Years of Experience
5-20+ Years
ANNAPOLIS, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
William Garrett Tilghman is a registered representative with Northwestern Mutual Investment Services, LLC. William has been in the industry since August 2024, and he is licensed to sell investment company products and variable contracts. William holds the SIE and Series 6TO licenses. He is located in Annapolis, Maryland and works at the Northwestern Mutual Investment Services, LLC office on Bestgate Rd.
SPECIALIZATIONS
Baltimore, MD
12 Years Experience
0 Disclosures
ADVISOR BIO
William Richmond ray Cleary is an investment advisor representative at Morgan Stanley. William has been in the financial services industry since 2013. William holds a Series 7 and Series 63 license. William is registered with the state of Maryland as an Investment Advisor Representative and registered with the state of Texas as an Investment Advisor Representative. William is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. William has experience in financial planning, portfolio management, and investment advisory services. William specializes in working with high net worth individuals, corporations, and institutions. William is dedicated to providing clients with personalized financial advice and investment solutions that meet their unique needs and goals.
SPECIALIZATIONS
TOWSON, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
William Neill Peck is a financial advisor with Janney Montgomery Scott LLC. William has over 9 years of experience in the financial services industry. William has been registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative since 2015. William is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. William holds the Series 7, 63, and 65 licenses.
SPECIALIZATIONS
Annapolis, MD
13 Years Experience
0 Disclosures
ADVISOR BIO
William Atkins is a registered investment advisor in California, Colorado, Florida, Maryland, New Jersey, and New York. William is a financial advisor with Alden Capital, which manages approximately $657 million in assets under management. William is also registered with Alden Investment Group. William specializes in Retirement Plan advisory services and works with both individuals and businesses.
SPECIALIZATIONS
OLNEY, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
William David Erskine is an active investment advisor registered with both FINRA and the SEC and is a registered representative with Edward Jones. William has been in the securities industry since September 2019. William is licensed in 23 states. In addition to his Series 63 and Series 66 licenses, William also holds the SIE and Series 7TO. Prior to joining Edward Jones, William was employed by T. Rowe Price Investment Services, Inc. William is committed to helping his clients achieve their financial goals.
SPECIALIZATIONS
Baltimore, MD
12 Years Experience
0 Disclosures
ADVISOR BIO
William Charles Marych is a registered representative of Morgan Stanley & Co. LLC. William has been in the securities industry since December 5, 2013. William holds the Securities Industry Essentials Examination and Operations Professional Examination certifications.
SPECIALIZATIONS
No specializations listed.
HUNT VALLEY, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
William Augustine Boykin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Hunt Valley, Maryland. William has been in the financial services industry since December 25, 2010. William has a Series 63, Series 66, and Series 7 license. William is also registered in 29 states. William's experience includes working at Stormharbour Securities LP in New York, New York. William is active in the community and volunteers with the One Love Foundation.
SPECIALIZATIONS
Bethesda, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
William C Reed is a financial advisor with Rockefeller Financial LLC. William has been in the industry since 2023. William is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and holds a Series 7 and Series 63 license. William is also licensed to provide investment advice in all 50 states. William specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and charitable organizations. William has worked previously at Morgan Stanley.
SPECIALIZATIONS
Annapolis, MD
11 Years Experience
0 Disclosures
ADVISOR BIO
William Ryan Mills is a financial advisor with Charles Schwab & Co., Inc. based in Annapolis, MD. William has been in the industry since 2014. William is also registered with FINRA and holds Series 6, 7, 63, and 66 licenses. William's previous experience includes roles at MORGAN STANLEY, FIDELITY BROKERAGE SERVICES LLC, and PRUCO SECURITIES, LLC.
SPECIALIZATIONS
ELLICOTT CITY, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
William David Slade is a financial advisor associated with Edward Jones. William Slade has been in the financial industry since March 28, 2006. William Slade has passed the Series 63, Series 7, and SIE exams. William Slade is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and is registered with FINRA and the state of Maryland.
SPECIALIZATIONS
