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Financial Advisors in Maryland
10,173 Results
Unclaimed

Avantax Advisory Services

location

OWINGS, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Clair Long is a registered investment advisor with Avantax Advisory Services. Daniel Clair Long has been in the industry since January 29, 2001 and has a Series 66, Series 7 and SIE license. Daniel Clair Long's current employer is Avantax Advisory Services and the firm is located in Dallas, TX.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Osaic Wealth, Inc. | CFC ® (Certifications)

location

Rockville, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Robert Campos is a financial advisor with over 10 years of experience in the industry. Daniel has held various positions at reputable firms, including Morgan Stanley, UBS Financial Services Inc., RBC Capital Markets, LLC, and Securities America, Inc., before joining Osaic Wealth, Inc. in June 2024. Daniel holds the Series 66, Series 7, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and several state regulatory agencies. Daniel provides financial planning, pension consulting, portfolio management services, and educational seminars to individuals, businesses, and charitable organizations. Daniel is also a member of the SEEC Business Advisory Council and the Catholic University of America Alumni Association Board of Directors.

SPECIALIZATIONS

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

Avantax Advisory Services

location

PARKVILLE, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Daniel W. Leatherman is a financial advisor with Avantax Advisory Services, a firm that has been in business for 24 years. Daniel is a Registered Representative and Investment Advisor Representative with over 25 years of experience in the financial services industry. He holds the Series 7, Series 66, and Series 27 licenses and has a strong background in financial planning, investment management, and tax preparation. Daniel is committed to helping individuals and families 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
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Wealth Enhancement Advisory Services, LLC

location

FULTON, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Dupuy is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Daniel has been working in the industry since 2016 and has Series 66, SIE, and Series 7 licenses. Daniel is also a registered investment advisor with Triad Advisors LLC and works in the Fulton, Maryland area.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Microvest Capital Management LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Daniel Andres Eberhardt Guzman is an investment advisor representative at Microvest Capital Management LLC. Daniel has been working in the financial services industry since 2020. Daniel is licensed to provide investment advice in Maryland. Daniel holds the Series 66, Series 7TO and SIE licenses. Prior to joining Microvest Capital Management LLC, Daniel worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manassas, Virginia. Daniel is also a member of Activist Project, LLC, a business that designs and sells apparel online.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kestra Advisory Services, LLC

location

Smithsburg, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Graber is a registered investment advisor representative, associated with Kestra Advisory Services, LLC, and has been in the industry since 2014. Daniel holds licenses for Series 7 and Series 66 and is a registered investment advisor in Maryland. Daniel has experience in both Kestra Advisory Services, LLC and NFP Advisor Services, LLC. The firm has offices in Smithsburg, MD, and Austin, TX. Daniel specializes in providing financial planning, pension consulting, and selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

BALTIMORE, MD

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Gounaris has been working in the financial industry since 1991 and is currently registered with RBC Capital Markets, LLC. Daniel has experience with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Daniel's areas of expertise include financial planning, portfolio management, and pension consulting. Daniel has also worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, NA, and City National Bank.

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

Eaglestone Wealth Advisors, Inc.

location

ROCKVILLE, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Daniel James Reeves is an investment advisor representative with Eaglestone Wealth Advisors, Inc. Daniel Reeves has been in the securities industry since August 2021. Daniel Reeves is registered with the state of Maryland and California. Daniel Reeves holds the Series 66, 7TO, and SIE licenses. Daniel Reeves specializes in financial planning, portfolio management for individuals, and pension consulting.

SPECIALIZATIONS

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

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Chukwu is a financial professional registered with T. Rowe Price Investment Services, Inc.. Daniel is licensed to provide investment advice and sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Daniel has passed the Series 63, Series 6TO, and SIE exams. Daniel has been in the securities industry since April 2024.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Jon Mattson is a financial advisor with T. Rowe Price Investment Services, Inc. Daniel has been in the financial services industry since 2006. Daniel holds Series 6 and Series 63 licenses and the SIE exam. Daniel is registered to sell securities in 53 states and is currently registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Daniel has previously been employed by GWFS Equities, Inc., MML Distributors, LLC, Hartford Securities Distribution Company, Inc., and Hartford Equity Sales Company Inc.

SPECIALIZATIONS

No specializations listed.

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