Invested Better
Advisors in Wexford, Pennsylvania
125 Results
Unclaimed

LPL Financial LLC

location

WEXFORD, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Lee Clark is a financial advisor with over 38 years of experience in the industry. Ronald is currently registered with LPL Financial LLC and is licensed to provide investment advice in multiple states. Prior to joining LPL Financial LLC, Ronald was registered with PRINCIPAL SECURITIES, INC. Ronald holds Series 6, SIE and Series 63 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

RCL Capital Management

location

WEXFORD, PA

0 Disclosures

ADVISOR BIO

Ronald Curtis Leonard is a registered Investment Advisor Representative in the state of Pennsylvania. Ronald is currently employed with RCL Capital Management, a firm with its main branch office in Wexford, Pennsylvania. Ronald has been with RCL Capital Management since October 1997. RCL Capital Management provides financial planning and portfolio management for individuals. The firm manages approximately $27.2 million in regulatory assets under management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Lincoln Investment

location

Wexford, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Papp is a financial advisor with over 4 years of experience in the industry. Ryan is currently registered with Lincoln Investment and Capital Analysts. Ryan is also a registered investment advisor in Colorado and Pennsylvania. Ryan holds a Series 7, Series 6, Series 63, and Series 65 license. Ryan is committed to providing his clients with personalized financial advice and guidance. Ryan specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

Lincoln Investment

location

Wexford, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Rylan John Marx is a registered representative with Lincoln Investment and Capital Analysts. Rylan has been in the securities industry since 2005 and is licensed in 27 states. Rylan is an investment advisor representative of Lincoln Investment Planning, Inc. and has experience in both financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Geneos Wealth Management, Inc. | CFP ® (Certifications)

location

WEXFORD, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Scott Robert Bruce is a financial advisor with Geneos Wealth Management, Inc. based in Wexford, Pennsylvania. Scott has been in the financial industry since 2006 and holds Series 66, Series 7, and SIE licenses. Scott is a Certified Financial Planner and has experience working with high-net-worth individuals, corporations, and charitable organizations. Scott can help with financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Lincoln Investment

location

Wexford, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Scott Accamando is a financial advisor registered with Lincoln Investment and has been working in the industry since February 2, 1998. Scott has a history of working with clients in a variety of capacities, including individuals, families, corporations and businesses. Scott is a skilled advisor with a wide range of experience in providing financial advice. Scott holds the Series 63, Series 65, Series 7, and Series 31 licenses. Scott is also a registered principal with Lincoln Investment.

SPECIALIZATIONS

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

Empower Advisory Group, LLC

location

Wexford, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Sheila Christine Guzzy is an investment advisor representative at Empower Advisory Group, LLC. Sheila has been in the financial industry for 19 years. Sheila is registered with FINRA and the state of Pennsylvania. Sheila has passed the Series 7, Series 31, Series 63, Series 65, and SIE exams. Sheila has previously worked at Alight Financial Solutions, LLC, ICMA-RC Services, LLC, TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, John Hancock Distributors LLC, and Wachovia Securities, LLC. Sheila also has experience working as a movie extra. Sheila has a strong background in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Geneos Wealth Management, Inc.

location

WEXFORD, PA

0 Disclosures

ADVISOR BIO

Stacey Brady is an investment advisor representative at Geneos Wealth Management, Inc., a firm that offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Stacey has been in the industry since 2015 and is registered in Pennsylvania as an Investment Advisor Representative. Stacey holds the Series 65 Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination. Stacey also works as an assistant for INTEGRITY WEALTH CONSULTING and is an independent representative with various insurance carriers for fixed insurance sales only.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

WEXFORD, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Steven W. Selip is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Steven has been in the financial services industry since 2006, and holds Series 7, Series 63, and Series 65 licenses. Steven works with individuals, families, and small businesses to provide financial planning, portfolio management, and retirement planning services. Steven is committed to helping clients achieve their financial goals.

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

WEXFORD, PA

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Stuart Rosenthal is a financial advisor at Cetera Investment Advisers LLC. Stuart has been in the financial industry since 1988. Stuart is a Certified Financial Planner and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. Stuart is registered with the Securities and Exchange Commission and is licensed to provide investment advisory services in Maryland, Pennsylvania, Texas and Virginia.

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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