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

Bethesda, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Sylvia Habib is a financial advisor with Morgan Stanley in Bethesda, MD. Sylvia has been working in the financial services industry since 1994. Sylvia is registered as a broker-dealer (Series 7), an investment advisor representative (Series 65), and a registered representative in multiple states. In addition to Morgan Stanley, Sylvia has previous experience at CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Sylvia has a strong track record of helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

T. Rowe Price Associates, Inc.

location

Owings Mills, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tahirah Jackson is an investment advisor representative with T. Rowe Price Associates, Inc. Tahirah has been in the securities industry for over a year. Tahirah has a Series 66, Series 7TO, and SIE license. Tahirah is registered with the state of Maryland and other states. Tahirah was previously registered with J.P. Morgan Securities LLC. Tahirah has experience with a variety of clients including high-net-worth individuals, insurance companies, investment companies, and pooled investment vehicles. Tahirah specializes in providing portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.

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

Baltimore, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Takiesha Sabrina Neal is a registered representative of Morgan Stanley. Takiesha has been in the industry for 2 years. Takiesha is licensed to conduct business in Maryland. Takiesha has obtained her Series 99TO and SIE licenses. Takiesha is registered with FINRA. Takiesha is located in the Baltimore, MD office of Morgan Stanley.

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.

location

Baltimore, MD

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Tamara Thomson is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp., working in the Baltimore office. Tamara has been in the securities industry since 2012 and is registered in Delaware, Maryland, Pennsylvania and Virginia. Tamara holds the Series 6, 63 and 65 securities licenses and the SIE exam.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp.

location

California, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Tammy Gladstone is a registered investment advisor representative with State Farm Investment Management Corp.. Tammy is licensed to provide advisory services in Maryland, North Carolina, and Virginia. Tammy has been in the financial services industry since 2000 and is currently registered with State Farm Investment Management Corp..

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

Bethesda, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Tanique K Louis is a financial advisor who has been in the industry since June 19, 2000. Currently, Tanique is registered with Morgan Stanley. Tanique has also been previously registered with CITIGROUP GLOBAL MARKETS INC. Tanique specializes in providing financial advice to individuals, businesses, investment companies, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Baltimore, MD

experience

7 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tanita Mobley is a registered representative with Morgan Stanley in Baltimore, MD. Tanita has been in the industry since June 2017, and is licensed in Maryland. Tanita holds Series 6, 63 and SIE licenses. Tanita previously worked at T. Rowe Price Investment Services, Inc., in Owings Mills, MD.

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

Chevy Chase Trust Co. | CFA ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Tapfuma Chibaya is a financial advisor at Chevy Chase Trust Co. based in Bethesda, MD. Tapfuma holds the Series 7, Series 63, Series 86, Series 87 and Series 79 licenses. Tapfuma is also a Chartered Financial Analyst (CFA). Before joining Chevy Chase Trust Co. in August of 2016, Tapfuma worked at JP Morgan Securities LLC in New York, NY.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

T. Rowe Price Associates, Inc.

location

Owings Mills, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tara Coates is a financial advisor with T. Rowe Price Associates, Inc., working out of the Owings Mills, Maryland branch office. She has been in the industry since 2015, holding multiple registrations across the country, and holds several licenses, including the Series 63, Series 66, Series 7TO, and SIE. Tara Coates has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, investment companies, and state or municipal government entities.

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

11 Years Experience

0 Disclosures

ADVISOR BIO

Tara Mullins Tucker is a financial advisor registered with Morgan Stanley. Tara has been in the industry since April 2014. Tara holds a Series 66, Series 7, and SIE license. Tara is registered to provide investment advice in 35 states. Tara has experience working with individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, charitable organizations, and state and municipal government entities.

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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