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Financial Advisors in Maryland
10,173 Results
Unclaimed

Ameritas Investment Company, LLC

location

BEL AIR, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Randall Edmund Hart is a financial advisor who has been working in the financial services industry since February 20, 1988. Randall is currently registered with Ameritas Investment Company, LLC and holds a Series 6 license, which allows him to sell investment company products and variable contracts. He is also registered with FINRA and has a Series 6 license. Randall holds registrations in Florida, Maryland, and Pennsylvania. Randall previously worked with PRUCO Securities Corporation.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

DAMASCUS, MD

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Randolf Scritchfield is a financial advisor with over 39 years of experience in the industry. Randolf is currently a Registered Representative with Osaic Wealth, Inc., a firm with over 94 billion dollars in assets under management. Prior to joining Osaic Wealth, Inc., Randolf was a Registered Representative with Securities America, Inc. and H. Beck, Inc. He has a strong track record of providing financial advice to individuals, families, and businesses. Randolf is committed to helping 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

PFS Investments Inc.

location

GAITHERSBURG, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Randolph Antonio Brown is a registered representative with PFS Investments Inc. in GAITHERSBURG, MD. Randolph has been in the securities industry since September 7, 2014. Randolph has passed the Securities Industry Essentials Examination and Investment Company Products/Variable Contracts Representative Examination. Randolph is registered in Maryland.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Randolph Byrd Duval Roulette is a financial advisor with over 20 years of experience in the industry. Randolph has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2016. Prior to that, Randolph was with Morgan Stanley, serving as a financial advisor for nearly 10 years, and earlier, at Citigroup Global Markets Inc. Randolph has a Series 7 and Series 66 securities licenses, as well as a Series 63 license.

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

Chesapeake Capital Management, LLC

location

BELCAMP, MD

disclosure

1 Disclosures

ADVISOR BIO

Randy Howard Packett is a financial advisor at Chesapeake Capital Management, LLC. Randy has been in the financial services industry since 1985 and is licensed in Delaware, Florida, Maryland, New Jersey, and Pennsylvania. He offers a variety of financial services, including investment advice and portfolio management. Randy also conducts educational seminars and publishes periodicals. He has experience working with both individuals and high-net-worth individuals. Prior to Chesapeake Capital Management, LLC, Randy worked at InterSecurities, Inc., Sunset Financial Services, Inc., New England Securities, NYLife Securities Inc., and Pruco Securities Corporation.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Grove Point Advisors, LLC

location

LaPlata, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Randy Allen Lakes is an investment advisor representative with Grove Point Advisors, LLC. Randy has been in the financial industry since 1991 and holds multiple industry licenses and certifications. Randy is a registered investment advisor in Maryland and a broker-dealer in 26 states. Randy's firm is located in Rockville, MD.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Chevy Chase Trust Co. | PFS ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Randy Ryan is a financial professional with over 15 years of experience in the industry. Randy has a strong background in investments and financial planning and holds the Series 7, Series 7TO, and Series 63 licenses. Currently, Randy is registered with Chevy Chase Trust Co. as an Investment Advisor Representative in Maryland and Virginia. Randy previously held positions at Mason Securities, Inc. and Oars Capital. Randy holds the Personal Financial Specialist designation and specializes in providing financial planning and investment management services to individuals, businesses, trusts, estates, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Allstate Financial Services, LLC

location

Glen Burnie, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ransford Sarfo is an active registered representative, currently employed by Allstate Financial Services, LLC. Ransford holds the Series 63 and Series 6TO licenses and the SIE exam. Ransford has held previous positions at State Farm VP Management Corp. and Allstate Financial Services, LLC. Ransford is registered in Maryland.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

GAITHERSBURG, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Rasesh Brahmbhatt is a financial advisor who is registered with PFS Investments Inc.. Rasesh has been working in the financial industry since 2014 and has experience in investment company products and variable contracts. Rasesh is licensed to conduct business in Minnesota.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

ROCKVILLE, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Rashmi Dhankhar is a registered representative with Wells Fargo Clearing Services, LLC. Rashmi has been in the industry since September 2013, and is registered with the state of Maryland, Nebraska and Texas. Rashmi is licensed to provide investment advice and services in a number of areas, including portfolio management, financial planning, and pension consulting. Rashmi is also able to provide investment consulting services to institutional clients.

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

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