Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

BETHESDA, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Christine Pascal is a financial advisor with Wells Fargo Clearing Services, LLC. Jennifer has been in the financial services industry since 2007 and holds FINRA Series 66, 7, and SIE licenses. Jennifer has a proven track record of providing financial advice to individuals, businesses, and institutions. She is committed to helping clients achieve their financial goals through a personalized approach. Previously, Jennifer worked at UBS Financial Services Inc. and LPL Financial Corporation.

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

Wealthspire Advisors | CFP ® (Certifications)

location

Annapolis, MD

0 Disclosures

ADVISOR BIO

Jennine Lacroix is a financial advisor registered with Wealthspire Advisors. Jennine is also registered as an Investment Advisor Representative in Maryland and Texas. Jennine has been in the financial industry since June 2002. Jennine holds the Series 7 and Series 65 licenses and is a Certified Financial Planner. Jennine is located at 8170 Maple Lawn Blvd, Suite 100 in Fulton, Maryland.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

PASADENA, MD

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jenny Logsdon is a financial advisor at LPL Financial LLC. Jenny has over 20 years of experience in the financial services industry. Jenny is registered with the state of Maryland and is a Certified Financial Planner. Jenny specializes in helping individuals and families plan for their financial future. Jenny has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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
Unclaimed

HUB Investment Partners, LLC | CFP ® (Certifications)

location

Bethesda, MD

0 Disclosures

ADVISOR BIO

Jensen Lorea is an investment advisor representative registered with HUB Investment Partners, LLC, a firm with offices in Austin, TX and Bethesda, MD. Jensen Lorea is also a Certified Financial Planner, and has been in the financial services industry since June 2018. In addition to their financial advisory role at HUB Investment Partners, LLC, Jensen Lorea is also a Junior Varsity Wrestling Coach in Rockville, MD.

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 Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

HUNT VALLEY, MD

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Jerald Ciekot is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 40 years of experience in the industry. Jerald is a Certified Financial Planner™ and has a wide range of experience in helping individuals, families, and businesses with their financial planning needs. Jerald is registered with the state of Maryland and Texas to provide investment advice. Jerald has a wide range of investment product knowledge, from stocks and bonds to mutual funds and ETFs. Jerald is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.

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 Pooled Investment Vehicles
Unclaimed

Janney Montgomery Scott LLC

location

Hunt Valley, MD

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Jerel Lance Brager is a financial advisor who has been in the industry since 1986. Jerel is currently registered with Janney Montgomery Scott LLC and has held previous positions with M&T Securities, Inc., Ferris, Baker Watts Incorporated, Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc. and Thomson McKinnon Securities Inc. Jerel is a licensed representative in several states. Jerel has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

T. Rowe Price Associates, Inc.

location

OWINGS MILLS, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jeremiah McCullough is a registered representative with T. Rowe Price Associates, Inc. Jeremiah holds the Series 63, Series 6TO and SIE licenses. Jeremiah has been in the industry for over 3 years and is currently registered to conduct business in 53 states, including Alabama, Alaska, Arizona, and Arkansas. Jeremiah's areas of specialization include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Jeremiah is committed to providing clients with high-quality investment advice and guidance.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Meridian Investments, Inc.

location

BETHESDA, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Jeremiah John McDermott is a financial professional with over 30 years of experience in the industry. Jeremiah is currently registered with Meridian Investments, Inc., a firm based in Bethesda, MD. Jeremiah is also registered with several states including Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Prior to joining Meridian Investments, Inc. Jeremiah was registered with AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

FREDERICK, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jeremiah Cole Thompson is a financial advisor registered with Osaic Wealth, Inc. with over 9 years of experience in the industry. Jeremiah is registered in 20 states including Maryland, California and New York. Jeremiah is a Certified Financial Planner™ professional. Jeremiah's prior experience includes working with FSC Securities Corporation. Jeremiah also provides financial advisory services as a founder of FYIFI. Jeremiah is an adjunct professor at Gallaudet University.

SPECIALIZATIONS

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

Morgan Stanley | CFP ® (Certifications)

location

Baltimore, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy J. Schwendeman is a financial advisor with Morgan Stanley. Jeremy has been in the financial services industry since 2008 and has a Series 66, Series 7, and SIE license. Jeremy also holds the Certified Financial Planner designation. Jeremy is registered with the state of Maryland and Texas as an investment advisor representative. Jeremy provides financial planning, portfolio management, and pension consulting services to individuals, families, businesses, investment companies, and charitable organizations.

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

Need help matching

with the right advisor?