Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Shaniquia Watson is a registered representative with T. Rowe Price Investment Services, Inc. She is registered to offer securities in 53 states and the District of Columbia. Shaniquia has passed the Series 7TO, Series 63 and SIE exams. She is a securities professional who has been in the industry since October 27, 2023. Shaniquia is licensed to sell securities in all states, so she can offer investment advice and services to a wide range of clients.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CUMBERLAND, MD

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Shannon Marie Seaders is a financial advisor registered with Stifel, Nicolaus & Company, Inc. in Cumberland, MD. Shannon has been in the industry since July 2016 and has passed the Series 66, Series 7TO and SIE exams. Shannon also owns a local business, Samadhi, offering yoga and candle making. Shannon is a financial advisor specializing in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

COLUMBIA, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Hogan is a financial advisor with Truist Advisory Services, Inc. with over 20 years of experience in the financial industry. Shannon Hogan is a Registered Representative and Investment Advisor Representative in the state of Maryland. Shannon Hogan's expertise lies in providing financial advice and portfolio management services to individuals, businesses and high-net-worth individuals. Shannon Hogan holds the Series 6, 7, 24, 63 and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

State Farm VP Management Corp.

location

Frederick, MD

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Shannon Danielle Reed is a financial professional with State Farm VP Management Corp. Shannon is registered with FINRA and has been in the industry since 2012. Shannon holds a Series 6, Series 63 and a SIE license. Shannon is currently registered in West Virginia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cetera Investment Advisers LLC

location

TOWSON, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Bowerman is a financial advisor with Cetera Investment Advisers LLC. Shannon has over 7 years of experience in the financial services industry. Shannon has a Series 7 and Series 66 license and the SIE exam. Shannon is registered in Delaware, District of Columbia, Florida, Maryland, New York, Pennsylvania, Texas and Virginia. Shannon is also a partner in H.R. Bowerman Property Management and an agent/broker for SCC Fixed Insurance. Shannon has worked for Securian Financial Services Inc., Securian Capital Of The Chesepeake, Worthington Financial Partners, CETERA ADVISOR NETWORKS LLC, and Cetera Investment Advisers LLC.

SPECIALIZATIONS

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

State Farm VP Management Corp.

location

Frederick, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Shannon O'neil Anderson is a financial professional with State Farm VP Management Corp., having joined the firm in 2015. Shannon holds Series 6 and 63 licenses and the SIE exam. Shannon is registered to conduct business in Ohio and West Virginia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Thrivent Investment Management Inc.

location

Frederick, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Shannon James Storch is a financial advisor with Thrivent Investment Management Inc., registered with the state of Maryland and the District of Columbia. Shannon Storch has been a financial advisor since 2022. Shannon Storch is also registered with the state of Texas and Virginia. Shannon Storch is a Series 7, Series 66, and SIE licensed professional. The firm provides financial advisory services, including financial planning, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

BETHESDA, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Ann Callan is a financial advisor registered with Fidelity Personal and Workplace Advisors. Shannon has been in the industry since April 2023 and holds a Series 66, Series 7TO, and SIE. Shannon offers financial planning and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Elizabeth Young is a financial advisor who has been active in the industry since July 2021. Shannon is currently registered with T. Rowe Price Investment Services, Inc. and holds Series 7, 24, 63 and SIE licenses. Shannon is registered to sell securities in 53 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Nicole Frady is a financial professional with over 10 years of experience in the industry. Shannon is currently registered with Equitable Advisors, LLC. Shannon has a diverse background in financial services, having previously worked for Allen & Company of Florida, Inc., Wells Fargo Advisors Financial Network, LLC and PNC Bank. Shannon holds a Series 63 and 65 license, along with a Series 7 and SIE license. Shannon is dedicated to providing clients with personalized financial advice and guidance to help them 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

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