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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

Baltimore, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Enver Majid is a registered representative with Morgan Stanley. Enver has been in the industry since June 5, 2007 and holds the Series 66, Series 7 and SIE exams. Enver is registered in 43 states and the District of Columbia. Enver has a previous employment history with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

LANHAM, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Erdal Elmas is a financial advisor registered with Cuso Financial Services, LP. Elmas has been in the financial industry since 1997. Elmas holds Series 6, 7, 63 and 65 licenses. Prior to joining Cuso Financial Services, LP, Elmas worked at Riggs Investment Corp. and Allfirst Brokerage Corporation. Elmas specializes in providing financial advice to high-net-worth individuals and families. Elmas also provides services to charitable organizations, corporations, and pension plans.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Columbia, MD

0 Disclosures

ADVISOR BIO

Eric Lamont Wells is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Columbia, MD. Eric has been in the financial services industry since 2006. Eric holds a Series 6, 7, 63, and 65 license. Prior to joining Cambridge, Eric worked for T. Rowe Price Investment Services, Inc., Potomac Securities, LLC, Metlife Securities Inc., and Metropolitan Life Insurance Company. Eric is registered as an Investment Advisor in Maryland.

SPECIALIZATIONS

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

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Eric Stevens is a financial professional who is registered with the state of Maryland and the Financial Industry Regulatory Authority (FINRA). Eric has successfully completed the Series 7TO and SIE exams, demonstrating his commitment to providing comprehensive financial services. Eric is currently employed at T. Rowe Price Investment Services, Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Eric Gordon Meyers is an investment advisor representative at Grove Point Advisors, LLC. Eric has been in the financial industry since 1978. Eric specializes in providing financial planning services and portfolio management for individuals and businesses. Eric is registered with the state of Maryland and holds Series 63, Series 65, Series 7, Series 24 and Series 26 licenses. In addition to his current role, Eric is also a Managing Member at Meyers Hurvitz Abrahams LLC, providing legal services. Eric is also an agent for fixed life insurance.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Bel Air, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Eric Jamal Oliver is a financial advisor with J.p. Morgan Securities LLC. Eric has been in the industry since December 2023. Eric is licensed to conduct securities business in the District of Columbia, Maryland, and Virginia. Eric holds Series 63, Series 6TO and SIE licenses. Eric specializes in investment company products, variable contracts, mutual funds, annuities, and retirement planning.

SPECIALIZATIONS

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

SFG Wealth Management

location

TOWSON, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Eric Hart is a financial advisor in Towson, Maryland. Eric has been in the industry since 2015 and is registered with the state of Maryland. Eric William Hart is associated with SFG Wealth Management. Eric provides investment advisory services through SFG Wealth Management LLC, an independent investment advisor firm. Eric is also a registered representative with LPL Financial, LLC.

SPECIALIZATIONS

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

Baltimore, MD

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Eric Walker has been in the financial industry since 1993. Eric is currently registered with Morgan Stanley. Eric holds licenses for Series 7, Series 31, Series 63 and Series 65. Eric has been registered with Morgan Stanley since 2009. Before that, Eric was with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Eric is a licensed professional in over 40 states and specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

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

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Eric Anthony Milano is a financial advisor with T. Rowe Price Investment Services, Inc.. He is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed securities professional with over 18 years of experience. Previously, Eric worked at ADP BROKER-DEALER, INC., and GUARDIAN INVESTOR SERVICES LLC.. Eric is committed to providing his clients with personalized financial advice and investment strategies.

SPECIALIZATIONS

No specializations listed.

Unclaimed

RBC Capital Markets, LLC

location

HUNT VALLEY, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Eric Shadoff is a financial advisor who has been in the industry since 2011. Eric is registered with RBC Capital Markets, LLC and holds several licenses, including Series 7, Series 6, Series 63, and Series 65. Eric specializes in serving individuals, corporations, high-net-worth individuals, and charitable organizations. Eric has worked at Wells Fargo Advisors, LLC and City National Bank in the past. Eric is also the owner of Eric Shadoff Rental Property, which is not investment-related.

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

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