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Financial Advisors in Maryland
10,173 Results
Unclaimed

Oppenheimer & Co. Inc.

location

BALTIMORE, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Laurence Walker is a registered representative with Oppenheimer & Co. Inc. Brandon has been in the securities industry since May 28, 2013. Brandon is licensed in Maryland and New York and holds Series 63, SIE and Series 79 licenses. Prior to joining Oppenheimer & Co. Inc. Brandon worked at WELLS FARGO SECURITIES, LLC.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Annapolis, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Brandon David Wolf is a financial advisor at Ameriprise Financial Services, LLC in Annapolis, MD. He is registered to offer securities in Maryland, Virginia, Florida, and the District of Columbia. Brandon has been in the industry since 2020. He holds a Series 63, 7TO, and SIE licenses. Brandon also holds the Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

ROCKVILLE, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Joseph Hall is a financial advisor currently registered with RBC Capital Markets, LLC, located in Rockville, MD. Brandon has been in the financial industry since August 2021, and has held previous positions with NYLIFE SECURITIES LLC. Brandon specializes in advising individuals, businesses, pension plans, investment companies, and other pooled investment vehicles.

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

Osaic Wealth, Inc. | CFA ® (Certifications)

location

HUNT VALLEY, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Cawley is a financial advisor with Osaic Wealth, Inc. based in HUNT VALLEY, MD. Brandon has been in the financial services industry since 2014. Brandon is a Chartered Financial Analyst and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Brandon specializes in providing financial advice to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

GLEN BURNIE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Myers is a financial advisor with J.P. Morgan Securities LLC, where Brandon has been registered since October 2024. Prior to joining J.P. Morgan Securities LLC, Brandon was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated from July 2018 to October 2019. Brandon holds the Series 66, Series 7 and SIE licenses. Brandon is also a Certified Financial Planner. Brandon specializes in retirement planning, education planning, insurance, estate planning and investments.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

HUNT VALLEY, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Stone is a registered investment advisor representative with MML Investors Services, LLC. Brandon has been in the financial industry since June 25, 2006. Brandon has a Series 6, Series 63, and SIE license, as well as a Series 65 license, and is registered to provide investment advisory services in multiple states, including California, Indiana, Maryland, New York, Texas, Virginia, and Washington. Brandon is also an insurance agent for Lenox Advisors Inc. In addition to investment advisory services, Brandon offers financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Baltimore, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Phillip-cheeks is a financial advisor with J.P. Morgan Securities LLC. Brandon has been in the industry since 2015 and holds Series 66, Series 7 and SIE licenses. Brandon has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and T. Rowe Price Investment Services, Inc. Brandon currently works out of the Baltimore and Lutherville Timonium, Maryland offices.

SPECIALIZATIONS

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

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Robert Shea is a financial advisor with over 20 years of experience in the industry. Brandon is currently registered with T. Rowe Price Investment Services, Inc. Brandon has a wide range of experience with several previous employers, including Ridgeworth Distributors LLC, Pioneer Funds Distributor, Inc., Legg Mason Investors Services, LLC and Citigroup Global Markets Inc.. Brandon is licensed in 53 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Oliver Wealth Management

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Brandon Christopher Oliver is an Investment Advisor Representative with Oliver Wealth Management, located in Towson, Maryland. Brandon has been a registered representative since 1999, and holds several industry licenses, including the Series 7, Series 31, and Series 66 licenses. Brandon has a strong background in the financial services industry, with experience at a variety of firms including Morgan Stanley, Merrill Lynch, and American Wealth Management. Brandon provides financial planning, portfolio management and selection of other advisors services to individual and high-net-worth clients. Brandon also provides services to other clients, including insurance companies.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Bethesda, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Cole Olinger is a financial advisor with Ameriprise Financial Services, LLC. Brandon has been in the financial industry since September 2021. Brandon is registered with the state of Maryland, with the Financial Industry Regulatory Authority (FINRA) and has Series 7, Series 66 and SIE licenses. Brandon offers advisory services, portfolio management for individuals, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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