Financial profesional

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Legend Financial Advisors

Legend Financial Advisors

Legend Financial Advisors, Inc.® (Legend) is a Non-Commission, Fee-Only, Fiduciary U.S. Securities and Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend and its Award-Winning Advisors are Fiduciaries who are required by law to act in their clients’ best interests at all times Legend Financial Advisors, Inc. operates as an investment advisory firm. The Company …

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Storyselling For Financial Advisors

Storyselling For Financial Advisors

Storyselling for Financial Advisors: How Top Producers Sell. Learn what makes a client trust you to be their financial advisor. Put the power of storytelling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many …

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Valic Financial Advisors

Valic Financial Advisors

As a financial advisory firm, Valic Financial Advisors can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Valic Financial Advisors, registered in 1997, serves 50 state(s) with a licensed staff …

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LPL Financial Advisors – Starion Bank

LPL Financial Advisors

As an independent financial advisor at LPL Financial Advisors, you can choose the exact level of service that fits your needs—up to and including outsourcing your entire back office to us. With competitive pricing and payouts, a technology that works—and works together—and expert consultants who help you grow your business, you’ll have everything you need to thrive. LPL Financial is …

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Fiduciary Financial Advisor – Client Service Rep, Wealth Management

Fiduciary Financial Advisor

Fiduciary financial advisors commonly work for RIAs. Certified Financial Planners (CFPs) are also generally fiduciaries, but make sure your CFP is acting as a fiduciary before starting a business with them. Financial advisors who work for brokerages generally are not fiduciaries. So a fiduciary financial advisor can buy and sell securities in your account on your behalf without needing your …

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Axa Financial Advisors – Branch Manager-Executive Vice President MidAmerica

Axa Financial Advisors

Axa Financial Advisors Present in 57 countries, AXA’s 160,000 employees and distributors are committed to serving our 108 million clients. Our areas of expertise are applied to a range of products and services that are adapted to the needs of every client across three major business lines: property-casualty insurance, life, savings & health, and asset management. What does an AXA …

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Fragasso Financial Advisors as Investment Analyst

Fragasso Financial Advisors

Fragasso Financial Advisors ranked #44 on Barron’s 2020 Top Independent Advisors List, along with being the #1 firm listed in Pittsburgh. The rankings are based on data provided by around 4,000 of the nation’s most productive advisors. Fragasso Financial Advisors (FAA) and Private Client Services are unaffiliated entities. FAA is a Securities Exchange Commission registered investment advisor located in Pittsburgh, …

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Wells Fargo Financial Advisors – Securities Program Associate

Wells Fargo Financial Advisors

Managing investments and planning for the future often requires guidance from experienced professionals who understand both the markets and individual financial goals. Wells Fargo Advisors, a trading name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, provides a wide range of investment and financial planning services to help individuals build and manage their wealth. …

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