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Financial Advisors in Maryland
10,173 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

Baltimore, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Christian Harvey is an investment advisor representative with Robert W. Baird & Co. Inc. Christian has been in the industry since April 1998. Christian has worked for several companies, including J.P. MORGAN SECURITIES LLC, DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, and ALEX. BROWN & SONS INCORPORATED. Christian is currently registered in Maryland and the District of Columbia. Christian has passed the Series 7TO, Series 6TO, SIE, Series 99, and Series 62 exams. Christian specializes in providing financial planning, portfolio management, and pension consulting services.

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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christian Fields is an Investment Advisor Representative at T. Rowe Price Advisory Services, Inc. Christian has been in the industry for over 2 years. Christian is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 53 states and districts. Christian has passed the Series 66, Series 7TO and the Securities Industry Essentials (SIE) examinations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Edgewater, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christian Bravo is a financial advisor with J.P. Morgan Securities LLC. Christian has been in the industry since November 2023 and specializes in providing investment advice to individuals, corporations and high-net-worth individuals. Christian has passed the Series 6, 63 and SIE exams. Christian is licensed and registered in Maryland, Virginia and the District of Columbia.

SPECIALIZATIONS

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

Foreside Fund Services, LLC

location

Baltimore, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christian Kansler is a financial professional with over 10 years of experience in the industry. Christian is currently registered with Foreside Fund Services, LLC, and has previously held positions with Quasar Distributors, LLC, Profunds Distributors, Inc., Hornor, Townsend & Kent, Inc., and Morgan Stanley & Co. Incorporated. Christian is a Series 66, Series 7, and SIE licensed professional. Christian is registered to provide investment advice in 51 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christian Bell is a financial advisor with Stifel, Nicolaus & Company, Inc., based in Baltimore, MD. Christian has been working in the financial industry since December 2010. Christian holds a Series 16 license and is registered with the state of Maryland. Christian specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Baltimore, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christian Beccone is a financial professional with Morgan Stanley. Christian has been in the industry since November 2023. Christian has passed the Series 99TO and SIE exams and is registered with FINRA. Christian works from the Baltimore, MD office and has worked with clients such as insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Crofton, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christian Edwards-saliu is a financial advisor with LPL Enterprise, LLC. Christian is registered in the state of Maryland. Christian has worked in the financial services industry since 2020. Christian specializes in providing financial advice and services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Baltimore, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christian Schwartz is an active investment advisor representative with Morgan Stanley in Baltimore, Maryland. Christian has been in the industry since 2024. Christian holds the Series 7TO, Series 66, and SIE licenses, and is registered in 53 states. Christian is a licensed investment advisor representative in Maryland and Texas.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

PFS Investments Inc.

location

GAITHERSBURG, MD

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Christian Theodore David is a financial advisor who has been in the industry since 1985. Christian currently works for PFS Investments Inc. He has a wide range of experience and expertise in investment company products and variable contracts. Christian is licensed in Maryland and holds the Series 6, Series 26, and SIE licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ANNAPOLIS, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Christian Batcha is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christian has been in the financial industry since 1998. Christian is a registered representative and investment advisor representative in several states including Maryland, New Jersey, Pennsylvania, and Texas. Christian has a strong background in providing investment advice to individuals and businesses. Christian is also experienced in providing portfolio management services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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