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Financial Advisors in Maryland
10,173 Results
Unclaimed

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Eliezer Michael Hassid is a registered representative with T. Rowe Price Investment Services, Inc. Eliezer Michael Hassid is licensed in 53 states. Eliezer Michael Hassid's registration began on December 2, 2022.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

Towson, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Eliezer Chananya Rappaport is an Investment Advisor Representative with Cetera Investment Advisers LLC. Eliezer has been in the financial services industry since July 24, 2016. Eliezer holds a Series 66, Series 7, and SIE license. Eliezer is registered in 22 states and is a Chartered Financial Consultant. Eliezer is also the president of Premier Financial, a financial services firm that he started in August 2016. Eliezer is also a passive investor in two rental properties.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Elijah Place is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Elijah is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in 53 states. Elijah has been in the securities industry for over 6 years.

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

Wells Fargo Clearing Services, LLC

location

BETHESDA, MD

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Eliot Michael Shatzman is a financial advisor with over 35 years of experience in the industry. Eliot has held positions at several prominent firms including Merrill Lynch, Morgan Stanley, and Citigroup Global Markets. Eliot currently works for Wells Fargo Clearing Services, LLC and is registered as an investment advisor in Florida, Maryland and Texas. Eliot specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses.

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
location

BALTIMORE, MD

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Elisabeth Hayes is a financial advisor with Chapin, Davis, a firm based in BALTIMORE, MD. Elisabeth has been in the financial industry since 1988. Elisabeth has experience working with a variety of clients, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Elisabeth offers a variety of financial services, including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Elisabeth holds the Series 7, Series 16, Series 63, and Series 65 licenses.

SPECIALIZATIONS

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

Guggenheim Funds Distributors, LLC

location

ROCKVILLE, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Elisabeth Jayne Berry is a registered representative with Guggenheim Funds Distributors, LLC, in Rockville, MD. Elisabeth has been in the industry since December 17, 2014 and holds the Series 3, Series 7 and Series 63 licenses. Elisabeth was previously registered with Guggenheim Investor Services, LLC and Guggenheim Securities, LLC, both in New York, NY.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Grove Point Investments, LLC

location

Rockville, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Elisabeth Schuermann is a financial advisor with Grove Point Investments, LLC, located in Rockville, Maryland. Elisabeth is registered with FINRA and holds Series 6, 7, 24, 52, 99 and SIE licenses. Elisabeth has over 23 years of experience in the financial services industry.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Guggenheim Funds Distributors, LLC

location

ROCKVILLE, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Elisabeth Ann Miller is a registered representative with Guggenheim Funds Distributors, LLC. Elisabeth has been in the securities industry since June 25, 2002 and holds the Series 7, Series 24, and SIE licenses. Elisabeth works out of the Rockville, MD branch office of Guggenheim Funds Distributors, LLC.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Raymond James & Associates, Inc.

location

Bethesda, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Elisabeth Erausquin-nethery is a financial advisor with over 6 years of experience in the industry. Elisabeth is registered with Raymond James & Associates, Inc. and has a current Series 66 license. She has a history of working with individuals, high-net-worth individuals, corporations, and other businesses. Elisabeth provides financial planning, portfolio management, educational seminars, and other advisory services to help clients 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

SPC Financial Inc. | CFP ® (Certifications)

location

ROCKVILLE, MD

0 Disclosures

ADVISOR BIO

Elise Weinstein is an investment advisor representative registered with SPC Financial Inc. in Rockville, Maryland. Elise has been in the industry since July 2010 and holds a Certified Financial Planner designation. Elise is also a part-time tax preparer for Sella & Martinic, LLC.

SPECIALIZATIONS

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

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