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

Homrich Berg | CFP ® (Certifications)

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

John Finigan is a financial advisor registered with Homrich Berg. John has been in the financial services industry since 2019. John is licensed to provide advisory services in Maryland and has a Series 63, Series 66, Series 7 and SIE. John offers financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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

Morgan Stanley

location

Baltimore, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

John Anthony Mele is a financial advisor with over 19 years of experience in the financial services industry. John is currently registered with Morgan Stanley and has been with the firm since June 2009. Previously, John worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. John has a broad range of experience and is licensed to provide financial advice in multiple states across the United States.

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

location

Easton, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John T Elmes is an investment advisor representative with Morgan Stanley. John has been in the industry since 2019 and has a broad range of experience in financial services. John holds the Series 66, Series 7TO and the SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA). John is also registered to provide investment advice in all states except Wyoming. John has a strong commitment to 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
location

Salisbury, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

John Wakefield Feeney is a financial advisor with Morgan Stanley. John has been in the industry since 2003, with previous experience at PNC Investments, Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds licenses in multiple states including District of Columbia, Virginia. John is a highly experienced financial advisor with a strong track record of success.

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

location

Annapolis, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

John Wirth is a financial advisor registered in 53 states and the District of Columbia. John Wirth has been working in the financial industry since 1999. John Wirth is currently registered with Morgan Stanley. John Wirth has previously been registered with CITIGROUP GLOBAL MARKETS 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Lutherville, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Johnathon Glenn Raver is a financial advisor registered with Morgan Stanley. Johnathon Glenn Raver has been in the financial services industry for over 10 years. Johnathon Glenn Raver has passed the Series 7, Series 6, SIE, and Series 66 exams. Johnathon Glenn Raver is registered to offer investment advisory services in 46 states and the District of Columbia. Johnathon Glenn Raver previously worked at M&T Securities, Inc.

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

Annapolis, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Worthington Steele is a financial advisor with over 14 years of experience in the financial services industry. Jonathan is currently registered with Morgan Stanley and has been with the firm since 2009. Before joining Morgan Stanley, Jonathan was a financial advisor with CITIGROUP GLOBAL MARKETS INC. Jonathan holds licenses in both the securities and investment advisory fields.

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

Rockville, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Greaney is a financial advisor registered with Morgan Stanley. Jonathan has been in the securities industry since October 26, 2018. Jonathan is licensed to provide securities and investment advisory services in 41 states and the District of Columbia. Jonathan holds licenses for Series 6, 7, 63, and 66 exams. Jonathan provides financial planning and asset allocation services.

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

Chevy Chase Trust Co.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Jonathan Kobets is a financial professional with over 10 years of experience in the industry. Jonathan currently works with Chevy Chase Trust Co. located in Bethesda, MD. Previously Jonathan was employed at UBS Financial Services Inc. and AllianceBernstein Investments, Inc. Jonathan holds the Series 6, 7, 63, and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Knights OF Columbus Asset Advisors LLC

location

Frederick, MD

0 Disclosures

ADVISOR BIO

Jonathan Rock is an Investment Advisor Representative associated with Knights Of Columbus Asset Advisors Llc. Jonathan Rock's profile shows that they have been registered with the state of Maryland. Jonathan Rock has been in the industry for more than 7 years and has experience working for Knights of Columbus Insurance, Knights of Columbus Asset Advisors LLC and J.D. Rock Custom Home Improvements LLC. Jonathan Rock is currently working as an Investment Advisor Representative with Knights Of Columbus Asset Advisors Llc. Jonathan Rock holds a Series 65 license.

SPECIALIZATIONS

Pension Consulting Services
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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