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

State Farm Investment Management Corp.

location

Clarksburg, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Armiger is a financial advisor who has been in the industry since 2014. Zachary is registered with State Farm Investment Management Corp. and is licensed in Delaware, District of Columbia, Maryland, and Virginia. Zachary has a Series 6, Series 63, and Series 65 license. Zachary also holds the Securities Industry Essentials (SIE) exam. Zachary is a financial advisor and is also the owner of Zachary Armiger's Insurance Agency. Zachary also owns several rental properties.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

Columbia, MD

0 Disclosures

ADVISOR BIO

Zachary Oliver Boleyn is a financial advisor with Beacon Pointe Advisors, LLC. Zachary has been in the industry for over 10 years. Zachary is registered as an Investment Advisor Representative in Maryland. Previously, Zachary has been employed by Triad Advisors, LLC and LPL Financial LLC. Zachary holds a Series 66, Series 7, and SIE. Zachary is also a Certified Financial Planner. In addition to his role at Beacon Pointe Advisors, Zachary also works as an insurance agent for Beacon Pointe Insurance Services, LLC.

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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Zachary M. Ruchman is an investment advisor representative at Homrich Berg. Zachary has been in the industry since 2012 and has a Series 65 license. Zachary is registered with the state of Maryland and the District of Columbia. Zachary specializes in providing financial planning, portfolio management, and selection of other advisors to clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
BILL PAY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Homrich Berg | CFP ® (Certifications)

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Zakia Khan Weber is a financial advisor with Homrich Berg. Zakia has been in the financial services industry for over six years, previously working at T. Rowe Price Investment Services and Merrill Lynch. Zakia is registered with the state of Maryland as an Investment Advisor Representative. Zakia holds the Series 66, Series 7 and SIE securities licenses. Zakia is also a Certified Financial Planner. Zakia specializes in providing financial advice to high-net-worth individuals, corporations, investment companies, and pooled investment vehicles. Zakia provides a range of financial services, including financial planning, bill pay services, selection of other advisors, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
BILL PAY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Baltimore, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Zhanel Mussa is a financial advisor at Morgan Stanley. Zhanel has been in the financial services industry for over 2 years and is registered to offer securities in Maryland. Zhanel is a Series 7, 63, and SIE licensed professional. Zhanel previously worked at HSBC Securities (USA) INC. where Zhanel was registered from April 2022 until November 2022. Zhanel is committed to providing clients with comprehensive financial planning and investment advice.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Zongying Montgomery is a financial advisor with Morgan Stanley. Zongying has been in the financial industry since December 2014 and is registered with both FINRA and the state of Maryland. Zongying has a Series 7, Series 66, Series 99 and SIE licenses. Zongying also has a strong background in the financial services industry, having worked at Morgan Stanley & Co. LLC and Morgan Stanley Services Group Inc. Zongying is committed to providing 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