Years of Experience
5-20+ Years
EASTON, MD
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
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
BALTIMORE, MD
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
WOODBINE, MD
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
COLUMBIA, MD
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
Owings Mills, MD
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
BALTIMORE, MD
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
OCEAN CITY, MD
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
FREDERICK, MD
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
Glen Burnie, MD
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