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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

RBC Capital Markets, LLC

location

HUNT VALLEY, MD

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gordon Witherspoon is a financial advisor with over 30 years of experience in the industry. Gordon has served in various roles at prominent firms, including Morgan Stanley and UBS Financial Services. Currently, Gordon is registered with RBC Capital Markets, LLC. Gordon holds the Series 6, 7, 31, and 63 securities licenses, as well as the Series 65 investment advisor license. Gordon specializes in providing financial advice to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

OLNEY, MD

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Gordon Jay Meltzer is a financial advisor with Cetera Investment Advisers LLC, working from the Olney, Maryland branch office. Gordon has been working in the financial services industry since August 2, 1988, and has a wide range of experience in providing investment advice. Gordon is also a certified public accountant (CPA) and has a background in accounting and tax preparation. Gordon holds the Series 6, Series 7, Series 22 and Series 63 securities licenses. Gordon is registered with the state of Maryland and Virginia. Gordon is committed to providing personalized financial advice to his clients.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

ANNAPOLIS, MD

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gordon Scott Wallace has over 30 years of experience in the financial services industry. Gordon is a registered representative with RBC Capital Markets, LLC and is licensed to provide investment advisory services in multiple states. Gordon has a broad range of experience including working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, AMEV Investors, Inc., Bank of America, NA, and City National Bank. Gordon is a Series 6, 7, 63, and 65 licensed professional and has a deep understanding of the financial markets and investment products. Gordon specializes in providing financial planning, portfolio management, and retirement planning services to a wide range of clients.

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

Park Avenue Securities LLC | CFC ® (Certifications)

location

Hunt Valley, MD

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Gordon B. Smith is a financial advisor with Park Avenue Securities LLC. Gordon has been in the securities industry since June 3, 1985. Gordon holds the Series 6, 7, and 63 securities licenses and the SIE exam. Gordon is registered with the following states: California, Delaware, Florida, Georgia, Maine, Maryland, Nevada, Oklahoma, Pennsylvania, Texas, Virginia, West Virginia, and Wyoming. Gordon is also registered with FINRA. Gordon specializes in providing financial advice to individuals, high net worth individuals, corporations, businesses, and retirement plans. Gordon also provides financial planning and educational seminars.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

TOWSON, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Grace Anne Rubacky is an investment advisor representative who has been active in the financial services industry since October 2023. Grace Anne is registered with Fidelity Personal AND Workplace Advisors in Maryland. Grace Anne has passed the Series 7TO, Series 63, and Series 65 exams. Grace Anne has a total of 6 active registrations.

SPECIALIZATIONS

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

G.s. Woods Wealth Management | CFC ® (Certifications)

location

FOREST HILLL, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Graeme Woods is an investment advisor representative with G.s. Woods Wealth Management. Graeme has been in the financial services industry since 2010. Graeme has passed the Series 6, Series 63, Series 65, Series 79TO and Series 82TO exams. Graeme has been registered with the state of Pennsylvania since 2016 and with Maryland since 2022. Graeme is a Chartered Financial Consultant. Graeme specializes in providing financial planning and educational seminars. G.s. Woods Wealth Management offers various advisory services to clients including financial planning, educational seminars and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

PHOENIX, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Graham Tyler Bauer is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Phoenix, MD. Graham has over 15 years of experience in the financial services industry and holds both Series 7 and Series 63 licenses. Graham's experience includes working with Lincoln Financial Advisors Corporation in Lutherville, MD before joining Cambridge Investment Research Advisors, Inc. Graham specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Graham is committed to providing personalized financial advice to help 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
Market Timing Services
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BETHESDA, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Graham Nathaniel Taft is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Graham is registered with the state of Maryland as an investment advisor representative. Graham has been in the industry since May 2017, and has a strong background in finance. Graham is committed to providing clients with personalized financial advice and helping them reach their financial goals.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Graham Roeger is a Financial Advisor at Morgan Stanley, a firm managing over $1.4 trillion in client assets. Graham is registered with FINRA and holds the Series 7TO and SIE licenses. Graham specializes in providing a wide range of financial services, including asset allocation advice, financial planning, and portfolio management.

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

Financial Consulate | CFP ® (Certifications)

location

HUNT VALLEY, MD

0 Disclosures

ADVISOR BIO

Graham Ewing is a financial advisor at Financial Consulate. Graham is licensed to provide advisory services in Maryland, Pennsylvania and Texas. Graham has been a financial advisor since January 2014 and has been with the firm since January 2015. Graham is a Certified Financial Planner and specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. The Financial Consulate is a Registered Investment Adviser and provides financial advice to individuals, businesses, pension and profit sharing plans and charitable organizations. The firm is located in HUNT VALLEY, MD.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX, ACCOUNTING & ESTATE ADVISORY
Publication of Financial Periodicals

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