Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

MML Investors Services, LLC

location

Bethesda, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Denise Daley is a financial advisor with MML Investors Services, LLC. Denise has been in the industry since 2003 and has a broad range of experience in financial planning, portfolio management, and retirement planning. Denise has a strong track record of success in helping clients achieve their financial goals. Denise holds the Series 7, Series 63, Series 66, and Series 24 licenses. Denise is also a Registered Representative and Investment Advisor Representative in the state of Maryland and Virginia. In addition to her work with MML Investors Services, LLC, Denise is also involved in the community.

SPECIALIZATIONS

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

PFS Investments Inc.

location

GLEN BURNIE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Denise Defour is a financial advisor with PFS Investments Inc. based in GLEN BURNIE, MD. Denise has been in the financial services industry since 2019 and holds the Series 63, Series 6TO, and SIE licenses. Denise has been registered with the state of Maryland since 2019, Indiana since 2022, and Florida since 2023.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Truist Investment Services, Inc.

location

BOWIE, MD

experience

16 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Denise Gear has been in the financial services industry since 2009. Denise is currently registered with Truist Investment Services, Inc. and holds the Series 6, Series 63 and SIE licenses. Denise has experience with BB&T Securities, LLC and BB&T Investment Services, Inc. Denise is licensed in 53 states and is registered with FINRA.

SPECIALIZATIONS

No specializations listed.

Unclaimed

RBC Capital Markets, LLC

location

BALTIMORE, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Denise J. Fiamingo is a financial advisor with RBC Capital Markets, LLC. Denise has been in the financial industry since 2001 and has a wide range of experience. Denise's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Denise is registered to provide investment advice in multiple states and has a strong track record of success.

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

Avantax Investment Services, Inc.

location

BELTSVILLE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Denise Elizebeth Sines is a registered representative with Avantax Investment Services, Inc. Denise has been in the financial services industry since January 26, 2019. Denise is licensed in Maryland. Denise has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MG Capital Partners, LLC

location

CHEVY CHASE, MD

0 Disclosures

ADVISOR BIO

Denislav Dantev is an investment advisor representative with MG Capital Partners, LLC. Denislav Dantev has been in the industry since 2017 and has licenses and registrations in the District of Columbia, Maryland, and Virginia. Denislav Dantev has a Series 66 and a Series 7 license and has experience in the securities industry. MG Capital Partners, LLC is a registered investment advisor that offers a variety of services to individuals and charitable organizations. They have a variety of financial planning and portfolio management services, and Denislav Dantev is well-equipped to help clients achieve their financial goals.

SPECIALIZATIONS

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

SALISBURY, MD

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dennis Grinestaff is a financial advisor with over 20 years of experience in the financial services industry. Dennis has worked at various financial institutions including First Union Securities, Inc., MONY Securities Corporation, UVEST Financial Services Group, Inc., and currently at LPL Financial LLC. Dennis is registered with the state of Maryland as a Registered Representative (RA) and Investment Advisor Representative. Dennis is also registered with the state of California, Colorado, Delaware, Florida, Georgia, Kansas, Maryland, North Carolina, Pennsylvania, South Carolina, and Virginia. Dennis is a Series 7, Series 24, Series 63, and Series 65 licensed professional.

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

Guggenheim Funds Distributors, LLC

location

ROCKVILLE, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Dennis Metzger is a registered representative with Guggenheim Funds Distributors, LLC based in Rockville, Maryland. Dennis has been in the financial services industry since 2007 and has passed the Series 7, Series 24, Series 14 and SIE exams. Dennis is currently registered in Maryland. Dennis' previous experience includes working at GUGGENHEIM DISTRIBUTORS, LLC from 2007 to 2014.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Ameriprise Financial Services, LLC

location

Bethesda, MD

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dennis Michael Gurtz is an active financial advisor with over 39 years of experience in the industry. Dennis is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC. Dennis is licensed to conduct business in District of Columbia, Maryland, Massachusetts, and Virginia. Dennis has previously worked at IDS LIFE INSURANCE COMPANY, FINANCIAL NETWORK INVESTMENT CORPORATION, COOPERATIVE FINANCIAL PLANNERS, LTD., and UNIVERSITY SECURITIES CORPORATION. Dennis holds the Series 7, Series 24, Series 63, and Series 65 licenses. Dennis's areas of expertise include financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals.

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

State Farm VP Management Corp.

location

Largo, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Dennis Donnelly is a financial advisor with State Farm VP Management Corp. He has been in the industry since March 18, 2001. He has a Series 6 license, which allows him to sell investment company products and variable contracts. He also has a Series 63 license, which allows him to sell securities in the states of Maryland, Virginia, New Jersey, and the District of Columbia. Dennis is based in Largo, Maryland.

SPECIALIZATIONS

No specializations listed.

Need help matching

with the right advisor?