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Financial Advisors in Maryland
10,173 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aadit Lall Shrestha is a registered representative with Stifel, Nicolaus & Company, Inc. with a current scope of practice for both Broker-Dealer and Investment Advisor. Aadit Lall Shrestha has been in the industry since January 5, 2020. Aadit Lall Shrestha holds the Series 86, Series 87, and SIE licenses. Aadit Lall Shrestha is also a registered Investment Advisor Representative.

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 Pooled Investment Vehicles
Unclaimed

PFS Investments Inc.

location

OWINGS MILLS, MD

0 Disclosures

ADVISOR BIO

Aalap Maddirala is a financial professional associated with PFS Investments Inc. in the state of Florida. Aalap Maddirala has been in the industry since July of 2024 and is actively working with clients. Aalap Maddirala is currently registered with the state of Florida. Aalap Maddirala also holds the Series 6TO, Series 63 and SIE licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Edward Lekarz is an active investment advisor representative and investment advisor registered with Equitable Advisors, LLC. Aaron has been in the securities industry since January 30, 2014. Aaron's professional experience includes working for AXA Advisors LLC and Equitable Advisors, LLC. Aaron holds Series 63, 65, 7, and 24 securities licenses and has been registered in 25 states. Aaron also has a Securities Industry Essentials Examination certification.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

LINTHICUM HEIGHTS, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Williams is a registered representative with Valic Financial Advisors, Inc. He has been in the industry since October 2023 and is licensed in District of Columbia, Maryland, and Virginia. Aaron also holds the Series 66, Series 7, and SIE licenses. He provides financial planning, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Northwestern Mutual Investment Services, LLC

location

Frederick, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Schreur is a financial advisor associated with Northwestern Mutual Investment Services, LLC. Aaron has been in the industry since November 2020. Aaron has passed the Series 63, Series 7TO, and SIE exams, and is registered in 25 states. Aaron is located in Frederick, MD, and works out of the Northwestern Mutual Investment Services, LLC office located at 150 S East St Ste 303 in Frederick, MD.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Fidelis Capital | CFA ® (Certifications)

location

Bethesda, MD

0 Disclosures

ADVISOR BIO

Aaron Wall is a financial advisor at Fidelis Capital. Aaron has been in the financial services industry for over 6 years. Aaron holds the designation of Chartered Financial Analyst and is registered in the state of Maryland. Aaron specializes in providing financial planning, pension consulting and selection of other advisors. Aaron works with individuals, high net worth individuals, insurance companies, investment companies, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

SPECIALIZATIONS

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

PFS Investments Inc.

location

GREENBELT, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Aaron T. Singleton is a registered representative with PFS Investments Inc., a firm with a focus on providing portfolio management for individuals. Aaron has been in the industry since July 16, 2007, and holds the Series 6, Series 63 and SIE licenses. Aaron is licensed to provide investment advice in the District of Columbia, Maryland and Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

BEL AIR, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Stephenson is a registered representative with Edward Jones, a leading financial services firm. Aaron has been in the industry since 2016 and has a strong track record of providing sound financial advice to clients. Aaron is dedicated to helping clients achieve their financial goals through a personalized approach and a focus on long-term planning. Aaron is committed to building lasting relationships with clients and providing them with the support they need to make informed financial decisions. Aaron is also registered to offer investment advisory services in several states.

SPECIALIZATIONS

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

Grove Point Advisors, LLC

location

Baltimore, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Polun is a financial advisor registered with Grove Point Advisors, LLC. Aaron has been in the financial services industry since February 22, 2006. Aaron is a registered representative of FINRA and is also registered as an investment advisor representative in Maryland. Aaron is licensed in 10 states. Aaron is qualified to offer a wide range of financial services including financial planning, pension consulting, and educational seminars. Aaron also provides portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

Money Concepts Capital Corp.

location

TOWSON, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Welch is a registered investment advisor with Money Concepts Capital Corp. Aaron Welch has been working in the financial services industry since October 31, 2004 and holds Series 6, 7, 63, and 65 licenses. Aaron Welch is also licensed in Georgia, Maryland, North Carolina, Pennsylvania, and Virginia. Money Concepts Capital Corp. provides portfolio management for individuals and businesses, general consulting services, and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
GENERAL CONSULTING SERVICES

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