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52 advisors near
17844
within the area shown on the map
Out of 400,000+ nationwide
Mary J
Series 63
Lewisburg, PA
Mass Mutual Investors Services
Mary Jansen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1996. Outside of her advisory work, she owns a rental real estate business in Shavertown, Pennsylvania. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.
Terra D
Series 63, Series 66
Selinsgrove, PA
Edward Jones
Terra Decker is a financial advisor at Edward Jones in Selinsgrove, PA, with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Kish Bank for 17 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Brenda B
Series 65, Series 63
Milton, PA
Primerica Advisors
Brenda Blakeney is a financial advisor with Primerica Advisors in Milton, PA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has worked with Primerica Advisors since 2006 and Primerica Financial Services since 2003. Prior to her financial career, she was employed by the Federal Bureau of Prisons for 25 years. Outside of advising, she is involved in sales of home-related products and loan services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and uses model-driven investment strategies managed by third-party asset managers.
Michael J
Series 66
Lewisburg, PA
Edward Jones
Michael Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Cetera Investments Advisers LLC, Cetera Investment Services LLC, and First National Bank of Pennsylvania. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
David S
Series 63, Series 65
Lewisburg, PA
OSAIC
David Shrom is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for FSC Securities Corporation for 29 years. In addition to his advisory role, he owns a sole proprietorship involved in life insurance and variable annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios managed using firm-provided asset-allocation tools and risk-tolerance assessments.
Sheri M
Series 66
Selinsgrove, PA
Edward Jones
Sheri Marshall is a financial advisor at Edward Jones in Selinsgrove, PA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Arthrex Inc and Novus Surgical. Outside of her advisory role, she is the managing partner of Oleve Solutions LLC, a company formed to purchase real estate and consolidate rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary solutions, and provides affiliated mutual funds, tax-efficient services, and a securities-based lending option.
Charles S
Series 66
Shamokin Dam, PA
Edward Jones
Charles Straub is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a large network of advisors and branch offices nationwide.
Alexander W
Series 65, Series 63
Milton, PA
LPL Financial
Alexander Worhacz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with M&T Securities since 2012 and M&T Bank since 2011 alongside his current role at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Michael C
Series 63, Series 65
Lewisburg, PA
LPL Financial
Michael Camacho is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including M&T Securities, Valic Financial Advisors, Cetera Advisors LLC, and Quick & Reilly, Inc. Camacho is based in Lewisburg, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives using a range of strategies and operational tools.
Daniel M
Series 66
Lewisburg, PA
Edward Jones
Daniel Myers is a financial advisor with Edward Jones in Lewisburg, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at U-Haul and Lendmark Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.
Susan P
Series 66
Milton, PA
Ameriprise
Susan Peggs is a financial advisor with Ameriprise in Milton, PA, holding a Series 66 designation and 21 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2003. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on retirement income strategies and tax-aware withdrawals.
Lorna G
Series 63, Series 65
Hummel's Wharf, PA
Raymond James Financial
Lorna Gessner is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has been associated with several related entities within the Fulton Financial Corporation since 2015. In addition to her advisory roles, she owns and operates Bucktail Farm, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional portfolio management.
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Finding advisors...
52 advisors near
17844
within the area shown on the map
Out of 400,000+ nationwide