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

Annapolis, MD

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Michael Turnock is an investment advisor representative with Morgan Stanley. Kevin has been in the financial services industry since 1995. He has a Series 7, Series 63, Series 65, and SIE licenses. Kevin is also a registered investment advisor in Maryland and Texas. Kevin has experience providing financial advice to individuals, businesses, and institutions.

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

16 Years Experience

0 Disclosures

ADVISOR BIO

Kiarra Sandoval has been in the financial services industry since November 2008. Kiarra is a registered representative of Morgan Stanley in Bethesda, Maryland. Previously, Kiarra was associated with Ameriprise Financial Services, Inc. and Charles Schwab & Co., Inc. Kiarra holds FINRA Series 7, 63, and 66 licenses. Kiarra also has the SIE license.

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

13 Years Experience

0 Disclosures

ADVISOR BIO

Kieren Reilly-seivert is a financial advisor who has been working in the industry since 2011. Kieren is currently registered with Morgan Stanley and is also registered in 27 states. Kieren has a strong background in financial planning and portfolio management. Kieren is dedicated to helping clients achieve their financial goals. Kieren has experience working with individuals, families, businesses, and institutions. Kieren offers a variety of financial services, including investment management, retirement planning, and estate planning. Kieren is committed to providing clients with personalized service and guidance. Kieren is a Registered Representative with Morgan Stanley and a Registered Investment Advisor with Morgan Stanley Smith Barney LLC. Kieren holds the Series 7, Series 66, and SIE licenses.

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

5 Years Experience

0 Disclosures

ADVISOR BIO

Kierra Watson is a registered representative at Morgan Stanley, a firm that provides a broad range of financial services. Kierra has been in the financial services industry since September 2019. Kierra is currently 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

19 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Amend is an investment advisor representative at Morgan Stanley. Kimberly has been in the financial services industry since October 2005. She holds Series 7, 63 and 66 licenses and has been registered in 37 states. Kimberly has previously worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, 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

Baltimore, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Gould is an investment advisor representative at Morgan Stanley with experience in the industry since 2022. Kimberly holds the Series 66, Series 7TO and SIE licenses. Kimberly is registered with the state of Maryland and Texas. Kimberly currently works in the Baltimore office. Kimberly also provides administrative functions at Capitol Debate Inc. and customer service at Charter Senior Living 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
ASSET ALLOCATION ADVICE
Unclaimed
location

LA PLATA, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Ju Rosenfield is an active broker and investment advisor representative with Morgan Stanley. Kimberly has been in the securities industry for 26 years. Kimberly is registered in 37 states. Kimberly is a Series 7, Series 66, and SIE licensed holder. Kimberly has experience with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Kimberly has also held a position as a partner at Gapstow Ventures 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
ASSET ALLOCATION ADVICE
Unclaimed
location

Frederick, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Compton Bishop is a financial advisor in Frederick, MD with over 9 years of experience in the industry. Kimberly is registered with Morgan Stanley and holds licenses in 42 states and the District of Columbia. Kimberly has a strong background in providing financial planning and investment advice to individuals and businesses. Kimberly's expertise includes asset allocation, portfolio management, and retirement planning. Kimberly has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses. She is committed to helping her clients achieve their financial goals. Kimberly is a dedicated professional with a passion for helping her 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
location

Baltimore, MD

0 Disclosures

ADVISOR BIO

Kimberly Hsiao is a registered representative with Morgan Stanley. Kimberly has been in the industry since June 10, 2024. Kimberly holds the Series 7TO and SIE securities licenses and is registered with FINRA and the state of Maryland. Kimberly specializes in a range of investment services, including asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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

8 Years Experience

0 Disclosures

ADVISOR BIO

Kira Bree Pancotti is a registered representative with T. Rowe Price Associates, Inc. based in Owings Mills, Maryland. Kira has over 10 years of experience in the financial services industry. She is a licensed Investment Advisor Representative in the state of Maryland. Kira has a broad range of experience and licenses, including Series 6, 7, 24, 63, and 66. Kira has been registered with T. Rowe Price since February 2016, and prior to that was registered with Morgan Stanley. Kira holds several designations and has a track record of providing comprehensive financial advice to her clients.

SPECIALIZATIONS

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

Need help matching

with the right advisor?