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Financial Advisors in Maryland
10,173 Results
Unclaimed

Pruco Securities, LLC

location

North Bethesda, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Mainz is a financial advisor with Pruco Securities, LLC. Andrew has been in the financial services industry since 2013. Andrew holds Series 7 and Series 66 licenses. Andrew has worked for several financial institutions, including Wells Fargo Advisors, LLC, SunTrust Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is registered with the state of Maryland as an investment advisor representative and with Texas as an investment advisor representative. Andrew has a strong track record of providing investment advice and financial planning services to individuals and families.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Taylor Heird is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., licensed in multiple states including Maryland and Texas. Andrew has been in the industry since October 2019 and holds the Series 66, Series 7TO, and SIE licenses. Andrew's experience and qualifications allow him to provide a range of investment advisory services to individuals, businesses, and institutions.

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

Heritage Investors Management Corp. | CFA ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Andrew Schenker is an Investment Advisor Representative registered with Heritage Investors Management Corp. Andrew Schenker is a Chartered Financial Analyst. Andrew has been in the industry since 2008. Prior to joining Heritage Investors Management Corp., Andrew Schenker was employed by Morgan Stanley & Co. LLC and Sanford C. Bernstein & Co., LLC. Andrew Schenker specializes in providing portfolio management for individuals and businesses, financial planning, and the selection of other advisors.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

Annapolis, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Hickey is a financial advisor at Osaic Wealth, Inc. located in Annapolis, MD. Andrew has been in the financial services industry since 1993 and has experience working with a variety of clients, including individuals, businesses, and institutions. Andrew has a strong track record of providing financial advice and wealth management services. Andrew is also a registered investment advisor in the state of Maryland and is a member of the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

TOWSON, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Casertano is an Investment Advisor Representative at Cetera Investment Advisers LLC, a registered investment advisor. Andrew has been in the financial services industry since 2017. Andrew holds the Series 6, 7, 63 and 65 securities licenses, and the SIE exam. Andrew has a diverse work history in the financial services sector, having worked for multiple firms before joining Cetera Investment Advisers. Andrew has experience in providing financial planning, pension consulting, and portfolio management services for both individuals and businesses. Andrew is committed to providing personalized financial advice that meets the unique needs of each client.

SPECIALIZATIONS

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

Wealth Enhancement Advisory Services, LLC | CFP ® (Certifications)

location

COLUMBIA, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Steven Fentress is a financial advisor currently registered with Wealth Enhancement Advisory Services, LLC. Andrew has been working in the financial industry since July 18, 2011, and is licensed in 38 states. Andrew has a wide range of experience in the financial services industry. Andrew has held positions at Raymond James Financial Services, Inc., Wells Fargo Advisors Financial Network, LLC, and LPL Financial LLC. Andrew's experience in the financial services industry is extensive, and Andrew is committed to providing clients with the highest level of service and advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed
location

Baltimore, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Adams Gott is a financial professional with over 10 years of experience in the industry. Andrew is currently registered with Morgan Stanley and is based out of the Baltimore, MD office. Andrew's current registrations include Series 99 and SIE. Morgan Stanley is a large firm with over 26,000 registered representatives and $1.4 trillion in regulatory assets under management. The firm offers financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, and charitable organizations.

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

Kestra Advisory Services, LLC

location

BETHESDA, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Prevost is an investment advisor representative with Kestra Advisory Services, LLC, a firm based in Austin, TX. Andrew has been in the industry since 1995 and is registered with the state of Maryland and Texas. Andrew has experience providing financial planning and investment advisory services to individual clients, businesses, and charitable organizations. Andrew has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

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

Equity Services, Inc. | CFP ®,CFA ® (Certifications)

location

TIMONIUM, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Michael Kelen is a financial advisor with Equity Services, Inc. Andrew has been in the industry since February 19, 2012 and holds a Series 66, Series 7 and SIE licenses. Andrew specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Andrew is also a Certified Financial Planner and a Chartered Financial Analyst.

SPECIALIZATIONS

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

Bofa Securities, Inc.

location

NORTH BETHESDA, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Green is a financial advisor with over 5 years of experience in the financial services industry. Andrew is currently registered with Bofa Securities, Inc. and has been with the firm since May 2019. Andrew was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, where Andrew was a financial advisor from January 2014 to May 2019. Andrew has a strong track record of providing financial advice to individuals and businesses. Andrew holds a Series 66, Series 79TO, SIE, and Series 7 license. Andrew is a registered financial advisor in Maryland.

SPECIALIZATIONS

RESEARCH-RELATED SERVICES
Publication of Financial Periodicals

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