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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

Lutherville, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Annakate Cross is a financial advisor at Morgan Stanley. Annakate has been in the financial industry since 2003 and has a Series 7, Series 63, and Series 66 license. Annakate has experience with various financial products and services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Annakate is registered to provide investment advice in 49 states and the District of Columbia.

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
location

Lutherville, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Anne Swain Miklos is a financial advisor with Morgan Stanley, providing financial advice to individuals and businesses. Anne has been in the financial services industry since 2008 and is registered with the Securities and Exchange Commission (SEC) and FINRA. Anne has a broad range of experience in financial planning, portfolio management, and investment advice. She is dedicated to helping her clients achieve their financial goals. Anne is also a registered representative with the state of Maryland, as well as a registered investment advisor in Texas.

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

Rockefeller Financial LLC

location

Bethesda, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anne Nghiem is a financial advisor at Rockefeller Financial LLC in Bethesda, Maryland. Anne has been working in the financial industry since January 17, 2001, and has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc, Legg Mason Wood Walker, Incorporated, and U.S. Bancorp Piper Jaffray Inc. Anne is registered with FINRA and has passed the Series 63, Series 7 and SIE exams. Anne is specialized in providing services in the areas of portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

Morgan Stanley

location

Lutherville, MD

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Anne Fink is a financial advisor with Morgan Stanley. Anne has over 40 years of experience in the financial services industry. Anne is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and Investment Advisor Representative. Anne holds the Series 3, 7, 15, and 63 licenses, as well as the Securities Industry Essentials (SIE) certification. Anne is licensed in numerous states and currently holds active registrations in Maryland and Texas. Anne specializes in providing asset allocation, financial planning, and portfolio management services. Anne has a long history of working with high-net-worth individuals and has experience working with institutions such as insurance companies, charitable organizations, and corporations.

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

Wells Fargo Clearing Services, LLC

location

BETHESDA, MD

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Anne King is a financial advisor who has been in the industry since 1986. Anne is currently registered with Wells Fargo Clearing Services, LLC and has also worked with UBS Financial Services Inc., Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anne holds the Series 7, Series 63, and SIE licenses. Anne is a licensed securities professional and has been serving clients in the Bethesda, Maryland area for many years. Anne is dedicated to providing her clients with personalized financial advice and guidance.

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

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Anne Whitescarver Brown is a financial advisor associated with T. Rowe Price Investment Services, Inc. Anne has been a registered financial advisor since 1995, and has extensive experience in the industry. Anne is licensed in a wide range of states and holds various licenses including Series 3, 7, 24, 63 and 65. Anne holds a current registration with FINRA, and is also active in the securities industry. Anne's career began with T. Rowe Price Investment Services, Inc. in 1995.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Jacques Financial, LLC

location

ROCKVILLE, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anne Jeffress has been in the securities industry for over 20 years. She is a registered principal with Series 24, 28, and 53 licenses, and holds Series 7 and 99TO registrations. Anne is currently employed at Jacques Financial, LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Ameriprise Financial Services, LLC

location

Fort Washington, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Anne Raghu is an investment advisor representative at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial services industry. Anne has held various positions at Ameriprise Financial and IDS Life Insurance Company, and has a strong track record of success in providing financial advice to individuals, families, and businesses. Anne is registered with the Securities and Exchange Commission (SEC) and holds Series 4, 7, 24, 51, and 66 licenses. Anne is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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

LPL Financial LLC

location

STEVENSVILLE, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Anne Redmiles is a financial advisor at LPL Financial LLC, a firm with more than $50 billion in assets under management. Anne has been in the financial industry since 1991, and has held various positions at several firms, including Dean Witter Reynolds Inc., A.G. Edwards & Sons, Inc., Clark Melvin Securities Corporation, Lombard Securities Incorporated, Wells Fargo Advisors Financial Network, LLC, and Woodstock Financial Group, Inc. Anne is registered with both the Securities and Exchange Commission (SEC) and the state of Maryland. Anne provides investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and retirement plans. Anne is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Equitable Advisors, LLC | CFP ® (Certifications)

location

COLUMBIA, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Anne Greenblatt London is a financial advisor with Equitable Advisors, LLC. Anne has been in the financial services industry since December 1997. Anne has a wide range of experience and holds the Series 6, 7, 63, and 65 licenses. Anne is also a Certified Financial Planner. Anne has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Anne is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

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