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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

MV Capital Management, Inc.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Masood Vojdani is a financial advisor with over 30 years of experience in the industry. Masood is currently registered with MV Capital Management, Inc. in Maryland. Masood has been with MV Capital Management, Inc. since December 2005. Prior to that, Masood worked at PURSHE KAPLAN STERLING INVESTMENTS in New York from May 2006 to February 2017. Masood is also a registered insurance broker with MV Financial Group and provides business consulting services to the company. Masood's areas of specialization include financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.

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
location

COLUMBIA, MD

0 Disclosures

ADVISOR BIO

Matheus De Carvalho leme cavallari is a registered investment advisor representative with Equitable Advisors, LLC. Matheus has been working in the financial services industry for over 8 years and has passed the Series 66, Series 7TO, and SIE exams. Matheus is currently registered in DE, DC, FL, GA, MD, and VA.

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

NORTH BETHESDA, MD

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Matt Solomon is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Matt has been in the industry since 2009 and holds the Series 3, 7, 9, 10, 31, 63, 65 and 66 licenses. Matt has also worked for VALIC Financial Advisors, Inc., Summit Brokerage Services, Inc., LPL Financial LLC, and Dean Witter Reynolds Inc. in the past. Matt is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

MML Investors Services, LLC

location

Bethesda, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Hess is an investment advisor representative with MML Investors Services, LLC. Matthew has been in the financial industry since 2024. He is registered with the state of Pennsylvania. Matthew's primary office is located in Ottsville, Pennsylvania. In addition to his work with MML Investors Services, LLC, Matthew is also a consultant for the Columbia County Housing Authority.

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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FREDERICK, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Bryan Pereira is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the securities industry since December 2020 and is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Matthew Bryan Pereira holds Series 7TO, SIE, and Series 66 licenses.

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

TOWSON, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Gue is a financial advisor with Fidelity Personal And Workplace Advisors in Towson, Maryland. He has been in the financial services industry since April 2015. Matthew is registered with the Securities and Exchange Commission (SEC) and the state of Maryland. He is also a Certified Financial Planner. Matthew provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Matthew is licensed in 20 states.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

ROCKVILLE, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Butler is a financial advisor registered with Fidelity Personal And Workplace Advisors. Matthew has been active in the industry since 2023 and holds licenses for Securities Industry Essentials Examination, General Securities Representative Examination, and Uniform Combined State Law Examination. Matthew is registered in 25 states and holds a branch office in Rockville, MD. Matthew is a licensed investment advisor representative (IAR) in Maryland and Texas. Matthew's firm has approximately $1 billion - $10 billion in assets under management.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

RIVA, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Matthew O'Keefe is a registered representative of Equitable Advisors, LLC. Matthew has been in the financial services industry since 2010 and is licensed to provide investment advice in 18 states. Matthew provides a wide range of financial services, including retirement planning, investments, and insurance.

SPECIALIZATIONS

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

LPL Financial LLC

location

HUNT VALLEY, MD

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Matthew T. Cech is a financial advisor with LPL Financial LLC, a registered investment advisor, in HUNT VALLEY, MD. Matthew has been in the industry for over 12 years. Before joining LPL, Matthew was with MML Investors Services, LLC and Morgan Stanley. Matthew holds the Series 6, 7, 31 and 66 licenses as well as the SIE exam. Matthew T. Cech is registered with the state of Maryland.

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

Prosperity - AN Eisneramper Co. | CFP ® (Certifications)

location

OWINGS MILLS, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Schanz is a financial advisor with Prosperity - An Eisneramper Co. in Owings Mills, MD. Matthew has been in the financial industry since 2014. Matthew is licensed in 24 states to provide investment advice. Matthew is a CERTIFIED FINANCIAL PLANNERâ„¢. Matthew has specialized in several areas, including retirement planning, college savings, and estate planning. Matthew is also a licensed insurance agent, providing a wide range of insurance solutions to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals

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