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Financial Advisors in Maryland
10,173 Results
Unclaimed

MML Investors Services, LLC

location

Columbia, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Todd Binder is a financial advisor with MML Investors Services, LLC. Todd has been in the financial industry for over 25 years. Todd specializes in various investment strategies, including portfolio management for individuals and businesses. Todd is registered as a broker-dealer in 23 states.

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
location

Baltimore, MD

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Todd Sajauskas is a financial advisor with Morgan Stanley. He has been in the financial services industry since August 2006. Prior to joining Morgan Stanley, Todd was with Citigroup Global Markets Inc. He is registered in 40 states. He is also a Series 66, Series 7, and SIE licensed representative. Todd specializes in portfolio management for individuals, businesses, and 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

Janney Montgomery Scott LLC

location

Hunt Valley, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Todd Garliss is a financial advisor at Janney Montgomery Scott LLC. Todd has been in the financial services industry since 1993 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Todd holds the Series 7, 24, 55, 63, and 65 licenses. Todd is committed to providing personalized financial advice to help clients reach 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
Unclaimed

Ameriprise Financial Services, LLC

location

Bethesda, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Todd A. Cole is a financial advisor with Ameriprise Financial Services, LLC. Todd Cole has been in the financial industry since March 8, 2010. He is licensed to offer financial services in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, and West Virginia. Todd Cole provides financial planning, portfolio management, and investment advisory services. He also offers educational seminars and publications.

SPECIALIZATIONS

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

Kestra Advisory Services, LLC

location

TOWSON, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Todd Harrison Evans is a financial advisor with Kestra Advisory Services, LLC. Todd has been in the financial industry since February 22, 2015. Todd has a Series 6, Series 63, and Series 65 license. Todd specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Todd is registered to provide investment advice in Arizona, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Todd is also registered as a broker-dealer in the same states.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BETHESDA, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Todd R. Gelfeld has been in the securities industry since September 25, 2002. Todd is currently registered with Wells Fargo Clearing Services, LLC and is located in Bethesda, MD. Previously, Todd was registered with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Todd is a Series 66, Series 31, and Series 7 licensed professional.

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

Principal Advised Services

location

Bethesda, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Todd Lee Hall is a registered Investment Advisor representative at Principal Advised Services. Todd has over 20 years of experience in the financial services industry. Todd holds the Series 7, Series 63, Series 65, and Series 26 licenses. Todd is registered to provide investment advisory services in 18 states. Todd previously worked at Lincoln Financial Advisors Corporation and Charles Schwab & Co., Inc..

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Morgan Stanley

location

Baltimore, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Todd Griffin Roop is a financial advisor at Morgan Stanley. Todd has been in the financial services industry for over 15 years. Todd has a strong background in investments and has experience working with individuals, families, and businesses. Todd is registered to provide investment advice in 34 states and is a registered representative of Morgan Stanley. Todd is committed to providing personalized financial advice and 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

PNC Investments

location

BALTIMORE, MD

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Todd Kilty Gavelek is a financial advisor in Baltimore, MD. Todd has been in the financial industry since March 2009 and is registered with PNC Investments. Todd has been with PNC Investments since July 2010. Previously, Todd was employed with Ameriprise Financial Services, Inc. in Columbia, MD from July 2007 to November 2008.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Burt Wealth Advisors | CFP ® (Certifications)

location

NORTH BETHESDA, MD

0 Disclosures

ADVISOR BIO

Todd Daniel Growney is a financial advisor with Burt Wealth Advisors, a firm that provides financial planning, portfolio management, and selection of other advisors services. Todd has been in the industry since 1998 and has a wide range of experience and expertise. Todd is a Certified Financial Planner and holds the Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. Todd is a registered Investment Advisor representative in Maryland.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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