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Financial Advisors in Maryland
10,173 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

COLUMBIA, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Maynard is a financial advisor with Wells Fargo Clearing Services, LLC. Christopher has been in the financial services industry since June 2004. Christopher has licenses in several states, including California, District of Columbia, Florida, Maryland, North Carolina and Virginia.

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

Janney Montgomery Scott LLC | CFP ® (Certifications)

location

BEL AIR, MD

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Ozazewski is a financial advisor with Janney Montgomery Scott LLC. Christopher has been in the securities industry since February 17, 1994, and has experience providing financial advice to individuals, corporations, and institutions. Christopher holds several professional licenses and designations including Series 7, 9, 10, 31, 63, 65, and SIE. Christopher is also a Certified Financial Planner (CFP). Christopher's expertise includes financial planning, portfolio management, and investment management. Christopher is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

Baltimore, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Michael Ferenz is a financial advisor at Morgan Stanley. Christopher has been in the industry since May 2013 and holds the Series 7TO, SIE and Series 99 licenses. Christopher has worked at Morgan Stanley since joining the firm on May 10, 2013. Christopher's current office is located at 1300 Thames Street, Thames Street Wharf, Baltimore, MD 21231.

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
location

TIMONIUM, MD

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Christopher Miller is a financial advisor with over 25 years of experience in the financial services industry. Christopher is currently registered with LPL Financial LLC. Christopher has been registered as a broker-dealer and investment advisor representative with a number of firms over the course of his career, including Securities America, Inc., UVEST Financial Services Group, Inc., and Invest Financial Corporation. Christopher holds the Series 6, 7, 24, 63, and 65 licenses. Christopher is dedicated to providing personalized financial advice and guidance to individuals and families. He is committed to helping his clients achieve their financial goals through a comprehensive approach to financial planning, investment management, and wealth management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Kestra Advisory Services, LLC

location

BETHESDA, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Romano is a financial advisor with Kestra Advisory Services, LLC. Christopher has been in the financial industry for over 10 years and is licensed to provide investment advice in Maryland and the District of Columbia. Christopher holds the Series 6, Series 65 and SIE securities licenses. Christopher is a consultant and investment advisor representative with NFP and The Meltzer Group.

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
Unclaimed

Ameriprise Financial Services, LLC

location

Owings Mills, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Breen is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the industry for over 4 years. Christopher is registered with FINRA and the state of Maryland. Christopher provides financial planning, asset allocation services, and portfolio management for individuals and businesses. Christopher's branch office is located in Owings Mills, Maryland. Christopher has experience working with high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

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

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Kraisser is a registered representative with T. Rowe Price Advisory Services, Inc. Christopher has been in the industry for over 10 years and has a wide range of experience in the financial services industry. Christopher is a dedicated professional who is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

HUNT VALLEY, MD

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Portner is a financial advisor with Osaic Wealth, Inc., located in HUNT VALLEY, MD. Christopher has been in the industry since June 1990. Christopher holds the Series 63 and 65 licenses. Christopher also holds several other industry certifications. Christopher has a strong track record of success and has worked with a wide range of clients, including individuals, families, and businesses. Christopher specializes in a variety of investment and financial services, including financial planning, investment management, and retirement planning.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

COLUMBIA, MD

disclosure

1 Disclosures

ADVISOR BIO

Christopher Gobrial is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the industry for over 3 years. Christopher has passed the Series 7TO, SIE, and Series 66 exams. Christopher offers a variety of services to individuals, businesses, and investment companies. Christopher's services include portfolio management, pension consulting, educational seminars, selection of other advisors, and performance measurement reports. Christopher is a licensed advisor in both Maryland and Texas.

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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