Years of Experience
5-20+ Years
LEXINGTON PARK, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Sabrina Prescott Lee is a financial advisor in Lexington Park, Maryland with over five years of experience in the financial services industry. Sabrina works with clients to help them develop and implement financial plans that fit their goals and needs. Sabrina is registered with Navy Federal Investment Services, LLC, a firm that has been providing financial services to members of the Navy Federal Credit Union since 1994. Sabrina has passed the SIE, Series 7TO, and Series 66 exams, demonstrating a strong understanding of financial markets. Sabrina specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers, all of which are services that Navy Federal Investment Services, LLC offers.
SPECIALIZATIONS
BALTIMORE, MD
0 Disclosures
ADVISOR BIO
Sabrina Lee is a Certified Financial Plannerâ„¢ professional who has been in the financial industry since March 2013. Sabrina is currently registered with Facet and holds registrations in California and Texas. Sabrina specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Sabrina is committed to helping her clients achieve their financial goals.
SPECIALIZATIONS
CHEVY CHASE, MD
31 Years Experience
1 Disclosures
ADVISOR BIO
Sally Ann Kirkpatrick is an active investment advisor representative and registered representative with RBC Capital Markets, LLC. Sally has been in the financial services industry since August 17, 1993. Sally has passed the Series 63, Series 65, Series 7 and Series 31 exams. Sally is currently registered in 30 states and the District of Columbia. Prior to joining RBC Capital Markets, LLC, Sally was employed by LEGG MASON WOOD WALKER, INCORPORATED and PRUDENTIAL SECURITIES INCORPORATED. Sally also serves on the Board of Directors for the Boys & Girls Club of Greater Met Washington. Sally specializes in providing investment advice to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit sharing plans, insurance companies, and pooled investment vehicles.
SPECIALIZATIONS
BETHESDA, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Saloma Bechara is a financial advisor with Cetera Investment Advisers LLC, a large firm with over $100 Billion in assets under management. Saloma has been in the industry for over a decade and has a wide range of experience. Saloma is registered to provide investment advice in the District of Columbia and Maryland. Saloma holds the Series 6, 7, 63, and 65 securities licenses. Saloma also provides financial planning and investment management services to individuals and businesses. In addition to working at Cetera Investment Advisers LLC, Saloma also works as a private banker at First National Bank of PA.
SPECIALIZATIONS
Nottingham, MD
5 Years Experience
0 Disclosures
ADVISOR BIO
Salvatore Raphael Rinaudo is a registered representative with Edward Jones. Salvatore Rinaudo has been in the industry since July 2019. Salvatore Rinaudo has been registered with Edward Jones since August 2019. Salvatore Rinaudo is licensed to conduct business in Arizona, Colorado, Delaware, Florida, Georgia, Kansas, Maryland, Massachusetts, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia.
SPECIALIZATIONS
COLUMBIA, MD
13 Years Experience
0 Disclosures
ADVISOR BIO
Salvatore Dipaola is a financial advisor with over 15 years of experience in the industry. He is currently registered with Evergreen Advisors Capital, LLC, a firm located in Columbia, MD. Prior to joining Evergreen Advisors Capital, LLC, Salvatore worked at SunTrust Robinson Humphrey, Inc., Stifel, Nicolaus & Company, Incorporated and Legg Mason Wood Walker, Incorporated. Salvatore holds the Series 7, 79TO, 24 and 63 securities licenses.
SPECIALIZATIONS
No specializations listed.
Owings Mills, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
Sam Rice is an investment advisor representative for T. Rowe Price Advisory Services, Inc. Sam has been in the financial services industry for over 1 year. Sam is registered with the state of Maryland and holds FINRA Series 66, 7TO, and SIE licenses. Sam has been associated with T. Rowe Price since August of 2022. Sam currently provides investment advice to corporations and individuals.
SPECIALIZATIONS
Sparks, MD
0 Disclosures
ADVISOR BIO
Sam Beritela is an investment advisor representative with Sunlight Peaks Financial Partners, LLC. Sam is registered with the state of Maryland as an investment advisor representative. Sam has been in the financial industry since 2010 and has experience in providing financial and corporate strategy consulting. Sam also provides real estate investment consulting through Outlier Realty Capital. Sam has a Series 65 license and is based in Sparks, MD.
SPECIALIZATIONS
Baltimore, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Samah Sahil Azim is a registered representative with Morgan Stanley, a firm based in Purchase, New York. Samah has been in the industry since 2012. Samah specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies. Samah is also a registered investment advisor in Maryland and Virginia. In addition to her work at Morgan Stanley, Samah owns rental property in Potomac, Maryland.
SPECIALIZATIONS
Baltimore, MD
4 Years Experience
0 Disclosures
ADVISOR BIO
Samanah Zahra Lakdawala is a financial advisor who has been in the industry since February 16, 2021. Samanah Zahra is currently registered with Morgan Stanley in Baltimore, Maryland. Samanah Zahra Lakdawala is registered in Maryland, Virginia and has passed the Series 66, Series 7TO and SIE exams. Samanah Zahra Lakdawala has been employed at Morgan Stanley since January 2021. Prior to that, Samanah Zahra Lakdawala worked at Bank of America - Merrill Edge, National Bank of Canada, and Birla Sunlife Insurance. Samanah Zahra Lakdawala specializes in providing financial advice to individuals, businesses, investment companies, and charitable organizations. Samanah Zahra Lakdawala offers a variety of financial planning services, including asset allocation advice, portfolio management, and educational seminars.
SPECIALIZATIONS