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Financial Advisors in Maryland
10,173 Results
Unclaimed

MML Investors Services, LLC

location

ROCKVILLE, MD

experience

17 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Stephanie Ann Yoingco is a registered representative with MML Investors Services, LLC. She is also a registered investment advisor representative. Stephanie has been in the financial services industry since 2008. She has held various roles at several financial institutions, including Grove Point Investments, LLC, Citigroup Global Markets Inc., PNC Investments, and Ameriprise Financial Services, Inc. Stephanie holds Series 7 and Series 66 licenses. She also has a SIE license. Stephanie specializes in providing financial planning and asset allocation services to individuals, businesses, and pension plans.

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

FREDERICK, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Summers is a financial advisor with Osaic Wealth, Inc. She has been in the industry since March 2006 and is registered in multiple states. Stephanie holds Series 7 and 66 securities licenses, and she is also a registered Investment Advisor Representative. Stephanie has experience in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting 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

18 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Mumford is a registered representative with T. Rowe Price Investment Services, Inc. Stephanie has been in the financial services industry for over 15 years. Stephanie is licensed in Maryland and holds the Series 4, 7, 14, 24, 52TO, 53, and 63 licenses. Stephanie has extensive experience in providing investment advice to individual and institutional clients. Previously, Stephanie worked for LINSCO/PRIVATE LEDGER CORP. and Vanguard Marketing Corporation.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

LANHAM, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Anita Nunda is a licensed and registered advisor with PFS Investments Inc., located in LANHAM, MD. Stephanie has been in the industry since 2020 and has experience in Investment Company Products/Variable Contracts. Stephanie specializes in portfolio management for individuals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Valic Financial Advisors, Inc.

location

LINTHICUM HEIGHTS, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Stephanus Johannes Van blommestein is a financial advisor registered with Valic Financial Advisors, Inc. Stephanus has been in the securities industry since February 12, 2002 and is registered to provide investment advisory services in District of Columbia, Maryland, Michigan, Pennsylvania, South Carolina, Virginia and West Virginia. Stephanus is also registered as a broker in these states and has passed the Series 63, Series 65, Series 6 and SIE exams. Stephanus has experience providing investment advice to individuals, high-net-worth individuals and corporations. Valic Financial Advisors, Inc. is a firm with a long history of providing financial advice to individuals and families. The firm has offices in multiple states and employs over 1,400 registered representatives.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Stephany Marie Frazier is a registered representative with T. Rowe Price Investment Services, Inc. based in Owings Mills, Maryland. Stephany has been in the financial services industry since June 21, 2011. She holds the Series 7, Series 24, and Series 63 licenses. Stephany is registered in California and Maryland.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Baltimore, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Michael Azar is a financial advisor with Morgan Stanley. Stephen has been in the industry since 2012 and is registered in 53 states. Stephen has a Series 7, SIE, and Series 66 license. Stephen's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Bofa Securities, Inc.

location

NORTH BETHESDA, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Wall Feron is a financial professional registered with Bofa Securities, Inc., located in NORTH BETHESDA, MD. Stephen Wall Feron has been in the industry since November 2015. Stephen Wall Feron holds the Series 63, SIE, and Series 7 licenses. Stephen Wall Feron was previously affiliated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in NEW YORK, NY.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

ANNAPOLIS, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Marohl is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Stephen has been in the industry since January 12, 1994 and is registered in 40 states. Stephen has a wide range of experience, including working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.

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

Wilmington Trust Investment Advisors, Inc.

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Stephen Anthony Seivold is a financial advisor with Wilmington Trust Investment Advisors, Inc. Stephen is based in BALTIMORE, MD and has been in the industry since 2000. Stephen's primary area of expertise is in providing investment advisory services to clients that include insurance companies, corporations, individuals and charitable organizations. Stephen has Series 6, 7, 63, 66 and SIE licenses and is currently registered with FINRA and the state of Maryland. Prior to joining Wilmington Trust Investment Advisors, Inc., Stephen was employed by M&T SECURITIES, INC. and T. ROWE PRICE INVESTMENT SERVICES, INC.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION, ECONOMIC ANALYSIS AND CAPITAL MARKETS FORECASTING, LEASE ADVISORY STAFF TO AFFILIATES
Publication of Financial Periodicals

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