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Financial Advisors in Maryland
10,173 Results
Unclaimed

Raskin Global Inc. | CFP ® (Certifications)

location

PHOENIX, MD

0 Disclosures

ADVISOR BIO

Keith Steele Stacy is an Investment Advisor Representative with Raskin Global Inc., a firm that provides financial planning and portfolio management services to individuals and high-net-worth clients. Stacy is also a Certified Financial Planner™ and holds the Series 65 license. Stacy has experience in the financial services industry, having worked with various firms over the past few years. In addition to his work at Raskin Global, Stacy is also an insurance agent with Raskin Global, LLC.

SPECIALIZATIONS

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

M Holdings Securities, Inc.

location

BETHESDA, MD

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Keith Martin Eig is a financial professional with over 30 years of experience in the industry. Keith is a registered representative with M Holdings Securities, Inc. and holds Series 63, SIE, and Series 7 licenses. Keith has previously been registered with Mutual Service Corporation, W. S. Griffith & Co., Inc., and Home Life Insurance Company.

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

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Keith Andre Holmes is an investment advisor representative at T. Rowe Price Advisory Services, Inc.. Keith has been in the industry since June 1992 and has a proven track record of success. Keith is registered in 53 states as a broker-dealer, and has passed all required examinations, including the Series 63, Series 65, Series 7, Series 53, and SIE exams. Keith is a highly qualified financial professional who can help you achieve your financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Grove Point Advisors, LLC | PFS ® (Certifications)

location

ROCKVILLE, MD

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Keith Manning is a financial advisor with over 30 years of experience in the industry. Keith is a registered representative and investment advisor representative and holds the Series 7, 31, 63, 65, and 66 securities licenses. Keith provides financial advice and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Keith is affiliated with Grove Point Advisors, LLC. The firm is based in Rockville, Maryland and provides a variety of financial advisory services. Grove Point Advisors, LLC specializes in financial planning, portfolio management, 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
Unclaimed
location

Baltimore, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Keith De freitas is a financial professional with Morgan Stanley. Keith has been in the industry since 2022 and holds the Series 99TO and Securities Industry Essentials Examination licenses. Keith specializes in various financial services including Financial Planning, 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
Unclaimed

Bryan Investments, LLC

location

SABILLASVILLE, MD

disclosure

2 Disclosures

ADVISOR BIO

Keith Alan Bryan is a registered Investment Advisor Representative with Bryan Investments, LLC in Sabillasville, MD. Keith has been in the financial services industry since 1984, has Series 63, 65 and 24 licenses and has worked for several firms, including RBC CAPITAL MARKETS CORPORATION and FERRIS, BAKER WATTS, LLC. Keith currently works with 65 clients, including 14 High Net Worth individuals, and has approximately $51,350,633 in regulatory assets under management. Keith Alan Bryan provides portfolio management services to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Profunds Distributors, Inc.

location

BETHESDA, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Keith Christopher Botti has been in the financial industry since 1997. Keith is currently registered with Profunds Distributors, Inc. in Bethesda, Maryland. Keith has held previous positions at Mercantile Investment Services, Inc., Mercantile Brokerage Services, Inc., and Rydex Distributors, Inc.. Keith holds Series 3, 7 and 63 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cetera Investment Advisers LLC

location

OAKLAND, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Keith R. Sanders is a financial advisor with Cetera Investment Advisers LLC in Oakland, MD. Keith has been in the financial industry since 2001. Keith holds a Series 7, Series 66, and SIE license. Keith is registered in Florida, Indiana, Maryland, North Carolina, Ohio, Virginia, and West Virginia. Keith R. Sanders is committed to providing his clients with personalized financial advice. He offers a wide range of services, including financial planning, portfolio management, and investment management.

SPECIALIZATIONS

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

Steward Partners Investment Advisory, LLC | CFP ® (Certifications)

location

BETHESDA, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Keith Terry Barberis is a financial advisor with Steward Partners Investment Advisory, LLC. Keith has been in the industry since 1997 and has a wide range of experience in financial planning, investment management, and retirement planning. Keith is a Certified Financial Planner and holds the Series 6, 7, and 66 licenses. Keith is registered with the state of Maryland and Texas.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BETHESDA, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Keith Andrew Unikel is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Keith is a registered representative in 53 states, and a registered investment advisor in two states, Maryland and Texas. Keith has been active in the financial industry since 2006 and has a diverse background in securities, futures, and financial management. Keith has worked for Merrill Lynch since 2009 and has also been previously registered with Morgan Stanley. Keith is committed to providing clients with personalized financial advice and investment solutions, including portfolio management, financial planning, and retirement planning.

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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