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Portfolio Management for Individuals Advisors in Maryland
1,106 Results
Unclaimed
location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Emilio Egea is an Investment Advisor Representative registered with Homrich Berg in Towson, Maryland. Emilio has been in the industry since 2013. Emilio holds a Series 65 license. Emilio has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Emilio specializes in financial planning, portfolio management, and selection of other advisors.

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

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Parkville, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Emily Sutorius is a financial advisor with State Farm Investment Management Corp. Emily has been in the industry for over 8 years. Emily holds the Series 6, Series 63, and SIE licenses. Emily is also a Chartered Financial Consultant. In addition to Emily's role as a financial advisor, Emily is also the owner of Emily Sutorius's Insurance Agency. Emily is a board member of the Unified Community Connections Agency.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

T. Rowe Price Associates, Inc.

location

OWINGS MILLS, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Emily Alexandra Neubauer is a registered representative with T. Rowe Price Associates, Inc., based in Owings Mills, MD. Emily has been in the securities industry since 2015. Emily is registered in 53 states and the District of Columbia for both securities and investment advisory activities. Emily provides portfolio management services to businesses, 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
location

Baltimore, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Enver Majid is a registered representative with Morgan Stanley. Enver has been in the industry since June 5, 2007 and holds the Series 66, Series 7 and SIE exams. Enver is registered in 43 states and the District of Columbia. Enver has a previous employment history with 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Hunt Valley, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Eric David Brann is an active investment advisor representative at Morgan Stanley. Eric has been in the industry since 1994 and is registered in 35 states, holding the Series 3, 7, 63, and 65 licenses, and the SIE exam. He is also a Certified Financial Planner. Eric's previous experience includes UBS Financial Services Inc. and Kidder, Peabody & Co. Incorporated. Eric provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses, individuals, 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
location

Baltimore, MD

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Eric Walker has been in the financial industry since 1993. Eric is currently registered with Morgan Stanley. Eric holds licenses for Series 7, Series 31, Series 63 and Series 65. Eric has been registered with Morgan Stanley since 2009. Before that, Eric was with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Eric is a licensed professional in over 40 states and specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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
location

Columbia, MD

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Eric Conrad Kovacic is a financial advisor at Morgan Stanley. Eric has been in the financial industry since 1981. Prior to joining Morgan Stanley, Eric worked at CITIGROUP GLOBAL MARKETS INC. and Legg Mason Wood Walker, Incorporated. Eric is registered with the Securities and Exchange Commission (SEC) and holds licenses in 32 states and the District of Columbia. Eric specializes in providing financial advice to a wide range of clients, including individuals, businesses, and institutions.

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
location

Hunt Valley, MD

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Eric Villamater is a registered investment advisor representative with Morgan Stanley. Eric has been working in the financial industry since 1986. Eric is registered with the state of Maryland and Texas. Eric has worked for several financial firms including Legg Mason Wood Walker, Incorporated, Thomson McKinnon Securities Inc., and Citigroup Global Markets Inc. Prior to joining Morgan Stanley, Eric was employed by Morgan Stanley Smith Barney. Eric specializes in providing a wide range of financial services to individuals and institutions, including financial planning, asset allocation advice, portfolio management for businesses and individuals, and portfolio management for investment companies. Eric is also registered with the state of Maryland as an investment adviser representative.

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

Homrich Berg | CFA ® (Certifications)

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Eric Bland is a financial advisor at Homrich Berg, located in Atlanta, Georgia. Eric has been in the industry since 2007 and is registered with the state of Maryland. Eric is a Chartered Financial Analyst. Eric has a background in working with corporations, individuals, investment companies, and pooled investment vehicles. Eric also provides financial planning and bill pay services.

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

T. Rowe Price Associates, Inc.

location

OWINGS MILLS, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Eric A. Seale is a registered representative with T. Rowe Price Associates, Inc. Eric has been in the securities industry since 2006 and has worked with various clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, and state or municipal government entities. Eric holds several licenses, including Series 6, 7, 63, and 66. Eric has been with T. Rowe Price since 2008, working primarily out of the firm's Owings Mills, MD branch office.

SPECIALIZATIONS

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

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