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Financial Advisors in Maryland
10,173 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Rosenthal is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Sarah has been in the financial industry since 1996 and has a wide range of experience in the field. Sarah is a registered representative in Maryland and Texas. Sarah is also a registered investment advisor in Maryland and Texas. Sarah is dedicated to providing her clients with personalized financial advice and guidance.

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

MML Investors Services, LLC

location

HUNT VALLEY, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Dzbynski is an active Registered Representative associated with MML Investors Services, LLC. Sarah joined the firm in June of 2024 and works out of the Hunt Valley office in Maryland. Sarah holds Series 7TO, SIE and 66 securities licenses. She is experienced in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth clients. Sarah also provides asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisers.

SPECIALIZATIONS

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

LUSBY, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Leanne Weems is a financial advisor registered with Edward Jones. Sarah is a Series 7, 63, and 65 licensed advisor with more than 10 years of experience in the financial industry. Sarah focuses on providing investment advice and financial planning to individuals and families in the Lusby, MD area. Previously, Sarah was a registered representative with J.P. Morgan Securities LLC. Sarah is committed to helping clients achieve their financial goals through a personalized approach and a deep understanding of their needs.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

ROCKVILLE, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Chamberlain White is a financial advisor registered with MML Investors Services, LLC. Sarah is registered in multiple states and holds the Series 6, 7, 63, and 65 licenses, along with the SIE exam. Sarah has over 30 years of experience in the financial services industry.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

CHESTERTOWN, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Van fossen Schut is a financial advisor who has been working in the financial services industry since January 1, 2016. Sarah is currently registered with Cetera Investment Advisers LLC in Chestertown, Maryland. Sarah holds the Series 66, SIE and Series 7 licenses. Sarah also has the Certified Financial Planner designation. Sarah has worked for a number of other firms, including RAYMOND JAMES FINANCIAL SERVICES, INC. and Radcliffe Corp. Services. Sarah also owns Envision Wealth Planning LLC DBA Envision Wealth Planning.

SPECIALIZATIONS

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

Facet | CFP ® (Certifications)

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Sarah Gallagher is a financial advisor who has been working in the industry for over 20 years. Sarah Gallagher is currently registered with Facet Wealth and provides financial planning and portfolio management services to individuals and high-net-worth clients. Sarah Gallagher is a Certified Financial Planner and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Sarah Gallagher has experience working at several other firms including UBS Financial Services Inc. and Morgan Stanley Smith Barney.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

NC Securities, LLC

location

EASTON, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Djamshidi is a registered representative with Nc Securities, LLC. She is a Series 79 and Series 66 licensed professional and has been in the securities industry since 2014. Her firm is located in Easton, MD.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Regan is a financial advisor with T. Rowe Price Investment Services, Inc. Sarah has been working in the financial industry since 2014. She has a Series 7 and SIE license and is registered with the state of Maryland. Previously, Sarah worked with Cowen and Company and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COLUMBIA, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Topping is an investment advisor representative with Fidelity Personal and Workplace Advisors. Sarah has been in the industry since August 2019 and has an active registration with FINRA and licenses in multiple states. Her firm, Fidelity Personal and Workplace Advisors, offers advisory services for both individuals and businesses.

SPECIALIZATIONS

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

Osaic FA, Inc. | CFP ® (Certifications)

location

ELLICOTT CITY, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Lynn Cicero is a financial advisor with over 20 years of experience in the industry. Sarah Lynn Cicero is currently registered as a Registered Representative and Investment Advisor Representative with Osaic FA, Inc. Sarah Lynn Cicero is also a Certified Financial Planner. Sarah Lynn Cicero has experience working with individuals, high-net-worth individuals, businesses, and retirement plans. Sarah Lynn Cicero offers financial planning, portfolio management, and retirement planning services. Sarah Lynn Cicero has been registered with FINRA since 2003 and has held registrations in multiple states. In addition to their work with Osaic FA, Inc., Sarah Lynn Cicero also works as an agent for Stone Bridge Advisors, Inc. and offers a variety of insurance products.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.

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