Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

Booster, LLC | CFP ® (Certifications)

location

BALTIMORE, MD

disclosure

1 Disclosures

ADVISOR BIO

Thomas Tavenner has been an active financial professional in the industry since 1997. Thomas is currently registered with Booster, LLC and has held previous registrations with Grove Point Investments, LLC, NYLIFE Securities LLC, Equity Services, Inc. and New England Securities. Thomas has a wide range of experience, offering services including financial planning, portfolio management for individuals, and pension consulting. Thomas is also registered as an Investment Adviser Representative.

SPECIALIZATIONS

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

Bengur Bryan & CO., Inc.

location

BALTIMORE, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Thomas West Johnson is a registered representative with Bengur Bryan & CO., Inc., in Baltimore, MD. Thomas has been in the securities industry since August 22, 1995 and has held previous roles with HSBC Securities (USA) INC., Signal Hill Capital Group LLC, Deutsche Banc Alex. Brown Inc., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated. Thomas is licensed to sell securities in Maryland.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Campbell Financial Services, LLC

location

BALTIMORE, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Lloyd is a registered representative with Campbell Financial Services, LLC in BALTIMORE, MD. Thomas has been in the securities industry for over 20 years. Thomas has a strong background in financial services, with experience in investment banking, brokerage, and wealth management. Thomas holds a Series 7, Series 3, Series 24, and Series 63 licenses. Thomas is also registered with the states of Maryland, Indiana, and Texas.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James Financial Services Advisors, Inc.

location

ANNAPOLIS, MD

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Welsh is a financial advisor with over 38 years of experience in the financial services industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and holds multiple licenses including Series 3, 7, 24, 51, 63, and 65. Thomas has a long history in the industry, beginning with Paine Webber Incorporated in 1984 and continuing with various roles at Welsh Financial Services LLC and Long Financial Services Inc. Thomas specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Pine Tree Financial Services, Inc.

location

Owings Mills, MD

0 Disclosures

ADVISOR BIO

Thomas Reilly is a financial advisor registered in the state of Maryland with Pine Tree Financial Services, Inc.. Thomas has been in the industry since 1982, and has a broad range of experience. Thomas has a strong understanding of the investment landscape and is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

COLUMBIA, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Burke is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., licensed in both Maryland and Texas. Thomas has been in the industry since August 2017 and has a Series 7, Series 66, and SIE license. Thomas is a financial advisor with a focus on providing investment advice to individuals, businesses, and retirement plans. Thomas's previous experience includes positions at various companies, including Tbonz Grille and Taphouse, Turf Valley Resort, Salisbury University, 1st Portfolio Wealth Advisors, and Bank of America, N.A. Thomas is dedicated to providing high-quality service and helping clients 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

Stifel, Nicolaus & Company, Inc.

location

BETHESDA, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Dyszkiewicz is a financial professional with over 20 years of experience in the industry. Thomas is currently registered with Stifel, Nicolaus & Company, Inc. in the Bethesda, MD office. Prior to joining Stifel, Nicolaus & Company, Inc., Thomas was with TENEO SECURITIES LLC, BA SECURITIES, LLC, LAZARD FRERES & CO. LLC, MACQUARIE CAPITAL (USA) INC., MORGAN STANLEY & CO. INCORPORATED, JEFFERIES & COMPANY, INC. and QUARTERDECK INVESTMENT PARTNERS, LLC. Thomas holds the Series 63, Series 24, Series 79TO, SIE, and Series 7 licenses. Thomas specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, and Educational Seminars.

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

Lombard Securities Inc.

location

BALTIMORE, MD

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Thomas Edward Russell is a securities professional with over 30 years of experience in the financial services industry. He is currently registered with Lombard Securities Inc., a firm based in Baltimore, MD. Throughout his career, Thomas has held various roles at prominent firms like Invest Financial Corporation, Sentinel Securities, Inc., Detwiler, Mitchell, Fenton & Graves, Inc., and Linso/Private Ledger Corp. Thomas holds several professional licenses and qualifications, including Series 7, Series 24, and Series 63. He is licensed to sell securities in Florida, Massachusetts, New Hampshire, and New York.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Valic Financial Advisors, Inc.

location

LINTHICUM HEIGHTS, MD

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Blackwell West is a financial advisor at Valic Financial Advisors, Inc. Thomas has been in the industry since May 1996. Thomas is licensed to provide investment advice and services in California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Missouri, New Jersey, New York, North Carolina, Ohio, South Carolina, and Virginia. Thomas is registered with FINRA and the SEC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Global Brokerage Services, Inc.

location

HUNT VALLEY, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Wesley Johnson is an investment advisor representative at Global Brokerage Services, Inc. Thomas has been in the industry since March 1988. Thomas is licensed to provide investment advice in Maryland, Illinois, Florida, Pennsylvania and North Carolina. Thomas also has a Series 65 license, and a Series 63 license. Thomas is a licensed principal with Global Brokerage Services, Inc. Thomas is also a licensed financial professional. Thomas provides investment advice and portfolio management for individuals and businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals

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