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Financial Planning Services Advisors in Rockville, Maryland
466 Results
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Rockville, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John William clark Miller is a financial advisor who has been in the industry since 2007. John William clark Miller is registered with Cambridge Investment Research Advisors, Inc. in Rockville, MD. John William clark Miller has been with Cambridge Investment Research Advisors, Inc. since 2018. John William clark Miller is also registered as an Investment Advisor Representative in Maryland. Prior to joining Cambridge Investment Research Advisors, Inc., John William clark Miller worked for several other firms, including ING Financial Partners, Inc., UBS Financial Services Inc., Northwestern Mutual Investment Services, LLC, and New England Securities. John William clark Miller holds a Series 6, 7, 63, and 65 license, as well as the SIE exam. John William clark Miller is also a Certified Financial Planner. John William clark Miller's area of expertise is in financial planning, pension consulting, educational seminars, market timing services, and portfolio management. John William clark Miller is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Rockville, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John David Orem is a financial advisor with Commonwealth Financial Network and has been in the industry since February 25, 2001. John David Orem is registered with FINRA and has a Series 6, Series 7 and Series 63 license. John David Orem also holds the Certified Financial Planner designation. John David Orem has previously been employed by Grove Point Investments, LLC, SunTrust Investment Services, Inc., SunTrust Securities, Inc., Crestar Securities Corporation and Financial Network Investment Corporation.

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

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

John Boeckel is an investment advisor representative with Grove Point Advisors, LLC. John has been in the securities industry since 1994. John is registered with the state of New Jersey and has a Series 6, Series 7, and Series 63 license. John also has a Series 65 license and is registered as an investment advisor representative in New Jersey. John provides financial planning services, portfolio management for individuals and businesses, and pension consulting services. John is also affiliated with Grove Point Investments LLC.

SPECIALIZATIONS

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

Morgan Stanley

location

Rockville, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

John Kelly is a financial advisor registered with Morgan Stanley. John has been working in the financial industry since June 16, 2013. John has held previous positions at FIRST ALLIED SECURITIES, INC., MID ATLANTIC CAPITAL CORPORATION, and BROKER DEALER FINANCIAL SERVICES CORP. John has a Series 66, Series 7 and SIE licenses. John is registered to offer securities in 47 states and the District of Columbia.

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

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

John Chrisman Robertson is a financial advisor with over 20 years of experience in the industry. John is currently registered with Grove Point Advisors, LLC in Maryland. John is also registered in Virginia. John holds the Series 6, 7, 63, and 66 securities licenses. John provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. John has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. John has been a member of Safe Money Concepts LLC and Securities Service Network, LLC in the past.

SPECIALIZATIONS

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

Grove Point Advisors, LLC | CFC ® (Certifications)

location

ROCKVILLE, MD

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Robert Murray is a financial professional with over 28 years of experience in the industry. John is currently registered as a Registered Representative with Grove Point Advisors, LLC and has been with the firm since April 2021. John also has experience as a Registered Representative with VeraVest Investments, Inc. where he worked from February 1994 to March 2003. John offers a range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

ROCKVILLE, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

John Paul Gracyalny is a financial advisor with Cetera Investment Advisers LLC, located in Rockville, MD. John Paul has been in the financial services industry since 1991. John Paul specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. John Paul also has experience in fixed insurance sales and accounting. John Paul is registered with the state of Maryland as an Investment Advisor Representative. John Paul is also registered with the state of Texas as an Investment Advisor Representative. John Paul is a registered representative of Cetera Advisor Networks LLC and has been with Cetera for over 30 years.

SPECIALIZATIONS

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

MMA Securities LLC

location

Rockville, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

John Brinton Williams is a financial advisor with MMA Securities LLC, where he has worked since April 2019. John has over 25 years of experience in the industry and has previously held positions with Lara, May & Associates, LLC, Lara, Shull & May, Ltd, Financial West Group, United Planners' Financial Services of America A Limited Partner, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Guardian Investor Services Corporation, and Pruco Securities Corporation. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 6, Series 63, and SIE license. John specializes in providing advisory services to retirement plan participants and has a strong background in pension consulting and educational seminars.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS
Unclaimed

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

John Gerard Sobiech is a financial advisor who has been working in the industry since 1984. John is currently registered with Grove Point Advisors, LLC and holds several licenses and registrations, including Series 7, 63, 65, and 24. John is experienced in providing financial planning, investment management, and pension consulting services to individuals, businesses, and charitable organizations. John is also a registered Investment Advisor Representative in Wisconsin.

SPECIALIZATIONS

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

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