Invested Better
Selection of Other Advisors Advisors in Waynesboro, Pennsylvania
7 Results
Unclaimed

Osaic Wealth, Inc.

location

WAYNESBORO, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Eric Shank is a financial advisor with Osaic Wealth, Inc. in WAYNESBORO, PA. Andrew has been in the industry since August 7, 2023, and has passed the Series 66, Series 7TO and the SIE exams. Andrew specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals and Businesses. Previously, Andrew was employed with Woodbury Financial Services, Inc. in WAYNESBORO, PA. Andrew also has experience working for RC Engine Service and AFS Insurance and Financial Services.

SPECIALIZATIONS

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

WAYNESBORO, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Barry Joe Ratcliffe is a registered investment advisor representative and has been in the industry since April 23, 2017. Barry is a licensed investment advisor representative with Edward Jones in WAYNESBORO, PA. Barry holds the Series 7, Series 66, and SIE licenses. Barry is registered with the states of Arizona, California, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Mississippi, Nevada, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia.

SPECIALIZATIONS

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

WAYNESBORO, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Warren Smith is a financial advisor registered with Edward Jones. Douglas is a registered investment advisor and is licensed to sell securities in 21 states. Douglas has been in the industry since November 2013.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

WAYNESBORO, PA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eric Shank is a financial advisor with Osaic Wealth, Inc. based in Waynesboro, Pennsylvania. Eric has been in the financial services industry since 1995 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Eric holds Series 6, 63, and 65 licenses and has earned the SIE designation. Eric is committed to helping clients achieve their financial goals and providing personalized guidance.

SPECIALIZATIONS

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

WAYNESBORO, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Frank S Pinto is an active investment advisor representative with Edward Jones. Frank is registered to provide investment advisory services in Connecticut, District of Columbia, Florida, Georgia, Iowa, Maryland, Montana, New Jersey, New York, North Carolina, Pennsylvania, Virginia, and West Virginia. Frank has been in the industry for over 10 years and has worked with various clients, including individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

WAYNESBORO, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Marissa Antoinette Correll is a financial advisor with Edward Jones. She is a Certified Financial Planner and has been in the financial services industry since 2008. Marissa has worked with Cetera Investment Services LLC, Invest Financial Corporation, M&T Securities, Inc. and Edward Jones. She is licensed to sell securities in many states, and holds several professional designations. She is also a board member of Destination Arts in Waynesboro, PA.

SPECIALIZATIONS

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

WAYNESBORO, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Robert John Correll is a financial advisor with Edward Jones in Waynesboro, PA. Robert has been in the financial industry since 2017. Robert is registered with the Securities and Exchange Commission and holds both a Series 7 and Series 66 license.

SPECIALIZATIONS

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