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Financial Advisors in Maryland
10,173 Results
Unclaimed

Wise Financial Counsel, LLC | CFP ® (Certifications)

location

Fort Washington, MD

0 Disclosures

ADVISOR BIO

Andrea Brashears-sampson is a financial advisor based in Fort Washington, MD. Andrea is registered with the state of Maryland as an Investment Advisor Representative. Andrea is also registered in Texas and Virginia. Andrea has over 20 years of experience in the financial services industry. Andrea currently works at Wise Financial Counsel, LLC, a firm based in Fort Washington, MD. Prior to joining Wise Financial Counsel, LLC, Andrea worked at several other firms, including Commonwealth Financial Network, SunTrust Investment Services, Inc., ICMA-RC Services, LLC, Raymond James Financial Services, Inc., AXA Advisors, LLC, American General Securities Incorporated, Washington Square Securities, Inc. and WMA Securities, Inc. Andrea holds the Series 6, 7, 63 and 65 licenses and the SIE certification. Andrea is also a Certified Financial Planner. Andrea is known for providing financial counseling and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
FINANCIAL COUNSELING
Unclaimed

Aegis Wealth | CFP ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Andrea McClelland is a Certified Financial Planner™ professional with over 20 years of experience in the financial services industry. Andrea has worked as a financial advisor with Aegis Wealth, a firm that manages over $698,775,893 in assets. Andrea has experience in a wide range of financial services, including portfolio management, financial planning, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MONITORING & CONSULTING
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Bel Air, MD

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrea Noel Kirk is a financial advisor with Ameriprise Financial Services, LLC. Andrea has been in the financial services industry since 1998 and has a strong track record of helping clients achieve their financial goals. Andrea is a Certified Financial Planner™ professional and is registered to provide investment advice in multiple states.

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

Enterprise Equities, Inc.

location

COLUMBIA, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Anastasia blondell Papanastassiou is a registered representative with Enterprise Equities, Inc. Andrea has been in the securities industry since November 8, 2022. Andrea is licensed to sell securities in 30 states. Andrea has passed the Series 63, Series 22TO, and SIE exams. Andrea's current employment is with Enterprise Equities, Inc. in Columbia, Maryland.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTH BETHESDA, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Reimert Franklin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrea has been in the industry since October 2, 2007. Andrea has a Series 6, Series 7, Series 63, and Series 65 licenses. Andrea is registered in 37 states and is also registered as an investment advisor representative in Alabama, Maryland, and Texas. Andrea has previously worked with SunTrust Investment Services, Inc. and National Planning Corporation.

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

Cambridge Investment Research Advisors, Inc.

location

Ocean Park, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Hastings has been a financial advisor for over 25 years. Andrea is currently registered with Cambridge Investment Research Advisors, Inc. and has been with them since 2017. Andrea has a wide range of experience in the financial industry, having previously worked with National Planning Corporation, Medallion Investment Services, Inc. and Securities Service Network, Inc.. Andrea is also a registered representative with FINRA.

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

LPL Financial LLC | CFP ® (Certifications)

location

EDGEWATER, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Gough Beegle is a financial advisor with LPL Financial LLC, a firm headquartered in Fort Mill, SC. Andrea has been in the financial industry since 2019 and holds the Series 7TO, Series 66, and SIE licenses. Andrea has a strong background in financial planning and portfolio management for businesses and individuals. She is also a Certified Financial Planner.

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

UBS Financial Services Inc.

location

BETHESDA, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Tatiana Arias turriago is a registered representative with UBS Financial Services Inc. Andrea has been in the industry since 2009. Andrea has passed the Series 66, Series 10, Series 9, Series 7 and SIE exams. Andrea is registered with the state of Maryland and Virginia. Previously, Andrea was employed with RBC Capital Markets, LLC. Andrea is able to offer a wide range of financial services to both individual and institutional clients.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

CROFTON, MD

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrea Marie Snyder is a financial professional currently registered with Wells Fargo Clearing Services, LLC. Andrea is based in Crofton, MD and has been in the financial services industry since December 2023. Andrea holds the Series 6TO, Series 63 and SIE licenses. Andrea can assist clients with a range of financial services including portfolio management for individuals and businesses, financial planning and investment consulting.

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

TLG Advisors, Inc.

location

CHEVY CHASE, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Dykes is a financial advisor registered with TLG Advisors, Inc. Andrea has been in the industry since December 17, 2004. Andrea is registered to provide investment advisory services in California, District of Columbia, Florida, Maryland, New Jersey, North Carolina, and Virginia. Andrea is also registered as a Registered Representative with FINRA. Andrea specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles

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