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Financial Advisors in Maryland
10,173 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

HAGERSTOWN, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christian M. Taylor is a financial professional with over 20 years of experience in the industry. Christian is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative. Christian has previously worked with Cetera Advisors LLC, Securities Service Network, Inc., QA3 Financial Corp., SII Investments, Inc. and Capital Brokerage Corporation. Christian is licensed to provide financial advice in Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Christian also holds the Series 7, Series 63, and Series 66 licenses.

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

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christian Olson Odhner is a financial professional with Stifel, Nicolaus & Company, Inc. Christian is based in Baltimore, MD. Christian has been in the industry since 2022 and is licensed to provide financial advice and investment products in multiple states. Christian has a strong background in financial analysis and a commitment to providing excellent client service.

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

Greenspring Advisors, LLC

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Christian Stanley is a registered Investment Advisor Representative with Greenspring Advisors, LLC. Christian is a Series 65 licensed advisor with over 8 years of industry experience. Christian Stanley has a current registration with the state of Maryland. Christian is a Registered Investment Advisor Representative with Greenspring Advisors, LLC. Christian specializes in providing investment advice for individuals, charitable organizations, pension and profit sharing plans and corporations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INVESTMENT CONSULTING AND EDUCATIONAL SERVICES
Unclaimed

Grove Point Advisors, LLC | CFP ® (Certifications)

location

Severna Park, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christian Locher is a financial advisor with over 20 years of experience in the industry. Christian is a Certified Financial Planner™ and has a Series 7 and Series 63 license. Christian works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Christian is currently registered with Grove Point Advisors, LLC and has previously been registered with Valley National Investments, Inc. Christian provides a range of financial services, including financial planning, portfolio management, 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
Unclaimed

PFS Investments Inc.

location

WHEATON, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christian Omar Lazo is a financial advisor registered with PFS Investments Inc. in Wheaton, MD, and is licensed in Maryland and Virginia. Christian has been working in the financial services industry since 2007, and joined PFS Investments Inc. in 2011. Christian holds the Series 6, Series 63 and SIE licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

FREDERICK, MD

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christian McCullough is a financial advisor with Stifel, Nicolaus & Company, Inc. Christian is a Certified Financial Planner, and has been in the industry since 1987. Christian has experience with investment companies, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Christian can provide services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for 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

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

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
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.

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