Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

Osaic FA, Inc. | CFP ® (Certifications)

location

HUNT VALLEY, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Ruby is a financial advisor with over 10 years of experience in the financial services industry. Christopher is a registered representative of Osaic FA, Inc., where he is a Registered Representative. Prior to joining Osaic FA, Inc., Christopher was a financial advisor at T. Rowe Price Investment Services, Inc. and Allstate Financial Services, LLC. He is also a Certified Financial Planner. Christopher provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. He is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Cbiz Financial Solutions, Inc.

location

CUMBERLAND, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Blank is a registered representative with Cbiz Financial Solutions, Inc. and Cbiz Investment Advisory Services, LLC. Christopher has been in the industry since 2004. Christopher holds Series 7, Series 66, and Series 65 licenses as well as the SIE exam. Christopher specializes in pension consulting, educational seminars, and selection of other advisers. Christopher's firm provides investment advisory services to individuals, corporations, and businesses. The firm has approximately $41 million in assets under management.

SPECIALIZATIONS

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

Sargent Investment Group

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Christopher Sargent is a financial advisor based in Bethesda, Maryland. Christopher has been working in the financial industry for over 35 years and has experience with a range of firms, including Prudential Securities Incorporated, Thomson McKinnon Securities Inc, and Wells Fargo Clearing Services, LLC. Christopher currently works for Sargent Investment Group.

SPECIALIZATIONS

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

Baltimore, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Noll is a financial advisor at LPL Financial LLC. Christopher is a registered representative with the firm in Maryland and Texas. Christopher has been working in the financial industry for over 6 years. They have a wide range of experience and expertise in providing financial advice to individuals and businesses. Christopher is committed to helping clients achieve their financial goals and is passionate about educating clients on financial matters. Christopher holds Series 6 and Series 63 licenses and has passed the SIE exam.

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
location

PERRY HALL, MD

0 Disclosures

ADVISOR BIO

Christopher Yeagle is an investment advisor representative with Honeygo Financial in FOREST HILL, MD. Christopher has been in the financial services industry since 2017. Previously, Christopher worked at Commonwealth Financial Network and Merrill Lynch. Christopher has passed the Series 66, SIE, and Series 7 exams.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

CROFTON, MD

experience

9 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Glover is a financial professional with over 7 years of experience in the financial industry. Christopher has a strong track record of success in helping individuals and families achieve their financial goals. Christopher is registered with PFS Investments Inc. and holds multiple licenses, including Series 6, 63, and 65. Christopher is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Annapolis, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Day is a financial advisor registered with J.P. Morgan Securities LLC. Christopher has been in the industry since 2010 and has a broad range of experience. Christopher is licensed in several states and holds multiple industry licenses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ANNAPOLIS, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Lawrence Norkus is an Investment Advisor Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. He is a registered representative in Maryland and Texas. Christopher has been in the industry since January 31, 2019 and has been with Merrill Lynch since November 2018. He has a Series 7, Series 66 and SIE licenses. Christopher offers a variety of financial services including Portfolio Management, Investment Advice, and Pension Consulting.

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

FNB Wealth Management

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Christopher Davis is a registered investment advisor representative with FNB Wealth Management. Christopher has been in the industry for over 20 years and holds a Series 6, 7, 9, 10, 24, 26, 31, 63, and 65 licenses. Prior to joining FNB Wealth Management, Christopher worked at PNC Investments and Mercantile Brokerage Services, Inc. Christopher is currently registered with the state of Maryland and Pennsylvania as an Investment Advisor Representative. Christopher has a long history of experience in the financial services industry, with experience in a wide range of investment products and services. Christopher is committed to providing clients with personalized financial advice and investment management services.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Murray Financial Group, Inc.

location

FREDERICK, MD

0 Disclosures

ADVISOR BIO

Christopher Alan Murray is a financial advisor with over 30 years of experience in the industry. Christopher has a strong focus on financial planning and pension consulting, offering a variety of services to individuals, families, and businesses. Christopher is registered with the state of Maryland and holds the Series 6, Series 63, and Series 65 licenses. Christopher works with clients at Murray Financial Group, Inc., where Christopher is a Partner. Christopher is also a partner at Degaran, LLC, a real estate firm.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors

Need help matching

with the right advisor?