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Financial Advisors in Maryland
10,173 Results
Unclaimed

MML Investors Services, LLC

location

Bethesda, MD

experience

21 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TOWSON, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Denise Rodriguez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Denise has been in the financial services industry since 1998 and has a wide range of experience. Denise is registered with the state of Maryland as an investment advisor representative and a securities agent, and also holds the Series 3, 7, 9, 10, 31, and 63 licenses.

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

Truist Investment Services, Inc.

location

BOWIE, MD

experience

15 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

Ameriprise Financial Services, LLC

location

Silver Spring, MD

experience

24 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Denise Rachelle Allen is a financial advisor with Ameriprise Financial Services, LLC, a firm with a long history of providing comprehensive financial planning and investment management services. Denise has been in the financial services industry since 2000. Her expertise includes portfolio management for individuals and businesses, financial planning, and asset allocation services. Denise has a Series 7 and Series 66 license, as well as licenses in several states, including Maryland and Texas.

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

Cuso Financial Services, LP

location

LANHAM, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Denise Gail Adah is a financial advisor with Cuso Financial Services, LP based in Lanham, MD. Denise has been in the financial services industry since September 2002. Denise has a wide range of experience working with individuals, corporations, and charitable organizations. Denise is registered to offer financial advice and securities in Maryland, District of Columbia, Florida, North Carolina, Virginia, and Pennsylvania.

SPECIALIZATIONS

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

Guggenheim Funds Distributors, LLC

location

ROCKVILLE, MD

experience

17 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

42 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

Raymond James Financial Services Advisors, Inc.

location

HAGERSTOWN, MD

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Dennis Lee Koons is an investment advisor representative with Raymond James Financial Services Advisors, Inc., with over 30 years of experience in the financial services industry. Dennis has been registered with the Securities and Exchange Commission since 1991 and is licensed to offer financial advice in Maryland, Pennsylvania, Delaware, Florida, Virginia, West Virginia, South Carolina and Tennessee. Dennis specializes in portfolio management, financial planning, and providing educational seminars for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
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

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