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Financial Advisors in Maryland
10,173 Results
Unclaimed

Howard Capital Management Group, LLC

location

WESTMINSTER, MD

0 Disclosures

ADVISOR BIO

Michael Charles Wissel is a registered Investment Advisor Representative with Howard Capital Management Group, LLC. Michael has been in the industry since 2000 and holds Series 7, 63, and 65 licenses. Michael has previously worked at Quasar Distributors, LLC and J.P. Morgan Advisors, Inc. Michael specializes in Portfolio Management for Individuals and Businesses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Cockeysville, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hanson Festa is a financial advisor with T. Rowe Price Advisory Services, Inc. Michael Hanson Festa is licensed to provide investment advice in both California and Maryland. Michael Hanson Festa has been in the financial services industry since August 2014 and is currently registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and Investment Advisor Representative. Michael Hanson Festa has also passed the Series 7, Series 66, and Series 52TO exams. Michael Hanson Festa is a member of FINRA and the Securities Investor Protection Corporation (SIPC). T. Rowe Price Advisory Services, Inc. is a registered investment advisor that provides financial planning, investment management, and other advisory services to individuals, corporations, and other institutional clients. The firm has offices in Owings Mills, Maryland.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Corbyn Investment Management Inc. | CFA ® (Certifications)

location

LUTHERVILLE, MD

0 Disclosures

ADVISOR BIO

Michael Fusting is an Investment Advisor Representative with Corbyn Investment Management Inc.. Michael has been in the industry since December 1989. Michael is registered with the state of Maryland and has a Series 65 license. Michael has worked with a variety of clients, including individuals, investment companies, charitable organizations, pension and profit sharing plans, corporations, and other businesses. Michael is a Chartered Financial Analyst.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Continuum Advisory, LLC

location

Annapolis, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Andrew Kelly is an investment advisor representative with Continuum Advisory, LLC. Michael is a registered investment advisor in Maryland. Michael has over 9 years of experience in the financial services industry. Prior to joining Continuum Advisory, LLC, Michael was a financial advisor at Triad Advisors, LLC, Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Morgan Stanley | CFP ® (Certifications)

location

Rockville, MD

experience

25 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

BALTIMORE, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Thomas Henault is a registered representative with UBS Financial Services Inc. Michael is a licensed investment advisor representative in Maryland. Michael has been in the securities industry since February 21, 2016. Michael is registered to offer securities and investment advisory services in 21 states. In addition to the Series 66, Michael also holds the Series 7 and SIE exams. Michael has over 8 years of experience in the financial services industry. Michael is a dedicated and experienced financial professional who is committed to providing clients with personalized advice and exceptional service.

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

Empower Advisory Group, LLC

location

CATONSVILLE, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hay is a registered representative with Empower Advisory Group, LLC. Michael has been in the financial services industry since 2011. Michael has been registered with Empower Advisory Group, LLC since 2024. Michael is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Michael has passed the Series 66, Series 7, Series 9, Series 10, Series 24, Series 51, and SIE exams. Michael holds specializations in Financial Planning, Portfolio Management for Individuals, and Educational Seminars.

SPECIALIZATIONS

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

LUSBY, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ernest Kelly is a financial advisor with Edward Jones. Michael has been in the industry for 11 years and is registered in 22 states. Michael specializes in providing financial planning, portfolio management, and selection of other advisors. Michael is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

&partners | CFP ® (Certifications)

location

LUTHERVILLE, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Grossman is a financial advisor with &partners. Michael has been in the financial industry since 2012, with experience at both T. Rowe Price Investment Services, Inc. and Wells Fargo Clearing Services LLC. Michael holds a variety of licenses and registrations including Series 6, 7, 63, 66 and SIE. Michael's specialties include financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Cheleuitte is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Michael has been in the financial industry for over 14 years. Michael is registered with FINRA and is licensed to provide investment advice in all 50 states. Michael is also registered with the Investment Adviser Association (IAA). Michael has extensive experience in financial planning, portfolio management, and investment advice. Michael also provides educational seminars and publications.

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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