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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

Baltimore, MD

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Megan Christine Pfaff is a registered representative with Morgan Stanley. Megan has been in the industry since June 2017 and has passed the Series 99 and SIE exams. Prior to her current role, Megan worked for MORGAN STANLEY & CO. LLC. Megan is registered with FINRA and has a branch office located in Baltimore, 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Megan Keyser Rumney is a registered representative with T. Rowe Price Investment Services, Inc. with over 15 years of experience in the financial services industry. She has a wide range of licenses and registrations, including Series 3, 6, 7, 63, and 66, allowing her to provide comprehensive investment advice. Megan's expertise extends to various investment products and strategies. She is registered in numerous states across the country.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James & Associates, Inc.

location

Annapolis, MD

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Megan McIlwain is a financial advisor at Raymond James & Associates, Inc. Megan has over 9 years of experience in the financial services industry. Megan has a Series 7, Series 63 and SIE license. Megan holds active licenses in Colorado, District of Columbia, Florida and Maryland. Megan's previous experience includes working with Raymond James Financial Services, Inc. and Ameriprise Financial Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Pennington Partners & CO., LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Megan Bleil is an Investment Advisor Representative for Pennington Partners & Co., LLC in Bethesda, MD. Megan has been working in the financial services industry since March 2007. Megan has passed the Uniform Investment Adviser Law Examination (Series 65) and is registered as an Investment Advisor in the state of Maryland.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

BETHESDA, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Megan Elizabeth Yoder is a financial advisor with Fidelity Personal And Workplace Advisors. Megan is licensed to provide financial advice in 31 states, including Maryland and Texas. Megan has been in the financial services industry since June 2017, previously working at Charles Schwab & Co., Inc. Megan earned her Series 7 and Series 66 licenses and has a designation as a Certified Financial Planner. Megan is active in the community and enjoys baking in her spare time.

SPECIALIZATIONS

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

Verdence Capital Advisors, LLC

location

HUNT VALLEY, MD

0 Disclosures

ADVISOR BIO

Megan Marie Foard is a Registered Investment Advisor representative with Verdence Capital Advisors, LLC in Hunt Valley, MD. Megan has been in the industry since 2002 and has a Series 63, Series 65 and Series 7. Megan also holds the SIE exam. Previously, Megan worked at Deutsche Bank Securities Inc. in Baltimore, MD, ABN AMRO Financial Services, Inc. in Chicago, IL and Legg Mason Wood Walker, Incorporated in Baltimore, MD. Megan is also a Partner with Hunt Valley Partners, an investment partnership. Megan specializes in providing portfolio management for individuals, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ELDERSBURG, MD

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Megan Hendricksen is a registered representative at Wells Fargo Clearing Services, LLC. Megan has been in the industry for over 10 years. She is registered with the state of Maryland. Megan has experience in securities, investment advisory, and financial planning services.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTH BETHESDA, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Megan Hocker is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Megan has been in the industry since 2016 and is registered with FINRA and the Securities and Exchange Commission. Megan holds the Series 66, Series 7 and SIE licenses. Megan has experience providing a variety of financial services, including portfolio management, investment advisory services and financial planning.

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

Foreside Fund Services, LLC

location

Baltimore, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Megan Vichich is a financial advisor with Foreside Fund Services, LLC in Baltimore, Maryland. Megan has been in the industry since 2011, and holds the Series 6, Series 26, and Series 63 licenses. Megan has been with Foreside Fund Services, LLC since 2016 and is registered to provide investment advice in Texas and Florida. Prior to joining Foreside Fund Services, LLC, Megan worked at U.S. GLOBAL BROKERAGE, INC. in San Antonio, Texas.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Megan Schaefer-curran is an investment advisor representative with Captrust. Megan has over 20 years of experience in the financial services industry, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Advest, Inc., and First Union Securities, Inc. Megan holds the Series 7, 63 and 65 licenses and is registered in Massachusetts. Megan specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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