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Financial Advisors in Maryland
10,173 Results
Unclaimed

Northrock Partners, LLC | CFP ® (Certifications)

location

Ellicott City, MD

0 Disclosures

ADVISOR BIO

Erin Tobin Rogers is a financial advisor with over 10 years of experience in the financial services industry. Erin currently works with Northrock Partners, LLC. Erin has held prior roles with LION STREET FINANCIAL, LLC, FIDELITY BROKERAGE SERVICES LLC, and FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. Erin is a Certified Financial Planner, holds a Series 66, Series 7, and SIE licenses, and is registered as an investment advisor representative in Maryland, Minnesota, and North Carolina. Erin has extensive experience in portfolio management, financial planning, and consulting.

SPECIALIZATIONS

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

Rockville, MD

experience

3 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Erin Elizabeth McMillian is an active Registered Representative and Investment Advisor Representative in the state of Maryland, as well as a Registered Representative in Texas. Erin has been a financial professional since June 2009 and is associated with Morgan Stanley. Erin holds the Series 66, 7TO, 10, 9 and SIE licenses. Erin is registered with FINRA and is a member of the Financial Industry Regulatory Authority (FINRA).

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

Obsidian Personal Planning Solutions, LLC

location

ROCKVILLE, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Erin Nicole Gray is a financial advisor at Obsidian Personal Planning Solutions, LLC. Erin has been in the financial services industry since 2018 and holds the Series 66, Series 7, and SIE licenses. Erin specializes in financial planning, portfolio management for individuals, and selection of other advisors. Erin has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Ceros Financial Services, Inc.

location

ROCKVILLE, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Erin Moretz is a financial advisor with Ceros Financial Services, Inc. Erin has been in the industry since 2008. Erin has a Series 6, 7, 22, 24, 3 and SIE license and is registered in 30 states, and is also registered with FINRA and the MSRB. Prior to joining Ceros Financial Services, Inc. Erin was employed by Brookwood Securities Partners, LLC, Steben & Company, Inc., and Directed Services LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Snowden Capital Advisors LLC

location

BALTIMORE, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Erin Schluter Stoecker is an investment advisor representative at Snowden Capital Advisors LLC, a firm that offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Erin has been in the industry since 2007 and is registered in 28 states. Erin has previously worked for UBS Financial Services Inc. and Ameriprise Financial Services, Inc..

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Bethesda, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Erin Webb is a financial advisor with MML Investors Services, LLC. Erin has been in the industry since 2010 and has a Series 7 and SIE license. Erin is currently registered with the state of Maryland and has previously worked with MML Investors Services, LLC in Medina, OH. Erin provides financial planning, portfolio management for individuals and businesses, asset allocation programs, and selection of other advisors.

SPECIALIZATIONS

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

Next Financial Group, Inc. | CFP ®,CFC ® (Certifications)

location

BOWIE, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Ernest Burley is an active financial advisor with Next Financial Group, Inc. Ernest has been in the industry since 1998 and holds licenses in Florida, Maryland, and Texas. Ernest is also a Registered Representative with FINRA. Ernest has a CFP designation, which denotes a commitment to ethical and professional standards of practice. In addition, Ernest has a Certified Financial Consultant designation. Ernest works with individuals, families, and small businesses. Ernest specializes in providing financial planning, retirement planning, and investment management.

SPECIALIZATIONS

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

SOL Capital Management Co.

location

ROCKVILLE, MD

0 Disclosures

ADVISOR BIO

Ernest Odinec is an investment advisor representative who has been in the industry since 2005. Ernest is currently employed by Sol Capital Management Co. and has previously worked at Neuberger Berman LLC and Lehman Brothers Inc. Ernest has experience in providing portfolio management services for individuals and businesses and has a strong track record of success. Ernest is registered with the state of New York. In addition to Ernest's work at Sol Capital Management Co., Ernest is also a manager at Benvolio Group LLC, a family office.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Bayview Investment Counsel, Inc.

location

STEVENSVILLE, MD

experience

55 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ernest Orlando Brittingham is a financial advisor with over 50 years of experience in the industry. Ernest is currently registered with Bayview Investment Counsel, Inc., a firm that offers a variety of financial services, including financial planning and portfolio management. Ernest also has experience with other firms, including Anchor National Financial Services, Inc., Independent Financial Planners Corporation, Voss & Co., Inc., and I.F.S. Investors Services, Inc. Ernest holds a number of industry licenses and certifications, including the Series 63, Series 65, Series 24, Series 14, Series 28, Series 52TO, Series 7TO, Series 99TO, and the SIE exam. Ernest has a track record of success in providing financial advice to a diverse range of clients, including high-net-worth individuals, individuals other than high-net-worth, and families.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

WHITE PLAINS, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Ernesto Tirso Espejo is an investment advisor representative with Edward Jones. Ernesto is registered to provide investment advice in 27 states and the District of Columbia. Ernesto has been in the industry since January 2005 and is registered with the Financial Industry Regulatory Authority (FINRA). Ernesto is also registered with the state of Maryland as an investment advisor representative. Ernesto has a broad range of experience in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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