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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed
location

Bethesda, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gabe Aronson is an investment advisor representative with over 20 years of experience in the financial services industry. Gabe is registered with Morgan Stanley in Bethesda, MD and has been with the firm since 2009. Gabe previously worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated.

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

Raymond James Financial Services Advisors, Inc.

location

Rockville, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Plazola-martinez is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Gabriel is registered with the state of Maryland and has been in the financial services industry since December 31, 2019. Gabriel is also registered with the Financial Industry Regulatory Authority (FINRA) and is a Registered Representative. Gabriel specializes in portfolio management for individuals and businesses, as well as financial planning 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ELLICOTT CITY, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Ali is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gabriel has been in the financial services industry since February 6, 2023, and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Gabriel holds licenses in Maryland and Texas.

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

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

location

Annapolis, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gabriela Claudia Miutescu is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Gabriela has been in the financial industry since 2012 and is registered with the state of Maryland. Gabriela has obtained the Series 66, Series 7TO, and SIE licenses and holds the designation of Certified Financial Planner. Gabriela currently works out of the Annapolis office of Raymond James Financial Services Advisors, Inc. Gabriela's experience and qualifications suggest she is well-positioned to provide comprehensive financial 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Fidelity Personal AND Workplace Advisors

location

ANNAPOLIS, MD

0 Disclosures

ADVISOR BIO

Gabriella McLean is a financial advisor with Fidelity Personal AND Workplace Advisors. Gabriella is registered to provide investment advice in 22 states, including Arizona, California, Colorado, and Connecticut. She is active in the Broker-Dealer space and has 2 current registrations with FINRA and the state of Maryland.

SPECIALIZATIONS

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

BALTIMORE, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Gabriella McClain is a financial advisor with over 15 years of experience in the industry. She has been registered with LPL Financial LLC since August 2022. Previously, Gabriella worked with People's Securities, Inc. for almost five years. She specializes in portfolio management for individuals and businesses, as well as financial planning. Gabriella is licensed to provide investment advice in 52 states.

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

Fidelity Personal AND Workplace Advisors

location

TOWSON, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle Schmidt is a financial professional with a strong background in both insurance and investments. Gabrielle has been a licensed insurance agent for over 10 years and has also been a registered representative with Pruco Securities, LLC. Gabrielle is currently employed as a registered representative with Fidelity Personal And Workplace Advisors. She is focused on helping individuals and families achieve their financial goals.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

ROCKVILLE, MD

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gaffar Chowdhury is a financial advisor with over 7 years of experience in the industry. Gaffar is currently registered with MML Investors Services, LLC in Rockville, MD and Washington, DC. Gaffar has held previous roles at Park Avenue Securities LLC in Washington, DC. Gaffar has passed the Series 6, SIE and Series 63 exams and is registered in 11 states. Gaffar's areas of specialization include: Investment advisory services, asset allocation programs, 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
ASSET ALLOCATION PROGRAMS
Unclaimed
location

Salisbury, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Gail L. Nelson is a registered representative with Morgan Stanley. Gail has over 25 years of experience in the financial services industry. Gail holds a Series 7, Series 31, Series 63, and Series 66 licenses. Gail provides investment advice and financial planning services to a range of clients, including high-net-worth 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

MML Investors Services, LLC

location

Columbia, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Conn is a registered representative with MML Investors Services, LLC and has been in the securities industry since May 26, 2018. Garrett is registered to offer securities in 20 states. Garrett has passed Series 6, SIE, and Series 63 exams. Prior to joining MML Investors Services, LLC, Garrett was employed by Northwestern Mutual Investment Services, LLC. Garrett specializes in providing investment advice to individuals, corporations, and trusts.

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

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