ADVISOR BIO

Philip Cocce is an investment advisor representative with Ameriprise Financial Services, LLC, working out of the Bethesda, MD office. Philip Cocce has been in the securities industry since 2015 and has Series 7, 63 and 65 licenses. Philip Cocce is also registered with the state of Virginia. Previously, Philip Cocce was affiliated with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, HSBC SECURITIES (USA) INC., and PRUCO SECURITIES, LLC. Philip Cocce focuses on portfolio management for individuals, portfolio management for businesses, pension consulting, financial planning, educational seminars, and selection of other advisers. Ameriprise Financial Services, LLC is a registered investment advisor with offices across the United States. The firm manages over $479 billion in assets and provides investment advisory services to individuals, families, and institutions. The firm also offers a wide range of financial products and services, including insurance, annuities, and mutual funds.

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ADVISOR BIO

Philip Vincent Nazzaro is a financial advisor at Morgan Stanley, based out of Lutherville, Maryland. Philip has been working in the industry since November 2008 and is licensed to provide financial services in Maryland and Texas. Philip has a wide range of experience, including asset allocation advice, financial planning, pension consulting, and educational seminars. Philip's primary professional certifications include the Series 66, Series 31, SIE and Series 7 exams.

SPECIALIZATIONS

ADVISOR BIO

Philip I Lo is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc.. Philip I Lo has been in the financial services industry since 2023. Philip I Lo is registered with the state of Maryland, and holds the Series 63, 66 and 7TO licenses. T. Rowe Price Advisory Services, Inc. is a fee-only advisory firm headquartered in Owings Mills, Maryland. They manage approximately $2,563,768,510 in assets for 7,398 clients.

SPECIALIZATIONS

ADVISOR BIO

Philip Alexis Chauche is a Certified Financial Planner and Chartered Financial Analyst working for Chauche & Associates LLC. Philip has been in the industry since July 2003. Philip is registered in Maryland and Texas and specializes in providing financial planning and portfolio management services to individuals.

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ADVISOR BIO

Philip Jones is a financial advisor currently registered with MML Investors Services, LLC. Philip has over 35 years of experience in the financial services industry. Philip specializes in providing financial planning, portfolio management, and asset allocation programs to a variety of clients, including high-net-worth individuals, corporations, and trusts. Philip is also a registered investment advisor in Maryland and Texas.

SPECIALIZATIONS

ADVISOR BIO

Philip Dubay is a financial advisor at Founders Financial Securities LLC. He is licensed in Maryland and holds the Series 7 and Securities Industry Essentials (SIE) licenses. Philip is able to provide a range of financial services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Philip Thomas is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since May 2012. Philip is registered in 17 states and has passed the Series 7, Series 66, and SIE exams. Philip is a financial advisor who provides a variety of services to individuals and businesses, including portfolio management, financial planning, and investment advice. Philip is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Philip Allen is a financial advisor with Grove Point Investments, LLC. Philip has been in the industry since 2019 and is licensed to sell securities. He also holds the Series 7TO and SIE licenses. Philip has been with Grove Point Investments, LLC since 8/22/2024. Philip previously worked at Western International Securities, Inc., Cuso Financial Services, LP, Sorrento Pacific Financial, LLC, SCF Securities, Inc., Next Financial Group, Inc., and Cadaret, Grant & CO., Inc.

SPECIALIZATIONS

ADVISOR BIO

Philip Toohey is a financial advisor with UBS Financial Services Inc. and has been in the industry since 1984. Philip Toohey is registered in 32 states and has the following licenses: Series 63, Series 65, and Series 7. Philip Toohey also holds the SIE exam. Philip Toohey specializes in providing a variety of financial services, including portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Philip Jeffrey Burger is a registered investment advisor representative with T. Rowe Price Associates, Inc. in BALTIMORE, MD. Philip has been in the industry since August 2003 and is registered in 52 states and the District of Columbia. Philip's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS