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Financial Advisors in Maryland
10,173 Results
Unclaimed

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Johnson is a registered investment advisor representative. Nicholas has been in the securities industry since 2018. He is currently employed by Grove Point Advisors, LLC. Nicholas is licensed to provide investment advice in the states of Colorado, District of Columbia, Florida, Minnesota, Missouri, New York, North Dakota, and Wisconsin. He is also registered as an investment advisor in Wisconsin. Nicholas provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

Rockville, MD

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nicholas Carter is a financial advisor with Cetera Investment Advisers LLC. Nicholas is a registered representative with Cetera Investment Advisers LLC, registered with FINRA and licensed to provide financial services in Maryland. Nicholas has been in the financial services industry since October 2012. Nicholas specializes in working with individuals, corporations, and businesses to develop customized financial plans to meet their specific needs. Nicholas offers a range of financial advisory services, including financial planning, portfolio management, and pension consulting. In addition to his role as a financial advisor, Nicholas is also an official for Southeastern Hockey Officials Association and an official for the recreational adult hockey league Hockey North America. Nicholas holds a Series 7 and Series 66 securities license and a SIE license. Nicholas's office is located in Rockville, Maryland.

SPECIALIZATIONS

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

Planmember Securities Corp.

location

BETHESDA, MD

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nicholas Keeling is a financial advisor associated with Planmember Securities Corp. Nicholas Keeling has been in the industry since 1985. The individual has registrations in 12 states and has earned his Series 63 and Series 65. Nicholas Keeling is also a Registered Representative in Maryland.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Pagano is a registered representative with T. Rowe Price Advisory Services, Inc. based in Owings Mills, MD. Nicholas is a registered investment advisor in 53 states, including Colorado and Maryland. He has been in the industry since January 14, 2009, and has a variety of licenses including Series 6, 7, 24, 63, and 66. Nicholas specializes in providing financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Bull Harbor Capital LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Nicholas Winters is a Registered Investment Advisor Representative with Bull Harbor Capital LLC. Nicholas is registered in Arizona and Maryland. Nicholas has 1 state exam and 1 product exam. Nicholas has been in the industry for over 7 years. Nicholas has worked at Bull Harbor Capital LLC, Pacific Advisors, Westpac Wealth Partners, True Shot Ammo, Crystal Springs Golf Course, Arizona State University, and Saint Francis High School.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Annapolis, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nickolas Chrysostomos Diamondidis is a registered representative with Morgan Stanley. Nickolas has been in the industry since April 2022 and has experience working with UBS Financial Services Inc. Nickolas holds the Series 66, Series 7TO and SIE licenses. Nickolas is registered with the states of Maryland, Texas and other states.

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

Opulentia, LLC | CFP ® (Certifications)

location

HUNT VALLEY, MD

0 Disclosures

ADVISOR BIO

Nicolas Abrams is a financial advisor with Opulentia, LLC. Nicolas is registered with the state of Illinois, Maryland, New York, North Carolina, and Virginia. Nicolas has been a financial advisor since 2000 and has experience in providing financial planning, educational seminars, and portfolio management for individuals. Nicolas holds Series 7, Series 24 and Series 66 licenses as well as the SIE. Nicolas is also a Certified Financial Planner.

SPECIALIZATIONS

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

T. Rowe Price Advisory Services, Inc.

location

Baltimore, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicolas Demetris is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Nicolas has been in the industry since October 2022. Nicolas holds a Series 66 and Series 7TO license. Nicolas is registered with FINRA and the state of Maryland. Nicolas specializes in portfolio management for individuals and financial planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

POTOMAC, MD

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nicolas Ulvert is a financial advisor at Morgan Stanley with over 10 years of experience in the financial services industry. Nicolas has been registered with the state of Florida since 2012 and is also registered in Maryland, Texas, and Virginia. Nicolas specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

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
location

GAITHERSBURG, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Nicolas Arellano paredes is a financial professional with PFS Investments Inc. Nicolas has been in the industry since December 20, 2018. Nicolas holds the Series 6 and Series 26 licenses and the SIE exam. Nicolas is registered with FINRA as an investment advisor representative. Nicolas is also registered in the states of Maryland and the District of Columbia. Nicolas is based out of the Gaithersburg, MD office of PFS Investments Inc..

SPECIALIZATIONS

No specializations listed.

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