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Financial Advisors in Maryland
10,173 Results
Unclaimed

LPL Financial LLC

location

HANOVER, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bilal Colbert is a financial advisor at LPL Financial LLC. Bilal has been in the financial industry since 2015. Bilal is registered with the state of Maryland. Bilal specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans. Bilal has experience with financial planning, portfolio management, and consulting services. Bilal is committed to helping clients achieve their financial goals. Bilal has previously worked at E*TRADE Securities LLC, TD Ameritrade, Inc., 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

ELLICOTT CITY, MD

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bill Nick Polizos is a financial advisor with over seven years of experience in the industry. Bill is currently registered with LPL Financial LLC in Ellicott City, MD. Prior to joining LPL Financial LLC, Bill held positions at PNC INVESTMENTS, Capital One Investing, LLC, and Morgan Stanley. Bill holds the Series 66, Series 7 and SIE licenses and is also registered in Arizona, Delaware, Hawaii, Maryland, New Jersey, New York, Ohio, Pennsylvania, and Virginia. Bill specializes in providing financial planning and investment advice to individuals, families, and businesses. Bill's goal is to help clients achieve their financial goals by providing personalized financial advice and investment strategies.

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
Unclaimed
location

BETHESDA, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Bill C. Myrthil is a financial advisor with over 20 years of experience in the financial services industry. Bill is currently registered with Osaic FA, Inc., a firm that provides a wide range of financial services to individuals, businesses, and institutions. Bill holds Series 6 and Series 63 licenses and the SIE exam certification. Bill's experience includes working with clients on retirement planning, investment management, and other financial needs. Bill is committed to providing personalized service and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Billy Wayne Shank, Jr. is a financial advisor with Grove Point Advisors, LLC. Billy has been in the financial industry since 2004 and has a strong track record of success. Billy is a highly experienced and knowledgeable advisor with a focus on financial planning, portfolio management, and practice management consulting. Billy is committed to helping clients achieve their financial goals through a comprehensive approach that includes a thorough understanding of each client's unique circumstances. Billy is also a volunteer at Banyan Mart, a business owned by his wife, where Billy assists with product procurement and bookkeeping. In addition to his work at Grove Point Advisors, LLC, Billy is a co-founder of Covered Bridges Financial Strategies, LLC, which provides insurance sales and practice management consulting services to other financial professionals.

SPECIALIZATIONS

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

WALDORF, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Billy jonathan Claustro Abando is a financial professional with over 12 years of experience in the industry. Billy jonathan Claustro Abando is currently registered with LPL Financial LLC and holds Series 6, Series 63, and SIE licenses. Billy jonathan Claustro Abando is also registered with the state of Maryland. Previously, Billy jonathan Claustro Abando was registered with M&T SECURITIES, INC. for a period of nearly 11 years.

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
Unclaimed

Transamerica Financial Advisors, Inc.

location

GAITHERSBURG, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bin Liu is a financial advisor with Transamerica Financial Advisors, Inc. Bin has been in the financial services industry since 2015 and is licensed to provide financial advice in multiple states including California, Maryland, New York, North Carolina, Pennsylvania, Texas, and Virginia. Bin specializes in investment advisory services for both individuals and businesses and has a strong track record of providing quality financial advice.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Transamerica Financial Advisors, Inc.

location

COLUMBIA, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Bingyin Xu is a financial advisor with over 13 years of experience in the industry. Bingyin is currently registered with Transamerica Financial Advisors, Inc. and has been with the firm since 2012. Bingyin is also registered in California, Maryland, Pennsylvania and Virginia. Bingyin's primary focus is on portfolio management for individuals. Bingyin also specializes in investments in insurance products and variable contracts.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

FREDERICK, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Biodun Oluwatoyin Ayo-durojaiye is a registered representative with PFS Investments Inc. located in Frederick, Maryland. Biodun is a Series 6 and Series 63 licensed professional with over 7 years of experience in the financial services industry. Biodun specializes in providing investment advice and portfolio management services to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Maryland Financial Group, Inc. | CFP ® (Certifications)

location

ROCKVILLE, MD

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Birindar Singh Chawla is a financial advisor with over 30 years of experience in the financial services industry. Birindar has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Birindar is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and holds a variety of licenses and certifications, including the Series 7, Series 6, Series 63, Series 22, Series 24, and Series 65. Birindar is also a registered representative of Maryland Financial Group, Inc., where Birindar provides investment advisory and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Northwest Financial Advisors LLC

location

BETHESDA, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Biswojit Rebeiro is a financial advisor with Northwest Financial Advisors LLC, an investment advisory firm headquartered in Herndon, VA. Biswojit specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Biswojit has been working in the financial services industry since 2019 and has a background in banking and credit unions. Biswojit is a registered representative with LPL Financial and is licensed to sell securities in Virginia.

SPECIALIZATIONS

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

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