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Financial Advisors in Maryland
10,173 Results
Unclaimed

Avantax Advisory Services

location

ROCKVILLE, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Gerard Bradley is a financial advisor who has been active in the industry since August 1998. Kevin is currently registered with Avantax Advisory Services and has been with the firm since October 1999. Kevin is also a registered representative of Avantax Insurance Agency, LLC. Kevin is a Series 63, Series 65, and Series 7 licensed professional, and holds a SIE designation. Kevin works with individuals, high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and other clients. Kevin's specialties include financial planning, pension consulting, and educational seminars.

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
Unclaimed

Raymond James & Associates, Inc.

location

Hunt Valley, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Nordquist Clorety is an active Broker-Dealer and is not currently registered as an Investment Advisor. Kevin Nordquist Clorety has been working in the securities industry since January 15, 2001. Currently, Kevin Nordquist Clorety is registered with Raymond James & Associates, Inc. in the state of Maryland. Kevin Nordquist Clorety has previously been registered with DEUTSCHE BANK SECURITIES INC. in the state of Maryland. Kevin Nordquist Clorety holds the Series 63, Series 57TO, SIE, Series 55, and Series 7 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Christopher Chandler is a financial professional with T. Rowe Price Investment Services, Inc. Kevin has been in the industry since July 6, 2023. Kevin is registered with the state of Maryland and 52 other states. Kevin has passed the Series 63, Series 7TO, and SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Collins is a financial advisor with T. Rowe Price Investment Services, Inc. Kevin has been in the financial services industry since January 4, 2009. Kevin is a Series 6, 7, 24, 26 and 63 licensed professional. Kevin is registered in all 50 states and the District of Columbia. Kevin's primary office location is in Baltimore, MD.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Kraska is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the industry since June 7, 1998 and holds the Series 7, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 65, and Series 99TO licenses. He is registered as a broker-dealer and investment advisor in 53 states and the District of Columbia.

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

PFS Investments Inc.

location

OWINGS MILLS, MD

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Williams is a financial professional with over 10 years of experience in the industry. Kevin Williams is currently registered with PFS Investments Inc. and has previously been registered with the same firm. Kevin Williams's areas of specialization include investment company products/variable contracts. Kevin Williams holds Series 6, Series 63, and SIE licenses. Kevin Williams is registered in Colorado, Florida, Maryland and South Carolina.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

MARRIOTTSVILLE, MD

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Gattie is a financial advisor with LPL Financial LLC. Kevin has been in the financial services industry since June 13, 2008. Kevin is registered in 10 states including California, Connecticut, Delaware, District of Columbia, Florida, Maryland, New York, North Carolina, Pennsylvania, and Virginia. Kevin holds Series 6, 63 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

State Farm VP Management Corp.

location

Frederick, MD

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Kaien Voritskul is a financial advisor with State Farm VP Management Corp. Kevin holds a Series 6 and SIE licenses and has been in the industry since June 23, 2005. Kevin is registered in Maryland and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Valic Financial Advisors, Inc.

location

LINTHICUM HEIGHTS, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kevin David Patterson is a financial advisor with over 15 years of experience in the industry. Kevin is registered with Valic Financial Advisors, Inc., and has offices in Linthicum Heights, MD. Kevin is also registered with the state of California, Delaware, District of Columbia, Florida, Maryland, New York, North Carolina, Oregon, South Carolina, Texas, Virginia, Washington, and West Virginia. Kevin has passed the Series 66, Series 7, and SIE exams. He is a member of the KD Patterson Music, LLC and has a branch office with Valic Financial Advisors, Inc. in Linthicum Heights, MD.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Hunt Valley, MD

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Bell, CFP® is a financial advisor with over 40 years of experience. Kevin is registered with the state of Maryland as an Investment Advisor Representative and has a strong history of working with high-net-worth individuals, insurance companies, charitable organizations, and corporations. He is also registered with the state of Texas as an Investment Advisor Representative and a Broker. He is currently affiliated with Morgan Stanley. Kevin has a strong background in providing financial planning, portfolio management, and asset allocation advice. Kevin is committed to helping individuals and institutions reach 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

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