Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

RBC Capital Markets, LLC

location

COLUMBIA, MD

experience

45 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Earl David Walter is an active investment advisor representative. Earl has been in the industry since 1980 and is currently registered with RBC Capital Markets, LLC. Earl is licensed in several states and has a wide range of experience, including providing financial planning services, portfolio management for individuals and businesses, and educational seminars. Prior to joining RBC Capital Markets, LLC, Earl worked at Ferris, Baker Watts, LLC. Earl is committed to providing his clients with the highest level of service and expertise.

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

PFS Investments Inc.

location

ABERDEEN, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Earl Cedric Hedgmon is a registered representative with PFS Investments Inc., and has been in the industry since April 2018. Earl has passed the Securities Industry Essentials (SIE) and Series 6 exams. Earl is licensed in Maryland.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

ELLICOTT CITY, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ebere Alakwe is an investment advisor representative registered with PFS Investments Inc. Ebere has been in the financial services industry since December 16, 2012. Ebere is licensed to sell investment company products and variable contracts in Maryland. Ebere holds the Series 6 and SIE licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Charles Schwab & CO., Inc.

location

Annapolis, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Ebony Monique Payton is a Registered Representative with Charles Schwab & Co., Inc. Ebony has been in the securities industry since August 2011. Her experience includes roles at both Charles Schwab & Co., Inc. and Scottrade, Inc. Ebony holds several industry certifications including Series 63, Series 7, Series 9, and Series 10. Ebony is registered with the state of Virginia, District of Columbia and Maryland.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Grove Point Advisors, LLC | CFP ®,PFS ® (Certifications)

location

ROCKVILLE, MD

experience

37 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Eddy Han tak Shum is a financial advisor registered with the state of California and the Securities and Exchange Commission (SEC). Eddy is an active registered representative with Grove Point Advisors, LLC. Eddy has been in the securities industry since September 1988. Eddy has worked with several other financial firms, including USA Financial Securities Corporation, First Allied Securities, Inc., FFP Securities, Inc., National Planning Corporation, and H.D. Vest Investment Securities, Inc. Eddy holds several securities licenses, including Series 7, Series 6, Series 22, Series 26, Series 51, and Series 63. Eddy is also a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS). Eddy provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and charitable organizations. Eddy has worked with over 6735 clients and manages over $2.3 billion in assets.

SPECIALIZATIONS

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

SPC Financial Inc.

location

ROCKVILLE, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Eden Tadesse Akana is a financial advisor registered in Maryland. Eden has been in the industry for 5 years and is currently registered with SPC Financial Inc. in Rockville, MD. Eden holds a Series 66, Series 51, Series 24, Series 99TO, SIE and Series 7 license. Eden was previously affiliated with GROVE POINT INVESTMENTS, LLC in Rockville, MD. Eden has a strong focus on financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

POTOMAC, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Marita is a financial advisor currently registered with Morgan Stanley in Potomac, MD. Edgar has been working in the financial services industry since July 2011 and has previously worked at UBS Financial Services Inc. Edgar holds various securities licenses including Series 7, 9, 10, 63 and 66. Edgar is registered to provide investment advice in all 50 states, the District of Columbia and Puerto Rico. Edgar is also licensed to provide investment advice to both individuals and businesses and offers a variety of financial planning services.

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

PFS Investments Inc.

location

WHEATON, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Edgar Fabian Zamora is a financial advisor who has been working in the industry since May 3, 2012. Edgar is currently registered with PFS Investments Inc. in Maryland. Edgar holds Series 6 and SIE licenses and is registered in the state of Maryland. Edgar has been registered with PFS Investments Inc. since May 4, 2012. PFS Investments Inc. is a registered investment advisor firm with offices in Duluth, Georgia. PFS Investments Inc. provides financial planning and portfolio management services to individuals. PFS Investments Inc. manages approximately $8.46 billion in assets for clients.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

GAITHERSBURG, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Edgard Martinez is a financial professional with over 10 years of experience in the industry. Edgard is a registered representative with PFS Investments Inc. and is currently licensed in several states. Edgard specializes in investment company products/variable contracts and is dedicated to providing clients with personalized financial guidance and investment solutions.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FREDERICK, MD

experience

39 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Edith Elizabeth Wennick is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Edith has been in the securities industry since March 18, 1986 and has worked for Merrill Lynch since July 1984. Edith holds several securities licenses, including Series 7, Series 9, Series 10, and Series 63. Edith is registered in 27 states. Edith also serves as a Board Member for North Point Condo HOA.

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

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