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Financial Advisors in Maryland
10,173 Results
Unclaimed

Northwestern Mutual Investment Services, LLC

location

Frederick, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kristie Dolores Kirby is a licensed securities professional who has been in the industry since December 14, 2017. Kristie is registered with Northwestern Mutual Investment Services, LLC in Frederick, MD. Kristie holds a Series 6 license and is a registered representative in Maryland. Kristie has passed the SIE and Series 63 exams.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

RBC Capital Markets, LLC

location

CHEVY CHASE, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Emilia Pfeiffer is a financial advisor with RBC Capital Markets, LLC. Kristin has been in the financial services industry since 2008 and has a diverse background in investment banking, wealth management, and consulting. Kristin is licensed to provide financial advice in a number of states, including Maryland and Texas. Kristin is a passionate advocate for her clients and is committed to providing them with the highest level of service and support. Kristin holds both Series 7TO and Series 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

ROCKVILLE, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Edwina Kornemann is a financial advisor with Cetera Investment Advisers LLC, based in Rockville, MD. Kristin has been in the financial industry since 1998. Previously, she worked for Securian Financial Services, Inc. and CADARET, GRANT & CO., INC. Kristin holds the Series 6, 7, 63 and 65 securities licenses and the SIE exam. Kristin 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
Unclaimed

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Margaret Kusner is a registered representative with T. Rowe Price Investment Services, Inc.. Kristin is licensed to provide investment advice in 53 states and jurisdictions. Kristin has been in the financial services industry since October 27, 2013. Kristin passed the Series 6, Series 7TO and the SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Baltimore, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Ann McCartin is a registered representative and investment advisor representative with Morgan Stanley. Kristin has been in the securities industry since 2004, and has held previous positions at CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED and CREDIT SUISSE FIRST BOSTON LLC. Kristin is licensed in 45 states and the District of Columbia. Kristin specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, and investment companies.

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
Unclaimed

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Slade is a financial professional with T. Rowe Price Investment Services, Inc.. Kristin is licensed to provide investment advice in Maryland and has been in the financial services industry since 2018. Kristin holds the Series 7, Series 24, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Annapolis, MD

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kristin Gillis Long is a financial advisor with over 20 years of experience in the industry. Kristin is registered with Morgan Stanley and is currently licensed to provide investment advice in Maryland and Texas. Kristin has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., UBS PaineWebber Inc., Legg Mason Wood Walker, Incorporated, and Morgan Keegan & Company, Inc. Kristin holds the Series 7, 9, 10, 31, 63 and 65 securities licenses. Kristin 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc. | CFP ® (Certifications)

location

ANNAPOLIS, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Hartman is a financial advisor with over 24 years of experience in the financial services industry. Kristin has held various roles throughout her career, including positions with Legg Mason Wood Walker, Incorporated, Citigroup Global Markets Inc., and Bank of America. Currently, Kristin is a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. in Annapolis, MD. Kristin holds FINRA Series 7, Series 66, and SIE licenses. Kristin is also a Certified Financial Planner and specializes in providing financial planning, investment management, and other related services to a variety of clients.

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

Ameriprise Financial Services, LLC

location

ANNAPOLIS, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Lynn Dubinski is a financial advisor with Ameriprise Financial Services, LLC, based in Annapolis, MD. Kristin is licensed in multiple states, including Alabama, California, Colorado, Delaware, District of Columbia, Florida, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia. She has been working in the financial services industry since 1993 and has held the Series 63, Series 65, Series 7, and SIE licenses. Kristin specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.

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

State Farm VP Management Corp.

location

OWINGS MILLS, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Leverage is a registered representative with State Farm VP Management Corp. Kristin is licensed in Delaware and has been in the securities industry since February 27, 2006. Kristin holds the Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

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