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Financial Advisors in Maryland
10,173 Results
Unclaimed

Voya Financial Advisors, Inc.

location

EASTON, MD

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Joseph John Opalski is a financial advisor currently registered with Voya Financial Advisors, Inc. Joseph has been working in the financial services industry since August 1, 1983. Joseph is also registered with the state of Maryland as an investment advisor representative. Joseph has previously worked with Woodbury Financial Services, Inc., ING Financial Advisers, LLC, Aetna Life Insurance and Annuity Company, and International Money Management Group, Inc. Joseph holds licenses for Series 6, 7, 63, and 65 exams as well as the SIE exam.

SPECIALIZATIONS

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

Baltimore-Washington Financial Advisors

location

COLUMBIA, MD

0 Disclosures

ADVISOR BIO

Joseph Manfredi is an investment advisor representative at Baltimore-Washington Financial Advisors. Joseph is a registered investment advisor representative in Maryland and a registered investment advisor representative on a resident basis in Texas. Joseph has over 20 years of experience in the financial services industry. He is dedicated to providing personalized financial advice and investment management services to individuals and families. Joseph is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Anthony Izzo is a financial advisor with over 20 years of experience in the industry. Joseph is currently registered with Stifel, Nicolaus & Company, Inc. in Baltimore, Maryland. Joseph has previously worked at JVB Financial Group, LLC in Sparks, Maryland; Citigroup Global Markets Inc. in New York, New York; and Legg Mason Wood Walker, Incorporated in Baltimore, Maryland. Joseph holds the Series 7, Series 24, Series 63 and SIE licenses and specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

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

Advocate Investing Services | CFP ® (Certifications)

location

WOODBINE, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Gallagher is a financial advisor with over 29 years of experience in the industry. Joseph is a Registered Representative of LPL Financial and an Investment Advisor Representative of Advocate Investing Services. Joseph is registered with the Securities and Exchange Commission and several states. Joseph is also a Certified Financial Planner. Joseph has experience working with individuals, families, and small businesses. Joseph specializes in financial planning, portfolio management, and retirement planning. Joseph offers a variety of services to his clients, including financial planning, investment management, and retirement planning. Joseph's goal is to help his clients achieve their financial goals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Unangst is a financial advisor at Equitable Advisors, LLC. Joseph has been working in the financial services industry since February 2018. Joseph specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Joseph is also a registered representative in Maryland, Oregon, and Pennsylvania.

SPECIALIZATIONS

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

Creativeone Securities, LLC | CFP ® (Certifications)

location

Owings Mills, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Joseph R Tringali is a financial advisor with Creativeone Securities, LLC in Owings Mills, Maryland. Joseph has been in the financial services industry since 1998 and is a Certified Financial Planner. Joseph specializes in financial planning and portfolio management for individuals. Joseph is also a Certified Public Accountant. In addition to working for Creativeone Securities, LLC, Joseph also has his own CPA practice.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALTIMORE, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Jones is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 27 years in the industry. Joseph has a wide range of experience and holds licenses in numerous states, including Texas, Maryland, and Washington D.C. Joseph has a strong track record of providing investment advice and guidance to a variety of clients, including high net worth individuals, corporations, and pension funds. Joseph is dedicated 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OCEAN CITY, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Donald Wilson is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the industry since June 6, 1987. Joseph is registered with the state of Maryland and District of Columbia. Joseph is also registered with FINRA. The branch office for this advisor is located in Ocean City, Maryland. The advisor is associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since January of 1991. Prior to that, Joseph worked at JOHNSTON, LEMON & CO. INCORPORATED.

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

Planmember Securities Corp.

location

FREDERICK, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Alexander Craw is a financial advisor who has been working in the industry since 1988. Joseph is currently registered with Planmember Securities Corp. and is licensed to conduct business in Maryland and Texas. Joseph is a Registered Representative of the firm, offering securities and investment advisory services through Planmember Securities Corp. Joseph also has previous experience working at Securities America, Inc. and PFS Investments Inc. Joseph is a Series 6, 7, 26, 63, and 65 licensed advisor and holds the SIE designation.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Glen Burnie, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Joseph John Palumbo is an investment advisor representative with Avantax Advisory Services. Joseph has been in the industry since June 29, 2006. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Joseph is also a Certified Public Accountant. Joseph provides financial planning and investment advice to individuals, corporations, and retirement plans. Joseph also provides tax preparation and accounting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS

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