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Financial Advisors in Maryland
10,173 Results
Unclaimed

J.p. Morgan Securities LLC

location

Baltimore, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Bowman is a registered representative with J.P. Morgan Securities LLC. Christopher has been in the financial services industry for over 4 years. Christopher is licensed in the District of Columbia, Maryland, and Virginia. Christopher holds the Series 6, 7, 63, and SIE securities licenses. Christopher specializes in providing financial planning services, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Piedmont Financial Consulting

location

CHEVY CHASE, MD

0 Disclosures

ADVISOR BIO

Christopher Ragsdale is an investment advisor representative with Piedmont Financial Consulting. Christopher has been in the financial services industry since 2014. Christopher is registered with the state of Maryland. Piedmont Financial Consulting offers financial planning, portfolio management for individuals, and educational seminars. The firm manages approximately $12,860 in assets for 2 clients.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Ceros Financial Services, Inc.

location

ROCKVILLE, MD

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Dewey is a financial advisor with over 35 years of experience in the industry. Christopher has held various roles at several firms, including Jefferies & Company, Inc., National Securities Corporation, and A.G.P. / ALLIANCE GLOBAL PARTNERS. Christopher is currently registered with Ceros Financial Services, Inc. and holds Series 7, Series 24, and Series 63 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Associates, Inc.

location

Owings Mills, MD

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Knorr is a registered representative with T. Rowe Price Associates, Inc. in Owings Mills, Maryland. Christopher has been in the securities industry since 2014 and has held previous positions with T. Rowe Price Investment Services, Inc., MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Christopher holds Series 6, 7, 63 and 66 securities licenses and is registered in 53 states and Puerto Rico. Christopher is a financial professional with experience in various investment areas, including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Christopher is also experienced in the selection of other advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Grove Point Advisors, LLC

location

Ocean City, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Mcgeorge Dear is an investment advisor representative with Grove Point Advisors, LLC. Christopher has been in the financial services industry since 2017. Christopher is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Mississippi, Missouri, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, and West Virginia. Christopher holds a Series 66 and Series 7TO license.

SPECIALIZATIONS

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

Cornerstone Advisory | CFP ® (Certifications)

location

HUNT VALLEY, MD

0 Disclosures

ADVISOR BIO

Christopher Pesota is a financial advisor at Cornerstone Advisory in Hunt Valley, MD. Christopher has been a registered representative since August 2016. Christopher's primary registration is with the state of Maryland. Christopher is also a Certified Financial Planner. Cornerstone Advisory provides financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ANNAPOLIS, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Saba is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with a focus on investments and financial planning. Christopher has been in the financial industry since 2017 and has extensive experience working with individual investors, families, and businesses. Christopher is a strong advocate for building long-term financial relationships with clients and is dedicated to helping individuals reach their goals.

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

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Riolo is a registered representative with T. Rowe Price Advisory Services, Inc. Christopher Riolo is licensed to provide financial advice and portfolio management services to individuals and corporations. Christopher Riolo is registered with the state of Maryland, as well as 52 other states and Puerto Rico. Christopher Riolo has been in the financial services industry since June 2022.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Baltimore, MD

experience

2 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Morris is a registered representative with J.P. Morgan Securities LLC. Christopher has been in the financial services industry since 2022 and is currently registered in Maryland, Virginia, and the District of Columbia. Christopher holds the Series 7TO, SIE, and Series 63 licenses. Christopher has experience with a wide range of financial products and services, including portfolio management, financial planning, and pension consulting. Christopher specializes in working with individuals, businesses, high-net-worth individuals, and charitable organizations.

SPECIALIZATIONS

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

Summit Wealth Management

location

OCEAN PINES, MD

0 Disclosures

ADVISOR BIO

Christopher Furno is an investment advisor representative at Summit Wealth Management. Christopher has been in the financial industry for over six years and holds the Series 7, Series 66 and SIE licenses. Christopher is registered in Maryland as an investment advisor representative. Christopher provides financial planning, pension consulting, educational seminars, and portfolio management services. Christopher focuses on working with individuals and other investment advisors.

SPECIALIZATIONS

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

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