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

State Farm Investment Management Corp.

location

Bowie, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Cinawaye Elivert is an investment advisor representative at State Farm Investment Management Corp. Cinawaye has been in the securities industry for over 10 years. Cinawaye is registered in the District of Columbia, Maryland, and Virginia. Cinawaye also holds Series 6, 63, and 65 licenses. Cinawaye's experience and qualifications make Cinawaye a valuable asset to any investor looking for professional investment advice.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Chevy Chase Trust Co.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Claire Virginia Voorhees is an investment advisor representative with Chevy Chase Trust Co.. Claire Voorhees has been in the industry for over 13 years and is registered with the state of Maryland, District of Columbia and Virginia. Claire Voorhees specializes in providing investment advice to individuals, families, and businesses. Claire Voorhees has experience working with both high-net-worth and non-high-net-worth clients. Claire Voorhees has worked with a variety of clients, including individuals, families, businesses, charitable organizations, and pooled investment vehicles. Claire Voorhees provides financial planning, portfolio management, and investment advisory services.

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
location

Annapolis, MD

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Clarence Murray is a financial advisor with Morgan Stanley. Clarence has been in the industry since 1984. Clarence has experience with a variety of firms, including WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY DW INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Clarence holds Series 7, 63, and 66 securities licenses. Clarence specializes in providing financial planning, portfolio management, and asset allocation 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

6 Years Experience

0 Disclosures

ADVISOR BIO

Claudia Ravert is an investment advisor representative registered with Morgan Stanley. Claudia has been working in the financial services industry since 2012. Her experience includes working with Morgan Stanley & Co. LLC. Claudia has a Series 99 license. She is also licensed to sell securities in Maryland.

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

Lutherville, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Clint Christopher Clifford is a financial advisor who has been in the industry since 2010. Clint is currently registered as a broker-dealer and investment advisor representative with Morgan Stanley, located in New York, NY. Clint has held previous positions at THE GMS GROUP, LLC in Houston, TX, and has a wide range of experience in the financial services industry. Clint is a Series 63, 66, 7, 9, 10, 31, and SIE licensed professional. Clint is registered in many states across the US, including, but not limited to, MD, NY, PA, TX, and many others.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Cody Monarch is a registered representative with Morgan Stanley. Cody is registered in 40 states and the District of Columbia, as well as the District of Columbia. Cody has been in the securities industry for over 2 years.

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

18 Years Experience

0 Disclosures

ADVISOR BIO

Colin Leslie Mead is a financial advisor currently registered with Morgan Stanley. Colin Leslie Mead has been in the industry since 2006 and is currently registered with 35 states as well as FINRA. Previously, Colin Leslie Mead was associated with CITIGROUP GLOBAL MARKETS INC. for 2.5 years. Colin Leslie Mead holds a Series 7, Series 66 and SIE license. Colin Leslie Mead has specialized in working with a variety of clients, including high net worth individuals, charitable organizations, insurance companies, and investment companies.

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Colin B. Cummings is a registered representative with T. Rowe Price Associates, Inc. Colin is licensed to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Colin is a Series 66, Series 7TO and SIE licensed representative, and has been in the industry since 2021. Colin has a history of working with various client types including corporations, individuals, investment companies, charitable organizations, 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

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

location

Frederick, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Connie Jean Snook is a financial professional with over 28 years of experience in the industry. Connie is registered with State Farm Investment Management Corp. and is currently licensed in DC, MD, NC, PA, VA, and WV. Connie has a strong track record of providing financial advice to individuals and investment companies. Connie has held various roles in the financial industry, including working as an agent for Connie Snook's Insurance Agency. Connie is a Chartered Financial Consultant and holds the Series 6 and Series 63 securities licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

Rockville, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Connor Harrington is an investment advisor representative at Morgan Stanley. Connor is registered with the state of Maryland and has been in the financial industry since 2022. Connor has passed the Series 66, Series 7TO, and SIE exams. Connor is also registered with the state of Texas. Connor offers financial planning, educational seminars and portfolio management for individuals, businesses, and investment companies.

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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