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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

ROCKVILLE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kenneth Thompson is a financial advisor with over 4 years of experience in the industry. He is currently registered with Morgan Stanley, a large financial services firm with a focus on wealth management. Michael Kenneth Thompson specializes in providing financial planning, investment management, and retirement planning services to individuals, businesses, and institutions. He has a strong understanding of the financial markets and a commitment to providing his clients with personalized, goal-oriented advice. Michael Kenneth Thompson is also a licensed Series 7 and Series 63 representative, which allows him to provide a full range of financial services to his clients.

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

Glassy Mountain Advisors, Inc. | CFA ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Michael McIntyre is an Investment Advisor Representative with Glassy Mountain Advisors, Inc. Michael has a focus on providing financial planning and portfolio management services for individuals and high-net-worth individuals. Michael has a history of working in the industry, with previous roles at Proshares Advisors, T. Rowe Price, and Morgan Stanley. Michael holds the Chartered Financial Analyst designation.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

HUNT VALLEY, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michael John Alessi is a financial advisor with Summit Financial. Michael has been in the industry since October 26, 2005. Michael holds Series 6, Series 63, Series 65, and SIE licenses. Michael is registered with the state of Maryland as an Investment Advisor Representative. Michael also holds the Series 6 registration. Michael has experience working with individuals, corporations, and high net worth individuals. The firm primarily focuses on financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

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

LPL Financial LLC | CFC ® (Certifications)

location

HUNT VALLEY, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ferris is a financial advisor with LPL Financial LLC. Michael has over 8 years of experience in the financial services industry. Michael is registered with the state of Maryland and Texas as an Investment Advisor Representative. Michael has a Series 6, 7, 63 and 65 license and holds the Chartered Financial Consultant (ChFC) designation. Michael is experienced in providing financial advice to individuals, businesses, and charitable organizations. Michael also has experience with portfolio management, financial planning, and investment consulting.

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
location

Baltimore, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Michael Allen Musselman is a Registered Representative at Morgan Stanley. Michael has been in the securities industry since April 1997. Michael is registered with the state of Maryland as an Investment Adviser Representative. Michael is also a registered Investment Adviser Representative with Texas. Michael has 2 state exams including Series 66 and Series 63 and 2 product exams including SIE and Series 7. Michael is registered with 55 states as a broker and 2 states as an investment adviser.

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

AE Wealth Management, LLC

location

Hunt Valley, MD

0 Disclosures

ADVISOR BIO

Michael Dipaula is an Investment Advisor Representative with AE Wealth Management, LLC based in Hunt Valley, MD. Michael has been in the industry since March 2012. Michael is also the owner of Flora & Dipaula Wealth Partners. Michael's experience includes financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Michael is licensed in Maryland.

SPECIALIZATIONS

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

PFS Investments Inc.

location

SYKESVILLE, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael Robert Stebner is a financial advisor affiliated with PFS Investments Inc. Michael has been in the financial services industry since March 27, 2002, and has been registered with PFS Investments Inc. since March 28, 2002. Michael is licensed in 12 states and holds several industry licenses, including Series 6, Series 26, and Series 63. Michael specializes in providing financial advice to individual clients.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

SEVERNA PARK, MD

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Weeks is a financial advisor with over 29 years of experience in the industry. Michael currently works with LPL Financial LLC, and has previous experience with Morgan Stanley, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Michael holds the Series 7, Series 31, Series 63, and Series 65 licenses as well as the SIE exam. Michael is registered in 20 states and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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

AE Wealth Management, LLC

location

ELLICOTT CITY, MD

0 Disclosures

ADVISOR BIO

Michael David Hartzell is a financial advisor with AE Wealth Management, LLC, a firm with offices in Topeka, KS and Severna Park, MD. Michael has worked in the financial industry since 2005. His experience includes roles with MSI Financial Services, Inc., MML Investors Services, LLC, NYLIFE Securities LLC, Hornor, Townsend & Kent, LLC, and AE Wealth Management, LLC. He is registered to provide investment advice in Maryland. Michael holds the Series 66 and Series 7 licenses.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Belfiore is an investment advisor representative registered with Equitable Advisors, LLC. Michael is registered with the state of Maryland and has been in the financial industry for over three years. Michael has a series 7 and 66 license and is also registered as an Investment Advisor Representative (IAR) in several other states. Michael is a well-respected professional in the industry and is committed to providing clients with the highest level of service.

SPECIALIZATIONS

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

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