ADVISOR BIO

Philip Nicholas Travaglini is a financial advisor registered with Equity Services, Inc. Philip has been in the financial industry since April 13, 2000 and is licensed in Delaware, Maryland, and Pennsylvania. Philip has worked with Hornor, Townsend & Kent, Inc., Securian Financial Services, Inc., MetLife Securities Inc., and New England Securities. Philip holds Series 6, 7, 26, and 63 licenses.

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.

SPECIALIZATIONS

ADVISOR BIO

Philip Giscard alix Charlemagne is a registered representative with Fidelity Personal And Workplace Advisors. Philip has been in the financial services industry since July 2020. Philip has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, LLC, and Park Avenue Securities LLC. Philip holds Series 7TO, Series 66 and SIE licenses.

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 Buchanan is a financial advisor with over 25 years of experience in the industry. Philip is registered with Cambridge Investment Research Advisors, Inc. and holds Series 6, 63, and 65 licenses. Philip has held previous roles with Sunamerica Securities, Inc. in Phoenix, Arizona, and API Financial Planning Services, Inc. in Baltimore, Maryland. Philip also holds a variety of other licenses and insurance registrations.

SPECIALIZATIONS

ADVISOR BIO

Philip Asbury Insley is a financial advisor with MML Investors Services, LLC. Philip has been in the financial services industry since February 20, 2001. Philip is registered with the state of Maryland and Texas and has a Series 7, Series 55, and Series 66 license. Philip is also a licensed insurance agent. Philip previously worked for Morgan Stanley, Wachovia Capital Markets, LLC, Wachovia Securities, LLC, Deutsche Banc Alex. Brown Inc., BT Alex. Brown Incorporated and Alex. Brown & Sons Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Philip Verley is a financial professional with PFS Investments Inc. Philip has been in the industry for 6 years and is registered in 24 states. Philip holds the Series 6 and Series 63 licenses.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Philip Huber is a financial advisor with HWA Financial Group in ELLICOTT CITY, MD. Philip Huber has been in the industry since October 1999 and is registered in Maryland and Texas. Philip Huber is a Certified Financial Planner. Philip Huber specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Philip Shafer is an investment advisor representative at LPL Financial LLC. Philip is a registered investment advisor in 25 states and has been working in the financial industry since 2006. Philip has earned the Series 63, Series 66, Series 7 and SIE licenses. Philip holds a law degree and is admitted to the Maryland Bar. In addition to investment advising, Philip's experience includes providing legal services.

SPECIALIZATIONS