Invested Better
Advisors in Seneca, Pennsylvania
7 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Seneca, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ashlee Rebecca Goodman is a financial advisor with Raymond James Financial Services Advisors, Inc. Ashlee Goodman is registered with the state of Pennsylvania as both a Registered Representative (RR) and an Investment Advisor Representative (IAR). Ashlee Goodman holds Series 7, 66 and SIE licenses, demonstrating her commitment to providing comprehensive financial guidance to her clients. Ashlee Goodman has been working in the financial industry since October 2019, with experience serving clients in a variety of capacities. Ashlee Goodman is also a part-time Financial Advisor at SJ Young Financial LLC.

SPECIALIZATIONS

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

SENECA, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Chad Skoch is a financial advisor with Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. Chad Skoch has been a financial advisor for 4 years. His firm also offers financial planning, pension consulting, and selection of other advisors services.

SPECIALIZATIONS

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

Oneamerica Securities, Inc.

location

Seneca, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Elijah Busch is a financial professional with over 6 years of experience in the industry. Elijah is registered with Oneamerica Securities, Inc. and holds Series 6, SIE and Series 63 licenses. Elijah's current location is Seneca, PA.

SPECIALIZATIONS

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

Oneamerica Securities, Inc.

location

Seneca, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Joseph D. Shields is a registered representative with Oneamerica Securities, Inc., in Seneca, Pennsylvania. Joseph holds the Series 7TO and SIE securities licenses. Joseph specializes in providing financial planning and investment advice to individual and business clients.

SPECIALIZATIONS

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

SENECA, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Lori Leigh Sibble is a financial advisor at Edward Jones. Lori has been a registered representative since September 1999. She has earned the Series 63, Series 7, Series 24, and Series 65 licenses. Lori provides financial planning, pension consulting, and investment management services to individuals, corporations, and charitable organizations. Lori has been associated with Edward Jones since November 2005 and is active in the Pennsylvania and Texas markets.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Seneca, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Sandra Jazwinski Young is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 35 years of experience in the financial industry. Sandra has been registered with Raymond James Financial Services Advisors, Inc. since 2009 and has a wide range of experience providing financial services to individuals, families, and businesses. Sandra is committed to building long-term relationships with her clients and helping them achieve their financial goals. She holds Series 7, Series 63, and Series 24 licenses and is a Certified Financial Planner.

SPECIALIZATIONS

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

Oneamerica Securities, Inc.

location

Seneca, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Shane Zerbe is a registered representative of Oneamerica Securities, Inc. located in Seneca, PA. Shane has over 1 year of experience in the financial services industry. Shane has passed the Series 63, Series 6TO and SIE exams. Shane is registered in California and Pennsylvania.

SPECIALIZATIONS

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