Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Casey Oualaalou is a registered representative with T. Rowe Price Investment Services, Inc. Casey has been in the securities industry since April 15, 2023, and is licensed to sell securities in Maryland and California. Casey holds the Series 63, Series 7, and Series 66 licenses, along with the SIE exam.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James & Associates, Inc.

location

CHEVY CHASE, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Casey Nicole Fiora is a registered representative with Raymond James & Associates, Inc. and is a financial advisor with over 4 years of experience in the financial services industry. Casey Fiora holds Series 7 and Series 66 licenses and has been registered in multiple states. Casey Fiora has previously worked for Morgan Stanley, where they provided financial services to clients. Casey Fiora is committed to providing a comprehensive range of financial planning and investment advisory services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

McMg Capital Advisors, Inc.

location

BALTIMORE, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Casey Van de walle is a registered representative with McM&G Capital Advisors, Inc., a broker-dealer with a firm B-C scope of ACTIVE. Casey has been in the securities industry since September 8, 2012. Casey holds Series 63, Series 79, Series 50 and SIE licenses. Casey is currently registered in Maryland and New York. Casey previously worked at RAYMOND JAMES & ASSOCIATES, INC., and MORGAN KEEGAN & COMPANY, INC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Casey Russel Cheek is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Casey has been in the industry since 2016 and holds the Series 63, Series 66, Series 7 and SIE licenses. Casey also has a Series 9 and Series 10 licenses. Casey works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

RBC Capital Markets, LLC

location

HAGERSTOWN, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Catharine Weber is a registered representative with RBC Capital Markets, LLC. She has been working in the financial services industry since December 2022. Catharine holds Series 7, 66 and SIE licenses and is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia and Wyoming. Catharine has a background in business, and she is committed to providing her clients with the highest level of service and expertise. She is passionate about helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Catharine Fairley Planning Group LLC | CFP ® (Certifications)

location

FREDERICK, MD

0 Disclosures

ADVISOR BIO

Catharine Fairley is an Investment Adviser Representative associated with Catharine Fairley Planning Group LLC. Catharine is also a Certified Financial Planner. Catharine has been in the industry since June 1999. Catharine's firm specializes in financial planning. Catharine Fairley Planning Group LLC does not have any employees. Catharine is also the owner of Catharine Fairley, CPA LLC, which is a CPA firm.

SPECIALIZATIONS

Financial Planning Services
Unclaimed

Wells Fargo Clearing Services, LLC

location

BETHESDA, MD

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Catherine Nicholas is a financial advisor with over 30 years of experience in the industry. Catherine is registered with Wells Fargo Clearing Services, LLC, and has held licenses in multiple states including Maryland, Florida, and Texas. Catherine has a Series 7, Series 63, and Series 65 license. Prior to joining Wells Fargo, Catherine worked at UBS Financial Services Inc. and Prudential Securities Incorporated. Catherine specializes in providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Marks Wealth Management | CFP ® (Certifications)

location

ANNAPOLIS, MD

0 Disclosures

ADVISOR BIO

Catherine Cavalier Jackson is a financial advisor at Marks Wealth Management. Catherine is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Catherine specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Catherine has been a registered investment advisor in Maryland and Texas since 2021.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

BETHESDA, MD

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Catherine Blyden is a financial advisor with Fidelity Personal and Workplace Advisors in Bethesda, Maryland. Catherine has over 10 years of experience in the financial services industry. Catherine is licensed in several states, including Maryland, Texas, and California, and holds several industry licenses. Catherine is committed to providing clients with personalized financial advice. Catherine has experience working with individuals, families, and businesses. Catherine can help clients with a variety of financial planning needs, including retirement planning, investment management, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

ELLICOTT CITY, MD

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Catherine Lynn Hettinger is a registered representative with PFS Investments Inc. Catherine has been in the industry since July 2017. Catherine holds the Series 6, Series 26, and Series 63 licenses. Catherine is licensed in Maryland and Virginia. Catherine is affiliated with the Ellicott City, MD branch office of PFS Investments Inc.

SPECIALIZATIONS

Portfolio Management for Individuals

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