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Financial Advisors in Maryland
10,173 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Lutherville, MD

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Janis Jean Hofsass has been an active advisor in the financial industry since 1983. Janis is currently registered with Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. Previously, Janis worked for National Planning Corporation, Intersecurities, Inc., Crestar Securities Corporation, Citizens Brokerage Services, Inc., New England Securities Corporation, and Foster & Co. Equities, Inc. Janis holds a Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, and Series 65 licenses. Janis has been recognized for their expertise and specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Nylife Securities LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Jannay McIver is a financial professional with Nylife Securities LLC, licensed in Maryland. Jannay has a Series 6TO and SIE license, which allows them to offer investment company products and variable contracts. Jannay has been active in the financial services industry since June 23, 2024.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Planmember Securities Corp.

location

Elkridge, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jared Alan Ford is a financial advisor with Planmember Securities Corp., where he has been employed since 2017. Jared specializes in working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and individuals. Jared has been active in the securities industry since August 2017 and holds Series 66, Series 7, and SIE licenses. Jared has a branch office location in Elkridge, MD.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES
Unclaimed
location

HAVRE DE GRACE, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jared Allen is a registered representative with Edward Jones. Jared has been in the securities industry since February 24, 2014. Jared is licensed in multiple states, including Maryland, Texas, Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Iowa, Maryland, Missouri, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia, and Wyoming.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jared Kilberg is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. located in HUNT VALLEY, MD. Jared has been in the industry since June 2011 and has a Series 66, Series 7, and SIE. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jared worked at AXA ADVISORS, LLC. Jared is registered to provide securities and investment advisory services in 29 states and the District of Columbia.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Columbia, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jared Peyton Taylor is a financial advisor in Columbia, MD with Ameriprise Financial Services, LLC. Jared has been in the financial services industry since February 12, 2007. Jared's areas of specialization include asset allocation, financial planning, retirement planning, and college planning.

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

Franklin Distributors, LLC

location

BALTIMORE, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jared Abert is a financial advisor with Franklin Distributors, LLC. Jared has been working in the financial industry since January 24, 2016. Jared has a Series 7, Series 63, and SIE. Jared is registered to offer securities in Arkansas, California, Connecticut, Florida, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, New York, Ohio, and Wisconsin. Jared has a history working at Goldman Sachs Custody Solutions and Goldman Sachs & Co. LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wells Fargo Clearing Services, LLC

location

BETHESDA, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jared Plushnick is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jared has been in the industry since April 2021 and holds Series 7TO, Series 66, and SIE licenses. Jared provides portfolio management, financial planning, and investment consulting services to a variety of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Rockville, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jared James Violante is a financial advisor with Raymond James Financial Services Advisors, Inc. Jared Violante has been in the financial services industry since June 12, 2016 and is registered in 7 states, including Maryland, District of Columbia, Florida, New Jersey, Pennsylvania, and Virginia. Jared Violante has passed the Series 66, Series 7, and SIE exams. Jared Violante specializes in a variety of financial services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

Rockville, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jared Vance is a financial advisor with Morgan Stanley. Jared has been in the financial services industry since October 27, 2019. Jared is registered with the state of Maryland. Jared is also registered with the state of New York and Texas. Jared holds the following securities licenses: Series 66, Series 7, and SIE. Jared is also a registered Investment Advisor Representative (IAR) in Maryland, New York, and Texas.

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

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