Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

PFS Investments Inc.

location

OWINGS MILLS, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Prescott Johnson is a financial advisor registered with PFS Investments Inc. based in Owings Mills, MD. Matthew holds the Series 63, Series 6TO and SIE licenses. He currently holds registrations in Colorado, Florida, Maryland, Texas and Virginia and has been in the industry since May 13, 2021. Matthew focuses on providing financial advice and portfolio management services to individuals.

SPECIALIZATIONS

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
Unclaimed

RBC Capital Markets, LLC

location

Bel Air, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Alexander Citrano is an active broker-dealer and investment advisor representative. Citrano has been in the industry since January 20, 2016. Citrano is currently registered with RBC Capital Markets, LLC. Citrano is registered in 38 states. Citrano has passed the Series 66, Series 7 and SIE exams.

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

Empower Advisory Group, LLC

location

Westminster, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Sherlock is an investment advisor representative with Empower Advisory Group, LLC. Matthew Sherlock has been in the industry since 2003. Matthew Sherlock is registered to provide investment advice in 52 states and the District of Columbia. Empower Advisory Group, LLC provides financial planning, portfolio management for individuals, educational seminars and other investment-related services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed
location

Lutherville, MD

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Riggin is a financial advisor with Morgan Stanley, offering a variety of services to individuals, businesses, and institutions. Matthew has been in the financial services industry since 2008 and holds a Series 7, Series 66, and SIE license. Matthew has a strong track record of success in helping clients achieve their financial goals. Prior to joining Morgan Stanley, Matthew worked at CITIGROUP GLOBAL MARKETS INC. Matthew is registered to provide securities and investment advisory services in 46 states and the District of Columbia.

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

TOWSON, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Gue is a financial advisor with Fidelity Personal And Workplace Advisors in Towson, Maryland. He has been in the financial services industry since April 2015. Matthew is registered with the Securities and Exchange Commission (SEC) and the state of Maryland. He is also a Certified Financial Planner. Matthew provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Matthew is licensed in 20 states.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

ROCKVILLE, MD

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Browne is a financial advisor with over 30 years of experience in the industry. Matthew is currently registered with Cuso Financial Services, LP. Matthew has previously worked with a number of financial services firms including Oppenheimer & Co. Inc., Charles Schwab & Co., Inc., and Northwestern Mutual Investment Services, LLC. Matthew is a Series 7 and Series 63 licensed professional.

SPECIALIZATIONS

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

Princeton Global Asset Management LLC | CFP ®,CFA ® (Certifications)

location

BETHESDA, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Matthew David Gelfand is an experienced financial advisor with over 18 years of experience in the industry. Matthew holds the Series 7TO, Series 66, and Series 65 licenses, and is a Certified Financial Planner and a Chartered Financial Analyst. Matthew is currently registered with Princeton Global Asset Management LLC, where he provides financial planning, portfolio management, and pension consulting services to individual and institutional clients. Matthew has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

T. Rowe Price Investment Services, Inc.

location

Owings Mills, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Joseph Szimanski is a financial professional with over 14 years of experience in the industry. He is currently registered with T. Rowe Price Investment Services, Inc. and holds a Series 63, Series 24, Series 6TO, SIE and Series 7 licenses. Matthew has been registered in Maryland since March 2009 and is also registered in California. He has been active in the industry since March 2009 and is currently employed at T. Rowe Price Investment Services, Inc. in Owings Mills, Maryland.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Retirement Management Systems

location

Leonardtown, MD

0 Disclosures

ADVISOR BIO

Matthew Turner Scarborough is a registered Investment Advisor Representative with Retirement Management Systems. Matthew is also an Investment Advisor Representative with Oak Wealth Partners. Matthew is licensed in Maryland. Matthew has been in the industry for over 5 years. Matthew has experience providing financial planning, asset allocation advice, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE

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