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Financial Advisors in Maryland
10,173 Results
Unclaimed

LPL Financial LLC

location

ANNAPOLIS, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Pablo Alvarado is a financial advisor with LPL Financial LLC. Pablo has been in the industry since August 29, 2004, and is registered in 27 states. Pablo also holds licenses to provide investment advice. Prior to joining LPL Financial LLC, Pablo worked for BANC OF AMERICA INVESTMENT SERVICES, INC. and FIRST UNION BROKERAGE SERVICES, INC. Pablo specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Pablo is committed to providing clients with personalized financial advice that meets their individual needs and goals.

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

Brightside Partners

location

Baltimore, MD

0 Disclosures

ADVISOR BIO

Pace Roy Kessenich is an investment advisor representative with Brightside Partners. Pace has been in the industry since August 2005. Pace holds Series 7 and Series 66 licenses. Prior to joining Brightside Partners, Pace was employed by UBS Financial Services Inc. Brightside Partners is a Registered Investment Advisor located in Baltimore, MD. The firm provides investment advice and financial planning services to individuals and high-net-worth individuals. Brightside Partners has approximately $853,105,653 in assets under management.

SPECIALIZATIONS

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

Northwestern Mutual Investment Services, LLC

location

BALTIMORE, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Padraic J Fahey is a financial advisor who has been in the industry since 2008. Padraic is registered in Maryland and Florida. Padraic is currently employed with Northwestern Mutual Investment Services, LLC and is located in BALTIMORE, MD. Padraic has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

BNY Mellon Securities Corp.

location

DARNESTOWN, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Paige Christine Rafferty is a registered representative with BNY Mellon Securities Corp. Paige Rafferty has been in the industry since 1995. Paige Rafferty is registered in 51 states for Broker-Dealer activities and 5 states for Investment Advisor activities. Paige Rafferty is registered in Delaware and District of Columbia for both Broker-Dealer and Investment Advisor activities.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.
Unclaimed

Morgan Stanley & Co. LLC

location

Baltimore, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Paige Caruso is a financial professional with over 5 years of experience in the industry. Paige is registered with Morgan Stanley & Co. LLC and holds the Securities Industry Essentials (SIE) and Series 99 licenses. Paige is located in Baltimore, MD and is actively involved in the financial services community.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TOWSON, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Paige Anderson Carney is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Paige holds licenses in multiple states including Maryland and Texas and has over 5 years of experience in the financial services industry. She is registered with the Securities and Exchange Commission (SEC) and FINRA. Paige has a strong background in providing investment advice and wealth management services to a range of clients, including individuals, businesses, and institutions. Paige is committed to building long-term relationships with her clients and helping them achieve their financial goals.

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

Bull Harbor Capital LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Paige Rita Smith ducey is a financial advisor with Bull Harbor Capital LLC, where Paige has been registered since August 3, 2023. Paige has been working in the financial industry since October 2011. Previously, Paige has been registered with Northwestern Mutual Investment Services, LLC, LPL Financial LLC, and Voya Financial Advisors, Inc. Paige holds a Series 6, Series 7, Series 63, and Series 66 license and specializes in financial planning, pension consulting, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

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

Baltimore, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Paige Wasser is a registered representative with Morgan Stanley. Paige is licensed in 52 states and holds the Series 66, Series 7 and SIE licenses. Paige has been in the industry since August 12, 2015. Paige specializes in providing a wide range of financial planning services to individuals, businesses and institutions.

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

T. Rowe Price Associates, Inc.

location

BALTIMORE, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Paige Tyrone Davis is a registered investment advisor representative with T. Rowe Price Associates, Inc. Paige has been in the securities industry since 2002 and has worked for T. Rowe Price since 2014. Paige holds the Series 66, 7, and 31 licenses. Paige is registered to provide investment advice in 54 states and jurisdictions and works with a variety of clients including individuals, corporations, investment companies, and pooled investment vehicles. Paige is a member of the Baltimore City Fire and Police Employees Retirement System's board of directors.

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

UBS Financial Services Inc.

location

HUNT VALLEY, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Palmer David Murray is a financial advisor with UBS Financial Services Inc. in HUNT VALLEY, MD. Palmer has been working in the financial industry since July 17, 2016 and has been registered with FINRA since September 21, 2018. Palmer has a Series 66, Series 7, and SIE license. Palmer has a branch office in HUNT VALLEY, MD. Palmer David Murray is registered to provide investment advice in 38 states and the District of Columbia. Palmer has been coaching youth lacrosse since October 30, 2016.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals

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