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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Eric L. Walton is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Baltimore, MD. Eric is a registered representative in both Maryland and Texas. Eric has been in the industry since May 11, 2023. Eric has passed the Series 7, Series 66, and the SIE exam. Eric is also registered to provide investment advice in 53 states and 2 other jurisdictions. Eric is able to provide financial services to a variety of clients, including individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.

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
location

Baltimore, MD

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Eric Walker has been in the financial industry since 1993. Eric is currently registered with Morgan Stanley. Eric holds licenses for Series 7, Series 31, Series 63 and Series 65. Eric has been registered with Morgan Stanley since 2009. Before that, Eric was with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Eric is a licensed professional in over 40 states and specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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

Janney Montgomery Scott LLC

location

BEL AIR, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Eric B. Decker is a financial advisor at Janney Montgomery Scott LLC with over 20 years of experience in the financial industry. Eric holds a Series 7, Series 31 and Series 66 license. Eric's career started at Legg Mason Wood Walker, Incorporated in 2001 and includes previous roles at Citigroup Global Markets Inc and Wells Fargo Clearing Services, LLC. Eric is a registered investment advisor in the state of Maryland and Texas and is currently active in 27 states. In addition to financial advising, Eric also operates rental property. Eric has specialized expertise in providing 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

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Eric Gordon Meyers is an investment advisor representative at Grove Point Advisors, LLC. Eric has been in the financial industry since 1978. Eric specializes in providing financial planning services and portfolio management for individuals and businesses. Eric is registered with the state of Maryland and holds Series 63, Series 65, Series 7, Series 24 and Series 26 licenses. In addition to his current role, Eric is also a Managing Member at Meyers Hurvitz Abrahams LLC, providing legal services. Eric is also an agent for fixed life insurance.

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

BALTIMORE, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Eric Stevens is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has been in the financial services industry for over two years. Eric is a licensed Series 7, SIE, and Series 66. Eric is registered in the states of Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia, and West Virginia. Eric is a consultant for Maplebear Inc. and has experience working with various companies such as Bank of America, Starbucks, and San Diego State University.

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

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Eric Mueller is a financial advisor with Grove Point Advisors, LLC, located in Rockville, MD. Eric has been in the financial services industry since 2004 and is licensed to provide investment advice in Maryland and Virginia. He is a Series 7, Series 31, and Series 66 licensed advisor. In addition to the firm's Rockville, MD location, Eric also works from the firm's Falls Church, VA branch. Eric provides financial planning, portfolio management and pension consulting services for individuals, businesses, and charities. Before joining Grove Point Advisors, LLC, Eric worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, TD Ameritrade, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Eric Mueller is also an experienced gardener.

SPECIALIZATIONS

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

Hunt Valley, MD

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Eric Villamater is a registered investment advisor representative with Morgan Stanley. Eric has been working in the financial industry since 1986. Eric is registered with the state of Maryland and Texas. Eric has worked for several financial firms including Legg Mason Wood Walker, Incorporated, Thomson McKinnon Securities Inc., and Citigroup Global Markets Inc. Prior to joining Morgan Stanley, Eric was employed by Morgan Stanley Smith Barney. Eric specializes in providing a wide range of financial services to individuals and institutions, including financial planning, asset allocation advice, portfolio management for businesses and individuals, and portfolio management for investment companies. Eric is also registered with the state of Maryland as an investment adviser 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Columbia, MD

0 Disclosures

ADVISOR BIO

Eric Lamont Wells is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Columbia, MD. Eric has been in the financial services industry since 2006. Eric holds a Series 6, 7, 63, and 65 license. Prior to joining Cambridge, Eric worked for T. Rowe Price Investment Services, Inc., Potomac Securities, LLC, Metlife Securities Inc., and Metropolitan Life Insurance Company. Eric is registered as an Investment Advisor in Maryland.

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

Ameriprise Financial Services, LLC

location

KENSINGTON, MD

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eric Michael Perschke is a financial advisor registered with Ameriprise Financial Services, LLC. Eric has been in the financial industry since 2003 and is licensed to provide investment advice in multiple states, including Maryland, Texas, and the District of Columbia. Eric's prior experience includes working with IDS Life Insurance Company in Minneapolis, Minnesota. Eric specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services for businesses and individuals.

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

RBC Capital Markets, LLC

location

HUNT VALLEY, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Eric Shadoff is a financial advisor who has been in the industry since 2011. Eric is registered with RBC Capital Markets, LLC and holds several licenses, including Series 7, Series 6, Series 63, and Series 65. Eric specializes in serving individuals, corporations, high-net-worth individuals, and charitable organizations. Eric has worked at Wells Fargo Advisors, LLC and City National Bank in the past. Eric is also the owner of Eric Shadoff Rental Property, which is not investment-related.

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

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