Years of Experience
5-20+ Years
LAUREL, MD
13 Years Experience
0 Disclosures
ADVISOR BIO
Earl Shorter is a financial advisor with over 13 years of experience in the financial services industry. Earl is currently registered with Transamerica Financial Advisors, Inc. in Laurel, MD. Before that, Earl worked with Lincoln Financial Advisors Corporation, MML Investors Services, LLC, and Vanguard Marketing Corporation. Earl's specializations include retirement planning and investments. Earl is licensed to provide financial advice in Maryland.
SPECIALIZATIONS
Owings Mills, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Earl Choi is an investment advisor representative registered with T. Rowe Price Advisory Services, Inc. Earl has been in the securities industry for over two years. Earl holds Series 63, 66 and 7 registrations. Earl has a wide range of experience in the financial services industry, including roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Bank, JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Earl is currently registered to provide investment advisory services in 53 states and the District of Columbia.
SPECIALIZATIONS
ELLICOTT CITY, MD
12 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
Annapolis, MD
13 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
ROCKVILLE, MD
36 Years Experience
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
ROCKVILLE, MD
6 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
POTOMAC, MD
13 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
WHEATON, MD
12 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.
GAITHERSBURG, MD
12 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
GAITHERSBURG, MD
12 Years Experience
0 Disclosures
ADVISOR BIO
Edith M. Hileman is a financial advisor with United Planners' Financial Services Of America A Limited Partner located in Gaithersburg, MD. Edith has been in the financial industry for over 10 years and has a strong understanding of investment strategies and financial planning. Edith is committed to providing her clients with personalized financial advice and helping them reach their financial goals. Edith holds Series 6 and 63 licenses and the SIE exam. Edith has experience working with clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Edith previously worked at Nationwide Securities, LLC in Rockville, MD.
SPECIALIZATIONS
