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

POTOMAC, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

John Rafael Shifter is a financial advisor with Morgan Stanley. John has been in the industry since 2021. John is registered with the Securities and Exchange Commission as a broker-dealer and investment advisor representative. John is licensed to sell securities in several states. John has several certifications including the Series 7, Series 66 and the SIE. John is located in Potomac, MD.

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

LPL Financial LLC

location

TIMONIUM, MD

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

John Edward Meegan is a financial advisor with LPL Financial LLC and has been in the financial services industry since 1983. John has a wide range of experience with previous roles at Wells Fargo Clearing Services, LLC, Advest, Inc., Smith Barney Inc., and Lehman Brothers Inc. John is registered with the state of Maryland and Texas and offers financial planning, portfolio management, and other non-discretionary advisory services.

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

TD Private Client Wealth LLC | CFC ® (Certifications)

location

Calverton, MD

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

John Wischum is an investment advisor representative at TD Private Client Wealth LLC with 38 years of experience in the industry. John has a wide range of experience and holds various licenses including Series 6, 7, 24, 52TO, 53 and 63 licenses. John specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. John is a chartered financial consultant and also serves as a soccer official for Loudoun Soccer and is on the board of directors for Knights of Columbus Council # 13468. John is registered with FINRA and in the following states: Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Minnesota, North Carolina, South Carolina and Virginia. John previously worked at Prudential Insurance Company of America, Allstate Insurance Co. and LSA Securities, Inc.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John Robert Chabbott is a financial advisor with Stifel, Nicolaus & Company, Inc. John holds Series 7 and Series 63 licenses and has been in the financial services industry since 2000. Prior to joining Stifel, Nicolaus & Company, Inc., John was with 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 Pooled Investment Vehicles
Unclaimed

Covingtonalsina

location

ANNAPOLIS, MD

0 Disclosures

ADVISOR BIO

John Lawrence Grant is an Investment Advisor Representative (IAR) at Covingtonalsina, a firm based in Annapolis, MD. John has been in the financial services industry for several years, having worked with Worthington Financial Partners and Strayer Contracting prior to joining Covingtonalsina. John is a graduate of Towson University and Virginia Tech and holds a Series 65 license. John provides financial planning and investment advice to individuals and helps with educational seminars. John is also a licensed independent insurance agent.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Towson, MD

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Darlington III is a financial advisor with over 30 years of experience in the industry. John is currently registered with Raymond James Financial Services Advisors, Inc. in Towson, Maryland. John is a Registered Representative and Investment Advisor Representative. Prior to joining Raymond James, John was a Financial Advisor with Wells Fargo Clearing Services, LLC and RBC Capital Markets, LLC. John has experience working with a wide range of clients, including individuals, businesses, and institutions. He specializes in providing financial planning, portfolio management, and investment advisory services.

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

CHEVY CHASE, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

John Oliverio is a financial advisor with over 5 years of experience in the financial services industry. John is currently registered with RBC Capital Markets, LLC and has previously worked with Morgan Stanley and TD Ameritrade, Inc. John holds several licenses and certifications, including Series 7, 9, 10, 63 and 66, as well as the SIE exam. John is registered to offer investment advisory services in 52 states and the District of Columbia. John is also a registered representative of RBC Capital Markets, LLC.

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

LPL Financial LLC

location

EDGEWATER, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Horrigan is an investment advisor representative, registered with LPL Financial LLC in EDGEWATER, MD. John has been working in the financial industry since October 30, 2001. Prior to joining LPL Financial LLC, John worked with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. John holds a Series 6, 7, 26, 63, and 65 licenses and is registered in 28 states and the District of Columbia. John is an investment advisor representative with LPL Financial LLC, but may also be associated with other firms.

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

Cetera Investment Advisers LLC

location

ROCKVILLE, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

John Paul Gracyalny is a financial advisor with Cetera Investment Advisers LLC, located in Rockville, MD. John Paul has been in the financial services industry since 1991. John Paul specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. John Paul also has experience in fixed insurance sales and accounting. John Paul is registered with the state of Maryland as an Investment Advisor Representative. John Paul is also registered with the state of Texas as an Investment Advisor Representative. John Paul is a registered representative of Cetera Advisor Networks LLC and has been with Cetera for over 30 years.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting 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

15 Years Experience

0 Disclosures

ADVISOR BIO

John Charles Hill is a registered representative with MML Investors Services, LLC and has been in the financial industry since 2010. John holds the Series 6, Series 7, Series 63, and Series 65 licenses and is currently registered with the state of Texas and Maryland. John has held previous registrations with NYLIFE Securities LLC, SagePoint Financial, Inc., and MetLife Securities Inc. and has provided financial services to individuals, corporations, high net worth individuals, trusts and foundations, pension plans, 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
ASSET ALLOCATION PROGRAMS

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