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Financial Advisors in Maryland
10,173 Results
Unclaimed

AE Wealth Management, LLC

location

Bethesda, MD

0 Disclosures

ADVISOR BIO

Paul Danziger is a financial advisor with over 16 years of experience in the financial services industry. Paul is currently registered with AE Wealth Management, LLC in Bethesda, MD. Paul holds Series 6, 22, and 65 licenses, and has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Paul is committed to helping 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
Publication of Financial Periodicals
Unclaimed

Mariner Independent | CFP ® (Certifications)

location

LINTHICUM HEIGHTS, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Paul Burns is a financial advisor at Mariner Independent, a registered investment advisor firm. Paul has been in the financial services industry since 2012 and is registered in several states. Paul holds Series 66, 7, and SIE licenses. Paul's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Paul is a Certified Financial Planner (CFP®). Paul is licensed in Maryland and Texas. Paul's firm has a client base of high net worth individuals, corporations, and individuals, pension and profit-sharing plans, and charitable organizations. Mariner Independent provides advisory services to individuals and businesses. Paul's firm provides financial planning, portfolio management, and pension consulting. Paul's firm manages approximately $4.3 billion in assets.

SPECIALIZATIONS

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

LPL Financial LLC

location

COCKEYSVILLE, MD

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Ciecwierz is an investment advisor representative at LPL Financial LLC. Paul has been working in the financial services industry since July 18, 1991. Paul holds several licenses and certifications including the Series 7, Series 63, Series 24, and SIE exams. Paul has experience with a variety of financial services including financial planning, pension consulting, and portfolio management. Previous firms where Paul worked include Wells Fargo Advisors, LLC, Royal Alliance Associates, Inc., Retirement Investment Group, Hamilton Investments, Inc., Citicorp Investment Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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
location

Rockville, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Paul Gabriel Collins is a financial advisor registered with Morgan Stanley. Paul Collins has been in the securities industry since 1994. Paul Collins holds Series 6, 7, 9, 10, 24, 63, and 65 licenses. Paul Collins is registered with FINRA and has an active license with 53 states. Prior to joining Morgan Stanley, Paul Collins was employed by PNC INVESTMENTS, LINSCO/PRIVATE LEDGER CORP., RIGGS SECURITIES INC., WACHOVIA SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., and FIRST MARYLAND BROKERAGE CORPORATION. Paul Collins specializes in Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for 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

NFP Retirement Inc.

location

Bethesda, MD

0 Disclosures

ADVISOR BIO

Paul Mark Weinberg is an investment advisor representative with NFP Retirement Inc., a firm specializing in retirement planning services. Paul has been in the financial industry since 2011 and holds the Series 6, Series 65, and SIE licenses. Paul has experience working with individuals and has a strong focus on retirement planning, working with individuals, and providing pension consulting. Paul has been registered as an investment advisor representative in Maryland.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed

PFS Investments Inc.

location

LANHAM, MD

experience

3 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Paula Walker is a registered representative with pfs investments inc. Paula is a financial professional licensed in multiple states. Paula holds the Series 6, Series 63, Series 26 and SIE licenses. Paula has experience in the financial industry since 2021.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Chevy Chase Trust Co. | CFP ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Paula Anne Landau is a financial advisor who has been in the industry since 1985. Paula currently works at Chevy Chase Trust Co. and is registered to provide investment advice in the District of Columbia, Maryland, and Virginia. Paula has a strong background in financial planning, portfolio management, and education. Paula specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Paula is also a Certified Financial Planner. Before joining Chevy Chase Trust Co., Paula worked at LINSCO/Private Ledger Corp. and Alex. Brown & Sons Incorporated.

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

RBC Capital Markets, LLC

location

Bel Air, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Paula Faye Gay is a registered investment advisor representative, with over 27 years of experience in the financial services industry. Paula is currently registered with RBC Capital Markets, LLC in Maryland and Texas. Paula has worked for a number of prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated. Paula has a wide range of experience and expertise in providing financial advisory services to individuals, businesses, and institutions. Paula's areas of specialization include: providing investment advice and portfolio management for individuals, businesses, and institutions, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Paula also provides financial planning services, including retirement planning, college savings planning, and estate planning. Paula is committed to providing her clients with the highest level of personalized service and investment advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Principal Securities, Inc. | CFP ® (Certifications)

location

BETHESDA, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Paula Mary Cooley is a financial advisor with Principal Securities, Inc. based in Bethesda, MD. Paula has been in the securities industry since 2013. Paula Cooley holds the Series 6, Series 7, Series 63, and SIE licenses and is registered with FINRA and the state of Maryland.

SPECIALIZATIONS

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

Woodmont Financial Partners LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Paulo Lopes is a registered Investment Advisor Representative with Woodmont Financial Partners LLC. Paulo is licensed in Arizona, Maryland, and Texas. Paulo has been working in the financial services industry since 2012. Paulo holds a Series 65 license and specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals. Paulo's firm provides advisory services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals

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