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 "SII Investments, Inc. (SII), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Penn Liberty bank and/or Penn Liberty Wealth Advisors. Securities and advisory services offered through SII are* not insured by FDIC or any other Federal Government Agency * not a deposit or other obligation of, or guaranteed by any bank or its affiliates* subject to risks including the possible loss of principal amount invested."

NOTICE: Penn Liberty Wealth Advisors (PLBWA) does not accept any financial transaction instructions via email.  If you wish to initiate a transaction, you must call PLBWA directly and a PLBWA employee.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Insured by any Federal Government Agency

Not a Bank Deposit


SII Privacy Policy

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: Pennsylvania, New Jersey, Delaware, Maryland, Vermont, Florida, Tennessee, Illinois, North Carolina, and New York.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.


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