Years of Experience
5-20+ Years
Bel Air, MD
5 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Robert Niedzwiecki is a financial advisor currently registered with Ameriprise Financial Services, LLC. Jeffrey Niedzwiecki has been in the industry for 10 years and has passed the SIE, Series 7, and Series 66 exams. He has been registered with the state of Maryland and is currently registered in 10 states including Colorado, Delaware, District of Columbia, Florida, Louisiana, Maryland, New Jersey, Pennsylvania, and Virginia. Ameriprise Financial Services, LLC manages over $479 billion in assets.
SPECIALIZATIONS
TOWSON, MD
37 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Howard Black is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., and has over 30 years of experience in the industry. Jeffrey is registered with the state of Maryland and holds the Series 6, 7, 22, 63, and 65 licenses, and the SIE certification. Prior to joining Cambridge Investment Research Advisors, Inc., Jeffrey worked at INTERSECURITIES, INC., FORTIS INVESTORS, INC., and NEW ENGLAND SECURITIES. Jeffrey is also an independent insurance agent.
SPECIALIZATIONS
COLUMBIA, MD
18 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Tindall is a financial professional with over 17 years of experience in the industry. Jeffrey is registered with Equitable Advisors, LLC and has held licenses in multiple states. Jeffrey has expertise in financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
BETHESDA, MD
20 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey David Santos is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. He is licensed in 40 states and the District of Columbia. Jeffrey has worked in the financial services industry since March 2005. Previously, he worked at CITIGROUP GLOBAL MARKETS INC.. He has specialized knowledge in Fixed Income, Mutual Funds, Variable Annuities, Variable Life Insurance, Equity, Options, and Retirement Plans. Jeffrey has a Series 7, Series 63, and Series 66 license.
SPECIALIZATIONS
ROCKVILLE, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Meacham is a securities professional with over 17 years of experience in the industry. Currently, Jeffrey is registered with Ceros Financial Services, Inc. in Rockville, MD. Jeffrey is also a licensed Principal with Series 24. Jeffrey has held previous roles at Rydex Distributors, Inc. in Rockville, MD.
SPECIALIZATIONS
No specializations listed.
Annapolis, MD
32 Years Experience
2 Disclosures
ADVISOR BIO
Jeffrey Wadsworth is a financial advisor with over 30 years of experience in the industry. He has a diverse background, having worked with firms such as MetLife Securities Inc., OneAmerica Securities, Inc., and G.F. Investment Services, LLC. Jeffrey is currently registered as a representative with AE Wealth Management, LLC. He holds various licenses, including Series 6, 7, 63, and 65. Jeffrey is a Certified Financial Planner, specializing in financial planning, portfolio management, and pension consulting. He provides advisory services for individuals, businesses, and pension and profit-sharing plans.
SPECIALIZATIONS
HUNT VALLEY, MD
26 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Neal Berman is a financial advisor at Equity Services, Inc. He is based in HUNT VALLEY, MD and has been in the financial services industry since August 1998. Jeffrey Neal Berman is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Financial Specialist. He is registered to offer advisory services in California, Florida, Maryland, New York and Pennsylvania. Jeffrey Neal Berman is also licensed to sell insurance through Equity Services, Inc. and Worthington Financial Partners.
SPECIALIZATIONS
COLUMBIA, MD
0 Disclosures
ADVISOR BIO
Jeffrey Keith Troll is a financial advisor with over 20 years of experience. Jeffrey is a Certified Financial Planner and Chartered Financial Analyst. Jeffrey currently works for CW Advisors, LLC where he has been employed since May 2021. Prior to CW Advisors, LLC, Jeffrey was employed by Pinnacle Advisory Group, Inc. and Legg Mason Wood Walker, Incorporated. Jeffrey has a Series 7 license and is registered to provide investment advice in Maryland.
SPECIALIZATIONS
Annapolis, MD
14 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey McKee is a registered investment advisor representative at Morgan Stanley. Jeffrey McKee has been in the financial services industry for over 10 years. Jeffrey McKee holds licenses in 37 states and is registered with FINRA. Jeffrey McKee has also passed the Series 7, Series 66 and SIE exams. Jeffrey McKee’s firm, Morgan Stanley, manages over $1.4 trillion in assets and provides financial planning, investment management, and other services to individual and institutional clients.
SPECIALIZATIONS
HUNT VALLEY, MD
36 Years Experience
1 Disclosures
ADVISOR BIO
Jeffrey Adam Strzelczyk is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jeffrey has been a registered financial advisor for over 35 years. His professional experience includes roles at various reputable firms like UBS Financial Services Inc., Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Morgan Stanley. Jeffrey holds Series 3, 7, 8, 9, 10, 63 and 65 licenses, along with several state registrations. Jeffrey is a well-established financial advisor with a wide range of experience serving a diverse clientele.
SPECIALIZATIONS
