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Financial Advisors in Maryland
10,173 Results
Unclaimed

PFS Investments Inc.

location

SYKESVILLE, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Frank Eilbacher is a financial professional with PFS Investments Inc., offering a range of financial services. Frank has been in the financial industry since 2018. Frank Eilbacher holds a Series 6, Series 63, and Series 65 license. Frank is currently registered in Maryland and New Jersey. Frank is an Investment Advisor Representative, as well as a Registered Representative.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

HUNT VALLEY, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Frank William Dingle is an active investment advisor representative. Dingle is registered with RBC Capital Markets, LLC. Frank has been in the financial industry for over 25 years, with prior experience at Ferris, Baker Watts, LLC and Legg Mason Wood Walker, Incorporated. Frank is a licensed investment advisor in Maryland and Texas. Frank's experience includes managing investments for individuals, corporations, and various other entities.

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

RBC Capital Markets, LLC | CFP ® (Certifications)

location

HUNT VALLEY, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Frank Miles White is a financial advisor with RBC Capital Markets, LLC. Frank has been in the financial industry since July 4, 2019, and is registered with both the state of Maryland and Texas. Frank has a Series 7, 66, and SIE license. Frank holds the Certified Financial Planner designation. Frank is also registered to provide investment advisory services in 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mutual OF America Securities LLC

location

Linthicum, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Frank Beckman is a financial advisor with Mutual of America Securities LLC. Frank is licensed in Maryland and has been in the financial services industry since 2012. Frank has a Series 6 license. Frank previously worked at Mutual of America Life Insurance Company and M&T Securities, Inc.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Truist Advisory Services, Inc.

location

MONROVIA, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Frank Rosario Fato is a registered investment advisor representative with Truist Advisory Services, Inc. Frank has been in the industry since 2000 and has experience working with high-net-worth individuals, corporations, and other businesses. Frank provides financial planning and portfolio management services. Frank is also a registered investment advisor representative in Maryland and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Frank Carbone is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Frank is a highly experienced investment professional with a focus on providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Frank is dedicated to helping clients achieve their financial goals, and he is committed to providing them with personalized attention and a high level of service.

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

Nylife Securities LLC

location

FREDERICK, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Frank Leysen is a financial professional with Nylife Securities LLC. Frank holds Series 6, 63 and SIE licenses and has been in the industry since January 2022. Frank is registered to provide securities and investment advisory services in Maryland, Pennsylvania and Virginia. Frank's office is located at 5283 CORPORATE DRIVE, SUITE 205 in FREDERICK, MD.

SPECIALIZATIONS

No specializations listed.

Unclaimed

THE Simpson Firm LLC

location

White Plains, MD

disclosure

2 Disclosures

ADVISOR BIO

Frank Bjoy Simpson is a licensed investment advisor representative with The Simpson Firm LLC. Frank has been in the industry since 2015 and has worked with multiple financial institutions including Merrill Lynch and Bank of America. Frank holds the SIE, Series 7 and Series 66 licenses. Frank is also registered in Maryland to provide investment advisory services. The Simpson Firm offers financial planning, portfolio management for individuals, and other services.

SPECIALIZATIONS

Financial Planning Services
Unclaimed

Kestra Advisory Services, LLC | CFP ® (Certifications)

location

Frederick, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Frank Anthony Jarboe is a financial advisor with Kestra Advisory Services, LLC. Frank has been in the financial industry for over 6 years and is registered with the state of Maryland. Frank also has a Series 7 and Series 66 license as well as the SIE exam. Frank has a background in financial planning and holds the Certified Financial Planner designation. Frank works with clients to develop holistic financial plans, and he is a Registered Representative for Kestra Investment Services, LLC. Frank is an adjunct professor at Hood College. Frank has experience working with individuals, high net worth individuals, businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Apollon Wealth Management, LLC

location

OWING MILLS, MD

0 Disclosures

ADVISOR BIO

Frank Chris Cappadora is a financial advisor currently registered with Apollon Wealth Management, LLC and holds a Series 6, Series 7, Series 31, Series 63, and Series 65 license. Frank has over 20 years of experience in the financial services industry and specializes in providing financial planning, portfolio management, and pension consulting services to a diverse clientele. He has previously held positions at Commonwealth Financial Network and Purshe Kaplan Sterling Investments, where he gained valuable experience in various financial services aspects. Frank is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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