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Financial Advisors in Maryland
10,173 Results
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

SALISBURY, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Sise is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Michael has been in the financial services industry since 2013. Michael is registered with the state of Maryland and Texas, as well as the FINRA. Michael holds a Series 7 and Series 66 license. Michael is also a Certified Financial Planner. Michael provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

LPL Financial LLC

location

BALTIMORE, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael G. Weber is a financial advisor with LPL Financial LLC in Baltimore, MD. Michael has been in the financial services industry since October 3, 2001. Michael has Series 6, 63, and 65 licenses, as well as the SIE exam. Michael has been registered with Kestra Investment Services, LLC since October 3, 2001 and with LPL Financial LLC since May 30, 2019. Michael's previous employers also include Macdonald & Weber, P.A., NFP Advisor Services, LLC, and KESTRA Financial Services, Inc.

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

Houlihan Lokey Capital, Inc.

location

Lutherville, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Garawitz is a financial professional registered with Houlihan Lokey Capital, Inc. in Maryland. Michael has passed the Series 63, Series 79TO and SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Rockville, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Linus Klitsch is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Morgan Stanley and has previously worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Michael is a Certified Financial Planner and holds the Series 7, Series 31, Series 66, and SIE licenses. Michael is registered in 43 states and provides financial planning, portfolio management, and asset allocation advice to a wide range of clients, including high-net-worth individuals, corporations, 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

UBS Financial Services Inc.

location

BETHESDA, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Brick is a financial advisor with UBS Financial Services Inc. Michael has been in the securities industry since October 1999. Michael is licensed to provide investment advice in 51 states and the District of Columbia. Michael specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, investment companies, and insurance companies. Michael also provides financial planning, pension consulting, educational seminars, and publication of periodicals. Michael is a board member of the Boys and Girls Clubs of Greater Washington Maryland Region.

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

Fidelity Personal AND Workplace Advisors

location

ROCKVILLE, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Jesse Ritterpusch is a financial advisor registered with Fidelity Personal and Workplace Advisors. Michael is a licensed securities professional with over 50 state registrations. Michael has been working in the securities industry since June 2023. In addition to being a registered investment advisor representative, Michael is also a registered representative of FINRA. Michael offers financial planning services, investment management services, and educational seminars. Michael serves clients in both Maryland and Texas.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hennessey is a financial advisor who has been in the industry since 1993. Michael is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since December 2005. Prior to that, Michael was registered with Legg Mason Wood Walker, Incorporated and Salomon Brothers Inc. Michael holds a Series 63, Series 53, SIE, and Series 7 licenses and specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.

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

Morgan Stanley & Co. LLC

location

Baltimore, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Grant Mankin is a financial professional with experience in the securities industry. Michael has been registered with the Financial Industry Regulatory Authority (FINRA) since December 20, 2019. Michael is currently registered with Morgan Stanley & Co. LLC. Michael has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Michael was previously registered with J.P. Morgan Securities LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Northwestern Mutual Investment Services, LLC

location

BALTIMORE, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ward is a registered representative of Northwestern Mutual Investment Services, LLC. Michael has been in the securities industry since January 7, 2014. Michael is registered with the state of Maryland and has passed the Series 66, SIE and Series 7 exams. Michael has previously worked at AXA Advisors, LLC. Michael's office is located in Baltimore, Maryland.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FREDERICK, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Baldecchi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in FREDERICK, MD. Michael has been in the financial services industry for over 5 years. Michael has licenses in Maryland and Texas and is registered with FINRA, which means Michael has met certain educational and experience requirements. Michael can provide advisory services in Portfolio management for individuals, Portfolio management for businesses, Selection of other advisers, Performance measurement reports, Allocation modeling, IPS, Research reports and services and Pension consulting. Michael has a wide range of experience and expertise in the financial services industry.

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

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