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Portfolio Management for Investment Companies Advisors in Columbia, Maryland
7 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Columbia, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Sadowski is an investment advisor representative with Cambridge Investment Research Advisors, Inc., registered with the state of Maryland since July 2019. Christopher holds a Series 66 and Series 7TO license. Christopher also holds a Series SIE license and has been working in the industry since May 2019. Christopher has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and small businesses. Christopher specializes in retirement planning, investment management, and college savings. Christopher's commitment to providing personalized service and financial guidance has helped many clients achieve their financial goals.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Columbia, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Colt Robert Miles is a financial advisor with over 6 years of experience in the industry. Colt is registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide investment advice in Maryland and Colorado. Colt is also registered with the Financial Industry Regulatory Authority (FINRA). Colt holds Series 7, Series 66, and Series 24 licenses. Colt's experience includes working with AXA Advisors, LLC, and UMBC Facilities Management. Colt's specializations include retirement planning, investment management, and insurance.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Columbia, MD

experience

26 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Eladio Arturo Santiago is a financial professional with over 20 years of experience in the financial services industry. Santiago is currently registered with Cambridge Investment Research Advisors, Inc. in Columbia, MD. Previously, Eladio Arturo Santiago worked at UBS Financial Services Inc., Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Santiago has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Columbia, MD

0 Disclosures

ADVISOR BIO

Eric Lamont Wells is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Columbia, MD. Eric has been in the financial services industry since 2006. Eric holds a Series 6, 7, 63, and 65 license. Prior to joining Cambridge, Eric worked for T. Rowe Price Investment Services, Inc., Potomac Securities, LLC, Metlife Securities Inc., and Metropolitan Life Insurance Company. Eric is registered as an Investment Advisor in Maryland.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Columbia, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

John Perrot is a financial advisor with Cambridge Investment Research Advisors, Inc. John has a background in financial services, working with clients in the Baltimore, MD area since 2018. John has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice. He is also a certified financial planner. John is dedicated to helping clients achieve their financial goals through a comprehensive approach that includes financial planning, investment management, and retirement planning.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

COLUMBIA, MD

experience

31 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Karen Marie Wright is a financial professional with over 30 years of experience in the industry. Karen is currently registered as a representative with Cambridge Investment Research Advisors, Inc. Previously, Karen has held positions at several other firms including SunTrust Investment Services, Inc., Crestar Securities Corporation, Riggs Investment Corp., Financial Network Investment Corporation, Independent Financial Securities, Inc., Aurex Financial Corporation and Kober Financial Corp.. Karen is also registered as an Investment Advisor Representative in Maryland and Texas and holds Series 7, 24, 52, 63, 66 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
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Columbia, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kyle Murphy is a registered representative with Cambridge Investment Research Advisors, Inc. and has been in the securities industry for 8 years. Kyle is licensed in Maryland and North Carolina. Kyle has passed the Series 66, Series 7, and SIE exams. Kyle also provides advisory services for Cambridge Investment Research Advisors, Inc. and provides financial planning, pension consulting, educational seminars, market timing services, and selection of other advisers. Kyle is a registered representative with Cambridge Investment Research Advisors, Inc. and is located in Sykesville, MD.

SPECIALIZATIONS

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