Invested Better
Advisors in Wexford, Pennsylvania
125 Results
Unclaimed

Hornor, Townsend & Kent, LLC

location

WEXFORD, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Alex Donald Pawlawski is a financial advisor with over 30 years of experience in the industry. Alex is registered with Hornor, Townsend & Kent, LLC and has held previous positions at Park Avenue Securities LLC, Jefferson Pilot Securities Corporation, Summit Investment Group, Inc., American General Securities Incorporated, Jefferson-Pilot Investor Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Alex is licensed to provide investment advice and sell securities in Pennsylvania and Texas.

SPECIALIZATIONS

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

Eamon Capital Management, LLC

location

WEXFORD, PA

0 Disclosures

ADVISOR BIO

Amy Locasio is a registered investment advisor representative with Eamon Capital Management, LLC in Wexford, Pennsylvania. Amy has been in the financial industry for over 20 years and holds the Series 7, 86, 87, 63 and 65 licenses. Amy has previously worked at Avondale Partners, LLC in Nashville, Tennessee and Scott & Stringfellow, Inc. in Richmond, Virginia. Amy specializes in providing financial planning and portfolio management services to individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

WEXFORD, PA

experience

20 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andy Ross Schink is a financial advisor with over 19 years of experience in the industry. Andy is currently registered with LPL Financial LLC and BCR Financial Services, LLC, in Pennsylvania and Texas. Andy has held previous registrations with OSAIC FS, INC., Ameriprise Financial Services, INC., and IDS Life Insurance Company. Andy specializes in a variety of areas including retirement planning, investment management, insurance and financial planning, and estate planning. Andy is committed to providing personalized financial advice and guidance to help clients reach 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Lincoln Investment

location

Wexford, PA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Anne Werth is a registered representative with Lincoln Investment. Anne has been in the securities industry since 1989. Anne is licensed to sell securities in Florida and Pennsylvania. Anne also provides financial planning services to individuals and businesses. Anne has been with Lincoln Investment since 1999 and has a history of working with clients who are seeking to save for retirement, grow their investments, and plan for their future.

SPECIALIZATIONS

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

Muhlenkamp & Co. Inc.

location

WEXFORD, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Muhlenkamp is a registered investment advisor representative with Muhlenkamp & Co. Inc. Anthony has over 20 years of experience in the industry and has been registered with the SEC since 2004. Anthony is a Series 6, 63, 26 and 65 licensed professional and holds a Series 65 license in Texas. Anthony is licensed in all 50 states. Anthony is a wealth manager who provides financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars. Muhlenkamp & Co. Inc. offers a variety of advisory services to clients, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Publication of Financial Periodicals
Unclaimed

Stratos Wealth Advisors LLC

location

Wexford, PA

0 Disclosures

ADVISOR BIO

Anthony Edward Pratt is a financial advisor with Stratos Wealth Advisors LLC in Wexford, PA. Anthony has been working in the financial services industry for over 20 years and has a broad range of experience. Anthony holds the Series 6, 7, 24, 63 and 66 securities licenses and is registered as an Investment Advisor Representative in Pennsylvania.

SPECIALIZATIONS

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

Kestra Advisory Services, LLC | CFC ® (Certifications)

location

WEXFORD, PA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

August Consiglio is an investment advisor representative at Kestra Advisory Services, LLC with over 30 years of experience in the industry. August has a strong background in financial planning and specializes in providing investment advice to individuals, families, and businesses. August has a wide range of investment products and services available to meet the needs of his clients. August is dedicated to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

WEXFORD, PA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Austin J. Ridgley is a financial advisor at Commonwealth Financial Network. Austin has been in the industry since March 27, 2018. Austin has passed the Series 66, SIE, and Series 7 exams. Austin's office is located in Wexford, Pennsylvania. Commonwealth Financial Network provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Commonwealth Financial Network also provides publication of periodicals.

SPECIALIZATIONS

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

Lincoln Investment

location

Wexford, PA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Barbara Muza has over 30 years of experience in the financial services industry. She currently works as a Registered Representative with Lincoln Investment, where she has been registered since June 2011. Barbara is registered with the state of Pennsylvania. Prior to her time with Lincoln Investment, Barbara worked with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Barbara is licensed to offer securities and investment advisory services in multiple states. She holds the Series 6 and SIE licenses. She specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Barbara is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Lincoln Investment

location

Wexford, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Barry Nathan Dervin is a financial advisor with over 27 years of experience in the industry. Barry is currently registered with Lincoln Investment and Capital Analysts in Pennsylvania. Barry's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Barry has a broad range of experience working with clients of all types including high-net-worth individuals, corporations, and charitable organizations. Barry has an impressive record of success in the financial services industry.

SPECIALIZATIONS

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

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