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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aadit Lall Shrestha is a registered representative with Stifel, Nicolaus & Company, Inc. with a current scope of practice for both Broker-Dealer and Investment Advisor. Aadit Lall Shrestha has been in the industry since January 5, 2020. Aadit Lall Shrestha holds the Series 86, Series 87, and SIE licenses. Aadit Lall Shrestha is also a registered Investment Advisor 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 Pooled Investment Vehicles
Unclaimed

Grove Point Advisors, LLC

location

Baltimore, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Polun is a financial advisor registered with Grove Point Advisors, LLC. Aaron has been in the financial services industry since February 22, 2006. Aaron is a registered representative of FINRA and is also registered as an investment advisor representative in Maryland. Aaron is licensed in 10 states. Aaron is qualified to offer a wide range of financial services including financial planning, pension consulting, and educational seminars. Aaron also provides portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

Bethesda, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Scissors is an active investment advisor representative at Morgan Stanley. Aaron has been in the securities industry since 2022 and has registrations in 48 states and the District of Columbia, as well as a Series 66, Series 7TO, and SIE license. Aaron has worked for Morgan Stanley Smith Barney LLC since November 2021 and has experience in the financial industry from previous roles at the University of Maryland and Morgan Stanley Private Bank, N.A. Aaron's firm, Morgan Stanley, is a large financial firm with over $1 trillion in assets under management and offers a wide range of financial services, including investment management, financial planning, and educational seminars.

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

RBC Capital Markets, LLC | CFP ® (Certifications)

location

EASTON, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Gabrielian is an investment advisor representative at RBC Capital Markets, LLC. Aaron has been in the industry since 2009. Aaron has licenses for the Series 66, Series 9, Series 10, Series 31, and Series 7 exams. Aaron also holds a Certified Financial Planner designation. Aaron has experience with various investment types and has previous experience with M Holdings Securities, Inc. and Morgan Stanley.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Edward Lekarz is an active investment advisor representative and investment advisor registered with Equitable Advisors, LLC. Aaron has been in the securities industry since January 30, 2014. Aaron's professional experience includes working for AXA Advisors LLC and Equitable Advisors, LLC. Aaron holds Series 63, 65, 7, and 24 securities licenses and has been registered in 25 states. Aaron also has a Securities Industry Essentials Examination certification.

SPECIALIZATIONS

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

Impact Partnership Wealth, LLC

location

Hyattsville, MD

0 Disclosures

ADVISOR BIO

Aaron Philip James is a financial advisor registered with Impact Partnership Wealth, LLC. Aaron has been in the financial services industry for 8 years and has a combined Series 7 and 66 license. Aaron is based in Hyattsville, MD and has previous experience with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron specializes in financial planning, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

WESTMINSTER, MD

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Michael Puckett is a financial advisor with over 20 years of experience in the financial services industry. Aaron is registered with LPL Financial LLC and has a Series 7, Series 24, Series 63, and Series 66 license. He is also a Certified Financial Planner. Aaron has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Aaron specializes in financial planning, investment management, and retirement planning. He is committed to providing his 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

TOWSON, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Tyburski is a financial advisor who has been in the industry since 2018. Aaron is currently registered with Osaic Wealth, Inc. and is licensed in Montana. Aaron holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Aaron has a long history of working in financial services, including roles at Goldman Sachs & Co. LLC and Foresters Financial Services, Inc. In addition to financial advising, Aaron is also the managing member of Tyburski Wealth Management, LLC, a limited liability company. Aaron offers financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

LPL Financial LLC

location

HANOVER, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Burleson is a financial advisor at LPL Financial LLC with over 16 years of experience in the industry. Aaron has a strong background in securities and financial services, having held previous roles with M&T Securities, Inc., Ameriprise Financial Services, Inc., and SunTrust Investment Services, Inc. Aaron is a registered representative in 27 states, including Maryland, California, Florida, Texas, and New York. Aaron provides financial planning services, including investment management and retirement planning. Aaron is a dedicated and experienced financial advisor committed 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALTIMORE, MD

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Walter Meisner is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron Walter Meisner is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Aaron Walter Meisner has been in the industry since March 25, 1993. The advisor also has prior experience with Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and PaineWebber Incorporated. Aaron Walter Meisner is licensed to provide securities and advisory services in 24 states.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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