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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Prime Capital Financial

location

Baltimore, MD

0 Disclosures

ADVISOR BIO

Jania Elaine Stout is a financial advisor with Prime Capital Financial, a firm based in Overland Park, KS. Jania has been in the financial industry since 1996 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Jania holds several licenses and designations, including Series 6, 7, 63, and 66. Jania has a deep understanding of the financial markets and a commitment 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
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LAW & Associates Inc. | CFP ® (Certifications)

location

GLEN ECHO, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Janice Lynne Henderson is a financial advisor with over 27 years of experience in the financial services industry. Janice is a Certified Financial Planner™ and holds the Series 7, Series 24 and Series 63 securities licenses. Janice is associated with Law & Associates Inc. and is registered to provide investment advice in 34 states and the District of Columbia. Janice works with individuals and families, as well as charitable organizations, to help them achieve their financial goals. Janice specializes in financial planning, divorce planning, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
DIVORCE PLANNING
Publication of Financial Periodicals
Unclaimed

Empower Advisory Group, LLC | CFP ® (Certifications)

location

Myersville, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Janine Sam is a Certified Financial Planner with Empower Advisory Group, LLC. Janine has a broad range of experience, having worked in the financial industry since 2020. Janine holds Series 63, 7TO, and SIE licenses, as well as several other licenses and registrations across the United States. Janine's specializations include financial planning, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Lutherville, MD

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Janis Jean Hofsass has been an active advisor in the financial industry since 1983. Janis is currently registered with Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. Previously, Janis worked for National Planning Corporation, Intersecurities, Inc., Crestar Securities Corporation, Citizens Brokerage Services, Inc., New England Securities Corporation, and Foster & Co. Equities, Inc. Janis holds a Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, and Series 65 licenses. Janis has been recognized for their expertise and specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.

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

HUNT VALLEY, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jared Kilberg is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. located in HUNT VALLEY, MD. Jared has been in the industry since June 2011 and has a Series 66, Series 7, and SIE. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jared worked at AXA ADVISORS, LLC. Jared is registered to provide securities and investment advisory services in 29 states and the District of Columbia.

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

Rockville, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jared Vance is a financial advisor with Morgan Stanley. Jared has been in the financial services industry since October 27, 2019. Jared is registered with the state of Maryland. Jared is also registered with the state of New York and Texas. Jared holds the following securities licenses: Series 66, Series 7, and SIE. Jared is also a registered Investment Advisor Representative (IAR) in Maryland, New York, and Texas.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Columbia, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jared Peyton Taylor is a financial advisor in Columbia, MD with Ameriprise Financial Services, LLC. Jared has been in the financial services industry since February 12, 2007. Jared's areas of specialization include asset allocation, financial planning, retirement planning, and college planning.

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

Planmember Securities Corp.

location

Elkridge, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jared Alan Ford is a financial advisor with Planmember Securities Corp., where he has been employed since 2017. Jared specializes in working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and individuals. Jared has been active in the securities industry since August 2017 and holds Series 66, Series 7, and SIE licenses. Jared has a branch office location in Elkridge, MD.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Rockville, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jared James Violante is a financial advisor with Raymond James Financial Services Advisors, Inc. Jared Violante has been in the financial services industry since June 12, 2016 and is registered in 7 states, including Maryland, District of Columbia, Florida, New Jersey, Pennsylvania, and Virginia. Jared Violante has passed the Series 66, Series 7, and SIE exams. Jared Violante specializes in a variety of financial services, including financial planning, 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

RBC Capital Markets, LLC

location

BALTIMORE, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Jarrett Gounaris is a registered representative with RBC Capital Markets, LLC, a firm headquartered in New York, NY. Jarrett has been in the securities industry since August 1996. Jarrett holds the Series 7 and Series 63 securities licenses, as well as the Series 65 investment advisor license. Jarrett provides financial planning, portfolio management, and investment advisory services to a range of clients, including individuals, corporations, pension plans, and charitable organizations. Jarrett has extensive experience in the financial services industry, having held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America.

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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