Years of Experience
5-20+ Years
BALTIMORE, MD
24 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey William Link is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the financial services industry for over 20 years and holds both Series 6 and 7 licenses. Jeffrey is registered to provide investment advice in 18 states and the District of Columbia. Prior to joining Wells Fargo, Jeffrey worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey has experience working with clients of all types, including individuals, families, businesses, and institutions. Jeffrey specializes in providing investment consulting, financial planning, and portfolio management services. Jeffrey is committed to providing his clients with personalized service and helping them achieve their financial goals.
SPECIALIZATIONS
HUNT VALLEY, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Bessling is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the industry for over 13 years and has a wealth of experience in helping clients reach their financial goals. Jeffrey holds a Series 7, Series 9, and Series 66 license, along with the SIE certification. Jeffrey is registered in 28 states and specializes in investment consulting services to institutional clients.
SPECIALIZATIONS
ROCKVILLE, MD
20 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
31 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Haiman Colbus is a financial advisor with over 28 years of experience in the financial services industry. Jeffrey is currently registered with Osaic FA, Inc. and is licensed to provide financial advice in several states including Delaware, Maryland, New Jersey and Virginia.
SPECIALIZATIONS
HUNT VALLEY, MD
20 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Fountain is a financial advisor with over 18 years of experience in the industry. Jeffrey has a wide range of experience with both LPL Financial LLC and MML Investors Services, LLC. Jeffrey has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Jeffrey is registered as a broker and investment advisor and is licensed to sell securities in multiple states, including Texas, Maryland, and Arizona.
SPECIALIZATIONS
COLUMBIA, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Bryce Carlson is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been in the financial services industry since March 24, 2016. Jeffrey is registered as a Registered Representative in Maryland and Texas. Jeffrey is also registered as an Investment Advisor Representative in Maryland and Texas. Jeffrey is a Series 66, Series 7, and SIE licensed representative. Jeffrey specializes in providing financial advice to individuals, families, and businesses. Jeffrey also provides asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management services.
SPECIALIZATIONS
BETHESDA, MD
30 Years Experience
1 Disclosures
ADVISOR BIO
Jeffrey Leventhal is an investment advisor representative at Hightower Advisors, LLC. Jeffrey has been in the industry since 1995. Jeffrey holds Series 7, 24, 31, and 63 licenses. Jeffrey is also registered with the state of Maryland as an Investment Adviser Representative. Previously, Jeffrey worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey's specializations include portfolio management for individuals and businesses, financial planning, and pension consulting. Jeffrey has worked at Hightower Advisors, LLC since 2011.
SPECIALIZATIONS
TOWSON, MD
0 Disclosures
ADVISOR BIO
Jeffrey Nattans is a financial professional with over 25 years of experience in the industry. Jeffrey is currently registered as an investment advisor representative with Black Diamond Financial, LLC. Previously, Jeffrey was associated with Legg Mason Investor Services, LLC and Goldman, Sachs & Co. Jeffrey holds the Series 7, Series 7TO, and Series 65 licenses. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, families, businesses, and charitable organizations.
SPECIALIZATIONS
HUNT VALLEY, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
Jeffrey Krug is a financial advisor with Folger Nolan Fleming Douglas Inc. Jeffrey has been in the industry since 2006 and has a strong background in municipal securities. Jeffrey holds Series 7, 52TO, 53, and 63 licenses. Jeffrey has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pension plans.
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
