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

Berwyn, PA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Dimenna is a financial advisor with over 30 years of experience in the industry. Michael is registered with Morgan Stanley and has a long and successful career in the financial services industry. Michael has held positions with several other firms over the years, including Citigroup Global Markets Inc. and First Union Securities, Inc. Michael has earned a Series 3, Series 7, Series 31 and Series 63 and Series 65 licenses and is also a registered representative. Michael is a dedicated professional, committed to helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Investment Research Corp. | CFP ® (Certifications)

location

York, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Michael Vanzandt Summers has been in the financial services industry since 1984. Michael is a registered representative with Investment Research Corp. and is currently registered in 18 states. Michael holds several licenses including Series 6, Series 22, Series 63 and SIE and has the designation of Certified Financial Planner. Michael has worked at 1717 Capital Management Company and World Capital Brokerage, Inc. in the past. Michael primarily works with individual clients as well as pension and profit-sharing plans, investment companies and high net worth individuals. The primary services Michael provides are financial planning, selection of other advisors and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Upper St. Clair, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Michael J. Rutkowski is a financial advisor with Morgan Stanley. Michael has been in the financial services industry since January 1992. Michael holds the Series 7, Series 63, and Series 65 licenses. Michael has been registered with Morgan Stanley since June 2009. Prior to that, Michael was employed with Citigroup Global Markets Inc. and UBS 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

West Conshohocken, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Michael F. Laporta has been in the financial services industry since 1994 and is currently a registered representative with Morgan Stanley. Michael has experience in a number of areas including investment advisory services, portfolio management, financial planning, and pension consulting. Michael is registered in several states, including Texas, Pennsylvania, and New York.

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

Philadelphia, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael T. Sessa is a financial advisor who has been working in the industry since December 2019. Michael is registered with Morgan Stanley and is also registered in the state of Pennsylvania as an investment advisor representative. Michael has prior experience with UBS Financial Services Inc., Arangio & George LLP, Spector Gadon & Rosen, Campbell Rocco Law, LLC, Brown & Connery LLP, Entourage Properties, LLC, Drexel University Thomas R. Kline School of Law, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Michael has passed the Series 66, Series 7TO and SIE exams. Michael specializes in working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth.

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

Valmark Advisers, Inc.

location

Wyomissing, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michael Edward Gross is a financial advisor who has been in the industry since 2003. Michael is currently registered with Valmark Advisers, Inc. and is also registered in Pennsylvania. Michael was previously employed with COMMONWEALTH FINANCIAL NETWORK and NFP SECURITIES, INC. Michael has Series 3, 7, 63, 65 and SIE licenses.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Pittsburgh - South Hills, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Edward Horan is a registered investment advisor with Robert W. Baird & Co. Inc., located in Pittsburgh - South Hills, Pennsylvania. Michael has been in the financial services industry since November 23, 2015. Michael holds the Series 66, Series 7 and SIE licenses. Michael specializes in providing a range of financial services to a diverse client base, including individuals, businesses, and institutions. Michael's experience and expertise allow them to help clients achieve their financial goals, and they are dedicated 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Cookson Peirce Wealth Management | CFP ® (Certifications)

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Michael Patrick Doyle is a financial advisor registered in Pennsylvania. Michael has been in the industry since June 2011 and is currently registered with Cookson Peirce Wealth Management. Michael has a strong background in financial planning and portfolio management. Michael has been recognized as a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Allentown, PA

experience

45 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Wolfer is a registered representative with Morgan Stanley, based in Allentown, PA. Michael is a highly experienced financial advisor with a focus on serving high-net-worth individuals, corporations, and institutions. Michael has a proven track record of success in developing personalized financial plans and investment strategies to help clients achieve their financial goals. Michael holds Series 7, Series 63, and SIE licenses. Michael has been in the financial services industry since 1979.

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

Pacer Advisors, Inc.

location

MALVERN, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Michael Patrick Gillespie is a financial advisor with Pacer Advisors, Inc., based in Malvern, Pennsylvania. Michael has been in the financial industry since 2018. Michael is a registered representative of Pacer Advisors, Inc., and holds the Series 66, Series 7 and SIE licenses. Prior to joining Pacer Advisors, Inc., Michael worked at PACER FINANCIAL, INC. and Pruco Securities, LLC.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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