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Financial Advisors in Maryland
10,173 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

GLEN BURNIE, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Viren Chadha is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Viren has been in the securities industry since April 1, 2024. Viren holds Series 7TO, Series 66 and SIE licenses. Viren specializes in helping clients with their investments in a variety of areas including investment management for individuals and businesses, and pension consulting. Viren also provides other advisory services such as performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors.

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

Ameriprise Financial Services, LLC

location

Laurel, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Virginia Frazier is a financial advisor with over 10 years of experience in the financial services industry. Virginia is currently registered with Ameriprise Financial Services, LLC in Maryland. She is also registered with the state of Delaware. Virginia has previously worked with Avantax Investment Services, Inc. and J.W. Cole Financial, Inc. Virginia is a Series 7 and Series 66 licensed professional and holds the Securities Industry Essentials (SIE) designation. Virginia provides a wide range of financial services including financial planning, asset allocation, portfolio management and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Virginia Fenwick is a registered representative with T. Rowe Price Investment Services, Inc. Virginia has been in the securities industry since 1996. Virginia is licensed to sell securities in 53 states and the District of Columbia. Virginia holds Series 7 and Series 63 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Morgan Stanley & Co. LLC

location

Baltimore, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Virginia Hennessy is a financial advisor with Morgan Stanley & Co. LLC. Virginia has been in the financial services industry since 2014. Virginia holds the Series 6, Series 63, and SIE licenses. Virginia is registered in both Maryland and Virginia. Prior to joining Morgan Stanley & Co. LLC, Virginia was employed by T. Rowe Price Investment Services, Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Vishva Gheewala is a financial advisor at Stifel, Nicolaus & Company, Inc. Vishva has over 20 years of experience in the financial services industry. Vishva is registered to provide financial advice in multiple states and is a Series 7, Series 24, and Series 63 licensed holder. Vishva also holds the Securities Industry Essentials (SIE) designation.

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

UBS Financial Services Inc.

location

BETHESDA, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Vitali Nazlymov is an investment advisor representative at UBS Financial Services Inc. based in Bethesda, MD. Vitali has been in the securities industry since 2002 and has held various positions at firms such as Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Vitali holds Series 7, Series 31, Series 66, and SIE licenses and is registered in multiple states. Vitali also owns and operates a fencing school called Nazlymov Fencing.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

Frederick, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Vitoria regia Vendramin delecrodio is a financial professional with J.P. Morgan Securities LLC. Vitoria has been in the industry since February 2022, serving clients in Maryland, Virginia, and the District of Columbia. Vitoria is registered to provide securities and investment advisory services in eight states.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

CHEVY CHASE, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Vittorio Altavas is a financial advisor at RBC Capital Markets, LLC, with experience in the financial services industry since 2008. Vittorio is registered with both FINRA and the state of Maryland. Vittorio specializes in advising clients on investments and financial planning. Vittorio has worked at RBC Capital Markets, LLC since 2009 and previously worked at Citigroup Global Markets Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Viveka Marianne Ryn is an investment advisor representative at Aegis Wealth. Viveka is registered with the state of Maryland and Texas. Viveka Marianne Ryn has been in the industry since February 2005. Aegis Wealth is based in Bethesda, Maryland and offers financial planning services for individuals and businesses. Aegis Wealth has a total of 6 investment advisor representatives. The firm manages over $698,775,893 in assets.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MONITORING & CONSULTING
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

HUNT VALLEY, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Vivian Wilhelm is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm with over $149 billion in assets under management. Vivian has been working in the financial services industry since December 1998 and has a diverse set of licenses and registrations allowing her to serve a wide range of clients. Vivian’s expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting.

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

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