Years of Experience
5-20+ Years
OCEAN CITY, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Sears is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Ocean City, MD. Patrick has been working in the financial industry since July 2016. Patrick is registered with 23 state regulatory agencies. He holds a Series 66, Series 7 and SIE licenses. Patrick specializes in working with individuals, corporations and businesses, insurance companies, and charitable organizations.
SPECIALIZATIONS
LUTHERVILLE, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
Patrick McCabe is a financial advisor with LPL Financial LLC, located in Lutherville, Maryland. Patrick has been in the financial industry for over 6 years, specializing in serving the needs of individuals, families, and businesses. Patrick is registered with the state of Maryland and has a Series 7 and Series 66 license. Prior to joining LPL Financial LLC, Patrick worked with OSAIC FA, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick is committed to helping clients achieve their financial goals through personalized financial planning and investment management strategies.
SPECIALIZATIONS
Owings Mills, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Charles Hartnett is a registered representative with T. Rowe Price Advisory Services, Inc.. Patrick has been in the industry since July 25, 2017 and has been registered with the firm since November 29, 2018. Patrick is registered in 53 states, including Maryland, where Patrick is also an Investment Advisor Representative. Patrick is licensed to provide financial planning and portfolio management for individuals and businesses.
SPECIALIZATIONS
NORTH BETHESDA, MD
31 Years Experience
2 Disclosures
ADVISOR BIO
Patrick Lively is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been in the financial services industry for over 28 years, and currently holds registrations in 46 states for securities and 2 states for investment advisory services. Patrick is a licensed securities agent in Maryland and Texas. Patrick previously worked for American Express Financial Advisors Inc. and IDS Life Insurance Company. Patrick's current office is in North Bethesda, MD.
SPECIALIZATIONS
BALTIMORE, MD
0 Disclosures
ADVISOR BIO
Patrick Bollinger is a financial advisor at WPG Financial Group, LLC. Patrick has been working in the financial services industry for over 10 years. Patrick is registered as a Registered Representative in Maryland. The advisor holds the Series 66, Series 7, and Series 7TO licenses. Patrick has a strong track record of providing financial advice to individuals, families, and businesses. The advisor specializes in financial planning, retirement planning, and investment management. Patrick has worked with clients of all ages and stages of life, from young professionals to retirees. The advisor is committed to providing personalized advice and helping clients achieve their financial goals.
SPECIALIZATIONS
MARRIOTTSVILLE, MD
0 Disclosures
ADVISOR BIO
Patrick Tuma is a Certified Financial Planner and Investment Advisor Representative for Tuma Financial, LLC in Marriottsville, MD. Patrick has been working in the financial industry since May 1997. He earned his Series 65 license in August 1997. Patrick specializes in financial planning and portfolio management for individuals and high-net-worth individuals. Tuma Financial, LLC manages approximately $44,637,011 in assets for 103 accounts, primarily for individuals and high-net-worth individuals.
SPECIALIZATIONS
NORTH BETHESDA, MD
0 Disclosures
ADVISOR BIO
Patrick Ortman is a financial advisor with Ortman Financial Planning. Patrick has been in the industry since August of 2014 and is a Certified Financial Planner. Patrick is registered with the state of Florida, Maryland, Texas, Virginia, and the District of Columbia. Patrick provides financial planning, portfolio management for businesses and individuals, and educational seminars. Patrick serves individuals other than high-net-worth individuals, high-net-worth individuals, and charitable organizations.
SPECIALIZATIONS
Bethesda, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Langevin is a financial advisor registered with Morgan Stanley. Patrick is a licensed advisor in several states. Patrick has been in the industry for 3 years and has Series 7TO, SIE, and Series 66 licenses. Patrick is located in Bethesda, MD and works in the Bethesda branch office.
SPECIALIZATIONS
Owings Mills, MD
4 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Meadowcroft is a financial professional with experience in the industry. Patrick is currently registered with Creativeone Securities, LLC in Owings Mills, MD. Patrick has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in HUNT VALLEY, MD. Patrick holds the Series 7TO and SIE licenses. Patrick is registered in Maryland and specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
SPECIALIZATIONS
