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Financial Advisors in Maryland
10,173 Results
Unclaimed

Cetera Investment Advisers LLC

location

NORTH BETHESDA, MD

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Holly Kylen is a financial advisor with Cetera Investment Advisers LLC. Holly has over 30 years of experience in the financial services industry. Holly holds Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Holly has been active in the industry since 1993. Holly is registered to provide investment advisory services in Maryland, Pennsylvania, and Texas. In addition to her experience with Cetera, Holly has worked with VOYA FINANCIAL ADVISORS, INC. and LOCUST STREET SECURITIES, INC. Holly offers financial planning, portfolio management, and other advisory services to individual, corporate, and institutional clients.

SPECIALIZATIONS

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

Greenspring Advisors, LLC

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Holly Theresa Sackett is a Registered Representative and Investment Adviser Representative with Greenspring Advisors, LLC and Jemma Financial Services. Holly has been in the financial services industry since 2015 and has worked for several firms, including Capital Portfolio Management, Inc. and Harborside Group. Holly holds the Series 6, Series 65 and SIE licenses and is registered to provide advisory services in Colorado, Maryland, Pennsylvania, Texas and Washington. Holly's specializations include investment consulting, educational services, financial planning and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INVESTMENT CONSULTING AND EDUCATIONAL SERVICES
Unclaimed

Allstate Financial Services, LLC

location

Silver Spring, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Homa Nath Sharma is a registered representative with Allstate Financial Services, LLC. Homa has been in the industry since May 19, 2014. Homa is registered in Maryland and holds the Series 6 and SIE licenses. Homa's current location is 8209 Fenton St Ste 5, Silver Spring, MD 20910-5706.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

FREDERICK, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Hong Guo is a financial professional with over 20 years of experience in the industry. Currently, Hong is registered with PFS Investments Inc. in Frederick, MD, and is licensed to provide investment advice in Virginia. Hong has held various roles in the financial industry, including a previous position at PFS Investments Inc. in Duluth, GA. Hong has a strong understanding of investment products, having passed both the Series 6 and Series 63 examinations.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hong Chiu is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc., based in Owings Mills, MD. Hong has over 10 years of experience in the financial services industry. Hong has a Series 65, 66 and 7 license as well as the SIE. Hong is currently registered to provide securities and investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Hong specializes in providing investment advice and financial planning services to individuals and corporations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Transamerica Financial Advisors, Inc.

location

COLUMBIA, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Hong Dai is a financial advisor registered with Transamerica Financial Advisors, Inc. Hong has been in the industry since November 5, 1996, and has held previous registrations with World Group Securities, Inc. and WMA Securities, Inc. Hong is currently licensed in Maryland, New Jersey, North Carolina, Texas, and Washington.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Transamerica Financial Advisors, Inc.

location

GAITHERSBURG, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Hongyu Song is a registered representative with Transamerica Financial Advisors, Inc. Hongyu Song has 2 product exams. Hongyu Song is licensed in Maryland. Hongyu Song has been in the industry since September 24, 2017. Hongyu Song is associated with the Gaithersburg, MD branch office of Transamerica Financial Advisors, Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BETHESDA, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Hooman Hafezisoleyman zadeh is a financial advisor with over 9 years of experience in the industry. Hooman is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Columbia, MD, and is licensed to provide investment advice in 54 states and Washington, DC. Hooman has a strong background in providing investment advice to individuals, businesses, and institutions, including high-net-worth individuals and pension and profit-sharing plans. Hooman specializes in providing investment advice, portfolio management, and financial planning.

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
Unclaimed
location

SPARKS, MD

0 Disclosures

ADVISOR BIO

Hope Erica Fribush is an Investment Advisor Representative at Sc&h Wealth. Hope is registered with the state of Maryland. Hope has been in the industry since November 2018. Sc&h Wealth provides financial planning and portfolio management services for individuals. The firm also selects other advisors. Hope and Sc&h Wealth primarily serve high-net-worth individuals.

SPECIALIZATIONS

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

LPL Financial LLC

location

BETHESDA, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Hope E Madsen is a financial advisor with over 13 years of experience in the financial services industry. Hope is currently registered with LPL Financial LLC and has been with the firm since May 2022. Before joining LPL Financial LLC, Hope was registered with CUNA Brokerage Services, INC. from January 2009 to May 2022. Hope is Series 6, 7, and 63 licensed.

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

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