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Advisors in Silver Spring, Maryland
66 Results
Unclaimed

Truist Advisory Services, Inc.

location

SILVER SPRING, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Marcela Munoz is a financial advisor at Truist Advisory Services, Inc. Adriana has been in the financial industry since July 2014 and has worked for Wells Fargo Clearing Services, LLC and Truist Investment Services, Inc. Adriana is licensed in the state of Maryland to provide both investment advisory and brokerage services. Adriana Marcela Munoz is a registered representative of Truist Advisory Services, Inc., a registered investment adviser.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

ON Investment Management Co. | CFC ® (Certifications)

location

SILVER SPRING, MD

experience

51 Years Experience

0 Disclosures

ADVISOR BIO

Allen Randolph Bruce is a financial advisor with over 50 years of experience in the industry. Allen is a registered representative with ON Investment Management Co. and holds several industry licenses and designations, including the Series 7, Series 63, Series 65, and the Chartered Financial Consultant designation. Allen has extensive experience providing financial planning, investment advisory, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. Allen was previously registered with H. Beck, Inc., Valmark Securities, Inc., Mutual Service Corporation, and Manequity, Inc. Allen has a strong commitment to providing personalized financial guidance and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
MORNINGSTAR INVESTMENT SERVICES LLC, SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Unclaimed

Ameriprise Financial Services, LLC

location

Silver Spring, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andres Santiago Dardon goodall is a financial advisor registered with Ameriprise Financial Services, LLC. Andres has been in the financial industry for 2 years and holds the Series 7TO, SIE and Series 66 licenses. Andres has been associated with Ameriprise Financial Services, LLC since March 2023. Prior to Ameriprise Financial Services, LLC, Andres was employed by Northwestern Mutual Investment Services LLC in Lake Elmo, Minnesota. Andres provides financial planning, portfolio management for individuals and businesses, and asset allocation services.

SPECIALIZATIONS

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

BNB Wealth Mangagement, LLC

location

SILVER SPRING, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Joseph Bellamah is a financial advisor with BNB Wealth Management, LLC, a registered investment advisor. Andrew has over 9 years of experience in the financial services industry. He holds a Series 66 license as well as a Series 7 and SIE. Andrew specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and small businesses. He is also a registered investment advisor representative in Florida and Maryland. Andrew is committed to providing his clients with personalized and comprehensive financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

BNB Wealth Mangagement, LLC

location

SILVER SPRING, MD

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Roland Bellamah is an investment advisor representative with BNB Wealth Management, LLC. Andrew Bellamah has been in the industry since October 30, 1991. Andrew Bellamah is registered in 29 states and has 3 Investment Advisor registrations. Andrew Bellamah has 3 product exams, 2 state exams and 2 principal exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Rossby Financial, LLC

location

Silver Spring, MD

0 Disclosures

ADVISOR BIO

Brandon Clark is an investment advisor representative with Rossby Financial, LLC. Brandon has been in the financial services industry for several years and has experience working with high-net-worth individuals, as well as other individuals and families. Brandon is registered with the state of Maryland and holds both Series 66 and Series 7 licenses. Brandon provides a variety of services, including financial planning, portfolio management, and family office services. Brandon is dedicated to providing personalized advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stratos Wealth Partners, Ltd. | CFC ® (Certifications)

location

SILVER SPRING, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Brita Michele Jones is a financial advisor with Stratos Wealth Partners, Ltd. Brita has been in the industry since October 1999. Her firm offers investment advisory and financial planning services. Brita is registered with FINRA and has a Series 7, Series 6, and SIE licenses. She is also a Chartered Financial Consultant (ChFC) and specializes in various areas, including estate planning, retirement planning, and investment management.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

SILVER SPRING, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Buvisuru Maitipe is a financial professional registered with J.p. Morgan Securities LLC. Buvisuru has been in the industry for over 3 months and holds a Series 63, SIE, and Series 6TO license. Buvisuru works out of the firm's SILVER SPRING, MD office.

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

Silver Spring, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Carlos Iglesias is a financial advisor who is registered with the state of Maryland and has a Series 63, Series 6TO, and SIE license. Carlos is employed by J.P. Morgan Securities LLC and is located at 11297 New Hampshire Ave, Silver Spring, MD. Carlos provides financial planning and portfolio management services.

SPECIALIZATIONS

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

LPL Financial LLC

location

SILVER SPRING, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Carlos Ruiz is a financial advisor with over 10 years of experience in the financial services industry. Carlos is currently registered with LPL Financial LLC. Carlos is also registered with the following states: California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont, Virginia. Carlos specializes in providing financial advice to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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