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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

Lutherville, MD

experience

21 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

Ameriprise Financial Services, LLC

location

Fort Washington, MD

experience

25 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

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anne Chambers is a financial advisor registered with T. Rowe Price Advisory Services, Inc. Anne has been in the financial services industry since 2021. Anne holds a Series 66 license and Series 7TO and SIE exams and is registered to provide investment advice in 53 states. Anne specializes in financial planning and portfolio management for individuals and corporations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC | CFP ® (Certifications)

location

COLUMBIA, MD

experience

27 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
Unclaimed
location

Baltimore, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Anne Horrigan is a financial advisor at Morgan Stanley. Anne joined the financial services industry on May 24, 2018 and is currently registered with FINRA and the SEC. Anne has a Series 99 and SIE license. Anne works out of the Baltimore, MD branch office of Morgan Stanley.

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

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

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

17 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALTIMORE, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Anne Louise Grant is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., with over 25 years of experience in the financial services industry. Anne has held positions at several firms, including Deutsche Bank Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Allfirst Brokerage Corporation. Anne currently holds licenses to provide investment advice and securities brokerage services in multiple states.

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
location

Lutherville, MD

experience

16 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

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