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Educational Seminars & Workshops Advisors in Prince Frederick, Maryland
16 Results
Unclaimed
location

PRINCE FREDERICK, MD

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Casey Christine Styer is a financial advisor registered with Edward Jones. Casey has been in the financial services industry since 2017. Casey is currently registered in 18 states. Casey earned the Series 7, Series 66, and SIE licenses. Casey can assist individuals and families with financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Casey has previously worked with Blue Agave Grill and has a strong background in education.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

PRINCE FREDERICK, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christina Coffey is a financial advisor with Edward Jones. Christina has been in the financial services industry since 2018. Christina is registered in 12 states. Christina also holds the Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PRINCE FREDERICK, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Jonathan Menendez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the industry since 2014. He specializes in providing financial services to high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. Daniel is registered to provide investment advice in Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia, and West Virginia.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

PRINCE FREDERICK, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth E Rockenbaugh is a financial advisor associated with Edward Jones. Elizabeth E Rockenbaugh has been in the securities industry since May 12, 2020 and is licensed in 24 states. Elizabeth E Rockenbaugh is also registered as an Investment Advisor Representative in Maryland and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Prince Frederick, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Erik Michael Thompson is a financial advisor with Edward Jones, a large investment firm based in St. Louis, Missouri. Erik is registered with the state of Maryland as a Registered Representative and Investment Advisor Representative. Erik has been in the financial services industry since August of 2022. Erik is Series 7, Series 66 and SIE licensed. Erik is currently licensed in multiple states including Colorado, Delaware, District of Columbia, Florida, Georgia, Idaho, Maryland, New York, North Carolina, Pennsylvania, Texas, and Virginia. Erik provides portfolio management for individuals and businesses, and offers financial planning and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Prince Frederick, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jalyn T. Robertson is a registered representative with J.P. Morgan Securities LLC, a well-established financial firm with a strong reputation. Jalyn is licensed to provide securities advice in the District of Columbia, Maryland, and Virginia. Jalyn has experience in the securities industry and is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Prince Frederick, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Justin Ruest is a financial advisor with Edward Jones, a firm that manages over $800 billion in assets. Justin has been in the financial services industry since 2010, working previously with Signator Investors, Inc.. Justin holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Justin specializes in providing financial planning and portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

PRINCE FREDERICK, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Justin Emmert is a financial advisor at Commonwealth Financial Network in Prince Frederick, MD. Justin has been working in the financial services industry since November 2015. Justin is registered with FINRA as a registered representative, and is a licensed investment advisor representative in Maryland and several other states. Justin has earned the Series 7 and Series 66 licenses, and the SIE exam. Justin is also a Certified Financial Planner. Commonwealth Financial Network is a Registered Investment Advisor with a strong presence in the financial services industry, serving individual clients, high net worth individuals, corporations, charitable organizations and others. Justin specializes in investment advice, financial planning, portfolio management and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

Prince Frederick, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kody Alec Slayton is a financial advisor with Edward Jones. Kody Alec Slayton has been in the industry since August 2016 and is registered to provide investment advice in 20 states. Kody Alec Slayton is also a Certified Financial Planner. Kody Alec Slayton works out of the Prince Frederick, MD office of Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Prince Frederick, MD

experience

21 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Leo David Ritter is a financial advisor with Edward Jones. Leo has been in the industry since March 2004 and holds both a Series 63 and Series 66 license. Leo is also a registered representative in 25 states. Leo specializes in portfolio management for individuals and businesses, financial planning and pension consulting. Leo's clients primarily include high net worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and partnerships, investment clubs, and limited liability companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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