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Financial Advisors in Maryland
10,173 Results
Unclaimed

LPL Financial LLC

location

HUNT VALLEY, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Matthew T. Cech is a financial advisor with LPL Financial LLC, a registered investment advisor, in HUNT VALLEY, MD. Matthew has been in the industry for over 12 years. Before joining LPL, Matthew was with MML Investors Services, LLC and Morgan Stanley. Matthew holds the Series 6, 7, 31 and 66 licenses as well as the SIE exam. Matthew T. Cech is registered with the state of Maryland.

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

RBC Capital Markets, LLC

location

ANNAPOLIS, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Roswell has been in the financial services industry since December 20, 1993. Matthew is currently registered with RBC Capital Markets, LLC and has been with the firm since March 6, 2009. Previously, Matthew was registered with Wachovia Capital Markets, LLC and Stifel, Nicolaus & Company, Incorporated. Matthew holds the Series 63, SIE, Series 87, and Series 7 licenses and is registered in Maryland and New York. Matthew focuses on providing investment advice and services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Facet | CFP ® (Certifications)

location

BALTIMORE, MD

disclosure

2 Disclosures

ADVISOR BIO

Matthew John Farrell is a financial advisor with Facet, a firm that has more than $1 billion but less than $10 billion in assets under management. Matthew John Farrell has been a financial advisor for over 16 years and specializes in helping individuals and high-net-worth individuals. He has a strong track record of providing financial advice and has earned the Certified Financial Planner designation. Matthew John Farrell is registered with the states of Connecticut and Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Grove Point Investments, LLC

location

BETHESDA, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Lucas is a financial advisor with over 30 years of experience in the industry. Matthew is registered with Grove Point Investments, LLC and holds licenses in several states including Maryland, Virginia, District of Columbia, Georgia, New York, Florida, Arizona, and California. Matthew has a Series 6 and Series 63 license. Matthew previously worked at PRUCO SECURITIES, LLC. and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Buttonwood Financial Advisors, Inc.

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Matthew Berry is an investment advisor representative with Buttonwood Financial Advisors, Inc. Matthew has been registered with the SEC since July 2023 and holds a Series 65 license. Matthew has experience in financial services with previous roles at Empirical LLC, Patient Capital Management, Lane Five Capital Management, Interprise Partners, Ideal Electrical Supply Corp and Pavement Company LLC. Matthew is also registered in Maryland and Texas. The firm's main office is located in Baltimore, MD. Buttonwood Financial Advisors provides portfolio management for individuals, financial planning, and other advisory services to high-net-worth individuals, charitable organizations, and corporations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Sc&h Capital Corp.

location

Ellicott City, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Roberson is a financial professional registered with Sc&h Capital Corp. Matthew holds a Series 7, Series 24, Series 63, Series 14, SIE, and Series 99TO and Series 79TO registrations and is licensed in Maryland, Virginia, Delaware, and District of Columbia. Matthew has been working in the financial industry since 2009.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

ROCKVILLE, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Krivonak is a financial advisor with LPL Financial LLC. Matthew has been in the financial services industry since March 20, 2014. Matthew is registered to provide securities and investment advice in 19 states and holds the Series 66, Series 7 and SIE licenses. Matthew also holds several designations, including Key Wealth Managers and Krivonak Financial Group LLC.

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

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Christopher Franke is a financial advisor who has been in the industry since 1996. Matthew is currently registered with Stifel, Nicolaus & Company, Inc. He has been registered with the firm since December 1, 2005. Prior to Stifel, Nicolaus & Company, Inc., Matthew worked for Legg Mason Wood Walker, Incorporated, Deutsche Bank Securities Inc., BT ALEX. BROWN INCORPORATED and Alex. Brown & Sons Incorporated.

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 Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

Marriottsville , MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Tew is a financial advisor with J.P. Morgan Securities LLC, a firm with more than $50 billion in assets under management. Matthew is a registered representative in 25 states and a Registered Investment Advisor in Maryland and Texas. Matthew has a strong track record of success in the financial services industry, helping clients reach their financial goals. Matthew has been in the industry since 2016.

SPECIALIZATIONS

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

Scarborough Capital Management

location

ANNAPOLIS, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Zimmerman is a registered investment advisor representative in Maryland and is associated with Scarborough Capital Management. Matthew has been in the industry for 2 years and is licensed to provide both investment advisory and securities services. Matthew holds the Series 7, 66, and SIE securities licenses. Matthew provides a range of investment advisory services including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

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