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Financial Advisors in Maryland
10,173 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

ANNAPOLIS, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Beale Milburn is a financial advisor with over 15 years of experience in the financial services industry. Gregory is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Gregory's expertise includes providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses. Gregory holds a Series 7 and Series 66 license, as well as the Securities Industry Essentials Examination (SIE). Gregory has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Mariner Independent

location

Annapolis, MD

0 Disclosures

ADVISOR BIO

Gregory James Karanzalis is a financial advisor in Annapolis, Maryland, with over 10 years of experience in the industry. Gregory is registered with the state of Maryland and currently works with Mariner Independent. Previously, Gregory was employed with VALIC FINANCIAL ADVISORS, INC. Gregory has a Series 7, Series 66, and SIE license and specializes in portfolio management for businesses and individuals, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
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

Cetera Investment Advisers LLC

location

SALISBURY, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Holman is a financial advisor with Cetera Investment Advisers LLC. Gregory has been in the financial services industry since 2018 and has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and TD Bank. Gregory holds the Series 66, Series 7TO, SIE, and Series 7 licenses. Gregory's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Gregory's client base includes individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

WESTMINSTER, MD

experience

17 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Gregory Wagner is a financial advisor with Raymond James & Associates, Inc. Gregory has been in the financial services industry for over 15 years. Gregory holds the Series 7 and Series 66 licenses. Gregory has experience providing financial planning, portfolio management and other financial services. Gregory has experience working with a variety of clients including individuals, businesses, insurance companies, pension plans and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

8 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

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

12 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BETHESDA, MD

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory Baker is an active investment advisor representative, registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Gregory has been in the industry since August 1982. Gregory has been with Merrill Lynch since May 2008, and has held previous positions at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Paine Webber Incorporated, Lehman Brothers Inc., E. F. Hutton & Company Inc., and FSC Securities Corporation. Gregory holds the following licenses and certifications: Series 7, Series 3, Series 63, Series 65 and SIE. Gregory specializes in offering various advisory services including portfolio management for individuals and businesses, selection of other advisors, and pension consulting. Gregory has also been involved in several other business activities outside of the advisory services.

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

Commonwealth Financial Network

location

Williamsport, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Andra is a financial advisor with Commonwealth Financial Network in Williamsport, Maryland. Gregory has been in the financial industry since 2005. The advisor is registered with the state of Maryland. Gregory also holds the Series 7, Series 63, and Series 65 licenses. Gregory's previous firms include RBC Capital Markets Corporation and Ferris, Baker Watts, LLC. Commonwealth Financial Network is an independent registered investment advisor (RIA) that provides a range of financial services, including financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

Bethesda, MD

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Gregory John Venit has been in the securities industry since 1982. He is currently registered as a Registered Representative and Investment Adviser Representative with Morgan Stanley. Gregory Venit is also registered as a Registered Representative with Citigroup Global Markets Inc. Gregory Venit's specializations include Asset Allocation, Financial Planning, Pension Consulting, Educational Seminars, Selection of other advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for 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

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