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Financial Advisors in Maryland
10,173 Results
Unclaimed

Edelman Financial Engines

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Thomas Colantuno is an Investment Advisor Representative with Edelman Financial Engines. He is registered with the state of Maryland. Thomas has been in the financial services industry since 2004. His previous employers include Ameriprise Financial Services, LLC, UBS Financial Services Inc., and Legg Mason Wood Walker, Incorporated.

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
location

BALTIMORE, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Nelson Thibeault is a financial professional with over 28 years of experience in the industry. Thomas has been with Chapin, Davis since October 2009. Thomas has a wide range of experience in the financial industry, including experience with UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Connor Howes is a registered representative with Equitable Advisors, LLC. Thomas Howes is currently registered in 12 states: California, District of Columbia, Florida, Georgia, Louisiana, Maryland, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Thomas Howes has 12 years of experience in the securities industry.

SPECIALIZATIONS

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

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Bolger is a financial advisor with over 12 years of experience in the industry. Thomas is currently registered with T. Rowe Price Investment Services, Inc. He is also registered with 53 states and the District of Columbia, as well as with FINRA. Prior to joining T. Rowe Price, Thomas was a financial advisor at Principal Funds Distributor, Inc., Principal Securities, Inc., TCW Funds Distributors LLC, and UBS Financial Services Inc. Thomas holds the Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

RBC Capital Markets, LLC

location

ANNAPOLIS, MD

experience

40 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Thomas Ofarrell is a financial advisor with RBC Capital Markets, LLC. Thomas Ofarrell has been in the securities industry since September 23, 1984. He is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Thomas Ofarrell holds the Series 63 and Series 7 licenses, as well as the Series 65 license and the SIE exam. Thomas Ofarrell is also a registered investment advisor in Maryland and Texas. In addition to his role at RBC Capital Markets, LLC, Thomas Ofarrell has also worked at Ferris, Baker Watts, LLC 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Envestnet PMC | CFA ® (Certifications)

location

Sparks, MD

0 Disclosures

ADVISOR BIO

Thomas Baker is a financial advisor with Envestnet PMC in Sparks, Maryland. Thomas has been working in the financial industry for over 30 years and has a broad range of experience in investment management. Thomas is a Chartered Financial Analyst and holds the Series 4, 7, 63, 65, and 66 licenses. Thomas has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
OVERLAY PORTFOLIO MANAGEMENT
Publication of Financial Periodicals
Unclaimed

Integrated Advisors Network LLC

location

BETHESDA, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Haywood Sarkes is a financial advisor with Integrated Advisors Network LLC, and is registered with the state of Maryland as an investment advisor representative. Thomas has been in the industry since October 15, 2020, and has worked at several firms, including Purshe Kaplan Sterling Investments and T. Rowe Price Investment Services, Inc.. Thomas is committed to providing clients with personalized financial advice and services that help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

EASTON, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Saxon is a financial advisor registered with LPL Financial LLC. Thomas has been a financial advisor since 1996 and has worked with clients in both Maryland and Texas. Thomas's financial advisory experience also includes working with Newport Coast Securities, Inc. from 2014 to 2015 and Pruco Securities Corporation from 1996 to 1996. Thomas specializes in retirement planning, investment management, financial planning, and estate planning.

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

Wells Fargo Clearing Services, LLC

location

ANNAPOLIS, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Lewandowski is a financial advisor with over 20 years of experience in the financial services industry. Thomas has been a registered representative with Wells Fargo Clearing Services, LLC since September 2019. Prior to joining Wells Fargo, Thomas was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Thomas holds the Series 6, 7, 24, 63, and 65 licenses. Thomas specializes in providing financial advice to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Lombard Securities Inc.

location

BALTIMORE, MD

experience

37 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.

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