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Amir Dreams is an Investment Advisor Representative with Greenspring Advisors, LLC. Amir is based in Towson, Maryland and has been in the industry for over 10 years. Amir is also a Certified Financial Planner. The advisor has been active in the industry for over 10 years. Greenspring Advisors, LLC is a financial services firm that provides investment advisory services to individuals, families, trusts, estates, charitable organizations, businesses and retirement plans. The firm has approximately $1 billion to $10 billion in assets under management and has a client base of 59. The firm's main office is located in Towson, Maryland. Amir's area of expertise includes financial planning, pension consulting and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment consulting and educational services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
09/25/2023 - Present
Greenspring Advisors, LLC (TOWSON MD)
IA
Issued 09/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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