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64 advisors near
16125
within the area shown on the map
Out of 400,000+ nationwide
Robert A
Series 63, Series 65
Hermitage, PA
Raymond James Financial
Robert Asmus Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 55 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.
Tyler W
Series 66
Greenville, PA
OSAIC
Tyler Wasser is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Grenville Savings Bank, Citizens Securities, Inc., Citizens Bank, and Waddell & Reed, Inc. Outside of his advisory role, he is a Notary Public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.
Joshua S
Series 63, Series 66
Hermitage, PA
Cetera
Joshua Stelle is a financial advisor with Cetera in Hermitage, PA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2018 and has held a role at First National Bank of PA since 2003. Outside of his advisory work, he serves as the treasurer for Eintracht Maennerchor, a position that requires dual signatures. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors and supports multiple program structures and custodial arrangements.
Noah R
Series 66
Greenville, PA
OSAIC
Noah Richardson is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Henegan Financial Services and Sheetz. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to various managed-account solutions.
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Finding advisors...
64 advisors near
16125
within the area shown on the map
Out of 400,000+ nationwide