Years of Experience
5-20+ Years
Salisbury, MD
4 Years Experience
0 Disclosures
ADVISOR BIO
Lucas Holmes is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Lucas has been in the industry since January 2021. Lucas is registered in 27 states and holds the Series 66, Series 7TO, and SIE licenses. Lucas's previous roles include experience at Morgan Stanley, R&R Coatings, Avery Hall Insurance, and Salisbury University. Lucas specializes in investment advisory services for businesses and individuals. Lucas is also qualified to provide pension consulting and educational seminars to clients.
SPECIALIZATIONS
Baltimore, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Luciano Fioravante is a registered representative at Morgan Stanley, a firm with a strong presence in the financial industry. Luciano has been active in the industry since January 2024. Luciano holds the Series 7TO and SIE licenses and is dedicated to providing professional financial guidance to clients.
SPECIALIZATIONS
No specializations listed.
Owings Mills, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Lucy Gussio is an investment advisor representative registered with T. Rowe Price Advisory Services, Inc. Lucy has been in the securities industry since September 2022. Lucy holds the Series 7TO, SIE, and Series 66 licenses. Lucy is registered with the state of Maryland and is licensed to provide advisory services in all states in the U.S.
SPECIALIZATIONS
OWINGS MILLS, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Lucy E. Adjei is a financial advisor who is registered with FINRA and the state of Maryland. Lucy is currently employed by T. Rowe Price Investment Services, Inc. and is based in Owings Mills, Maryland. Lucy has passed the Series 7TO, Series 63 and SIE exams. Lucy is registered to sell securities in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.
SPECIALIZATIONS
No specializations listed.
GAITHERSBURG, MD
27 Years Experience
0 Disclosures
ADVISOR BIO
Lucy Cai is a financial advisor at Transamerica Financial Advisors, Inc., with 24 years of experience in the industry. Lucy has held previous positions at WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC. Lucy is registered with the state of Maryland and 30 other states as well as with FINRA. Lucy's areas of specialization include securities and investment company products. Lucy is registered to provide investment advisory services.
SPECIALIZATIONS
SYKESVILLE, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Lucyna Orlicki is a financial professional with over 10 years of experience in the industry. She is registered with PFS Investments Inc. and has a Series 6 and SIE license. Lucyna primarily focuses on providing portfolio management services to individuals and is based in Sykesville, Maryland.
SPECIALIZATIONS
Baltimore, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Luis Alejandro Velez is a financial advisor at Morgan Stanley. Luis has been in the industry since June 2017 and is registered in 40 states. Luis has a Series 7, Series 66, and SIE licenses. Luis specializes in providing financial advice to individuals, businesses, and institutions. Luis has a wide range of experience in asset allocation, portfolio management, and financial planning. Luis is committed to providing clients with personalized financial advice to help them achieve their financial goals.
SPECIALIZATIONS
POTOMAC, MD
24 Years Experience
5 Disclosures
ADVISOR BIO
Luis Mendoza is a financial advisor currently registered with Truist Advisory Services, Inc. Luis has been working in the financial industry since 2001. Luis is licensed in several states including Maryland, District of Columbia, Florida, Georgia, New York, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia. Luis has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Luis previously worked at HSBC Securities (USA) Inc. and SunTrust Investment Services, Inc.
SPECIALIZATIONS
SPARKS, MD
22 Years Experience
1 Disclosures
ADVISOR BIO
Luis Padilla is an investment advisor representative at Founders Financial Securities LLC. Luis has been in the industry since February 28, 2003. Luis is registered with the state of Maryland and Texas. Luis has a Series 6, Series 63, and Series 65 license. Luis also has a SIE license. Luis specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Luis is also a licensed insurance broker.
SPECIALIZATIONS
ROCKVILLE, MD
5 Years Experience
1 Disclosures
ADVISOR BIO
Luis Chavez is a registered representative with PFS Investments Inc., holding a Series 6TO and SIE license. Luis's expertise includes investment company products and variable contracts. Luis has been in the financial services industry since 2020 and has active registrations in District of Columbia and Maryland. Luis's office is located at 7642 STANDISH PL, STE A, ROCKVILLE, MD 20855.
SPECIALIZATIONS
