Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

1 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

Cetera Investment Advisers LLC

location

TOWSON, MD

experience

8 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

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

Equity Services, Inc.

location

TIMONIUM, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Ryan Addicks is a financial advisor with Equity Services, Inc., an investment firm based in Montpelier, VT. Shannon has been in the financial industry since January 26, 2006. Prior to joining Equity Services, Inc. Shannon worked at KESTRA INVESTMENT SERVICES, LLC, and HORNOR, TOWNSEND & KENT, LLC. Shannon specializes in providing financial planning, pension consulting and investment advice. Shannon has a Series 6 license and has successfully passed the Securities Industry Essentials Examination.

SPECIALIZATIONS

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

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

3 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

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

Thrivent Investment Management Inc.

location

Frederick, MD

experience

2 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

Wells Fargo Clearing Services, LLC

location

BALTIMORE, MD

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Shannon Wesley Peterson is a financial advisor at Wells Fargo Clearing Services, LLC. Shannon has been a registered representative for over 17 years and is licensed in multiple states. Shannon has experience in providing financial planning, portfolio management, and investment consulting services. Shannon's firm manages over $500 billion in assets and works with a variety of clients, including individuals, families, businesses, and institutions.

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
Unclaimed

Truist Advisory Services, Inc.

location

COLUMBIA, MD

experience

26 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

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.

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