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Financial Advisors in Maryland
10,173 Results
Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Thuc Minh Phan is an investment advisor representative for T. Rowe Price Advisory Services, Inc. based in Owings Mills, MD. Thuc Minh Phan has been working in the financial services industry since 2015. They hold the Series 63, Series 66, Series 7 and Series 24 licenses. Their expertise lies in providing portfolio management for businesses and individuals and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Rockefeller Financial LLC

location

Bethesda, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Thura Kyaw Aung is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management. Thura has been in the industry since November 2021 and holds both Series 7TO and Series 66 licenses. Thura has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Thura is registered to provide advisory services in 36 states. Thura works with clients to create financial plans, manage investments, and provide a range of financial services.

SPECIALIZATIONS

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

Advisory Services Network

location

Fort Washington, MD

0 Disclosures

ADVISOR BIO

Thurston Spaulding is a financial professional with over 20 years of experience in the industry. Currently, Thurston is registered with Advisory Services Network as a Registered Investment Advisor. Previously, Thurston was affiliated with Investment Professionals, Inc. and Cetera Advisor Networks LLC, serving as a Registered Representative. Thurston holds licenses for Series 7, Series 24, Series 31, and Series 66 examinations. He is dedicated to providing financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and retirement plans. Thurston Spaulding's commitment to his clients is evident in his long career and strong track record of success.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

COLUMBIA, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tia Cantrell is an investment advisor representative with Transamerica Financial Advisors, Inc. Tia is registered in Maryland and has been in the industry since November 3, 2022. Tia has passed the Series 7TO, Series 66 and the SIE exams. Prior to joining Transamerica Financial Advisors, Inc., Tia worked at World Financial Group, Inc. Tia is also a Certified Public Accountant and has worked in the government as a project manager for the Department of Transportation, FEDERAL AVIATION ADMINISTRATION. Tia is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

SILVER SPRING, MD

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Tia Bearden is a financial professional with over 10 years of experience in the industry. Tia has a strong track record of providing comprehensive financial planning and investment management services to individuals and families. Tia is currently registered with PFS Investments Inc., a firm with a strong focus on serving the needs of individual investors. Tia's dedication to her clients and her commitment to providing personalized financial solutions make her a valuable resource for those seeking to achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tierra Verlia McLain is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Tierra is also registered as an investment advisor representative in Pennsylvania. Tierra has been in the financial services industry since 2015. Tierra has passed several industry exams, including the Series 6, Series 7, Series 24, Series 63 and Series 66 exams. Tierra is a specialist in providing financial planning and portfolio management services to individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Morgan Stanley & Co. LLC

location

Baltimore, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Tieying Gong is a financial professional at Morgan Stanley & Co. LLC in Baltimore, MD. Tieying has been in the securities industry since April 19, 2019 and holds the Series 99TO and SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Northwestern Mutual Investment Services, LLC

location

BALTIMORE, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Johns is a registered representative with Northwestern Mutual Investment Services, LLC. Tiffany has been in the financial industry since 2010. Tiffany holds a Series 66, Series 10, Series 9, SIE, and Series 7 license. Tiffany is currently registered in 51 states. Tiffany's current firm offers financial services to individuals, banking or thrift institutions, and other institutions. Tiffany's firm is headquartered in Milwaukee, Wisconsin.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

ROCKVILLE, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Violante is a financial advisor with Raymond James Financial Services Advisors, Inc. Tiffany is a licensed investment advisor representative with the state of Maryland. Tiffany has been working in the financial industry since 2001. Tiffany holds a Series 6, 7, 10, 63 and 65 license.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Columbia , MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Laurell Crosley is a registered representative with J.P. Morgan Securities LLC. Tiffany has been in the financial industry since 2021 and holds Series 66, Series 7TO and SIE licenses. Tiffany is registered to provide investment advisory services in Maryland, Texas, Virginia, North Carolina, and the District of Columbia. Previously, Tiffany worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and NYLIFE SECURITIES LLC. Tiffany specializes in retirement planning, investment management, and financial planning.

SPECIALIZATIONS

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

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