Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

Founders Financial Securities LLC

location

Westminster, MD

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Forrest Zimmer is a financial advisor currently registered with Founders Financial Securities LLC. Robert has been in the financial services industry since 2007. Prior to joining Founders Financial Securities LLC, Robert was registered with Benjamin F. Edwards & Company, Inc. and NYLIFE Securities LLC. Robert holds a Series 6, 7, 63 and 66 license. Robert is licensed to provide financial services in Delaware, Maryland, Michigan, New York, North Carolina, Pennsylvania, and Virginia. Robert's current practice involves providing investment advisory services for individuals, businesses, pension and profit-sharing plans, high-net-worth individuals, and charitable organizations.

SPECIALIZATIONS

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

Wealth Enhancement Advisory Services, LLC

location

FULTON, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Robert Carson is a financial advisor with over 28 years of experience in the industry. Carson is registered with Wealth Enhancement Advisory Services, LLC, and has a wide range of experience and expertise in financial planning, investment management, and insurance. Carson is committed to providing clients with personalized advice and strategies to help them achieve their financial goals. Prior to joining Wealth Enhancement Advisory Services, LLC, Carson held positions at a number of other firms, including Triad Advisors LLC, Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc. Carson is a highly experienced and qualified advisor with a proven track record of success.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Lion Street Financial, LLC

location

BETHESDA, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Robert Irwin Black is a financial advisor with over 25 years of experience in the financial services industry. Currently, Robert is registered with Lion Street Financial, LLC and is located in the Bethesda, MD office. Robert has held previous positions at Kestra Investment Services, LLC, Walnut Street Securities, Inc., and MML Investors Services, Inc. Robert holds Series 6 and Series 63 licenses and the SIE exam.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

GAITHERSBURG, MD

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Salomon Davila is a registered representative with PFS Investments Inc. in Gaithersburg, Maryland. Robert holds the Series 6, Series 63, and SIE licenses. Robert has been in the industry since January 2023. Robert specializes in providing investment advice and portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

FREDERICK, MD

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Joseph Buttarazzi is an investment advisor representative at Stifel, Nicolaus & Company, Inc. with over 30 years of experience in the financial services industry. Robert is registered with the Securities and Exchange Commission (SEC) and is licensed in multiple states. Robert is a Series 7 and Series 63 license holder. Robert holds a Series 65 license which allows him to offer investment advisory services. Robert has worked at a number of prominent firms including Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Robert has held multiple roles including investment advisor representative, financial advisor and broker.

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 Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC

location

HUNT VALLEY, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Robert Davis has been a registered representative for over 23 years. Robert is currently registered with MML Investors Services, LLC and has a combined total of 53 state registrations. Robert is also licensed as an insurance agent. In addition to these credentials, Robert has Series 7, 6, 66, 24, 4 and 53 licenses. Robert was formerly registered with MSI Financial Services, Inc. and Metropolitan Life Insurance Company.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

TOWSON, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Robert Jude Russoli is an investment advisor representative with Cetera Investment Advisers LLC. Robert is registered with the state of Maryland and Pennsylvania to provide Investment Advisor services. Robert has been in the financial services industry for over 19 years and is also a licensed trust advisor with experience in providing financial advice to individuals, families, and businesses. Robert's clients include individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.

SPECIALIZATIONS

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

LPL Financial LLC

location

OLNEY, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Robert Francis Pfeifer has been in the financial services industry since April 1984. Robert Pfeifer is currently registered with LPL Financial LLC. Robert Pfeifer has a strong background in providing financial advice and services. Robert Pfeifer is dedicated 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Avantax Advisory Services

location

CAMP SPRINGS, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Robert Lee Davis is an Investment Advisor Representative with Avantax Advisory Services. Robert has been in the financial services industry since 1998. Robert is registered to provide investment advice in 13 states. Robert holds Series 6, 63 and 65 licenses. Robert has previously worked for Avantax Investment Services, Inc., From the Heart Church Ministries and Davis Financial Services LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

PFS Investments Inc.

location

LANHAM, MD

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Robert Henry Reeder is a financial professional with over 30 years of experience in the industry. Robert is currently registered with PFS Investments Inc. and holds the Series 6, Series 63 and SIE licenses. Robert specializes in portfolio management for individuals. PFS Investments Inc. is a financial firm with over 3500 licensed agents and advisors that offers portfolio management services for individuals, corporations and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Individuals

Need help matching

with the right advisor?