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Financial Advisors in Maryland
10,173 Results
Unclaimed

PFS Investments Inc.

location

FREDERICK, MD

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Rockline Christelle Noyer ngu is a licensed investment advisor representative with PFS Investments Inc. based in FREDERICK, MD. Rockline Christelle Noyer ngu has been in the financial industry for 10 years and is registered in Maryland. Rockline Christelle Noyer ngu has obtained both the Series 63 and Series 65 licenses, along with the Series 6TO and SIE exams. Rockline Christelle Noyer ngu specializes in providing financial advice to individuals and is currently working for PFS Investments Inc. PFS Investments Inc. provides financial advice and portfolio management services to individuals and is committed to building a long-term relationship with their clients. PFS Investments Inc. has a total of 3510 licensed agents, 3515 investment adviser reps, and 3582 registered representatives.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Bethesda, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Rod Faghani is a financial advisor in Bethesda, MD. Rod has been working in the financial industry for over 25 years. Rod is a registered representative with Ameriprise Financial Services, LLC. Rod is also a registered investment advisor. Rod has experience working with individuals, families, businesses, and institutions. Rod specializes in providing financial planning, asset allocation, and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Pennington Partners & CO., LLC | CFA ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Rodd Jeffrey MacKlin is a financial advisor registered in Maryland. Rodd MacKlin is currently employed at Pennington Partners & Co., LLC. Rodd has been employed with Pennington Partners & Co., LLC since March 2016 and has worked in the financial services industry since 1992. Pennington Partners & Co., LLC provides financial planning, portfolio management for individuals and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

PFS Investments Inc.

location

RANDALLSTOWN, MD

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Roderick Angelo Street is a financial advisor with PFS Investments Inc. based in RANDALLSTOWN, MD. Roderick has been in the financial services industry since February 2020. Roderick holds the Series 6TO and SIE exams. Roderick has been registered with the state of Maryland since January 2023. PFS Investments Inc. provides financial planning and portfolio management services to individuals, corporations and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Alpha DNA Investment Management

location

COLUMBIA, MD

0 Disclosures

ADVISOR BIO

Roderick John Fertig is a registered Investment Advisor Representative with Alpha DNA Investment Management. Roderick has been in the industry since April 2014. Roderick obtained his Series 65 license in December 2020. Roderick specializes in portfolio management for businesses and has worked at Alpha DNA in Denver, Colorado. He is currently registered in Colorado and is pending approval in Colorado. Roderick focuses on working with high net worth individuals and other investment advisors. Alpha DNA Investment Management is based in Columbia, Maryland and is registered in Colorado. The firm manages over 192 million dollars in assets.

SPECIALIZATIONS

Portfolio Management for Businesses
SUBADVISORS TO OTHER INVESTMENT ADVISORS
Unclaimed

PFS Investments Inc.

location

CALVERTON, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Rodney Reed is a financial professional with PFS Investments Inc. Rodney is a registered representative of PFS Investments Inc. and is licensed in District of Columbia, Maryland and Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MOUNT AIRY, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Rodney Sams is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rodney has been in the industry since July 31, 2023. Rodney has passed the Series 7TO, Series 66, and SIE exams. Rodney is registered in 13 states and is licensed as a Registered Representative (RA) in Maryland and Texas. Rodney also works as a Consultant/Independent Contractor for Limitless Volleyball Club. Rodney has experience working for several financial institutions including Truist Bank, M&T Bank and Gamestop. Rodney works with a wide range of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.

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

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Rodney Kirkner is a financial advisor at Grove Point Advisors, LLC with 42 years of experience in the industry. Rodney has been registered with the Securities and Exchange Commission (SEC) since 1979 and currently holds Series 1, 7, 24 and SIE licenses. He is licensed to provide advisory services in Arkansas, Delaware, Maryland, North Carolina and Pennsylvania. Rodney specializes in providing financial advice and services to individuals, businesses, pension and profit-sharing plans, charitable organizations and high-net-worth individuals. Rodney also owns and operates an insurance business under the name Rodney Kirkner, CLU, CHFC.

SPECIALIZATIONS

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

CUMBERLAND, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Rodney Barker is a financial advisor with Edward Jones and has been in the industry since September 2014. Rodney Barker specializes in financial planning, portfolio management, and retirement planning. Rodney Barker has passed the Uniform Combined State Law Examination, Series 7, and the Securities Industry Essentials Examination. Rodney Barker is currently licensed in Arizona, Colorado, Florida, Indiana, Maryland, Mississippi, Nevada, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Rodney Barker is also registered as an investment advisor representative in Maryland and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Charles Schwab & CO., Inc.

location

Bethesda, MD

experience

25 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Rodney Gillespie is a financial professional with over 20 years of experience in the industry. Rodney currently works for Charles Schwab & Co., Inc., where they provide financial planning and other advisory services. Rodney has previously worked for several other firms including TD AMERITRADE, INC. and Ameriprise Financial Services, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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