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

Philadelphia, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Pedro Alexandre Gomes is an investment advisor representative with over 20 years of experience in the financial industry. Pedro currently works at Morgan Stanley, where has been employed since 2009. Prior to that, Pedro worked at CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Pedro has a Series 66, Series 7 and a SIE exam. Pedro is registered to provide investment advice in several states, including Pennsylvania, New Jersey, 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Connors Investor Services Inc. | CFA ® (Certifications)

location

WYOMISSING, PA

0 Disclosures

ADVISOR BIO

Peter James Connors is a registered Investment Advisor Representative with Connors Investor Services Inc. since August 2002. Connors is a Chartered Financial Analyst and specializes in providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Peter has experience with providing investment advice to high net worth individuals, corporations, charitable organizations, and state or municipal government entities.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

STROUDSBURG, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Peter Joseph is a financial advisor with Morgan Stanley. Peter has been in the industry since 1991. Peter has held prior positions at Citigroup Global Markets Inc. and Lehman Brothers Inc. Peter is registered with FINRA, and is licensed in a number of states. Peter holds the Series 63, 65, 7, 9, 10, and 31 licenses. Peter specializes in portfolio management for individuals, businesses and investment companies.

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

Creativeone Wealth, LLC

location

LEWISTOWN, PA

0 Disclosures

ADVISOR BIO

Peter Pecora is a financial advisor with Creativeone Wealth, LLC located in Overland Park, KS. Peter is registered with the state of Pennsylvania as an Investment Advisor Representative. Peter has been in the industry since 2010. Peter has also worked with Pruco Securities, LLC., Vantage Point Life, Lingle Distributing, The Prudential Insurance Company of America, Fike Brothers Carpet One, and MassMutual of Greater Philadelphia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SUB ADVISER SERVICES
Publication of Financial Periodicals
Unclaimed

Glenmede Investment Management, LP | CFA ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Peter Zuleba is an investment advisor representative with Glenmede Investment Management, LP. Peter has been registered with the state of Pennsylvania since March 20, 2007 and holds a Chartered Financial Analyst designation. Peter has been employed with Glenmede Investment Management, LP since January 2007 and was previously employed with Glenmede Trust Company from April 2004. Peter specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE MODEL PORTFOLIO FOR OVERLAY ACCOUNTS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Scranton, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Peter Joseph Suhosky is a financial advisor at Morgan Stanley. Peter has over 20 years of experience in the financial industry, and is registered to provide investment advice in 33 states. Peter has also earned the Series 6, 7, 9, 10, 31, and 66 licenses. Peter is a financial advisor who can provide financial advice, investment advice and portfolio management 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Hartford Funds | CFP ® (Certifications)

location

WAYNE, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Peter Colwin Tamburrino is a financial advisor with over 20 years of experience in the industry. Peter has worked with a variety of firms including Pacer Financial, Inc., LoCorr Distributors, LLC, and Equinox Group Distributors, LLC. Peter is currently registered with Hartford Funds and holds several licenses and certifications, including Series 6, 7, 10, 24, 63, and 66. He is also a Certified Financial Planner.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Investment Companies
REGISTRANT PROVIDES INVESTMENT ADVICE TO STATES IN CONNECTION WITH 529 PLANS AND MODEL RECOMMENDATIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Logan Capital Management, Inc.

location

NEWTOWN SQUARE, PA

0 Disclosures

ADVISOR BIO

Peter Cooke is an investment advisor representative at Logan Capital Management, Inc., a registered investment advisor with offices in Newtown Square, Pennsylvania. Peter has been in the financial services industry since 1986. Peter holds Series 63 and Series 65 licenses. Peter Cooke is a specialist in financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

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

Chartwell Investment Partners, LLC | CFA ® (Certifications)

location

BERWYN, PA

0 Disclosures

ADVISOR BIO

Peter Michael Schofield is a registered investment advisor representative with Chartwell Investment Partners, LLC based in Berwyn, PA. Peter has been in the industry since February 1997 and holds the Series 7 General Securities Representative Examination. Peter is also a Chartered Financial Analyst. Peter's previous experience includes working at John Hancock Funds, Inc. in Boston, MA. Chartwell Investment Partners, LLC is a Registered Investment Advisor firm based in Berwyn, PA. The firm has a total of 398 clients and has over $12 billion in regulatory assets under management. The firm offers a variety of advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

State Farm Investment Management Corp.

location

WEXFORD, PA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Peter John Piotrowski is a financial advisor registered with State Farm Investment Management Corp. Peter has over 20 years of experience in the financial industry and is registered in multiple states including Pennsylvania, Ohio and Florida. Peter is also licensed to sell insurance products through his own agency, Pete Piotrowski Insurance Agency.

SPECIALIZATIONS

Portfolio Management for Investment Companies

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