Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Millersville, MD

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Larned Elliott is a financial advisor with over 15 years of experience in the financial services industry. Craig is currently registered with T. Rowe Price Advisory Services, Inc. in Millersville, MD. Craig was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Deutsche Bank Securities Inc. Craig is a Series 7, Series 63, Series 55, and Series 66 licensed representative. Craig specializes in portfolio management for individuals. Craig is also registered as an investment advisor representative in Maryland. Craig's primary office location is in Millersville, MD.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Chevy Chase Trust Co.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Craig Andrew Pernick is a registered investment advisor representative. Craig has been with Chevy Chase Trust Co. since October 2005. Previously, Craig worked for Artemis Capital Group, Inc. in New York, NY and R. W. Corby & Co., Inc. in Boston, MA. Craig is also a registered investment advisor representative with ASB Capital Management LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Enterprise, LLC

location

North Bethesda, MD

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Craig William Schubert is a financial advisor at LPL Enterprise, LLC. Craig has been working in the industry since 1991. Craig's registrations include broker-dealer and investment advisor. Craig has a series of 6, 7, 63, 65 and 66 licenses. Craig is registered in a total of 27 states.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Chesapeake Financial Advisors

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Craig Louis Pohl is an investment advisor representative registered with Chesapeake Financial Advisors. Craig is a registered investment advisor in Maryland and Texas. Craig has been in the industry since February 2014. Craig has a Series 65 license, which allows him to provide investment advice to individuals and businesses. Chesapeake Financial Advisors offers a range of services to individuals, businesses, and other entities. These services include financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Profunds Distributors, Inc.

location

BETHESDA, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Craig Giuliani has been in the securities industry since August 26, 2010. Craig is currently registered with Profunds Distributors, Inc. and is located in Bethesda, Maryland. Craig has passed the Series 63, Series 7 and SIE exams. Craig was previously registered with PROFUNDS DISTRIBUTORS, INC. and J.P. MORGAN SECURITIES INC..

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALTIMORE, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Craig Norwood Schelle is a financial advisor with over 30 years of experience in the industry. Craig has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1990. Craig holds both Series 7 and Series 63 licenses, as well as the Series 65 license. Craig serves a variety of clients including corporations, high net worth individuals, and individuals other than high net worth.

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

J.p. Morgan Securities LLC

location

Baltimore, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Craig Maltese is a financial advisor at J.P. Morgan Securities LLC. Craig has been in the industry since 2014 and has a wide range of experience working with different client types. Craig's expertise includes providing financial planning, pension consulting, and portfolio management for both businesses and individuals. Craig's work is focused on providing financial guidance and tailored investment solutions to meet clients' specific needs. Craig holds the Series 66, Series 7, Series 10 and Series 9 licenses.

SPECIALIZATIONS

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

Founders Financial Securities LLC

location

TOWSON, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Craig Douglas Bafford is a financial professional with over 10 years of experience in the industry. Craig has been with Founders Financial Securities LLC since May 2017. Prior to joining Founders Financial Securities LLC, Craig worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. Craig has experience working with various clients, including individuals, corporations, pension and profit sharing plans, charitable organizations, and high net worth individuals. He has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Craig is dedicated to helping his clients achieve their financial goals. He is a licensed Series 99 representative and holds a Securities Industry Essentials Examination (SIE).

SPECIALIZATIONS

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

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Craig Nathen Ristuben is a financial advisor at T. Rowe Price Advisory Services, Inc. Craig has been working in the financial services industry since July 2019. He specializes in providing financial planning and portfolio management for individuals. Craig is registered with the state of Maryland and is licensed to provide investment advice in all 50 states.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Craig Michael Warlick is a registered representative with T. Rowe Price Investment Services, Inc. in Owings Mills, Maryland. Craig Michael Warlick has been in the securities industry since July 31, 2017 and is a registered principal in the state of Maryland. Craig Michael Warlick holds the Series 7, Series 24 and SIE licenses. Craig Michael Warlick is also registered as an investment advisor representative with T. Rowe Price Investment Services, Inc.

SPECIALIZATIONS

No specializations listed.

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