Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTH BETHESDA, MD

experience

9 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

T. Rowe Price Associates, Inc.

location

Owings Mills, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Megan Mullan is a financial advisor with T. Rowe Price Associates, Inc. Megan has been in the industry since 2015 and holds Series 7, Series 66, and SIE licenses. Megan has worked with a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles. Megan specializes in providing investment advice and portfolio management services. Megan's previous employers include Harbor Investment Advisory, LLC and T. Rowe Price Investment Services, Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

BETHESDA, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Megan Ballogdajan is a financial advisor with UBS Financial Services Inc. She is based in Bethesda, Maryland and has been working in the financial industry since December 2006. She is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in the following states: California, Colorado, District of Columbia, Florida, Illinois, Maryland, New York, North Carolina, Pennsylvania, and Virginia. She specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Megan holds Series 66, SIE, and Series 7 licenses.

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

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

M&T Securities, Inc.

location

BALTIMORE, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Megan Myers is a registered representative with M&T Securities, Inc. located in Baltimore, MD. Megan is licensed to provide securities-related advice in Maryland and is registered with FINRA as well as the state of Maryland. Megan's expertise is in Investment Banking and she has passed the Series 63, Series 79TO and SIE exams. Megan's first day of employment at M&T Securities, Inc. was April 12, 2024.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Megan Rachel Wheeler is a financial advisor with T. Rowe Price Investment Services, Inc. Megan has been in the financial industry since 2010. Megan has a Series 6, 7, 24, and 63 licenses and is registered in California and Maryland.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Apprise Wealth Management LLC

location

PHOENIX, MD

0 Disclosures

ADVISOR BIO

Megan Kopka is an investment advisor representative with Apprise Wealth Management LLC. Megan is a Registered Representative with the state of North Carolina. Megan's work experience spans multiple firms, including Raymond James Financial Services, Inc., Commonwealth Financial Network, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. She has a strong foundation in financial planning and portfolio management, with experience serving both high-net-worth individuals and other investment advisors. In addition to providing investment advice, Megan is a public speaker on financial planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
INVESTMENT CONSULTING
Unclaimed

Tritonpoint Wealth, LLC | CFP ® (Certifications)

location

CHEVY CHASE, MD

0 Disclosures

ADVISOR BIO

Megan Hayden is a financial advisor with Tritonpoint Wealth, LLC. Megan is registered with the state of California. Megan holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Megan's previous experience includes working at Goldman Sachs and Morgan Stanley.

SPECIALIZATIONS

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

LPL Enterprise, LLC | CFP ® (Certifications)

location

North Bethesda, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Megan Madden is a financial advisor with LPL Enterprise, LLC. Megan has been in the industry since 2018. Megan holds Series 7, 63, and 65 licenses. Megan is also a Certified Financial Planner. Megan is a dedicated financial advisor who is committed to helping her clients achieve their financial goals. Megan has experience working with a variety of clients, including individuals, families, and businesses. Megan is passionate about providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Grove Point Investments, LLC

location

ROCKVILLE, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Megan Polizzi is a financial advisor with Grove Point Investments, LLC. Megan has been in the financial services industry since May 16, 2011. Megan is registered with FINRA and has passed the Series 7, Series 66, Series 24 and SIE exams. Megan has experience with Cadaret, Grant & CO., Inc., Western International Securities, Inc., Next Financial Group, Inc., SCF Securities, Inc., Sorrento Pacific Financial, LLC, Cuso Financial Services, LP, Independent Financial Group, LLC and LPL Financial LLC.

SPECIALIZATIONS

No specializations listed.

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