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Financial Advisors in Maryland
10,173 Results
Unclaimed

Cetera Investment Advisers LLC

location

SALISBURY, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Wilde is a financial advisor who has been in the industry since 2002. Christopher is currently registered with Cetera Investment Advisers LLC in Maryland and Texas. Christopher has also been registered with Wells Fargo Advisors Financial Network, LLC, First Allied Securities, Inc. and Capitol Securities Management, Inc. Christopher holds the Series 63, 65, 7 and 24 licenses as well as the SIE. Christopher has a wide range of experience in the financial services industry and specializes in helping clients with their financial planning, portfolio management, and other advisory services.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Columbia, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Moser is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the industry since April 1999. Christopher is registered with the state of Maryland and North Carolina as an Investment Advisor Representative. Christopher is also registered with FINRA and the state of Pennsylvania as a Registered Representative. Christopher has a Series 66, Series 7, and SIE license. Christopher has been employed with Ameriprise Financial Services, Inc. since September 2005 and with Ameriprise Financial Services, LLC since March 2020. Christopher specializes in providing financial advice to individuals, corporations, charitable organizations, trusts/estates, insurance companies, and pension and profit-sharing plans.

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

RED OAK Financial Group | CFP ®,CFC ® (Certifications)

location

TOWSON, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Compton is a financial professional with over 25 years of experience in the industry. Christopher is a Certified Financial Planner and a Chartered Financial Consultant. Christopher is currently registered with Red Oak Financial Group in Towson, MD.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Annapolis, MD

experience

14 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

VSM Wealth Advisory, LLC | CFP ® (Certifications)

location

HUNT VALLEY, MD

0 Disclosures

ADVISOR BIO

Christopher James Blair is a registered Investment Advisor Representative with VSM Wealth Advisory, LLC. Christopher James Blair has been in the industry since June 2014 and has 1 state exam. Christopher James Blair is also a Certified Financial Planner. Christopher James Blair is registered to provide investment advice in Maryland.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Warner Financial, Inc. | CFP ®,CFA ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Christopher Michael Warner is a financial advisor with over 15 years of experience in the financial services industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL ANALYST® and has been with Warner Financial, Inc. since 2008. Prior to that, Christopher worked with Cambridge Investment Research, Inc. and Mutual Service Corporation. Christopher has a strong background in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Christopher holds a Series 7 and SIE license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

ANNAPOLIS, MD

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Frank Swatta is a financial advisor with RBC Capital Markets, LLC, with over 40 years of experience in the industry. Christopher is a registered representative in Maryland and Texas, and holds Series 63, Series 65 and Series 7 licenses. Christopher is also registered in multiple states and is actively involved in the industry. In addition to his role at RBC Capital Markets, LLC, Christopher has previously worked at Ferris, Baker Watts, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Spire Wealth Management, LLC | CFP ® (Certifications)

location

BETHESDA, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Pratt is a financial advisor with Spire Wealth Management, LLC. Christopher has been in the industry since 2019 and is registered with the state of Maryland as an investment advisor representative and holds the Series 63, Series 6TO, and SIE licenses. Christopher offers financial planning, retirement planning, and estate planning services to individuals, corporations, and charitable organizations. Christopher also has a DBA of Cardinal Wealth Management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING
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
Unclaimed

Kestra Advisory Services, LLC | CFP ® (Certifications)

location

BALTIMORE, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Earl Wasson has been in the financial services industry since May 1996. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional. Christopher is currently registered as an Investment Advisor Representative with Kestra Advisory Services, LLC. Christopher provides investment advisory services through Kestra Advisory Services, LLC. Christopher has previously been registered with Stifel, Nicolaus & Company, Incorporated, Legg Mason Wood Walker, Incorporated, and Robert W. Baird & Co. Incorporated.

SPECIALIZATIONS

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

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