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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

Baltimore, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Justin Frederick Riemer is a financial advisor at Morgan Stanley. Justin is licensed in both Maryland and New York, and is also a registered investment advisor. Justin has been working in the financial industry since 2005, and has a broad range of experience in financial planning and portfolio management. Justin has worked for both Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated before joining Morgan Stanley. Justin is committed to providing his clients with personalized financial advice and helping them 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Baltimore, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Justin Policare is a financial advisor who has been in the industry since December 2014. Justin currently works at Morgan Stanley and has been with the firm since June 2022. Prior to that, Justin was a financial advisor at Raymond James & Associates, Inc. Justin has a broad range of experience in the industry and has worked with clients of all types, including individuals, families, businesses, and institutions. Justin has a strong track record of success and is committed to providing his clients with the highest level of service and personalized advice.

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

Greenspring Advisors, LLC | CFA ® (Certifications)

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Justin Brown is a financial advisor associated with Greenspring Advisors, LLC. Justin is registered with the state of Maryland. Justin is a Chartered Financial Analyst. Justin has 10 years of experience in the financial services industry. Justin focuses on providing financial planning, investment consulting, and educational services. Justin works with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INVESTMENT CONSULTING AND EDUCATIONAL SERVICES
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

PRINCE FREDERICK, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Justin Emmert is a financial advisor at Commonwealth Financial Network in Prince Frederick, MD. Justin has been working in the financial services industry since November 2015. Justin is registered with FINRA as a registered representative, and is a licensed investment advisor representative in Maryland and several other states. Justin has earned the Series 7 and Series 66 licenses, and the SIE exam. Justin is also a Certified Financial Planner. Commonwealth Financial Network is a Registered Investment Advisor with a strong presence in the financial services industry, serving individual clients, high net worth individuals, corporations, charitable organizations and others. Justin specializes in investment advice, financial planning, portfolio management and retirement planning.

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

First Command Advisory Services

location

Odenton, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Justin Lynn Beers is an investment advisor representative with First Command Advisory Services. Justin has been in the financial services industry since February 2018. Justin is licensed to provide investment advice in Maryland, Virginia, the District of Columbia, and Pennsylvania. Justin holds the Series 63, 65 and 6TO licenses, as well as the SIE exam. Justin's firm, First Command Advisory Services, has over $22 billion in assets under management. First Command Advisory Services offers financial planning, portfolio management for individuals, and other investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Evergreen Advisors Capital, LLC

location

COLUMBIA, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Justin Horsman is a financial advisor with over 13 years of experience in the industry. Justin is currently registered with Evergreen Advisors Capital, LLC and holds Series 6, 7, 63, 79 and SIE licenses. Justin is registered in Maryland, New Jersey and Virginia. Previously, Justin worked at T. Rowe Price Investment Services, Inc..

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Lusby, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Justin Lerenze Atkinson is a financial advisor at Edward Jones with over 10 years of experience in the industry. Justin holds Series 66, Series 7, and SIE licenses, and is registered to provide investment advice in Maryland. Justin's primary focus is on financial planning and portfolio management for both individuals and businesses. Prior to joining Edward Jones, Justin has worked in various roles in the environmental services and restoration industries. Justin also operates a home improvement consulting business that is currently being handed off to a new owner. Justin is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

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

Gritstone Asset Management LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Justin Cressall is an Investment Advisor Representative registered with Gritstone Asset Management LLC, an investment advisor headquartered in Bethesda, Maryland. Justin has been in the financial services industry since 2007 and has a Series 65 license. Justin is active in the financial services industry and is registered in Maryland as an Investment Advisor Representative.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

EASTON, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Justin C. Smith is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Justin has been in the securities industry since May 26, 2013. Justin is a Series 66, Series 7 and SIE licensed advisor who is registered in 28 states. Justin works with high-net-worth individuals, insurance companies, charitable organizations, corporations, and businesses. Justin also provides advisory services, such as portfolio management, performance measurement reports, allocation modeling, IPS, and research reports. Justin is a member of the Bay-Area Young Life committee.

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

HUNT VALLEY, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Justin McNicholas is an active investment advisor representative and has been in the industry since 2018. Justin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Justin works out of their Hunt Valley office in Maryland. Justin has been registered in 53 states and the District of Columbia, with all registrations in an active status. Justin is also registered as an investment advisor representative in Texas.

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

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