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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TOWSON, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Knapp is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has been in the industry for over 2 years and holds the Series 7, 63, and 66 licenses. Alexander's previous employer was Goldman Sachs & Co. LLC, and Alexander specializes in providing investment advice for high-net-worth individuals, corporations, 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
location

COLUMBIA, MD

0 Disclosures

ADVISOR BIO

Alexander Wasilewski is a financial professional with LPL Financial LLC. Alexander is registered with the state of Maryland. Alexander has experience in the financial services industry and holds the Series 6TO and SIE exams.

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

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Carr is a registered representative with Stifel, Nicolaus & Company, Inc. Alexander has been in the financial services industry since 1998, and has held previous roles with Wachovia Capital Markets, LLC, A. G. Edwards & Sons, Inc., George K. Baum & Company, First Union Securities, Inc. and First Union Capital Markets Corp. Alexander is licensed to sell securities in Colorado, Louisiana, Maryland and New York.

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

Burnham Gibson Wealth Advisors, LLC

location

BETHESDA, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Kuczera is a financial advisor with Burnham Gibson Wealth Advisors, LLC, based in Bethesda, MD. Alexander has been in the financial services industry for over seven years and is registered with FINRA and the states of Maryland, Virginia, and the District of Columbia. Alexander's specialties include financial planning, pension consulting, and portfolio management for individuals and businesses.

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

HUNT VALLEY, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Ryan Israel is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander Ryan Israel has been in the industry since 2018. Alexander Ryan Israel is currently licensed in Maryland and Texas. The advisor works with clients who are individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The advisor's firm provides investment advice and management services. The firm is regulated by FINRA, the Securities and Exchange Commission (SEC), and the state regulators where they operate.

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

FREDERICK, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Villegas is a registered representative with LPL Financial LLC. Alexander has been in the securities industry for 5 years. He has a Series 7, Series 66, and SIE license. Alexander is registered in 11 states, including Maryland, California, Colorado, Delaware, District of Columbia, Florida, Minnesota, Pennsylvania, Virginia, and West Virginia. He is also registered as an investment advisor in Maryland. Alexander's current employment is with LPL Financial LLC, where he has been since February 2017. Alexander has worked in a variety of roles in the financial services industry, including as a financial advisor at LPL Financial LLC, where he was responsible for providing financial advice and investment management services to individuals, families, and businesses. He has also worked as a financial consultant, providing financial planning and investment advice to individuals and families. Alexander is committed to helping his 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

Grove Point Advisors, LLC

location

LA PLATA, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Lorraine Wathen is a financial advisor with Grove Point Advisors, LLC. Alexandra has been in the financial services industry for 10 years and has Series 6, Series 63 and SIE licenses. Alexandra is registered with the state of Maryland and Virginia. Alexandra's firm focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

BALTIMORE, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Jamieson is a financial advisor with UBS Financial Services Inc. in Baltimore, Maryland. She has been working in the financial services industry since November 2009 and joined UBS in October 2015. She holds the Series 66, Series 7, and SIE licenses, and is registered to provide investment advice in several states, including Maryland and Texas. Alexandra focuses on providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Annapolis, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Elaine White is a financial advisor with Raymond James & Associates, Inc. Alexandra has been a registered representative for over a year. Alexandra has experience in the securities industry. Alexandra works in the Annapolis office of Raymond James & Associates, Inc. Alexandra specializes in working with a variety of clients including high-net-worth individuals, corporations or other businesses, insurance companies, charitable organizations, and banking or thrift institutions.

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

XML Financial Group | CFP ® (Certifications)

location

BETHESDA, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Kantarski is a financial professional with over 15 years of experience in the financial services industry. Alexandra is currently registered as a Registered Representative and Investment Advisor Representative with XML Financial Group. Alexandra has held previous positions at Royal Alliance Associates, Inc., Sanders Morris Harris Inc., Morgan Stanley Smith Barney, RBC Capital Markets, LLC, and Ferris, Baker Watts, LLC. Alexandra holds the Series 7, Series 31, Series 66, and SIE licenses. Alexandra is also a Certified Financial Planner. Alexandra has a strong commitment to providing personalized financial advice and guidance to help clients achieve their financial goals. Alexandra specializes in providing financial planning services, portfolio management, 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

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