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Financial Advisors in Maryland
10,173 Results
Unclaimed

SFG Wealth Management

location

TOWSON, MD

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Vermeulen is a financial advisor with over 30 years of experience in the financial services industry. Gregory is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. Gregory has served clients in various capacities throughout his career, working with high net worth individuals, corporations and businesses, and charitable organizations. Gregory is currently associated with SFG Wealth Management in Towson, Maryland. SFG Wealth Management is a registered investment advisor that provides investment advisory services through a team of experienced financial professionals.

SPECIALIZATIONS

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

POTOMAC, MD

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory Stuart is a financial advisor at Morgan Stanley with over 13 years of experience in the financial services industry. Gregory has a wide range of experience having worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney in the past. He has a Series 66, Series 7 and SIE license and is registered in 29 states and the District of Columbia. He provides a range of services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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

Cape Investment Advisory, Inc. | CFP ® (Certifications)

location

HANOVER, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Patrick Klingler is a financial advisor registered with Cape Investment Advisory, Inc. Gregory Klingler has been in the industry since September 12, 2003 and holds Series 7, 24, 52TO, 53 and 66 licenses. Gregory Klingler has previous experience at Broker Dealer Financial Services Corp., Financial West Group, Morgan Peabody, Inc., FSC Securities Corporation, AXA Advisors, LLC, PartnerVest Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.

SPECIALIZATIONS

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

LPL Financial LLC

location

CAMBRIDGE, MD

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Gregory M Whitten is a financial advisor with LPL Financial LLC in Cambridge, MD. Gregory M Whitten has been working in the financial services industry since January 23, 1986. Gregory M Whitten is registered with FINRA as a registered representative and has a Series 6, Series 26, and Series 63 licenses. Gregory M Whitten is also registered as a registered representative in Delaware, Maryland, and Virginia. Gregory M Whitten was previously employed by Nationwide Securities, LLC, 1717 Capital Management Company, and Nationwide Securities, Inc. Gregory M Whitten's areas of expertise include securities, mutual funds, variable annuities, and other financial products.

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

Armstrong Dixon | CFP ® (Certifications)

location

BALTIMORE, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Armstrong is a financial advisor with Armstrong Dixon, a firm located in Baltimore, Maryland. Gregory has been in the financial services industry since September 2004, and has a strong background in investment management. Gregory holds a variety of licenses and certifications, including Series 6, 7, 63, and 65 licenses, as well as a Certified Financial Planner designation. Gregory specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Gregory is committed to helping clients achieve their financial goals through personalized and comprehensive financial advice.

SPECIALIZATIONS

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

Baltimore, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Matthew Frech is a financial advisor who has been in the industry since 2007. Gregory is currently registered with Morgan Stanley in Baltimore, Maryland. He specializes in providing a range of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Gregory has previously worked at T. Rowe Price Investment Services, Inc. in Owings Mills, Maryland.

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

Edward Jones | CFP ® (Certifications)

location

Severna Park, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Stewart Miller is a financial advisor with Edward Jones. Gregory has been in the financial services industry since February 2007 and holds a Series 7 and Series 66 license. He has been a registered representative with Edward Jones since March 2007 and provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations. Gregory is also a Certified Financial Planner.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TOWSON, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Buchinski is a financial advisor with over 20 years of experience in the financial industry. Gregory has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 1997. Gregory holds a Series 7, Series 66, and SIE license and is registered with the Financial Industry Regulatory Authority (FINRA). Gregory provides a wide range of financial services, including portfolio management, investment advice, and retirement planning. Gregory provides services to individuals, families, and businesses. Gregory has a strong track record of success in helping clients achieve their financial goals.

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

Gateway Wealth Partners, LLC

location

EASTON, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Frankos is an investment advisor representative with Gateway Wealth Partners, LLC. He has been in the industry since 2004 and holds the Series 7, Series 63 and Series 66 licenses. Gregory is registered to provide investment advisory services in Delaware, Florida, Maryland, North Carolina, Pennsylvania, and Virginia. Gregory is also registered to provide investment advisory services to individuals, corporations, and high-net-worth individuals. He has worked with Investcorp Inc and LPL Financial. Gregory is committed to helping his clients reach their financial goals.

SPECIALIZATIONS

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

Harbor Investment Advisory, LLC | CFP ® (Certifications)

location

Lutherville, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Edward Paranzino is an active investment advisor representative with Harbor Investment Advisory, LLC, with over 29 years of experience in the industry. Gregory is a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Series 65, 63, 7, 8, 16 and SIE license. Gregory has previously worked at DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, and ALEX. BROWN & SONS INCORPORATED. Gregory primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations, 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

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