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Portfolio Management for Individuals Advisors in Maryland
1,106 Results
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

COLUMBIA, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Slater is a financial professional with over 25 years of experience in the financial services industry. Aaron is a Registered Representative of State Farm Investment Management Corp. and currently holds Series 6, 26 and 63 licenses. Aaron specializes in providing investment advice and portfolio management services to individuals and investment companies. Aaron is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Bethesda, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Scissors is an active investment advisor representative at Morgan Stanley. Aaron has been in the securities industry since 2022 and has registrations in 48 states and the District of Columbia, as well as a Series 66, Series 7TO, and SIE license. Aaron has worked for Morgan Stanley Smith Barney LLC since November 2021 and has experience in the financial industry from previous roles at the University of Maryland and Morgan Stanley Private Bank, N.A. Aaron's firm, Morgan Stanley, is a large financial firm with over $1 trillion in assets under management and offers a wide range of financial services, including investment management, financial planning, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

POTOMAC, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Aashish Goel is a financial advisor who has been in the industry since May 2000. Aashish is currently registered with Morgan Stanley and is licensed in 52 states and the District of Columbia. Prior to joining Morgan Stanley, Aashish worked at Citigroup Global Markets Inc and Ferris, Baker Watts Incorporated.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Bethesda, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Adam Thomas Rorrer is a financial advisor with Morgan Stanley. Adam has been in the financial services industry since 1996. Adam is registered with both the Securities and Exchange Commission (SEC) and FINRA. Adam's previous experience includes roles with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Adam holds a variety of licenses and certifications, including Series 7, 6, 63, and 66. Adam is a specialist in various financial planning areas, including investment company products, variable contracts, managed funds, and investment advisory services.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley

location

Baltimore, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Adam Clay is a registered representative with Morgan Stanley. Adam has been in the industry since June 14, 2016. Adam holds the Series 99 and SIE licenses. Adam is located in Baltimore, Maryland. Adam's primary firm branch office is located in Baltimore, Maryland. Morgan Stanley, a registered broker-dealer and investment advisor, has assets under management (AUM) between $10 billion and $50 billion. Morgan Stanley manages over $1.4 trillion in assets. The firm has approximately 1,570 licensed agents and 22,500 investment advisor representatives.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

T. Rowe Price Associates, Inc. | CFA ® (Certifications)

location

BALTIMORE, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Adam Ira Cohen is a financial advisor at T. Rowe Price Associates, Inc. Adam Ira Cohen is licensed in 53 states and has been in the financial industry since May 31, 2003. Adam Ira Cohen is also registered with FINRA and is a Registered Investment Advisor in Maryland. Adam Ira Cohen specializes in providing portfolio management services for individuals, businesses, pooled investment vehicles, and investment companies. Adam Ira Cohen holds the Series 63, 65, 7, 24, and SIE exams.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

T. Rowe Price Associates, Inc.

location

BALTIMORE, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Adrianna Caulder is an investment advisor representative currently registered with T. Rowe Price Associates, Inc. in Baltimore, MD. Adrianna has been in the industry since July 14, 2008. Adrianna has also previously worked at Profunds Distributors, Inc. and UBS Financial Services Inc. Adrianna has passed a number of exams including the Series 7, Series 63, Series 65, and the SIE. Adrianna is also a registered investment advisor with the state of Maryland.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Bethesda, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Adrianne Medford Deuel is a financial advisor at Morgan Stanley, with over 27 years of experience in the industry. Adrianne holds the Series 7, 9, 10, 63, and 65 licenses, and is registered in 53 states and the District of Columbia, in addition to being a Registered Investment Advisor in Maryland, Texas, and the District of Columbia. Adrianne is able to provide a wide range of investment services, including portfolio management for individuals, businesses, and investment companies, asset allocation advice, financial planning, and pension consulting. Adrianne previously worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Ft Washington, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Agaitha Allen is a financial professional who has been in the industry since June 8, 1998. Agaitha is registered with State Farm Investment Management Corp. in Delaware, District of Columbia, Georgia, Maryland, New York, North Carolina, Pennsylvania, and Virginia. Agaitha is a Chartered Financial Consultant and holds Series 6, Series 63, and SIE licenses. Agaitha Allen provides financial advice and services to individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Bethesda, MD

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Agustina Doval is a financial advisor with over 5 years of experience in the financial services industry. Agustina currently works at Morgan Stanley, where Agustina specializes in providing investment advice to high net worth individuals, corporations, charitable organizations and other institutions. Prior to joining Morgan Stanley, Agustina worked at UBS Financial Services Inc. and Price Benowitz, LLP. Agustina holds a Series 66, Series 7TO, and SIE license and is registered to conduct business in 30 states and the District of Columbia. Agustina is committed to providing her clients with personalized financial advice and helping them 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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