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Financial Planning Services Advisors in Nottingham, Maryland
14 Results
Unclaimed

J.p. Morgan Securities LLC

location

Nottingham, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Amya Butler is a financial professional with J.P. Morgan Securities LLC, based out of Nottingham, Maryland. Amya has been in the industry for over 3 months and has been registered with FINRA since March 2024. Amya is licensed to provide financial services in Maryland, Virginia, and the District of Columbia. Amya holds the Series 63, Series 6TO, and SIE licenses. Amya specializes in a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and the selection of other advisers.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Nottingham, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Devin Foudos is a financial advisor who is currently registered with J.P. Morgan Securities LLC. Devin has been in the industry since 2021 and has held previous roles at CHARLES SCHWAB & CO., INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Devin holds the Series 63, Series 6TO, and SIE licenses and has experience in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

NOTTINGHAM, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Edward Andrew Gerner is a financial professional with over 14 years of experience in the financial services industry. Edward is a Certified Financial Plannerâ„¢ and is registered with Osaic Wealth, Inc. in Maryland. He is also registered with the Securities and Exchange Commission (SEC) and holds the Series 7 and Series 66 licenses. Edward has been registered with the SEC since January 2010 and is actively involved in the financial community.

SPECIALIZATIONS

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

LPL Financial LLC

location

NOTTINGHAM, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Edwin Libby Dooley is a financial advisor who is registered with LPL Financial LLC. Edwin has been in the financial services industry since September 26, 2006 and is licensed to sell securities in 12 states. Edwin has passed the Series 6, 7, 24, 63 and 65 exams. The advisor specializes in working with individuals, high-net-worth individuals, corporations, businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and investment clubs.

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

J.p. Morgan Securities LLC

location

Nottingham, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jason Wancowicz is a financial professional with over 20 years of experience in the industry. Jason has held various positions at leading financial firms including PNC Investments, M&T Securities, Inc., and Signator Investors, Inc. Jason is currently registered with J.P. Morgan Securities LLC and is a licensed Series 6 and Series 63 representative, as well as having earned the SIE designation. Jason specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

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

NOTTINGHAM, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Mellisa Hamilton is a financial advisor who has been in the industry since 2011. Jennifer is currently registered with LPL Financial LLC in Nottingham, Maryland. Jennifer previously worked at M&T Securities, Inc. in Baltimore, Maryland. Jennifer holds the Series 6 and SIE licenses and is registered in Maryland. Jennifer has a broad range of experience and is well-equipped to help clients with their financial needs.

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

J.p. Morgan Securities LLC

location

Nottingham, MD

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joshua Ernest is a registered representative with J.P. Morgan Securities LLC in Nottingham, MD. Joshua has been in the financial services industry since June 19, 2018 and is a registered investment advisor in Maryland and Texas. Joshua previously worked at Empower Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Nottingham, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Roselyn Mwate Chanda is a financial professional associated with J.p. Morgan Securities LLC, a firm with a strong reputation in the industry. Roselyn has a strong educational background and is well-versed in a variety of financial products and services. She has a focus on providing comprehensive financial guidance and investment solutions to individuals and families. Roselyn is dedicated to helping clients achieve their financial goals through a personalized approach that prioritizes their unique circumstances and aspirations.

SPECIALIZATIONS

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

Nottingham, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Salvatore Raphael Rinaudo is a registered representative with Edward Jones. Salvatore Rinaudo has been in the industry since July 2019. Salvatore Rinaudo has been registered with Edward Jones since August 2019. Salvatore Rinaudo is licensed to conduct business in Arizona, Colorado, Delaware, Florida, Georgia, Kansas, Maryland, Massachusetts, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia.

SPECIALIZATIONS

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

Nottingham, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Steven Jay Reed is a financial advisor registered with Edward Jones in Nottingham, MD. Steven has been in the industry since 2001 and has a Series 7, Series 63, and Series 66 licenses. Steven also holds the SIE designation. Steven has been with Edward Jones since 2001. Edward Jones is a brokerage firm headquartered in St. Louis, Missouri. The firm provides financial services, including brokerage, investment advisory, and financial planning services. Edward Jones has a large network of financial advisors across the United States.

SPECIALIZATIONS

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

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