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Current Employers
Abel Financial Management Co.

Eldersburg, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Eldersburg, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rita Abel, Cpa Baltimore MD 05/1991 Present
Abel Financial Management, Co. Towson MD 01/1994 Present
Other Businesses

TRUSTEE FOR A CLIENT ON A ILIT (INSURANCE TRUST); ABEL FINANCIAL MANAGEMENT CO.- RIA IN THE STATE OF MD. OPERATING AS AN S CORP.; RITA ABEL, CPA, P.A.- S CORP. PUBLIC ACCOUNTING FIRM. MEMBER: AICPA AND MACPA; CARE FIRST BC/BS FIXED INSURANCE;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-01-06
  • S63 Uniform Securities Agent State Law Examination
    1994-01-06
Designations
Other Names
  • Margarita Pertman

View on SEC IAPD

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