Years of Experience
5-20+ Years
OWINGS MILLS, MD
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.
CHEVY CHASE, MD
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
BALTIMORE, MD
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.
HUNT VALLEY, MD
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
HAGERSTOWN, MD
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
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
BETHESDA, MD
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
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
BETHESDA, MD
7 Years Experience
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
ELLICOTT CITY, MD
8 Years Experience
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