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Financial Advisors in Maryland
10,173 Results
Unclaimed

Meridian Investments, Inc.

location

BETHESDA, MD

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

John Peter Casey is an active broker with Meridian Investments, Inc. Casey has been in the financial services industry since 1981. John has a Series 63, SIE and a Series 22 license. John is registered to sell securities in 17 states. John has also worked at Meridian Capital Partners, LLC, M C Energy Securities Corporation, Boston Bay Capital, Inc., and ENI Corporation.

SPECIALIZATIONS

No specializations listed.

Unclaimed

RBC Capital Markets, LLC

location

HAGERSTOWN, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

John Holden Hershey is an active investment advisor representative registered with RBC Capital Markets, LLC. John has been in the industry since February 29, 2024 and holds the Series 66, Series 7TO, and SIE licenses. John is registered to provide investment advice in 34 states and is also registered as an investment advisor in Maryland and Texas. John specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.

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
location

Frederick, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

John Robert Tinsley is a financial advisor with over 25 years of experience in the financial services industry. John is currently registered as a registered representative with Morgan Stanley in Frederick, MD. Previously, John was with Citigroup Global Markets Inc. in Bethesda, MD and Legg Mason Wood Walker, Incorporated in Baltimore, MD. John holds the Series 7, Series 10, Series 9, Series 31, Series 65, and Series 66 securities licenses. John is also a licensed Investment Advisor in several states.

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

Raymond James Financial Services Advisors, Inc.

location

SEVERNA PARK, MD

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Edward Barnes is a financial advisor with over 20 years of experience in the industry. John is currently registered with Raymond James Financial Services Advisors, Inc., and has been with the firm since 2010. Prior to that, John worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., SunAmerica Securities, Inc., and Securities Service Network, Inc. John offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. John holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) Examination.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Towson, MD

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Charles Ignatowski is a financial advisor at Charles Schwab & CO., Inc. with over 18 years of experience in the financial services industry. John has held positions at several firms including T. Rowe Price Investment Services, Inc. John is licensed to provide investment advice in Maryland and Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Homrich Berg | CFP ® (Certifications)

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

John Finigan is a financial advisor registered with Homrich Berg. John has been in the financial services industry since 2019. John is licensed to provide advisory services in Maryland and has a Series 63, Series 66, Series 7 and SIE. John offers financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
BILL PAY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Commonwealth Financial Network

location

TOWSON, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John Bernard Pettit is a financial advisor with Commonwealth Financial Network and has been in the industry since 2001. John has held a Series 6, 7, and 63 license for over 20 years. John is also a registered representative of Commonwealth Financial Network in Maryland. John has a strong background in helping clients with their financial needs and is committed to providing them with personalized service.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

John Peper is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in HUNT VALLEY, MD. John is a registered representative in MD, TX and is also registered as an Investment Advisor Representative in MD, TX. John has been in the industry since 2021. John Peper specializes in providing a wide range of advisory services, including portfolio management for individuals and businesses, as well as pension consulting. John is committed to 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

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

John Mead is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. John has been in the securities industry since 2020 and is licensed to provide financial planning and portfolio management services in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. John's specialization is in portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

COLUMBIA, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John Gardiner Evans is a financial advisor with over 20 years of experience in the industry. John has a strong background in securities and investment management and holds several licenses and certifications. John is registered with Wells Fargo Clearing Services, LLC and has been with them since 2009. Prior to that, John was registered with UBS Financial Services Inc. and 1st Discount Brokerage, Inc. John provides a wide range of financial services to individuals, businesses, and institutions, including financial planning, investment management, and retirement planning. John is committed to providing personalized service to each of his clients and helping them 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

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