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Pension Consulting Services Advisors in Sewickley, Pennsylvania
176 Results
Unclaimed

Ameriprise Financial Services, LLC

location

SEWICKLEY, PA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Akhshid Hooman has been a financial advisor for over 30 years, holding both Series 7 and Series 63 licenses as well as Series 24. Akhsid has been with Ameriprise Financial Services, LLC since 2020 and has previously worked for IDS Life Insurance Company and The Equitable Life Assurance Society of the United States. Akhsid specializes in providing financial planning and asset allocation services, portfolio management for both individuals and businesses, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Corient | CFP ® (Certifications)

location

Sewickley, PA

0 Disclosures

ADVISOR BIO

Alexis Gayhart is a financial advisor with Corient. Alexis has been in the industry since December 2007. Alexis specializes in providing financial planning services for individuals, businesses, and pooled investment vehicles. Corient is a Registered Investment Advisor (RIA) with offices in Miami, Florida and Sewickley, Pennsylvania.

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 Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

SEWICKLEY, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Colledge is a financial advisor with RBC Capital Markets, LLC. Amanda has been in the financial industry since May 2014. Amanda has a wide range of experience, having previously worked at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Janney Montgomery Scott LLC. Amanda is registered in multiple states. Amanda holds the Series 7, Series 66, 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Sewickley, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Amit Singh Grover is a financial advisor with over 15 years of experience in the industry. Amit is currently registered with Morgan Stanley and has been with them since 2009. Prior to this, Amit was a registered representative with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Amit is licensed to provide investment advice in multiple states, including Pennsylvania, New Jersey, Texas and many others. Amit holds Series 7, 9, 10, 31, 66 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

LPL Financial LLC

location

SEWICKLEY, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Koch is a financial advisor associated with LPL Financial LLC. Andrew is registered in Pennsylvania as an Investment Advisor Representative (IAR). Andrew obtained his Series 65 and Series 63 licenses in 2021. Andrew has prior experience in the financial services industry working for BL Companies and CETERA Investment Advisers LLC.

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

Ameriprise Financial Services, LLC

location

Sewickley, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Jugan is a financial advisor with Ameriprise Financial Services, LLC. Andrew has been in the financial services industry since 2004. He has been with Ameriprise Financial Services, LLC since 2004. Andrew has a Series 66 and a Series 7. He holds licenses in multiple states. Andrew is a registered representative in 47 states. He is also a registered investment advisor in 2 states. Andrew is a financial professional and can help you with a range of financial services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Sewickley, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Anna Marie Haney is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Sewickley, PA. Anna has been in the financial services industry since 2012. Anna Marie has a Series 66, Series 24, Series 7 and Series 99 licenses. Anna Marie is registered with the following state securities regulators: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Louisiana, Maine, Maryland, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington and West Virginia.

SPECIALIZATIONS

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

Sewickley, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Smulski is a financial advisor with over 20 years of experience in the industry. Anthony has a Series 66, Series 31 and Series 7 licenses, along with a SIE license and is registered in over 30 states. Anthony's primary affiliation is with Morgan Stanley. Previously Anthony was registered with Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Anthony is a financial advisor providing a wide range of services, including financial planning, asset allocation advice, portfolio management, and educational seminars. Anthony is also a registered investment advisor 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

UBS Financial Services Inc.

location

SEWICKLEY, PA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Joseph Gaslevich is a financial advisor with UBS Financial Services Inc. and has been in the industry since April 4, 2002. Anthony is registered with FINRA and has a Series 66, Series 7, Series 31 and SIE license. Anthony is a registered investment advisor and is licensed to provide investment advice in Pennsylvania and Texas. Anthony has a strong track record of success in the financial services industry and is committed to providing his clients with personalized financial planning and investment advice.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Sewickley, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Anthony George Ross is a financial advisor with Ameriprise Financial Services, LLC. Anthony has been in the financial services industry for over 18 years and is registered to offer investment advice in 24 states. Anthony's firm manages over $479 billion in assets. They offer investment advice and financial planning 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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