Years of Experience
5-20+ Years
COLUMBIA, MD
5 Years Experience
0 Disclosures
ADVISOR BIO
Connor Dillon Delaney is a financial advisor with LPL Financial LLC and has been in the industry since February 2020. Connor holds Series 66, Series 7TO and SIE licenses, and is registered as an Investment Advisor Representative in Maryland and Texas. Connor provides financial planning, portfolio management, and consulting services to clients in the Columbia, MD area. Connor Dillon Delaney has previous experience with AVANTAX INVESTMENT SERVICES, INC., and Bell, Frech & Jacobs, LLC.
SPECIALIZATIONS
LUTHERVILLE, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Conor Francis Guillott is a financial advisor with LPL Financial LLC, based in Lutherville, Maryland. Conor has a Series 7TO and SIE license and has been in the financial services industry since 2022. Conor previously worked with OSAIC FA, INC. and Equitable Advisors, LLC. Conor specializes in providing financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services.
SPECIALIZATIONS
Bethesda, MD
28 Years Experience
0 Disclosures
ADVISOR BIO
Constance Miner has been a financial advisor for over 25 years. Constance is registered with Raymond James & Associates, Inc. and is also a Registered Investment Advisor. Constance specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. Constance has a strong track record of success in helping her clients achieve their financial goals.
SPECIALIZATIONS
COLUMBIA, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Constantine Matsakis is a financial advisor with over 6 years of experience in the financial services industry. Constantine is currently registered with LPL Financial LLC in Columbia, Maryland. Before joining LPL Financial LLC, Constantine was a registered representative with Equitable Advisors, LLC. Constantine holds Series 7 and SIE licenses and is registered in the District of Columbia and Maryland.
SPECIALIZATIONS
Salisbury, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Corey Boerner is a financial advisor at Ameritas Advisory Services, LLC. Corey is registered with the state of Maryland as an Investment Advisor Representative. Corey is also registered with the state of Delaware as a Broker/Dealer. Corey has experience in various financial services fields, including investment relations, financial planning, and small accounting firm management. Corey has been in the financial industry since 2016. Corey's office is located in Salisbury, MD and Corey also works out of an office in Lincoln, NE.
SPECIALIZATIONS
CHEVY CHASE, MD
23 Years Experience
0 Disclosures
ADVISOR BIO
Corey Edwards is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Corey Edwards has over 20 years of experience in the financial services industry. Corey Edwards holds Series 6, 7, 10, 24, 63, and 65 licenses and has been registered with the state of Maryland since 2021. Corey Edwards is also registered with the state of Delaware since 2022 and the District of Columbia since 2018. Corey Edwards has previously been employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Corey Edwards works with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Corey Edwards offers a variety of services, including portfolio management, financial planning, and educational seminars.
SPECIALIZATIONS
ANNAPOLIS, MD
0 Disclosures
ADVISOR BIO
Corey Amanda Truss is a financial advisor with over six years of experience in the financial industry. Corey has been registered with the state of Maryland since 2018. Corey is currently employed by Navy Federal Investment Services, LLC and HF Advisory Group, LLC. Corey is a Series 65, 66 and Series 7 licensed advisor. Corey has worked in the financial industry since 2014.
SPECIALIZATIONS
Bel Air, MD
21 Years Experience
0 Disclosures
ADVISOR BIO
Corey Paul Frank is a financial advisor with over 20 years of experience in the industry. Corey is a Certified Financial Planner® professional and is registered with Allworth Financial, LP. Corey has experience working with various clients, including individuals, families, and businesses. Corey specializes in financial planning, investment management, and retirement planning.
SPECIALIZATIONS
Baltimore, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Corinna E Sech is a registered representative at Robert W. Baird & Co. Inc., with a branch office in Baltimore. Corinna has been in the industry since 2023 and holds the Series 7TO and SIE licenses. Corinna specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Corinna has a background in education and previously worked for Baltimore County Public Schools.
SPECIALIZATIONS
TOWSON, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Corinne Elizabeth Gaquin is a financial advisor at Raymond James Financial Services Advisors, Inc. Corinne has been in the industry for 10 years. Corinne is registered to provide investment advice in 20 states. Corinne holds the Series 66, SIE, and Series 7 securities licenses.
SPECIALIZATIONS