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Financial Advisors in Maryland
10,173 Results
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

ANNAPOLIS, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony Calabrese is a financial advisor registered with LPL Financial LLC. Michael Anthony Calabrese has been in the industry since July 17, 2004. Michael Anthony Calabrese is also registered with FINRA and has passed the Series 63, Series 7 and SIE exams. Michael Anthony Calabrese is licensed in 12 states. Michael Anthony Calabrese is affiliated with Severn Financial Solutions, LLC. and has been with LPL Financial LLC since April 2020. Michael Anthony Calabrese also has a Certified Financial Planner designation.

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

Trumbower Financial Advisors LLC | CFP ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Michael Raymond Perhac is a financial advisor at Trumbower Financial Advisors LLC. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Maryland and Texas. Michael has been in the financial services industry since 2006. Michael has experience providing financial advice to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

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

location

BEL AIR, MD

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Michael Schenking is a financial advisor with over 30 years of experience in the industry. Michael is a registered representative of Wells Fargo Advisors Financial Network, LLC and is also a Certified Financial Planner. Michael is licensed to provide investment advice in Maryland and Texas, and has a broad range of experience serving a diverse client base, including individuals, high-net-worth individuals, families, businesses, trusts, and retirement plans.

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

Ceros Financial Services, Inc.

location

ROCKVILLE, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lieber is a financial advisor with Ceros Financial Services, Inc. Michael has been in the industry for over 2 years. He is registered with the state of Maryland and holds Series 7TO and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Robert W. Baird & Co. Inc.

location

Baltimore, MD

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Michael Levin is a financial professional who has been in the industry since December 1981. Michael has been a registered representative of Robert W. Baird & Co. Inc. since February 2009. Michael has experience in both brokerage and investment advisory services. Michael is also licensed in multiple states, including Florida, Maryland, and Texas.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Chevy Chase Trust Co.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Michael Gildenhorn is an investment advisor representative at Chevy Chase Trust Co., located in Bethesda, MD. Michael has been with Chevy Chase Trust Co. since October 2005. Michael is registered with the following state regulators: California, Colorado, Delaware, District of Columbia, Maryland, New York, Ohio, Texas, and Virginia. Michael is also Series 65 licensed.

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

M Holdings Securities, Inc.

location

BETHESDA, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Leonard Barsky is a financial advisor with M Holdings Securities, Inc. based in Bethesda, Maryland. Michael has been working in the financial industry since 1998 and holds Series 6, 7, 63 and 66 licenses. Michael has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, and other clients. Michael specializes in providing financial planning, portfolio management, pension consulting, and educational seminars.

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

Osaic Wealth, Inc. | CFP ®,CFC ® (Certifications)

location

ELLICOTT CITY, MD

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Michael Wilson Ward is a financial advisor with over 35 years of experience in the financial industry. Michael currently works at Osaic Wealth, Inc., a firm with over 4300 employees offering financial services to individuals and businesses. Michael is licensed to provide investment advice in 43 states. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael specializes in financial planning, pension consulting, educational seminars, and selection of other advisers.

SPECIALIZATIONS

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

T. Rowe Price Associates, Inc.

location

OWINGS MILLS, MD

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
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

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