Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

Tiaa-Cref Individual & Institutional Services, LLC

location

BALTIMORE, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Mark Rau is a financial advisor with over 20 years of experience in the industry. Mark is registered with TIAA-CREF Individual & Institutional Services, LLC and is licensed in 17 states. Mark has experience working with Wells Fargo Advisors, LLC, and American Express Financial Advisors Inc.

SPECIALIZATIONS

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

LA PLATA, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Mark Gordon Walker is an investment advisor representative associated with Edward Jones. Mark has been in the financial services industry since 2012. Mark holds Series 7 and Series 66 securities registrations and is registered in 14 states. Mark's office is located in LA PLATA, MD. Mark has also held a number of previous registrations with Edward Jones since 2012.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

LINTHICUM HEIGHTS, MD

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Mark Maggio is an investment advisor representative at Valic Financial Advisors, Inc., with over 37 years of experience in the financial services industry. Mark specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Mark is registered in 17 states and the District of Columbia.

SPECIALIZATIONS

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

Osaic FA, Inc.

location

HUNT VALLEY, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Mark Rich is a financial advisor at Osaic FA, Inc. Mark has been in the financial industry since 2013. Mark is registered with FINRA and the state of Maryland. Mark has a Series 7, Series 66 and SIE license. Mark specializes in portfolio management for individuals and businesses, as well as financial planning. Mark is located in HUNT VALLEY, MD and works at the firm's branch office in HUNT VALLEY, MD.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mark Robinson is a financial advisor associated with T. Rowe Price Investment Services, Inc. based in Owings Mills, MD. Mark has been in the securities industry since 2014 and holds the Series 6, Series 63 and SIE licenses. Mark is licensed to offer securities advice in 53 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Morgan Stanley

location

Easton, MD

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Ethan Allen is a financial advisor registered with Morgan Stanley since September 2011. Mark has been in the financial industry since 1981. Mark has a wide range of experience and qualifications, including Series 7, 8, 63, 65 and 66 licenses, as well as SIE certification. Mark is a highly experienced financial advisor who is dedicated to helping clients 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
Unclaimed

UBS Financial Services Inc.

location

ANNAPOLIS, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Mark Fulton is a financial advisor currently registered with UBS Financial Services Inc. Mark is a veteran advisor, having started in the industry on August 22, 1995. Mark has been with UBS Financial Services Inc. since November 2013. Prior to joining UBS Financial Services Inc., Mark was registered with WELLS FARGO ADVISORS, LLC and BANC OF AMERICA INVESTMENT SERVICES, INC.. Mark is licensed to provide investment advice and services in multiple states. Mark has passed the Series 6, Series 7, Series 63 and Series 66 securities exams. Mark also passed the Securities Industry Essentials Exam (SIE).

SPECIALIZATIONS

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

Northwestern Mutual Investment Services, LLC

location

BALTIMORE, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Mark Lupo is a financial advisor with Northwestern Mutual Investment Services, LLC. Mark has been in the financial industry since 2007 and is registered with the state of Maryland. Mark holds the Series 6, Series 7 and Series 63 licenses.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

PFS Investments Inc.

location

ELLICOTT CITY, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Mark Andre Fortin is a registered representative with PFS Investments Inc. based in Ellicott City, MD. Mark has been in the securities industry since October 2007 and is licensed to sell variable contracts and investment company products. Mark has passed the Series 6 and SIE exams.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Foundations Investment Advisors LLC

location

Bethesda, MD

0 Disclosures

ADVISOR BIO

Mark Schlossenberg is an Investment Advisor Representative at Foundations Investment Advisors LLC. Mark has been in the financial services industry since 2012 and holds Series 63, 65, and 7 licenses as well as the SIE designation. Mark has been working with clients in the areas of financial planning and portfolio management for individuals and investment companies. Mark is also a board member at Shoresh Inc. and contributes 10 hours per month to the organization. Mark is registered with the state of Maryland to provide investment advisory services.

SPECIALIZATIONS

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

Need help matching

with the right advisor?