Years of Experience
5-20+ Years
Bethesda, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Robert Keller is a financial advisor at LPL Financial LLC. Robert has been in the industry for 10 years. Robert has experience with a wide range of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. Robert is registered in 11 states, including Maryland, Texas, California, Florida, Georgia, Massachusetts, New York and Virginia. Robert is also registered as an Investment Advisor Representative (IAR). Robert has a strong commitment to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
COLUMBIA, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Robert Peter Bachmann is a financial advisor with Enterprise Equities, Inc. based in Columbia, MD. Robert Bachmann has been in the industry since February 24, 2022. Robert Bachmann is registered with FINRA and the state of Maryland. Robert Bachmann is also registered in 28 other states.
SPECIALIZATIONS
No specializations listed.
Frederick, MD
27 Years Experience
0 Disclosures
ADVISOR BIO
Robert Gutshall is a financial advisor with State Farm VP Management Corp. Robert has been in the financial services industry since 1998. Robert is registered with the state of Maryland, Virginia, and West Virginia. Robert holds the Series 6, Series 63, and SIE licenses.
SPECIALIZATIONS
No specializations listed.
BETHESDA, MD
29 Years Experience
0 Disclosures
ADVISOR BIO
Robert Lee Ugiansky is an active investment advisor representative with Eagle Strategies LLC. Robert Lee Ugiansky is registered in 26 states and is also a registered investment advisor in Maryland. Robert Lee Ugiansky has over 27 years of experience in the financial services industry.
SPECIALIZATIONS
OWINGS MILLS, MD
23 Years Experience
0 Disclosures
ADVISOR BIO
Robert Brooks Malone, III is a financial advisor with over 20 years of experience in the industry. Robert has a strong background in both investment and financial planning services. Robert is currently affiliated with Prosperity - An Eisneramper Company, where Robert has been registered since August 2024. Prior to this, Robert worked for AVANTAX INVESTMENT SERVICES, INC. and 1ST GLOBAL CAPITAL CORP. Robert holds Series 7 and 66 registrations, as well as the Series SIE exam. Robert provides a variety of services to clients, including financial planning, portfolio management for individuals, and pension consulting.
SPECIALIZATIONS
Lutherville, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Robert Bussells is an investment advisor representative at Morgan Stanley. Robert has been in the industry since January 2010, and has been registered with Morgan Stanley since August 2015. Robert has a Series 7, Series 66 and SIE license and holds registrations in multiple states, including Maryland, Texas, and others. Previously, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney.
SPECIALIZATIONS
Baltimore, MD
2 Years Experience
1 Disclosures
ADVISOR BIO
Robert Hanley is a financial advisor with J.p. Morgan Securities LLC and is registered in Maryland, Virginia, and the District of Columbia. Robert has been in the financial services industry since 2023. Robert's firm manages over $249 billion in assets for a variety of clients. Robert specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Selection of other Advisors.
SPECIALIZATIONS
POTOMAC, MD
44 Years Experience
0 Disclosures
ADVISOR BIO
Robert Scherer is a financial advisor with over 40 years of experience in the financial services industry. Robert has been with Morgan Stanley since 2009 and previously worked with Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc and Smith Barney, Harris Upham & Co., Incorporated. Robert holds Series 3, 7, and 63 licenses, and has passed the Series 65 and SIE exams. Robert Scherer specializes in providing investment advisory and financial planning services. Robert has been registered with the SEC since 2009. Robert is registered to provide financial advice in 46 states.
SPECIALIZATIONS
BETHESDA, MD
0 Disclosures
ADVISOR BIO
Robert Jonathan Speece is a financial advisor with Trumbower Financial Advisors LLC. Robert has been in the industry since 2014. Robert is registered as an Investment Advisor Representative in Maryland and Texas. Robert holds the Certified Financial Planner designation. Robert specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Robert is also licensed to provide financial advice to charitable organizations.
SPECIALIZATIONS
HUNT VALLEY, MD
44 Years Experience
0 Disclosures
ADVISOR BIO
Robert Livingston Rogers is a financial advisor registered with Wells Fargo Clearing Services, LLC. Robert has been working in the financial services industry since 1981 and has been associated with Wells Fargo Clearing Services, LLC since March 2008. Previously, Robert worked with CITIGROUP GLOBAL MARKETS INC., MORGAN STANLEY DW INC., BT ALEX. BROWN INCORPORATED, ALEX. BROWN & SONS INCORPORATED, LEGG MASON WOOD WALKER, INCORPORATED, WHEAT, FIRST SECURITIES, INC. and LEGG MASON MASTEN INC.. Robert is registered with the state of Maryland as both a Broker-Dealer and an Investment Advisor Representative. Robert is a Series 7, Series 63, and Series 65 licensed professional.
SPECIALIZATIONS
