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126 advisors near
17340
within the area shown on the map
Out of 400,000+ nationwide
Patricia H
Series 66
Hanover, PA
Thrivent Investment Management
Patricia Hegberg is a Series 66-credentialed financial advisor with seven years of experience at Thrivent Investment Management and Thrivent Financial. She has served on the boards of Thirstysouls Ministries, which supports missionary work in Haiti and the Middle East, and the Hanover Area Historical Society, which focuses on preserving local history. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across multiple areas without discretionary portfolio management. Its services are delivered through a network of advisors and include options to combine planning with managed account programs under consolidated billing.
Geoffrey T
ChFC®, Series 63, Series 65
Westminster, MD
Cambridge Investment Research Advisors
Geoffrey Tomasetti is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cambridge in 2015, he worked at CUNA Brokerage Services, Banc of America Investment Services, BB&T Investment Services, Blue Vase Securities, M&T Securities, and IFMG Securities. Tomasetti is president of Tomasetti Wealth Management LLC, an independent insurance agency and advisory firm. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.
Benjamin S
Series 66
Hanover, PA
Cetera
Benjamin Shaw is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously been affiliated with Cetera Wealth Services, Cetera Advisor Networks, and HCM Wealth Advisory Group. Outside of his advisory role, Shaw is an elected board member of the Hanover Area Chamber of Commerce and operates an eBay resale business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.
Clinton F
Series 66
Littlestown, PA
Edward Jones
Clinton Forry is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Members 1st FCU from 2015 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Frank P
Series 66
Gettysburg, PA
Edward Jones
Frank Pizzuto is a Series 66-licensed financial advisor with Edward Jones, based in Gettysburg, PA, where he has worked since 2002. He has 25 years of industry experience. Outside of his advisory role, he owns a commercial property in Gettysburg that he leases to a medical business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 advisors.
Michael W
Series 63, Series 66
Hanover, PA
Wells Fargo Clearing
Michael Wagner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment strategies.
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Finding advisors...
126 advisors near
17340
within the area shown on the map
Out of 400,000+ nationwide