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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Todd Michael Wickwire is an investment advisor representative with Homrich Berg. Todd Michael Wickwire has been in the industry since 1993. Todd Michael Wickwire is registered with the state of Maryland and holds FINRA Series 63, 65, 7, 24, 62, and 87 licenses. Todd Michael Wickwire specializes in advising high-net-worth individuals, investment companies, corporations, and charitable organizations. Todd Michael Wickwire is also an adjunct professor at Loyola University Maryland. Prior to joining Homrich Berg, Todd Michael Wickwire was employed by Wells Fargo Securities, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
BILL PAY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Principal Securities, Inc.

location

BETHESDA, MD

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Todd Hall is a financial advisor with Principal Securities, Inc. Todd is registered to provide investment advice in 51 states and is licensed to sell investment products in all 50 states. Todd has been a financial advisor since 2021. Todd specializes in financial planning, portfolio management for individuals, and pension consulting.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

CALVERTON, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Todd Matthew Wike is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 17 years of experience in the financial services industry. Todd holds licenses in both Maryland and Texas. Todd Wike provides financial and investment advice to individuals, corporations, and other businesses. His expertise includes financial planning, pension consulting, and portfolio management. Todd is a licensed securities representative with licenses in 43 states, as well as an investment advisor representative in Maryland and Texas. Todd is also the owner of Wike Financial, LLC DBA Potomac Financial Group, and Wike Properties, LLC.

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

Facet | CFP ® (Certifications)

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Todd MacAulay is a financial advisor at Facet. He is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Todd has a Series 63, Series 66, and Series 7 licenses. His specializations include financial planning and portfolio management. He has been a financial advisor for over 20 years, previously working at Commonwealth Financial Network and John Hancock Distributors LLC. Todd currently holds active registrations in Kentucky and Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

WPG Financial Group, LLC | CFP ® (Certifications)

location

BALTIMORE, MD

disclosure

1 Disclosures

ADVISOR BIO

Todd Foster Paradise is a financial advisor with over 20 years of experience in the industry. Todd is currently registered with WPG Financial Group, LLC and holds the Series 6, 7, 63 and 65 securities licenses, as well as the SIE. Todd is a Certified Financial Planner. Prior to joining WPG Financial Group, LLC, Todd worked with United Planners' Financial Services of America, Cambridge Investment Research, Inc. and Woodbury Financial Services, Inc. Todd is also an independent insurance agent. Todd specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
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

T. Rowe Price Associates, Inc.

location

Baltimore, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Todd Michael Kunselman is a registered investment advisor representative with T. Rowe Price Associates, Inc. Todd has been in the securities industry since 2006. Todd holds Series 7, Series 66, and SIE licenses. Todd's specialties include portfolio management for individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC

location

Columbia, MD

experience

28 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

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

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

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