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Financial Advisors in Maryland
10,173 Results
Unclaimed

Horter Investment Management, LLC

location

ELKRIDGE, MD

0 Disclosures

ADVISOR BIO

Michael Lightfield is a financial advisor with Horter Investment Management, LLC, a firm registered with the SEC and with offices in Cincinnati, OH, and Elkridge, MD. Michael has been a registered investment advisor since 2012. Michael also owns Lightfield Wealth Management, which provides financial planning and investment advice, and is a Managing Member of Columbia Tax Advisory Group, LLC, a tax and accounting firm. Michael is a licensed investment advisor in Maryland. His professional designations include Series 6, Series 63, and Series 65. Michael has over 25 years of experience in the financial services industry. Michael's specialties include financial planning, investment advice, and insurance products. He has worked with a variety of clients, including high-net-worth individuals, corporations, and small businesses.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

HUNT VALLEY, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hartman is a financial advisor with over 23 years of experience in the industry. Michael is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since September 2021. Prior to that, Michael was with Wells Fargo Clearing Services, LLC for 12 years. Michael is a Certified Financial Planner and holds Series 7, 66, and SIE licenses. Michael specializes in providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutions. Michael's experience and expertise can help you achieve your financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

LPL Financial LLC | CFP ®,CFC ® (Certifications)

location

BALTIMORE, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Viscardi is a financial professional with over 23 years of experience in the industry. Michael is a registered representative of LPL Financial LLC and has passed the Series 6, 7, 24, 53, 63 and 65 exams. Michael is also a Certified Financial Planner and a Chartered Financial Consultant. Michael's previous experience includes working with M&T Securities, Inc. and M&T Bank. Michael is currently registered with LPL Financial LLC in Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Virginia, West Virginia and Wisconsin.

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

Ameriprise Financial Services, LLC | CFP ®,CFC ® (Certifications)

location

Bel Air, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Michael Roger Shuck is an Investment Advisor Representative who has been in the financial services industry since 1994. Michael is currently registered with Ameriprise Financial Services, LLC, and has held previous registrations with IDS LIFE INSURANCE COMPANY. Michael has a wide range of experience and licenses, including Series 7, Series 24, Series 53, and Series 63, as well as the SIE exam. Michael's areas of specialization include retirement planning, college savings, estate planning, insurance planning, and investment management. Michael is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a CHARTERED FINANCIAL CONSULTANT.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Leonardtown, MD

0 Disclosures

ADVISOR BIO

Michael Martin Plummer is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Michael Plummer has been in the financial services industry since 2003 and holds a Series 65 license. Michael Plummer specializes in working with high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Michael Plummer provides a variety of financial services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Oye-adeniran is an Investment Advisor Representative associated with T. Rowe Price Advisory Services, Inc.. Michael is registered in 53 states and the District of Columbia for both Securities and Investment Advisor Representative. Michael is registered in Maryland with a Series 63, Series 65, Series 7TO, and Series 6 licenses. Michael has been in the securities industry since July 4, 2023.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Northwestern Mutual Investment Services, LLC

location

Frederick, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Vollmer is a registered representative with Northwestern Mutual Investment Services, LLC. Michael has been in the securities industry for over 5 years. Michael is licensed in Maryland, Virginia, and West Virginia and holds the Series 6, SIE, and Series 63 licenses. Michael is based in Frederick, MD and is associated with the firm's branch office located at 150 S East St Ste 303 in Frederick, MD.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
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

Transamerica Retirement Advisors, LLC

location

Berlin, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Rogers is a financial advisor who has been in the financial industry since January 8, 1996. Michael is currently registered with Transamerica Retirement Advisors, LLC in Delaware and Maryland. Michael has previously worked at PRUCO SECURITIES, LLC., M&T SECURITIES, INC., CUNA BROKERAGE SERVICES, INC., NFP ADVISOR SERVICES, LLC, COMMONWEALTH FINANCIAL NETWORK, LINCOLN FINANCIAL ADVISORS CORPORATION, LINCOLN FINANCIAL DISTRIBUTORS, INC., CAPITAL BROKERAGE CORPORATION, HARTFORD EQUITY SALES COMPANY INC., CARILLON INVESTMENTS, INC., 1717 CAPITAL MANAGEMENT COMPANY, and NYLIFE SECURITIES INC. Michael's experience includes working with individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Beyond Financial Planning, LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Michael Franklin Bready is a registered investment advisor representative. Michael Bready has been working in the industry since 2008. Michael Bready is currently associated with Beyond Financial Planning, LLC. Michael Bready has a Series 66, Series 63 and Series 7 license. Michael Bready has been registered with FINRA since 2008 and has previously worked with IFS SECURITIES, NYLIFE SECURITIES LLC, METLIFE SECURITIES INC. and SII INVESTMENTS, INC. Michael Bready is currently registered in Maryland and Texas. Michael Bready specializes in investment advisory services for individuals and financial planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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