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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

COLUMBIA, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michael Heigh is a financial advisor at Edward Jones. Michael has been in the financial services industry since February 16, 2017. Michael has licenses to provide financial advice in 27 states. Michael specializes in financial planning, retirement planning, and investment management.

SPECIALIZATIONS

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

Chevy Chase Trust Co.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Michael Clemm is an investment advisor representative at Chevy Chase Trust Co.. Michael has been in the industry for over 3 years. His experience includes a prior role at Goldman Sachs & Co. LLC. Michael holds a Series 63, Series 65, Series 3, Series 7TO and a SIE. Michael provides services such as financial planning, educational seminars and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prostatis Financial Advisors Group

location

Hanover, MD

disclosure

4 Disclosures

ADVISOR BIO

Michael Canet is a financial advisor registered with Prostatis Financial Advisors Group. Michael holds licenses in various states, including Florida, Maryland, Texas, and Virginia. He has been a Registered Representative for over 20 years, previously with Taylor Capital Management Inc. and Prime Capital Services, Inc., amongst other firms. Michael has a broad range of experience in financial advising, including individual portfolio management and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

ELKTON, MD

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Schoenleber is a financial advisor at Raymond James Financial Services Advisors, Inc. Michael has been a financial advisor since 1996 and has experience in various firms in the industry. Michael is registered with FINRA and has Series 7, Series 63, and Series 65 licenses. Michael offers a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars. Michael is a registered investment advisor in Maryland and Pennsylvania and is also registered with FINRA. Michael is committed to providing personalized service and helping his 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Planvest Financial, Inc.

location

GAITHERSBURG, MD

disclosure

1 Disclosures

ADVISOR BIO

Michael Charles Mattison is an investment advisor representative with Planvest Financial, Inc. Michael has been in the financial services industry since 1996. Michael is registered with the state of Maryland as an Investment Advisor Representative. Michael has experience with providing financial planning and investment advisory services to individuals and high-net-worth individuals. Michael's previous experience includes working with Purshe Kaplan Sterling Investments and LPL Financial.

SPECIALIZATIONS

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

CTG Wealth Management LLC

location

SEVERNA PARK, MD

0 Disclosures

ADVISOR BIO

Michael Hocker is an investment advisor representative with CTG Wealth Management LLC. Michael holds a Series 65 license and is registered with the state of Maryland, Texas and Virginia. Michael has been in the financial services industry since June of 2019. Michael specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
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
Unclaimed

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Michael Dearing is a financial advisor at Grove Point Advisors, LLC, located in Rockville, MD. Michael has been in the financial services industry for over 10 years. Michael specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Michael holds a Series 66, Series 7TO, and SIE licenses, and has a strong track record of success in the financial services industry.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michaela Gutmann is a financial advisor with over 7 years of experience in the financial services industry. Michaela is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 6, 7, 63, and 65 licenses as well as the SIE. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Michaela was employed with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Michaela specializes in providing financial advice to individuals, corporations, and other institutions. Michaela’s primary focus is portfolio management, financial planning, and investment management.

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
Unclaimed

T. Rowe Price Associates, Inc.

location

OWINGS MILLS, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michaela McAleer is a Registered Representative with T. Rowe Price Associates, Inc. Michaela is licensed in Maryland and has been in the industry since 2024. Michaela specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. In addition to their work at T. Rowe Price Associates, Inc., Michaela also serves as a Campground Marketing Assistant for Bumblebee Management LLC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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