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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Cresset Asset Management, LLC

location

Menlo Park, CA

0 Disclosures

ADVISOR BIO

Maria Nicole Rogers is an Investment Advisor Representative associated with Cresset Asset Management, LLC. Maria's professional experience includes time at FIRST REPUBLIC SECURITIES COMPANY, LLC and First Republic Investment Management, Inc. Maria has a Series 66 license and has passed the Series 7TO and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Maria Margareta McDermott is a registered representative with Robert W. Baird & Co. Inc. and has been in the industry since February 2002. Maria is also a registered investment advisor in Wisconsin and has been working in the field for more than 20 years. Maria specializes in various areas including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Maria's previous experience includes positions at Morgan Stanley DW Inc. and Strong Investments, Inc.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Pittsburgh - Wexford, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Maria McDonald is a financial advisor with Robert W. Baird & Co. Inc. located in Pittsburgh - Wexford, PA. Maria has been in the financial services industry since October 23, 2000. Maria is registered with the state of Pennsylvania and holds Series 63, Series 7 and SIE licenses. Prior to joining Robert W. Baird & Co. Inc., Maria worked at HEFREN-TILLOTSON, INC.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

DALLAS, TX

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Maria Bridgeford is a financial advisor with RBC Capital Markets, LLC. Maria has been in the financial services industry since 2005. Maria holds the Series 66, SIE, and Series 7 licenses and is registered to provide investment advice in 53 states. Maria previously worked at AXA Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Waverly Advisors, LLC

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Maria Luna Mora velasquez is a registered Investment Advisor Representative with Waverly Advisors, LLC. Maria has been in the industry for 4 years and is actively registered in Alabama. Maria obtained her Series 65 license in August 2024. Maria specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Maria Cayetano is a financial advisor at RBC Capital Markets, LLC. Maria has over 30 years of experience in the financial services industry. Maria is a registered representative in Minnesota. She is also a Series 7 and Series 63 licensed professional. Maria has experience providing investment advice and financial planning services to individuals, corporations and institutions. She is committed to providing her clients with personalized financial solutions to help them meet their goals. Maria was previously employed by DAIN RAUSCHER INCORPORATED.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Federated Investment Counseling

location

Lincoln University, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Maria Riggi is an investment advisor representative with Federated Investment Counseling in Lincoln University, Pennsylvania. Maria has been in the industry since September 14, 2006. Maria holds the Series 7, Series 31, and Series 66 securities licenses and the SIE exam. Maria also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BlackRock Investments, LLC, and FAM Distributors, Inc.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

SAN FRANCISCO, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Maria Pejoro is a financial advisor with over 28 years of experience in the financial services industry. Maria is currently registered with Oppenheimer & Co. Inc. and has previously worked at Raymond James & Associates, Inc., Stifel, Nicolaus & Company, Incorporated, Morgan Stanley, and J.P. Morgan Securities LLC. Maria has a strong track record of success in helping clients achieve their financial goals. Maria is committed to providing her clients with personalized financial advice and guidance. Maria is a Series 7, Series 9, Series 10, and Series 63 licensed advisor.

SPECIALIZATIONS

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

PLANO, TX

0 Disclosures

ADVISOR BIO

Maria Alejandra Melchor gomez is an investment advisor representative at Fisher Investments. Maria Alejandra has been registered with the SEC since June 15, 2024. Maria Alejandra holds a Series 65 license and is registered in Texas and Washington. Maria Alejandra Melchor gomez has been in the financial industry for over three years. Fisher Investments is a firm based in Plano, Texas. The firm specializes in portfolio management for individuals, investment companies, businesses and pooled investment vehicles. The firm has a total of 2471 investment advisor representatives and manages approximately $298.73 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Maria Spiro is a registered investment advisor representative with Lord, Abbett & Co. LLC, with experience in the financial services industry since June 2007. Maria has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Maria currently holds registrations in New Jersey and New York.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles

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