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Financial Advisors in Maryland
10,173 Results
Unclaimed

MAI Capital Management, LLC | CFP ® (Certifications)

location

Marriottsville, MD

0 Disclosures

ADVISOR BIO

Gregory Palacorolla is a financial advisor at MAI Capital Management, LLC. Gregory is a Certified Financial Planner® professional. Gregory has been in the financial services industry since June 2008.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
DUE DILIGENCE/RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Osaic Wealth, Inc.

location

Bethesda, MD

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Gregory S. Pang is a financial advisor with over 29 years of experience in the financial industry. Gregory is registered with Osaic Wealth, Inc. and is licensed to provide investment advice in 28 states. Gregory has a strong background in financial planning, portfolio management and pension consulting. Gregory also provides educational seminars to clients.

SPECIALIZATIONS

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

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Fraser is a financial advisor with over 10 years of experience in the financial industry. Gregory is currently registered with T. Rowe Price Investment Services, Inc. and holds Series 7, 24, and 63 securities licenses. Gregory specializes in providing financial advice to individuals and families in Owings Mills, MD.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

ANNAPOLIS, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Kent May is a financial advisor with Fidelity Personal And Workplace Advisors. Gregory May has been working in the financial industry since 2011. Gregory May has a Series 7 and Series 66 license and is registered with FINRA. He is also registered with the states of Maryland and Texas. Gregory May's specialties include financial planning, portfolio management for individuals, and portfolio management for businesses. He is also an active member of the community.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

FREDERICK, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Beal is an active broker and investment advisor representative with a strong track record of success in the financial services industry. Gregory Beal has been in the industry since 1996 and has a diverse background in financial advising. He is currently affiliated with Stifel, Nicolaus & Company, Inc. and has previously held positions with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Gregory Beal is a highly experienced professional who is dedicated to providing his clients with personalized financial advice and guidance. Gregory Beal holds several licenses and registrations including Series 7, Series 9, Series 10, Series 63, and Series 65. His expertise includes financial planning, pension consulting, portfolio management, and selection of other advisors. Gregory Beal is committed to helping his 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Founders Financial Securities LLC

location

BEL AIR, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Benton Hart has been in the financial industry since May 29, 1990. Gregory is currently registered with Founders Financial Securities LLC as an investment advisor representative, and has been since August 17, 2006. Gregory's previous employers include INTERSECURITIES, INC. and LINCOLN FINANCIAL ADVISORS CORPORATION. Gregory's main office location is at 104 VICTORY LANE, BEL AIR, MD 21014, United States. Gregory offers various financial planning services including 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Fuchsluger is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has been in the industry since September 2017 and has experience working with a wide range of clients, including individuals, high-net-worth individuals, businesses, corporations, and institutions. Gregory is registered to provide investment advisory services in all 50 states and the District of Columbia. Gregory's current firm is Merrill Lynch, Pierce, Fenner & Smith Inc., and they are a well-established and reputable financial services firm.

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

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Salisbury, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Reddell is a financial professional registered with State Farm Investment Management Corp. Gregory has been in the financial industry since April 1, 1998. Gregory is currently licensed in Delaware, Maryland and Missouri. Gregory holds the Series 6, Series 26 and Series 63 licenses. Gregory is also a Chartered Financial Consultant. The firm specializes in portfolio management for individuals and investment companies. Gregory's office is located at 715 E. William Street in Salisbury, MD.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
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

RBC Capital Markets, LLC | CFP ® (Certifications)

location

HUNT VALLEY, MD

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Brian Kroneberger is a financial advisor at RBC Capital Markets, LLC. Gregory has been in the industry since November 4, 1991. Gregory is registered in 32 states and holds the Series 7, 31, 63, and 65 licenses along with the SIE exam. Gregory is a Certified Financial Planner (CFP) and works with high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Gregory was previously with Ferris, Baker Watts, LLC, from November 5, 1991, to March 13, 2009. Gregory also serves on the Board of Directors of the Catholic Community Foundation and is involved in fundraising for the Archdiocese of Baltimore.

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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