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Financial Advisors in Maryland
10,173 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BETHESDA, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Troiano is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Brandon has been in the financial industry since October 2015. Brandon is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in 34 states, as well as in Alaska, Connecticut, Washington D.C., and Oregon.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Northwestern Mutual Investment Services, LLC

location

BALTIMORE, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Paugels is a registered representative with Northwestern Mutual Investment Services, LLC. Brandon has been in the securities industry since 2017. Brandon has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Prior to joining Northwestern Mutual Investment Services, LLC, Brandon was a registered representative with AXA Advisors, LLC. Brandon is registered to sell securities in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Indiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Virginia, and Wisconsin.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Rossby Financial, LLC

location

Silver Spring, MD

0 Disclosures

ADVISOR BIO

Brandon Clark is an investment advisor representative with Rossby Financial, LLC. Brandon has been in the financial services industry for several years and has experience working with high-net-worth individuals, as well as other individuals and families. Brandon is registered with the state of Maryland and holds both Series 66 and Series 7 licenses. Brandon provides a variety of services, including financial planning, portfolio management, and family office services. Brandon is dedicated to providing personalized advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BETHESDA, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Larry Cauley is a registered investment advisor with Wells Fargo Advisors Financial Network, LLC. Brandon has over 17 years of experience in the financial services industry. Prior to joining Wells Fargo Advisors Financial Network, LLC, Brandon was a financial advisor with Wells Fargo Clearing Services, LLC, Deutsche Bank Securities Inc., MetLife Securities Inc., TIAA-CREF Individual & Institutional Services, LLC, and BANC OF AMERICA INVESTMENT SERVICES, INC. Brandon is registered to provide investment advisory services in multiple states, including Maryland, Texas, Alabama, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Vermont, Virginia, and Washington. Brandon is also registered as a Registered Representative with FINRA. Brandon holds the following securities licenses: Series 7 and Series 66.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Elbrus Partners, LLC

location

BALDWIN, MD

0 Disclosures

ADVISOR BIO

Brandon Ross Barrett is an investment advisor representative with Elbrus Partners, LLC. Brandon has been in the industry since June 26, 2012 and is registered with the state of Maryland. Brandon has a Series 7, Series 66 and SIE license and has previously been employed by Sanders Morris Harris LLC. Brandon provides portfolio management for individuals. The firm's advisory services are provided on a percentage of assets basis.

SPECIALIZATIONS

Portfolio Management for Individuals
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

4 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

Lincoln Investment

location

Rockville, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Lee Hsia is a financial advisor registered with Lincoln Investment and Capital Analysts. Brandon holds Series 66, Series 7, and SIE licenses. Brandon specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Brandon has been in the financial services industry since February 2014. Brandon's office is located in Rockville, Maryland, and Brandon serves clients in Maryland, Virginia, Texas, Delaware, Pennsylvania, Ohio, North Carolina, Florida and Alabama.

SPECIALIZATIONS

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

T. Rowe Price Advisory Services, Inc. | CFA ® (Certifications)

location

Baltimore, MD

0 Disclosures

ADVISOR BIO

Brandon Kriebel is a financial advisor at T. Rowe Price Advisory Services, Inc. with over 14 years of experience in the financial services industry. Brandon is a Chartered Financial Analyst and is registered with the state of Maryland as an investment advisor representative. Brandon's specializations include financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
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

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