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Financial Advisors in Maryland
10,173 Results
Unclaimed

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Schmalzer is a financial advisor with T. Rowe Price Investment Services, Inc. located in Owings Mills, MD. Jennifer obtained her Series 7, Series 63, and SIE licenses in December 2022 and January 2023 and is registered to provide investment advice in 53 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

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

25 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

43 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

39 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

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

11 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

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

First Command Advisory Services

location

Annapolis, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Ball is a financial advisor with First Command Advisory Services. Jeremy has been in the financial services industry for over 10 years, with experience in both the military and private sector. Jeremy is registered to provide investment advice in Maryland and Texas. Jeremy holds the Series 66, Series 7TO and SIE licenses. Jeremy is a member of the Naval Reserves, where Jeremy serves as a Lieutenant Commander. Jeremy also owns and manages the BALL FINANCIAL GROUP LLC, which provides investment services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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