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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

Bethesda, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Adrianne Medford Deuel is a financial advisor at Morgan Stanley, with over 27 years of experience in the industry. Adrianne holds the Series 7, 9, 10, 63, and 65 licenses, and is registered in 53 states and the District of Columbia, in addition to being a Registered Investment Advisor in Maryland, Texas, and the District of Columbia. Adrianne is able to provide a wide range of investment services, including portfolio management for individuals, businesses, and investment companies, asset allocation advice, financial planning, and pension consulting. Adrianne previously worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

JESSUP, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Adrienne Sandra Newberg is a financial advisor with over 20 years of experience in the financial services industry. Adrienne has held various roles at different firms including Waddell & Reed, BB&T Investment Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Adrienne is currently registered with LPL Financial LLC as a Registered Representative and an Investment Advisor Representative in Maryland and Texas. Adrienne is a Series 7, Series 65, and Series 66 licensed professional. Adrienne specializes in providing financial planning, portfolio management, and investment advisory services for individuals, corporations, and retirement plans. Adrienne is committed to providing personalized financial advice to help 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Equity Services, Inc.

location

TIMONIUM, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aeric Jordan Alexander is a financial professional registered with Equity Services, Inc. Aeric has a Series 63 license, a Series 6TO license and the SIE license. Aeric is also registered with the states of Maryland and Virginia. Aeric has been in the industry for over a year, and is active with Equity Services, Inc. in their Timonium, MD office.

SPECIALIZATIONS

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

PFS Investments Inc.

location

CALVERTON, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Afia Charles is a financial advisor who has been in the industry since 2018. Afia works for PFS Investments Inc. and is licensed in 10 states. Afia is registered with FINRA, and specializes in Investment Company Products/Variable Contracts.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

OWINGS MILLS, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Afong Fru-wezieh is a registered representative with PFS Investments Inc. Afong's registration is active and they are located in Owings Mills, MD. Afong is licensed to provide investment advice in Maryland and Louisiana. They have been in the industry since April 2021 and holds a Series 6TO, Series 26, and SIE license.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Bethesda, MD

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aftab Ahmad is an investment advisor representative with Ameriprise Financial Services, LLC in Bethesda, Maryland. Aftab has been in the industry since September 3, 2000. Aftab has 3 approved Investment Advisor registrations, including Texas, Maryland, and Virginia. Aftab is licensed as a Securities Principal and a General Securities Representative and has passed the Uniform Combined State Law Examination. Aftab is also a licensed tax preparer. Ameriprise Financial Services, LLC is a large investment advisory firm with over $479 billion in assets under management and is located in Minneapolis, Minnesota.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Ft Washington, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Agaitha Allen is a financial professional who has been in the industry since June 8, 1998. Agaitha is registered with State Farm Investment Management Corp. in Delaware, District of Columbia, Georgia, Maryland, New York, North Carolina, Pennsylvania, and Virginia. Agaitha is a Chartered Financial Consultant and holds Series 6, Series 63, and SIE licenses. Agaitha Allen provides financial advice and services to individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

THE Marshall Financial Group LLC

location

Hunt Valley, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Agostino Pugliese is an investment advisor representative at The Marshall Financial Group LLC, a registered investment advisor. Agostino has been in the financial services industry since 2009. He holds FINRA Series 7 and 31 securities licenses, as well as the Series 66 uniform securities law exam. Agostino has experience working with a variety of clients, including high-net-worth individuals, corporations, insurance companies, and pension and profit-sharing plans. He specializes in providing portfolio management services for individuals and businesses. Agostino is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Bethesda, MD

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Agustina Doval is a financial advisor with over 5 years of experience in the financial services industry. Agustina currently works at Morgan Stanley, where Agustina specializes in providing investment advice to high net worth individuals, corporations, charitable organizations and other institutions. Prior to joining Morgan Stanley, Agustina worked at UBS Financial Services Inc. and Price Benowitz, LLP. Agustina holds a Series 66, Series 7TO, and SIE license and is registered to conduct business in 30 states and the District of Columbia. Agustina is committed to providing her clients with personalized financial advice and helping them 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Fidelity Personal AND Workplace Advisors

location

BETHESDA, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ahmon Smallwood is a financial advisor at Fidelity Personal And Workplace Advisors. Ahmon is a registered representative in Maryland and Texas. Ahmon's specializations include retirement planning, college savings, estate planning, and insurance. Ahmon has been in the financial services industry since 2020.

SPECIALIZATIONS

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

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