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Financial Advisors in Maryland
10,173 Results
Unclaimed

Nylife Securities LLC

location

EASTON, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Molly Kayte Sause is a registered representative with Nylife Securities LLC. Molly has been in the securities industry since August 25, 2016 and is licensed to sell securities in California, Delaware, Maryland, North Carolina, Pennsylvania, and Virginia. Molly is a Series 6, Series 63, and SIE licensed professional.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Advisory Services, Inc. | CFP ® (Certifications)

location

Owings Mills, MD

0 Disclosures

ADVISOR BIO

Molly Burton is a financial advisor who has been in the industry since 2013. Molly is registered with the state of Maryland and is currently employed by T. Rowe Price Advisory Services, Inc. Molly is a Certified Financial Planner and has experience providing financial planning and portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

Bethesda, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Molly Coyle is a financial advisor with Morgan Stanley. Molly has been in the financial services industry since 2019. Molly has a Series 7, Series 66, and SIE. Molly specializes in financial planning, portfolio management, and pension consulting. Molly has worked at Morgan Stanley since 2021, previously working at Northwestern Mutual. Molly is registered with the following states: Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

Morgan Stanley & Co. LLC

location

Baltimore, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Molly McKeogh is a registered representative at Morgan Stanley & Co. LLC. She is licensed to sell securities in the state of Maryland. Molly has been in the financial services industry since May 2019. Her series licenses include Series 99TO (Operations Professional Examination) and the SIE (Securities Industry Essentials Examination).

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

CUMBERLAND, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Molly Shay Beeman is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Molly has been in the financial services industry since 2012 and has experience in providing comprehensive financial planning services to individuals, families, and businesses. She is also a Registered Representative with FINRA and a Registered Investment Advisor Representative with LPL Financial LLC. Molly holds the Series 7, Series 66, and SIE licenses. Her current offices are located in Cumberland, MD. Prior to joining LPL Financial LLC, Molly was affiliated with WELLS FARGO CLEARING SERVICES, LLC. Molly is dedicated 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Usadvisors Wealth Management, LLC

location

POOLESVILLE, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Momodou L. Bojang is a financial advisor at Usadvisors Wealth Management, LLC. Momodou has over 15 years of experience in the financial services industry. Momodou specializes in providing financial planning, portfolio management, and insurance solutions to individuals and families. Momodou has a broad range of experience in all aspects of financial planning, including retirement planning, college savings, estate planning, and investment management. Momodou is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

T. Rowe Price Associates, Inc.

location

OWINGS MILLS, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Monai Pearson is a registered representative and investment advisor representative with T. Rowe Price Associates, Inc., located in Owings Mills, Maryland. Monai has been in the securities industry for over 2 years. Monai holds licenses Series 63, Series 66, and Series 7. Monai also passed the Securities Industry Essentials (SIE) Exam. Monai previously worked at J.P. Morgan Securities LLC. Monai's current registrations include both Broker-Dealer and Investment Advisor. Monai is registered to provide investment advisory services in 53 states and territories.

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

Bofa Securities, Inc.

location

NORTH BETHESDA, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Monee Tamara Jackson is a registered representative with Bofa Securities, Inc. Monee is licensed in Maryland and holds Series 7TO, Series 63, and SIE licenses. Monee has been in the industry since February 2022. Monee is located in the North Bethesda, MD branch of Bofa Securities, Inc.

SPECIALIZATIONS

RESEARCH-RELATED SERVICES
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

GAITHERSBURG, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Moni Chowdhury Engineer is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Gaithersburg, Maryland. Moni has been in the securities industry since July 2022. Moni has passed the Series 7TO, SIE and Series 66 exams. Moni has state registrations in Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia and West Virginia.

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

Osaic Wealth, Inc. | CFC ® (Certifications)

location

PASADENA, MD

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Monica Brown is a financial advisor with over 30 years of experience in the industry. Monica has held various roles at several firms throughout her career, including FSC Securities Corporation and Advantage Capital Corporation. Monica is currently a registered representative with Osaic Wealth, Inc. and is licensed in several states including Georgia, Maryland and Texas. Monica holds several industry credentials including the Series 6, 7, 24, 53 and 72 exams, as well as the SIE exam. Monica is also a Chartered Financial Consultant.

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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