Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

State Farm VP Management Corp.

location

OWINGS MILLS, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Matthew Derocher is a financial advisor with State Farm VP Management Corp., where he has been registered since 2015. Michael holds the Series 6 and SIE licenses and is registered with FINRA and the state of Maryland and the District of Columbia. Michael's experience in the industry dates back to 2014.

SPECIALIZATIONS

No specializations listed.

Unclaimed

State Farm VP Management Corp.

location

Frederick, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Michael McCoy is a financial professional with over 19 years of experience in the financial services industry. Michael McCoy is currently registered with State Farm VP Management Corp. Michael McCoy has been with State Farm VP Management Corp. since 2013. Previously, Michael McCoy worked with State Farm VP Management Corp. from 2003 to 2012 in Bloomington, IL. Michael McCoy is registered in Maryland, Ohio, Pennsylvania, and West Virginia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Conway is a financial advisor with over 23 years of experience in the industry. Michael has worked with Grove Point Advisors, LLC since 2021. Michael holds the Series 63, Series 66, and Series 7 licenses and the Series 24 principal exam. Michael provides financial planning, pension consulting, and educational seminars to individual clients, as well as portfolio management for businesses and individuals. Michael has a strong track record of helping clients achieve 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
Unclaimed

Allstate Financial Services, LLC

location

Timonium, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Paul is a financial professional based in Timonium, Maryland. Michael has been in the industry since September 2020 and holds the Series 6TO and SIE licenses. Michael is currently registered with Allstate Financial Services, LLC and has been with the firm since September 2020.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Sc&h Capital Corp.

location

ELLICOTT CITY, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hanlon is a registered representative with Sc&h Capital Corp. Michael's career in the financial services industry began on January 25, 2024. Michael is currently licensed to offer securities products in the United States. Michael holds the Series 79TO and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

SEVERNA PARK, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Moreland is a financial advisor currently registered with PNC Investments. Michael has been in the financial services industry since 2009. Michael also worked at E*TRADE SECURITIES LLC and AXA ADVISORS, LLC previously. Michael works with a range of clients including high-net-worth individuals, pension plans, and corporations. Michael holds licenses for both securities and investment advisory services. Michael is registered to provide investment advisory services in Maryland. Michael is also registered to provide securities services in Alabama, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Nevada, New Jersey, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

BETHESDA, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Reese is an investment advisor representative at Osaic Wealth, Inc. Michael has been in the financial services industry since 2001 and has experience in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Michael is also a registered representative with FINRA.

SPECIALIZATIONS

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

Northwestern Mutual Investment Services, LLC

location

ANNAPOLIS, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Bernstein is a registered representative with Northwestern Mutual Investment Services, LLC. Michael is registered with the state of Maryland and has 10 state registrations. Michael holds the Series 7TO, Series 6TO and SIE exams. The branch office for Michael Bernstein is located at 888 Bestgate Rd Ste 401, Annapolis, MD 21401.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Nylife Securities LLC

location

BETHESDA, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hines is a financial advisor with Nylife Securities LLC in Bethesda, MD. Michael has been in the industry since September 2005 and holds the Series 66, Series 6TO, SIE, and Series 7 licenses. Michael has experience with Ameriprise Financial Services, Inc. and IDS Life Insurance Company in Minneapolis, MN.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Financial Services Advisory | CFP ® (Certifications)

location

ROCKVILLE, MD

0 Disclosures

ADVISOR BIO

Michael Leone Zarrelli is an investment advisor representative at Financial Services Advisory, Inc. Michael has been in the industry since 2018, and currently holds a registration with the state of Maryland. Michael is a Certified Financial Planner. Financial Services Advisory, Inc. is a Rockville, MD based investment advisory firm, providing financial planning, portfolio management for businesses and individuals. The firm has approximately 1981 client accounts with assets under management of $693,702,744.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals

Need help matching

with the right advisor?