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

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

location

Wyncote, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hanna Drane is a financial professional with over 9 years of experience in the industry. Hanna is currently registered with State Farm Investment Management Corp. and holds Series 63, Series 6TO, and SIE licenses. Hanna also holds the Chartered Financial Consultant designation. Hanna has experience working with investment companies and individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Pittsburgh, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Hannah Mae Simon is a registered representative with Morgan Stanley. Hannah has been in the industry since 2014 and is registered in 42 states. Hannah offers financial planning, asset allocation advice, pension consulting, and portfolio management services to individuals, corporations, and other entities.

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

SEI Investments Management Corp. | CFP ® (Certifications)

location

OAKS, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Harley Brett Nager is a financial advisor with over 17 years of experience in the industry. Harley is a Certified Financial Planner™ professional and holds the Series 63, Series 65, Series 7, and SIE licenses. Harley is registered with SEI Investments Management Corp. in Pennsylvania. Harley is a specialist in retirement planning, college savings, estate planning, insurance planning, and investment management. SEI Investments Management Corp. is a large firm with over $194 billion in assets under management. The firm provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Kingsview Wealth Management, LLC

location

Lancaster, PA

disclosure

3 Disclosures

ADVISOR BIO

Harold Wenger is a financial advisor with over 30 years of experience in the financial industry. Harold is currently registered with Kingsview Wealth Management, LLC and is licensed to provide investment advice in Pennsylvania. He is committed to providing personalized financial guidance to individuals, families, and businesses.

SPECIALIZATIONS

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

Alliancebernstein LP

location

Philadelphia, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Harris John Mansell is a registered investment advisor representative associated with AllianceBernstein LP in Philadelphia, PA. Harris is a licensed broker-dealer with a Series 7, Series 31, and Series 63 license as well as the Securities Industry Essentials Examination. Harris is a registered Investment Advisor Representative with the Series 65 license. Harris has over 5 years of experience in the financial industry, and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

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

Morgan Stanley

location

Wyomissing, PA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Harry Jeffrey Herb is a financial advisor with over 30 years of experience in the industry. Harry is registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Harry was with Citigroup Global Markets Inc. and Lehman Brothers Inc. Harry has a broad range of experience in the financial services industry, including investment management, financial planning, and asset allocation. Harry is a Series 6, 7, 63, and 65 licensed professional. He is also a Registered Representative and Investment Advisor Representative for Morgan Stanley in Pennsylvania 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

Clark Capital Management Group Inc.

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Harry Joseph Clark has been in the financial services industry for over 40 years. Clark currently is the CEO and President of Clark Capital Management Group Inc. Prior to his current role, Harry was a registered representative at numerous firms including United Planners' Financial Services of America, Securities Service Network, Inc., Edward C. Rorer & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated, Blyth Eastman Dillon & Co. Incorporated, Hornblower & Weeks - Hemphill, Noyes Incorporated, and Capital Planning Associates Inc. Harry is registered as an Investment Advisor in Pennsylvania and is also registered in Massachusetts.

SPECIALIZATIONS

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

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

location

Oil City, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Harry John Liederbach is a financial professional registered with State Farm Investment Management Corp. in Oil City, PA. Harry has been in the industry since October 1, 2003, and holds a Series 6, Series 63, and SIE licenses. Harry is also a Chartered Financial Consultant, demonstrating a commitment to professional development and knowledge. Harry's current registration with State Farm Investment Management Corp. is active.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

SEI Investments Management Corp.

location

OAKS, PA

0 Disclosures

ADVISOR BIO

Hayden Greer is a financial advisor with SEI Investments Management Corp. Hayden is based in Oaks, PA, and has been with SEI Investments since June 2024. Previously, Hayden worked at Villanova University. Hayden has been in the financial services industry since September 2005 and has a Series 65 and SIE license. Hayden specializes in providing financial planning, educational seminars, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Philadelphia, PA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Hayden Dupont is a financial advisor with Morgan Stanley. Hayden has been in the industry since February 28, 2020 and is currently registered with the state of Pennsylvania as well as Texas. Hayden has a Series 66 license as well as a Series 7 and SIE. Hayden has worked at MML Investors Services and Vanguard Marketing Corporation before working at Morgan Stanley.

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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