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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

LPL Financial LLC

location

COLUMBIA, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Connor Dillon Delaney is a financial advisor with LPL Financial LLC and has been in the industry since February 2020. Connor holds Series 66, Series 7TO and SIE licenses, and is registered as an Investment Advisor Representative in Maryland and Texas. Connor provides financial planning, portfolio management, and consulting services to clients in the Columbia, MD area. Connor Dillon Delaney has previous experience with AVANTAX INVESTMENT SERVICES, INC., and Bell, Frech & Jacobs, LLC.

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

LPL Financial LLC

location

LUTHERVILLE, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Conor Francis Guillott is a financial advisor with LPL Financial LLC, based in Lutherville, Maryland. Conor has a Series 7TO and SIE license and has been in the financial services industry since 2022. Conor previously worked with OSAIC FA, INC. and Equitable Advisors, LLC. Conor specializes in providing financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services.

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

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

Bethesda, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Constance Miner has been a financial advisor for over 25 years. Constance is registered with Raymond James & Associates, Inc. and is also a Registered Investment Advisor. Constance specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. Constance has a strong track record of success in helping her 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

COLUMBIA, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Constantine Matsakis is a financial advisor with over 6 years of experience in the financial services industry. Constantine is currently registered with LPL Financial LLC in Columbia, Maryland. Before joining LPL Financial LLC, Constantine was a registered representative with Equitable Advisors, LLC. Constantine holds Series 7 and SIE licenses and is registered in the District of Columbia and Maryland.

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

Ameritas Advisory Services, LLC

location

Salisbury, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Corey Boerner is a financial advisor at Ameritas Advisory Services, LLC. Corey is registered with the state of Maryland as an Investment Advisor Representative. Corey is also registered with the state of Delaware as a Broker/Dealer. Corey has experience in various financial services fields, including investment relations, financial planning, and small accounting firm management. Corey has been in the financial industry since 2016. Corey's office is located in Salisbury, MD and Corey also works out of an office in Lincoln, NE.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHEVY CHASE, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Corey Edwards is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Corey Edwards has over 20 years of experience in the financial services industry. Corey Edwards holds Series 6, 7, 10, 24, 63, and 65 licenses and has been registered with the state of Maryland since 2021. Corey Edwards is also registered with the state of Delaware since 2022 and the District of Columbia since 2018. Corey Edwards has previously been employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Corey Edwards works with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Corey Edwards offers a variety of services, including portfolio management, financial planning, and educational seminars.

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
Unclaimed

Navy Federal Investment Services, LLC

location

ANNAPOLIS, MD

0 Disclosures

ADVISOR BIO

Corey Amanda Truss is a financial advisor with over six years of experience in the financial industry. Corey has been registered with the state of Maryland since 2018. Corey is currently employed by Navy Federal Investment Services, LLC and HF Advisory Group, LLC. Corey is a Series 65, 66 and Series 7 licensed advisor. Corey has worked in the financial industry since 2014.

SPECIALIZATIONS

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

Allworth Financial, LP | CFP ® (Certifications)

location

Bel Air, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Corey Paul Frank is a financial advisor with over 20 years of experience in the industry. Corey is a Certified Financial Planner® professional and is registered with Allworth Financial, LP. Corey has experience working with various clients, including individuals, families, and businesses. Corey specializes in financial planning, investment management, and retirement planning.

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

Robert W. Baird & Co. Inc.

location

Baltimore, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Corinna E Sech is a registered representative at Robert W. Baird & Co. Inc., with a branch office in Baltimore. Corinna has been in the industry since 2023 and holds the Series 7TO and SIE licenses. Corinna specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Corinna has a background in education and previously worked for Baltimore County Public Schools.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

TOWSON, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Corinne Elizabeth Gaquin is a financial advisor at Raymond James Financial Services Advisors, Inc. Corinne has been in the industry for 10 years. Corinne is registered to provide investment advice in 20 states. Corinne holds the Series 66, SIE, and Series 7 securities licenses.

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

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