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Financial Advisors in Maryland
10,173 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

Baltimore, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Sueann D. Griffin is a registered representative with Robert W. Baird & Co. Inc. Sueann is a licensed advisor in multiple states, including Maryland, Florida, and Texas. Sueann has been in the financial industry since 1998 and has worked with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Sueann offers a variety of advisory services including portfolio management for individuals, businesses, investment companies, 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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

COLUMBIA, MD

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Suhaydi Reyes is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and is currently licensed in 48 states and the District of Columbia. Suhaydi Reyes has been in the industry since 2016 and has a total of 7 approved SRO registrations, 1 approved FINRA registration, 46 approved state registrations and 2 approved IA state registrations. Suhaydi Reyes holds the Series 66, Series 7TO, and SIE licenses. Suhaydi Reyes specializes in providing portfolio management for individuals and businesses, as well as pension consulting and educational seminars.

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
location

NOTTINGHAM, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sujata Chakraborty is a registered representative with LPL Financial LLC. Sujata has been in the securities industry since 2016. Sujata is registered in 13 states, including Maryland, Virginia, Pennsylvania, and Florida. Sujata previously worked with PNC Investments and M&T Securities, Inc. Sujata has a Series 66 license as well as Series 7, Series 6 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wells Fargo Clearing Services, LLC

location

LARGO, MD

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Sulieman E. Nurideen is a financial advisor who has been in the industry since October 29, 2001. Sulieman is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since March 2023. Sulieman holds a Series 66, Series 7 and SIE license. Sulieman has worked for several other firms in the past including PNC INVESTMENTS, VALIC FINANCIAL ADVISORS, INC. and LINCOLN FINANCIAL SECURITIES CORPORATION. Sulieman specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals.

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

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

0 Disclosures

ADVISOR BIO

Sullivan J Beck-winter is a financial professional with T. Rowe Price Investment Services, Inc. Sullivan J Beck-winter is registered with FINRA and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Sullivan J Beck-winter joined T. Rowe Price Investment Services, Inc. on 9/6/2024.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Baltimore, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sumaiya Andaleeb is a financial advisor at Morgan Stanley. Sumaiya has been in the financial services industry since June 2011 and is registered with FINRA and 46 state securities regulators. Sumaiya's background includes experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sumaiya holds the Series 66, Series 7 and SIE securities licenses. Sumaiya provides financial planning and investment management services to individuals, businesses, and institutions.

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

Wells Fargo Advisors Financial Network, LLC

location

BETHESDA, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Summer Ryan Gigliotti is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Summer has been in the industry since November 2010 and has a total of 45 state registrations and 2 IA state registrations. Summer has a Series 7, Series 66 and SIE license and is registered with FINRA as a Registered Representative.

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

Spire Securities, LLC

location

Frederick, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Summer Parsons is a financial advisor associated with Spire Securities, LLC in Frederick, MD. Summer has been in the industry since October 2007. Summer is licensed in Maryland. Previous firms where Summer was registered include Lincoln Financial Advisors Corporation, Capitol Securities Management, Inc., and Raymond James Financial Services, Inc. Summer has passed the SIE, Series 7, and Series 63 exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Transamerica Financial Advisors, Inc.

location

GAITHERSBURG, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Suna Wang is a financial advisor who has been in the industry since 2018. Suna is registered with the state of Maryland. She has a Series 6 license and has passed the Securities Industry Essentials Examination (SIE). Suna Wang currently works at Transamerica Financial Advisors, Inc. located in Gaithersburg, MD.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

Baltimore, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sunita V Patel is a registered representative with Morgan Stanley. Sunita has been in the industry since August 5, 2022. Sunita has successfully completed the Securities Industry Essentials Examination and the Operations Professional Examination. Sunita holds a Series 99TO and SIE license. Sunita is registered with FINRA. Sunita is located at 1300 Thames Street, Thames Street Wharf in Baltimore, Maryland.

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

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