Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

PFS Investments Inc.

location

SYKESVILLE, MD

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Snavely is a financial advisor who has been in the industry for over 35 years, specializing in Investment Company Products/Variable Contracts. He is currently registered with PFS Investments Inc. and holds Series 6, 26, and 63 licenses, as well as the SIE designation. Gerald has extensive experience working with a variety of clients, including individuals, corporations, and charitable organizations. He is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

HAGERSTOWN, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Wayne Spessard is a financial advisor with RBC Capital Markets, LLC. Gerald has been in the industry since June 2014 and is registered to provide investment advice in Maryland and Texas. Gerald's firm specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, corporations, and institutions. Gerald has extensive experience working with individuals, corporations, and institutions. Gerald is dedicated to providing personalized financial guidance and helping 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

PFS Investments Inc.

location

OWINGS MILLS, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Gerald James is a financial professional with over 13 years of experience in the industry. Gerald is currently registered with PFS Investments Inc. and is licensed to provide financial advice in 10 states, including Maryland, California, Florida, Georgia, Nevada, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Gerald specializes in investment company products and variable contracts and holds the Series 6, SIE, and Series 63 licenses. Gerald has been providing financial advice and portfolio management for individuals since July 2010.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

LUTHERVILLE, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Geraldine Olga Langan is a registered representative with PFS Investments Inc. Geraldine has been in the securities industry since February 16, 2000. Geraldine is licensed in Maryland and holds Series 6, 26 and 63 securities licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

Lutherville, MD

experience

41 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Geralyn Pijut Schroth is a financial advisor who has been in the industry since 1984. Currently, Geralyn Pijut Schroth is registered with Morgan Stanley. Geralyn Pijut Schroth is a licensed representative of Morgan Stanley and has a current Series 63, 65 and SIE license. Geralyn Pijut Schroth previously worked with Legg Mason Wood Walker, Incorporated, Legg Mason MASTEN INC. and CITIGROUP GLOBAL MARKETS INC. Geralyn Pijut Schroth has experience working with a wide variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Geralyn Pijut Schroth's expertise is in providing financial planning, asset allocation advice, and portfolio management services.

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

UBS Financial Services Inc.

location

BALTIMORE, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Gerard George Caswell is a registered representative with UBS Financial Services Inc. Gerard has been in the financial services industry since August 2013. Prior to joining UBS, Gerard worked at VANGUARD MARKETING CORPORATION. Gerard is licensed to sell securities in 35 states and is also registered as an Investment Advisor Representative in 2 states. Gerard holds the Series 7, Series 63, and Series 66 licenses as well as the SIE exam.

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

LPL Financial LLC

location

HUNT VALLEY, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gerard Harrison is a financial advisor with LPL Financial LLC, based in HUNT VALLEY, MD. Gerard has been in the financial services industry since 2003. Gerard holds Series 6, 7, 24, 52, 53, and 63 licenses. Gerard specializes in providing financial advice to individuals, families, and businesses. Gerard is committed to helping 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Kovack Securities Inc.

location

Bel Air, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gerard William Diem is a registered representative with Kovack Securities Inc., located in Bel Air, MD. Gerard has been in the securities industry since 1996. His career has included roles at MetLife Securities Inc. and AXA Advisors, LLC. Gerard holds the Series 6 and SIE licenses. He is currently registered with the state securities regulators of Florida, Maryland, New York, Pennsylvania, Texas, and Virginia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

McMg Capital Advisors, Inc.

location

BALTIMORE, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gerard Reilly Erhardt is a Baltimore-based financial professional with McMg Capital Advisors, Inc. Gerard is a registered representative and has passed the Series 79TO, SIE, and Series 63 exams. Gerard has been in the financial industry since 2022.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MML Investors Services, LLC

location

ROCKVILLE, MD

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Gerard Augustine Ransing is a financial advisor in Rockville, MD with over 30 years of experience in the financial services industry. Gerard is registered with MML Investors Services, LLC and has held previous positions at MSI Financial Services, Inc. and New England Securities. Gerard is licensed to provide investment advice in multiple states, including Maryland, Texas, and others. Gerard specializes in financial planning and portfolio management for 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
ASSET ALLOCATION PROGRAMS

Need help matching

with the right advisor?