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71 advisors near
16101
within the area shown on the map
Out of 400,000+ nationwide
Marvin G
Series 63
New Castle, PA
LPL Financial
Marvin Gardner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes long tenures at Waddell & Reed, INC. and Woodmere Estates, as well as operating Gardner's Tax & Financial Service, Inc., where he is involved in tax preparation and accounting. Outside of advisory work, he manages a tax and financial services firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various portfolio management technologies.
Robert M
Series 63, Series 65
New Castle, PA
Cambridge Investment Research Advisors
Robert Mrozek is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with Cambridge Investment Research since 2016. Outside of advisory work, he operates an independent insurance agency and manages office rental space. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options and utilizes both proprietary and third-party model strategies tailored to client objectives.
Kevin M
Series 63, Series 65
East Palestine, OH
Cetera
Kevin Mckinstry is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has previously worked with Avantax Advisory Services and Illinois Mutual. Outside of advising, he owns and operates a tax preparation and accounting business and officiates volleyball and basketball. Cetera Investment Advisers LLC is a multi-manager platform that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Trevor P
Series 63, Series 65
New Castle, PA
Cetera
Trevor Popovitch is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Investment Services LLC and affiliated entities since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with multiple program structures and access to both affiliated and third-party managers.
Rene O
Series 63, Series 65
New Castle, PA
LPL Financial
Rene Ornelas is a financial advisor with LPL Financial in New Castle, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked with Independent Advisor Alliance, LLC and Independent Financial Partners. Outside of finance, he is also a paid musician who performs and books gigs. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.
Michael B
Series 66
New Castle, PA
Ameriprise
Michael Bruno is a financial advisor at Ameriprise with 19 years of industry experience, holding a Series 66 designation. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2007. Outside of his advisory work, Bruno is involved in officiating football at the junior high, high school, and college levels. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.
Gary H
Series 63, Series 66
New Castle, PA
Cetera
Gary Hesselgesser is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014. He also has a role at First National Bank of Pennsylvania where he has worked since 2006. Outside of Cetera, he is involved in fixed life insurance sales and receives compensation for referrals to the First National Bank Trust Department. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with a broad range of investment program options.
Michael B
Series 66
New Castle, PA
Cetera
Michael Busin II is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked in various roles at Cetera and First National Bank of Pennsylvania since 2013. In addition to his advisory role, Busin serves as a portfolio manager for First National Bank of Pennsylvania, supporting the commercial banking team in the Northwest region. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment and financial planning services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients, offering multiple program structures and access to both affiliated and third-party asset managers.
Craig D
Series 66
Grove City, PA
Edward Jones
Craig Denman is a financial advisor with Edward Jones in Grove City, PA, holding a Series 66 license and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.
David K
Series 63
Ellwood City, PA
Cetera
David Kirkham is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, as well as operating David Kirkham, LLC. In addition to advising, he is licensed as an insurance agent and sells life, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform that includes affiliated and third-party managers across various program structures.
Robert K
Series 66
New Castle, PA
Edward Jones
Robert Kwiat Jr. is a financial advisor with Edward Jones in New Castle, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for 17 years with the Wilmington Area School District. Outside of his advisory role, he coaches the 8th grade boys basketball team at Neshannock Junior/Senior High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is known for its large network of advisors and branches, as well as its affiliated capabilities including trust services and proprietary mutual funds.
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Finding advisors...
71 advisors near
16101
within the area shown on the map
Out of 400,000+ nationwide