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Financial Advisors in Maryland
10,173 Results
Unclaimed

THE Family Firm, Inc. | CFP ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Donald Patrick Lord is an investment advisor representative associated with The Family Firm, Inc. in Bethesda, MD. Donald Patrick Lord is also registered with the state of Maryland and Virginia. Donald Patrick Lord has been in the industry since February 1999. He has a Series 7, Series 63 and Series 65 license and is a Certified Financial Planner. Donald Patrick Lord's previous firms include CUNA BROKERAGE SERVICES, INC. in Waverly, IA and AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minneapolis, MN. Donald Patrick Lord specializes in providing financial planning and portfolio management for individuals and high net worth individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wealthspire Advisors | CFP ® (Certifications)

location

Potomac, MD

0 Disclosures

ADVISOR BIO

Donald Farren is a financial advisor and investment advisor representative who has been working in the industry since 1978. Donald holds the Series 65 license and is a Certified Financial Planner. Donald is registered with the state of Maryland and works as a registered investment advisor representative at Wealthspire Advisors. Donald has a strong focus on financial planning and portfolio management. Donald has experience working with high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

HUNT VALLEY, MD

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Donald Stone is a financial advisor with UBS Financial Services Inc. located in HUNT VALLEY, MD. Donald has been in the industry since 1983 and has a wide range of experience in the financial services industry. Donald is registered to provide investment advice in Maryland and Texas. Donald has held various positions in the financial services industry, including positions with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Donald is a Series 7, Series 31, and Series 63 licensed representative, and holds a Series 65 license as well. Donald is committed to providing his clients with personalized financial advice and investment solutions.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BETHESDA, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Donald Paul Glab is an investment advisor representative with Wells Fargo Clearing Services, LLC. Donald has been in the financial services industry since November 1987. Donald has worked with UBS Financial Services Inc. and Citigroup Global Markets Inc. in the past. Donald is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

SEVERNA PARK, MD

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Donald Owens Harrison is a financial advisor with Raymond James Financial Services Advisors, Inc.. Donald has been in the financial industry for over 40 years. Donald is a registered representative and investment advisor in several states. Donald is also a Series 65, 63, 51, 24, 3, 7 and SIE exam holder. He has experience in providing financial planning, portfolio management and pension consulting services to individuals, businesses and corporations. Donald is committed to providing his clients with personalized financial advice that meets their unique needs.

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

Cornerstone Advisory

location

HUNT VALLEY, MD

0 Disclosures

ADVISOR BIO

Donald Huber is an investment advisor representative who is currently registered with Cornerstone Advisory and Outcome Driven Strategies, LLC. Donald has been in the industry since 1994 and has a wide range of experience, including providing portfolio management services and financial planning. Donald is a registered investment advisor and holds a Series 6, 7, 26, 63 and 65 license. Donald has experience working with high-net-worth individuals, families, and businesses. Donald specializes in providing investment advice and portfolio management services to individuals, families, and businesses. Donald is committed to providing his clients with personalized investment advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

ANNAPOLIS, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Donald Collett is a registered representative of Ameriprise Financial Services, LLC. Donald has been in the securities industry since May 27, 1999. Donald has a Series 66, Series 7, and SIE license. Donald Collett is licensed to sell securities in 28 states, as well as in the District of Columbia. Donald Collett also holds an Investment Advisor Representative license in Maryland and Texas. Donald's firm, Ameriprise Financial Services, LLC, is located in Minneapolis, Minnesota.

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

Navy Federal Investment Services, LLC

location

GERMANTOWN, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Donald Orin Andrus is a financial advisor with over 15 years of experience in the financial services industry. Donald is currently registered with Navy Federal Investment Services, LLC and holds licenses in several states, including Maryland, Florida, Pennsylvania, and Texas. Before joining Navy Federal Investment Services, LLC, Donald held positions at firms such as Lincoln Financial Advisors Corporation and AXA Advisors, LLC. He holds several licenses, including Series 7, Series 24, Series 66, and Series 99TO. Donald specializes in working with high-net-worth individuals and individuals other than high-net-worth.

SPECIALIZATIONS

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

Morgan Stanley & Co. LLC

location

Baltimore, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Donald Joseph Russell is a financial advisor with Morgan Stanley & Co. LLC, registered with FINRA. Donald has been active in the securities industry since October 31, 2016 and holds the Series 99 and SIE exams. Donald is located at 1300 Thames Street, Thames Street Warf in Baltimore, MD.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donald Worden is a financial professional with over 11 years of experience in the industry. Donald is currently registered with T. Rowe Price Investment Services, Inc. in Owings Mills, MD. Donald has previously worked at Empower Financial Services, Inc., MML Distributors, LLC and Hartford Securities Distribution Company, Inc. Donald holds Series 6, Series 63 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and 53 states.

SPECIALIZATIONS

No specializations listed.

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