Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

Hasi Securities LLC

location

ANNAPOLIS, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel John Rose is a registered representative with Hasi Securities LLC, licensed in California, Maryland and New York. Nathaniel has been in the securities industry since April 28, 2011. Nathaniel holds the Series 63, Series 79 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Enterprise, LLC

location

Hunt Valley, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel High is a financial advisor at LPL Enterprise, LLC in Finksburg, MD. Nathaniel has been in the financial industry since April 2017. Nathaniel's firm provides investment advisory services, financial planning, educational seminars, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

ELLICOTT CITY, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Grandberry is a financial professional registered with PFS Investments Inc. Nathaniel has been in the financial services industry since December 31, 2004. Nathaniel holds the Series 6, Series 26, and Series 63 licenses, along with the SIE exam. Nathaniel is currently registered in Indiana and has been with PFS Investments Inc. since January 1, 2005.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

THE NLW Capital Group LLC

location

Baltimore, MD

0 Disclosures

ADVISOR BIO

Nathaniel Whitman is an Investment Advisor Representative at The NLW Capital Group LLC. Nathaniel has been in the industry since August 2017. He specializes in Financial Planning, Portfolio Management for Individuals and Businesses. Nathaniel Whitman holds a Series 65 license. The NLW Capital Group LLC, which is based in Baltimore, MD, specializes in Financial Planning, Portfolio Management for Individuals and Businesses and Business Consulting. They have 76 client accounts and manage $9,254,970 in total assets.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
BUSINESS CONSULTING
Unclaimed
location

Annapolis, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Hawthorne Byrd is a registered representative and investment advisor representative with Morgan Stanley. Nathaniel Byrd has been in the securities industry since 1998. Nathaniel Byrd is registered with the state of Maryland as a broker-dealer and investment advisor representative. Nathaniel Byrd is also registered with the state of Virginia as a broker-dealer. Nathaniel Byrd's firm, Morgan Stanley, is headquartered in Purchase, New York and has over $1 trillion in assets under management. Nathaniel Byrd specializes in portfolio management, financial planning, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Truist Advisory Services, Inc. | CFP ® (Certifications)

location

TOWSON, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Powell is a financial advisor at Truist Advisory Services, Inc. Nathaniel has been in the industry since December 2010 and has extensive experience in the financial services field. Nathaniel is licensed to provide financial advice in a number of states. Nathaniel holds the Series 66, Series 7, and SIE licenses and is also a Certified Financial Planner. Nathaniel can help you with a variety of financial planning needs, including retirement planning, investment management, and insurance.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

State Farm VP Management Corp.

location

OWINGS MILLS, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Scholze is a financial professional with over 14 years of experience in the financial services industry. Nathaniel holds a Series 6 license and is registered with State Farm VP Management Corp. in Maryland. Nathaniel is a strong advocate for helping clients plan for their financial futures.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Associates, Inc.

location

OWINGS MILLS, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Marsden is a Registered Representative and Investment Advisor Representative with T. Rowe Price Associates, Inc. Nathaniel has been in the industry since 2015 and is registered to provide investment advice in all 50 states and Puerto Rico. Nathaniel has passed the Series 7, Series 66, and SIE exams. He is a registered representative and investment advisor representative for the firm. He specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Nathaniel is committed to providing his clients with high-quality investment advice and personalized service.

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

T. Rowe Price Advisory Services, Inc.

location

OWINGS MILLS, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Adams is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Nathaniel has been in the industry since June 2016 and is registered in 53 states. Nathaniel has passed the Series 6, 7, 63 and 66 exams. Nathaniel specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Armstrong Dixon | CFP ® (Certifications)

location

BALTIMORE, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Navarone Fernando Simpson is a financial advisor with Armstrong Dixon. Navarone has been in the industry since 2015 and is currently registered to provide investment advice in Florida and Maryland. Navarone has a Series 7, Series 66, and SIE license and is a Certified Financial Planner. Prior to joining Armstrong Dixon, Navarone worked at Lincoln Financial Advisors Corporation and Cetera Advisors LLC. Navarone provides financial planning, portfolio management for individuals, selection of other advisers, and pension consulting.

SPECIALIZATIONS

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

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