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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Pruco Securities, LLC

location

Annapolis, MD

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Denice Warfield is a financial advisor with Pruco Securities, LLC in Annapolis, Maryland. Denice has been in the industry since January 14, 1992. Denice is licensed to conduct business in Maryland, Virginia, Florida and the District of Columbia. Denice specializes in investments for individuals, corporations, businesses and trusts. Denice holds the Series 6, Series 63, and SIE licenses. Prior to joining Pruco Securities, Denice worked for The Prudential Insurance Company of America in Newark, New Jersey.

SPECIALIZATIONS

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

LPL Financial LLC

location

FULTON, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Denika L Tokunaga is a financial advisor with LPL Financial LLC. Denika has been in the financial services industry since January 15, 2008. Denika is registered as a broker-dealer in California, Connecticut, Delaware, District of Columbia, Florida, Maryland, North Carolina, Oregon, and Virginia. Denika is also registered as an investment advisor representative in Maryland and Virginia. Denika provides a variety of financial services to individuals, families, and businesses. These services include financial planning, investment management, and retirement planning. Denika is 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

LPL Financial LLC

location

GERMANTOWN, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Denise Proctor is a financial advisor with LPL Financial LLC. Denise has been in the financial industry since 2005 and has a strong track record of providing personalized financial advice to individuals and families. Denise is committed to helping her clients achieve their financial goals by providing them with the knowledge and resources they need to make informed decisions about their money.

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

TOWSON, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Denise Rodriguez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Denise has been in the financial services industry since 1998 and has a wide range of experience. Denise is registered with the state of Maryland as an investment advisor representative and a securities agent, and also holds the Series 3, 7, 9, 10, 31, and 63 licenses.

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

Ameriprise Financial Services, LLC

location

Silver Spring, MD

experience

24 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Denise Rachelle Allen is a financial advisor with Ameriprise Financial Services, LLC, a firm with a long history of providing comprehensive financial planning and investment management services. Denise has been in the financial services industry since 2000. Her expertise includes portfolio management for individuals and businesses, financial planning, and asset allocation services. Denise has a Series 7 and Series 66 license, as well as licenses in several states, including Maryland and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CUMBERLAND, MD

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Denise Lynn Kennedy is a registered representative with Stifel, Nicolaus & Company, Inc. Denise has over 30 years of experience in the financial services industry. Denise specializes in providing financial planning and investment advice to individuals, families, and businesses.

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

RBC Capital Markets, LLC

location

BALTIMORE, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Denise J. Fiamingo is a financial advisor with RBC Capital Markets, LLC. Denise has been in the financial industry since 2001 and has a wide range of experience. Denise's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Denise is registered to provide investment advice in multiple states and has 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC

location

Bethesda, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Denise Daley is a financial advisor with MML Investors Services, LLC. Denise has been in the industry since 2003 and has a broad range of experience in financial planning, portfolio management, and retirement planning. Denise has a strong track record of success in helping clients achieve their financial goals. Denise holds the Series 7, Series 63, Series 66, and Series 24 licenses. Denise is also a Registered Representative and Investment Advisor Representative in the state of Maryland and Virginia. In addition to her work with MML Investors Services, LLC, Denise is also involved in the community.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Denise Kim Mersinger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Denise has been working in the financial industry since 1998 and holds the Series 6, 7, 26 and 66 licenses. Denise has experience in a variety of areas, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Denise is registered with the state of Maryland and Texas. Denise also has experience in portfolio management for individuals and businesses, pension consulting, and educational seminars. In addition to working with individuals, Denise also works with businesses, charitable organizations, and insurance companies.

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

Cuso Financial Services, LP

location

LANHAM, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Denise Gail Adah is a financial advisor with Cuso Financial Services, LP based in Lanham, MD. Denise has been in the financial services industry since September 2002. Denise has a wide range of experience working with individuals, corporations, and charitable organizations. Denise is registered to offer financial advice and securities in Maryland, District of Columbia, Florida, North Carolina, Virginia, and Pennsylvania.

SPECIALIZATIONS

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

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