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Pension Consulting Services Advisors in Radnor, Pennsylvania
131 Results
Unclaimed

LPL Financial LLC

location

RADNOR, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Robert Messler is a financial advisor registered with LPL Financial LLC. Michael has been in the financial industry since 1999. Michael is also registered with the state of Pennsylvania. Michael previously worked with CHARLES SCHWAB & CO., INC. and DEAN WITTER REYNOLDS INC. Michael holds Series 63, Series 7 and SIE licenses.

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

Osaic Wealth, Inc.

location

RADNOR, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Granger is an active investment advisor representative in Pennsylvania. Michael is registered with Osaic Wealth, Inc. Michael is a Series 66, SIE and Series 7 licensed professional. The firm is headquartered in Scottsdale, Arizona. The firm manages over $94.5 billion in assets. Michael specializes in financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

RADNOR, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Morrow is a financial advisor with Osaic FA, Inc. based in Radnor, Pennsylvania. Michael has been in the financial services industry since 2011 and has extensive experience in providing investment advice and financial planning to individuals and corporations. Michael is registered with the state of Pennsylvania and is Series 7, Series 6, Series 63, Series 65 and SIE licensed. Michael’s previous experience includes M&T Securities, Inc., Capital One Investing, LLC, J.P. Morgan Securities LLC, Hornor, Townsend & Kent, Inc. and MML Investors Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed
location

RADNOR, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Monti Allison is a financial advisor registered with Osaic FA, Inc. and Osaic FS, Inc. Monti has been in the industry since 2002. Monti is licensed to provide financial advice in 10 states.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed
location

RADNOR, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Namita Hirang Patel is a registered representative with Osaic FS, Inc. and Osaic FA, Inc. Namita has been in the financial services industry since May 2004 and has held licenses with The Lincoln National Life Insurance Company and Osaic FS, Inc. Namita specializes in providing financial planning and portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.
Unclaimed

Janney Montgomery Scott LLC

location

RADNOR, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Patricia A. Ranalli is a registered representative with Janney Montgomery Scott LLC. Patricia has been in the financial industry since January 21, 2011, and is licensed in Pennsylvania. Patricia has a strong background in the securities industry, having passed the Series 7, Series 63, and SIE exams. Patricia's specializations include a range of financial services. Patricia specializes in portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars. Patricia's firm, Janney Montgomery Scott LLC, has been in business for over 100 years and is a leading provider of financial services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

RADNOR, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Markey is a financial advisor at LPL Financial LLC, an independent broker-dealer. Patrick has been in the financial services industry for over 13 years. Patrick provides investment advice and financial planning services to individuals, families, and businesses. Patrick is registered to provide investment advice in Pennsylvania and New Jersey and has a Series 7, 66, and SIE license.

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

RADNOR, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Rachel Michelle Eckles is a financial advisor with over 12 years of experience in the industry. Rachel is registered with Osaic FS, Inc. and Osaic FA, Inc. in Pennsylvania. Rachel has experience working with individual clients, businesses, and retirement plans. She provides a wide range of services, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.
Unclaimed

Osaic Wealth, Inc.

location

RADNOR, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Rachel Lynn Endres is a financial advisor with over 7 years of experience in the financial services industry. Rachel has a broad range of experience, having worked with various firms including MSI Financial Services, Inc., MML Investors Services, LLC, and Lincoln Financial Advisors, Inc. Rachel is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in all 50 states. Rachel is committed to providing clients with personalized financial planning and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

RADNOR, PA

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Elwood Torrance is a financial advisor with over 20 years of experience. Raymond currently works at Osaic Wealth, Inc., where he specializes in financial planning, pension consulting, educational seminars, and portfolio management. He holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Previously, Raymond worked at Securities America, Inc., Investcorp, Inc., USAllianz Securities, Inc., Directed Services, Inc. and Legg Mason Wood Walker, Incorporated. Raymond is registered with the state of New Jersey and Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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