Years of Experience
5-20+ Years
Rockville, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Stitely is a financial advisor who has been in the industry since May 2008. Michelle is currently registered with Morgan Stanley and has been with the firm since June 2009. Michelle holds a Series 66 license and is registered in 47 states and two provinces. Michelle has been registered with Morgan Stanley in both broker-dealer and investment advisor capacities in Texas and Maryland since June 2009 and May 2010 respectively. Michelle's previous experience includes employment with CITIGROUP GLOBAL MARKETS INC. in Frederick, MD.
SPECIALIZATIONS
Rockville, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Mo You is a registered representative with J.p. Morgan Securities LLC and has been in the industry since August 2022. Mo You holds Series 63, SIE, and Series 6TO licenses. Mo You's professional designations include: 1, 2, 4, 5, and 6. Mo You is currently registered in District of Columbia, Maryland, and Virginia.
SPECIALIZATIONS
ROCKVILLE, MD
11 Years Experience
0 Disclosures
ADVISOR BIO
Morgan Wright Haeberlin is a financial advisor with Grove Point Advisors, LLC, a firm based in Rockville, MD. Morgan has been working in the industry since 2013 and is registered in Maryland and Virginia. They provide financial planning, portfolio management for individuals and businesses, and pension consulting services. Morgan has a strong background in the securities industry, holding Series 7, 63, 66, 99TO, and SIE licenses.
SPECIALIZATIONS
ROCKVILLE, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Myranda Lynn Armey is a financial advisor with over 15 years of experience in the financial services industry. Currently, Myranda is an investment advisor representative for Osaic FA, Inc., based in ROCKVILLE, MD. Myranda's previous experience includes working as a financial advisor for Lincoln Financial Distributors, Inc. and Lincoln Financial Advisors Corporation. Myranda holds Series 6 and Series 26 licenses. Myranda specializes in providing financial planning, portfolio management for individuals and businesses, and retirement plan consulting services.
SPECIALIZATIONS
ROCKVILLE, MD
4 Years Experience
0 Disclosures
ADVISOR BIO
Nainoksha Kaushal is a financial advisor with Edward Jones. Nainoksha has been in the industry since 2021. Nainoksha has experience working with Charles Schwab & Co., Inc. and Morgan Stanley. Nainoksha specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services to clients.
SPECIALIZATIONS
Rockville, MD
36 Years Experience
0 Disclosures
ADVISOR BIO
Nancy Jean Hendershot is a financial advisor who has been in the industry since March 22, 1989. Nancy is registered with Lincoln Investment and has been with the firm since March 28, 1991. Nancy holds Series 6, 63, and 65 licenses and is a registered investment advisor. Nancy is also a registered representative in Kansas and Maryland. Nancy has a diverse background, having previously worked in the healthcare industry. Nancy is committed to providing her clients with personalized financial advice and services. Nancy specializes in providing financial planning, portfolio management, and selection of other advisors.
SPECIALIZATIONS
ROCKVILLE, MD
0 Disclosures
ADVISOR BIO
Neal Bobys is a registered Investment Advisor Representative with Research Financial Strategies in ROCKVILLE, MD. Neal is a veteran of the financial services industry with over 40 years of experience. Neal also has a background in media buying and telecom consulting, providing a unique perspective to the financial planning process. Neal is also a registered representative and holds Series 63 and 65 securities licenses. Neal specializes in providing financial planning services for individuals, families, and businesses.
SPECIALIZATIONS
ROCKVILLE, MD
0 Disclosures
ADVISOR BIO
Nicholas Booth is a financial advisor with over 3 years of experience in the industry. Nicholas is currently registered with Nine Inning Finance and Nectarine. Nicholas is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Nicholas has previously worked with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicholas specializes in providing financial planning and educational seminars to individuals.
SPECIALIZATIONS
ROCKVILLE, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Nicholas Johnson is a registered investment advisor representative. Nicholas has been in the securities industry since 2018. He is currently employed by Grove Point Advisors, LLC. Nicholas is licensed to provide investment advice in the states of Colorado, District of Columbia, Florida, Minnesota, Missouri, New York, North Dakota, and Wisconsin. He is also registered as an investment advisor in Wisconsin. Nicholas provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
Rockville, MD
12 Years Experience
1 Disclosures
ADVISOR BIO
Nicholas Carter is a financial advisor with Cetera Investment Advisers LLC. Nicholas is a registered representative with Cetera Investment Advisers LLC, registered with FINRA and licensed to provide financial services in Maryland. Nicholas has been in the financial services industry since October 2012. Nicholas specializes in working with individuals, corporations, and businesses to develop customized financial plans to meet their specific needs. Nicholas offers a range of financial advisory services, including financial planning, portfolio management, and pension consulting. In addition to his role as a financial advisor, Nicholas is also an official for Southeastern Hockey Officials Association and an official for the recreational adult hockey league Hockey North America. Nicholas holds a Series 7 and Series 66 securities license and a SIE license. Nicholas's office is located in Rockville, Maryland.
SPECIALIZATIONS