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Financial Advisors in Maryland
10,173 Results
Unclaimed

CWM, LLC | CFP ® (Certifications)

location

Columbia, MD

0 Disclosures

ADVISOR BIO

Mark O'neal Stinson is a financial advisor with Carson Wealth, a registered investment advisor (RIA) firm based in Omaha, NE. Mark has over 20 years of experience in the financial services industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 securities licenses. Mark previously worked at AXA Advisors, LLC in New York, NY from 2002 to 2004 and Baltimore-Washington Financial Advisors, Inc. in Columbia, MD. Mark is a trustee on the board of directors of the Community Foundation of Howard County, MD. Mark provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Mark also provides sub-advisory services for other investment advisory firms.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS
Unclaimed

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Mark Minnis is a registered representative with T. Rowe Price Investment Services, Inc. located in Owings Mills, MD. Mark has been in the industry since June 5, 2020. Mark holds the Series 7TO and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Mark Franklin Graber is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Grove Point Advisors, LLC and Grove Point Investments, LLC. Mark's previous experience includes LandOak Securities, LLC, ProEquities, Inc., Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. Mark is registered in Tennessee and holds Series 6, Series 63 and SIE licenses. Mark specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Mark's firm, Grove Point Advisors, LLC, has a long history of providing investment advice to individuals, businesses and institutions. The firm offers a variety of services including financial planning, investment management, retirement planning and estate planning.

SPECIALIZATIONS

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

Allstate Financial Services, LLC

location

WALDORF, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Markita McNair is a financial advisor registered with Allstate Financial Services, LLC. Markita has been in the financial industry since 2003. Markita has worked for First Command Financial Planning, Inc. and Allstate Financial Services, LLC. Markita currently holds the Series 6, Series 7, Series 63, and Series 66 licenses and the SIE exam. Markita is registered in 24 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTH BETHESDA, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Marlena DeSantis Lameo is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Marlena is registered in 53 states and is currently located in North Bethesda, Maryland. Marlena has been working in the financial services industry since 2022. Marlena specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Marlena holds the Series 7TO, Series 66, and SIE licenses.

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

PFS Investments Inc.

location

FREDERICK, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Marlene Dela cruz is a registered representative with PFS Investments Inc. Marlene has been in the financial services industry since August 2008. Marlene holds the Series 6 and SIE licenses. Marlene is registered with the state of Maryland and her practice is focused on providing portfolio management services to individuals. Marlene has a branch office located in Frederick, MD.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

GLEN BURNIE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Marlon Defour is a registered representative with PFS Investments Inc. Marlon has been in the industry since December 31, 2018. Marlon holds the Series 6, Series 63 and SIE licenses. Marlon is registered with the state of Maryland. Marlon specializes in providing financial advice to individuals and has been with PFS Investments Inc. since January 1, 2019.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

ROCKVILLE, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Marlonna Stephenson is an investment advisor registered in Maryland. Marlonna is affiliated with pfs investments inc., and is located in ROCKVILLE, MD. Marlonna has been in the industry since 2022 and holds the SIE and Series 6TO licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network

location

Millersville, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Marquita Hawkins is a financial advisor at Commonwealth Financial Network. Marquita is a registered representative with the state of Maryland. Marquita holds Series 66, 7TO, and SIE licenses. Marquita has 3 years of experience in the financial services industry. Marquita is located in Millersville, Maryland.

SPECIALIZATIONS

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

PFS Investments Inc.

location

LANHAM, MD

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marquita Hightower is a registered representative with PFS Investments Inc., a firm with a focus on providing portfolio management services to individuals. Marquita has been in the financial services industry since 2014 and holds Series 6 and SIE licenses. Marquita's registrations are active in Maryland and the District of Columbia.

SPECIALIZATIONS

Portfolio Management for Individuals

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