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

Baltimore, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Margaret Rogers is a financial professional with over four years of experience in the industry. Margaret is currently registered with Morgan Stanley in Baltimore, Maryland. Prior to joining Morgan Stanley, Margaret worked at STIFEL, NICOLAUS & COMPANY, INCORPORATED. Margaret holds the Series 7TO, SIE, and Series 63 licenses.

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

5 Years Experience

0 Disclosures

ADVISOR BIO

Margaux Hrab is a financial advisor with Ameriprise Financial Services, LLC. Margaux is licensed to provide financial advice in Maryland and Texas and has over 4 years of experience in the financial services industry. Margaux has a Series 7TO, Series 66, and SIE license. Margaux has a background in financial planning and is passionate about helping clients reach their financial goals. Margaux specializes in working with 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Private Client Services, LLC | CFP ® (Certifications)

location

Gaithersburg, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Marguerita Maria Cheng is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Marguerita is a registered representative and investment advisor representative in multiple states. Marguerita has provided financial advice to individuals, families, and businesses. Marguerita works with clients to develop personalized financial plans that address their specific needs and goals. Marguerita is committed to providing her clients with the highest level of service and expertise. Marguerita is currently affiliated with Private Client Services, LLC.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

BETHESDA, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Maria Nikitina is an investment advisor representative with Eagle Strategies LLC in Bethesda, MD. Maria has been in the industry for 2 years, and holds the Series 63 and 65 securities licenses, and Series 6TO and SIE licenses. Maria provides financial planning, portfolio management for individuals, pension consulting and educational seminars.

SPECIALIZATIONS

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

Morgan Stanley

location

Baltimore, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Maria Gott is a financial advisor who is registered with the FINRA and the Securities Industry Essentials Examination. Maria has been working in the industry since 2012. Maria currently works for Morgan Stanley in Baltimore, Maryland. Previously, Maria worked for MORGAN STANLEY & CO. LLC. Maria's experience includes 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Ameriprise Financial Services, LLC

location

Annapolis, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Maria Vallecillo is a financial advisor with over 20 years of experience in the financial services industry. Maria is registered with Ameriprise Financial Services, LLC and offers a range of services to clients, including financial planning, asset allocation services, and portfolio management. Maria has a strong track record of success in helping clients achieve their financial goals. Prior to joining Ameriprise, Maria was with Merrill Lynch for over 20 years. Maria specializes in working with individuals and families, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

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
location

Lutherville, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Maria Valentina Pinto is a financial advisor with over 10 years of experience in the financial industry. Maria holds a Series 7TO, Series 66, and SIE licenses. She is registered with the state of Maryland, Texas, and 52 other states. Maria provides financial planning, portfolio management, and asset allocation advice to individuals, corporations, and other investment entities. Maria currently works for Morgan Stanley, where she is part of the investment advisory and broker-dealer team.

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

UBS Financial Services Inc.

location

BETHESDA, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Maria Songsoon Brown is a financial advisor at UBS Financial Services Inc. Maria has been in the industry since July 2007 and holds a Series 63, Series 7, and SIE license. Maria is registered in the District of Columbia, Maryland and Virginia and has been registered with UBS Financial Services Inc. since March 2009. Maria specializes in a range of financial services, including Retirement Planning, Investment Advisory, College Savings, Estate Planning and Insurance. Maria is dedicated 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
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

Bethesda, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Maria Tashjian is a financial advisor at Morgan Stanley. She is a registered representative with FINRA and has been working in the financial services industry since 2014. Maria Tashjian holds the Series 7, Series 63, and SIE licenses and is registered in Virginia. She is dedicated to helping clients meet their financial goals. Maria Tashjian specializes in helping individuals, businesses, and institutions develop and implement customized financial plans.

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

Bethesda, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Maria Senior is a financial advisor with MML Investors Services, LLC. She is registered with the state of Maryland. Maria has been in the financial services industry since 2012. She has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Her specialties include financial planning, pension consulting, asset allocation, and selection of other advisors. Maria offers a variety of compensation arrangements including fixed fees, hourly charges, percentage of assets, and other compensation.

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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