series 63, and Series 65 licensed advisor.

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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