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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

UBS Financial Services Inc.

location

BETHESDA, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Megan Ballogdajan is a financial advisor with UBS Financial Services Inc. She is based in Bethesda, Maryland and has been working in the financial industry since December 2006. She is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in the following states: California, Colorado, District of Columbia, Florida, Illinois, Maryland, New York, North Carolina, Pennsylvania, and Virginia. She specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Megan holds Series 66, SIE, and Series 7 licenses.

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

RBC Capital Markets, LLC

location

CHEVY CHASE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Megan Kessler is a financial advisor with RBC Capital Markets, LLC. Megan has been in the financial services industry since 2015. Megan holds Series 7, Series 66, and SIE licenses and is registered in 38 states and the District of Columbia. Megan is also registered as an Investment Advisor Representative (IAR) in Maryland and Texas. Megan has experience providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Megan is a member of the District of Columbia Alumni Chapter for Fairfield University.

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
location

Baltimore, MD

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Megan Christine Pfaff is a registered representative with Morgan Stanley. Megan has been in the industry since June 2017 and has passed the Series 99 and SIE exams. Prior to her current role, Megan worked for MORGAN STANLEY & CO. LLC. Megan is registered with FINRA and has a branch office located in Baltimore, 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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

BETHESDA, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Megan Elizabeth Yoder is a financial advisor with Fidelity Personal And Workplace Advisors. Megan is licensed to provide financial advice in 31 states, including Maryland and Texas. Megan has been in the financial services industry since June 2017, previously working at Charles Schwab & Co., Inc. Megan earned her Series 7 and Series 66 licenses and has a designation as a Certified Financial Planner. Megan is active in the community and enjoys baking in her spare time.

SPECIALIZATIONS

Financial Planning 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

9 Years Experience

0 Disclosures

ADVISOR BIO

Megan Hocker is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Megan has been in the industry since 2016 and is registered with FINRA and the Securities and Exchange Commission. Megan holds the Series 66, Series 7 and SIE licenses. Megan has experience providing a variety of financial services, including portfolio management, investment advisory services and financial planning.

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

LPL Financial LLC

location

STEVENSVILLE, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Megan Penn is a financial advisor with LPL Financial LLC, and has been in the financial services industry for over 7 years. Megan is registered with the state of Maryland, Virginia and is also registered with FINRA and the state of Maryland as an Investment Advisor Representative. Megan offers financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations. Megan has a strong commitment to providing her clients with personalized financial advice and guidance, and she is dedicated to helping them achieve their financial goals. Prior to joining LPL, Megan worked for KESTRA INVESTMENT SERVICES, LLC and Lincoln Financial Advisors Corporation.

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

LPL Enterprise, LLC | CFP ® (Certifications)

location

North Bethesda, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Megan Madden is a financial advisor with LPL Enterprise, LLC. Megan has been in the industry since 2018. Megan holds Series 7, 63, and 65 licenses. Megan is also a Certified Financial Planner. Megan is a dedicated financial advisor who is committed to helping her clients achieve their financial goals. Megan has experience working with a variety of clients, including individuals, families, and businesses. Megan is passionate about providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

LUTHERVILLE, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Megan Avery is a financial advisor with LPL Financial LLC in LUTHERVILLE, MD. Megan has been in the financial services industry since December 4, 2000. Prior to joining LPL Financial LLC, Megan was employed by Woodbury Financial Services, Inc., Questar Capital Corporation, Berthel, Fisher & Company Financial Services, Inc., Legacy Financial Services, Inc., and SunAmerica Securities, Inc.

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

Fidelity Personal AND Workplace Advisors

location

ROCKVILLE, MD

0 Disclosures

ADVISOR BIO

Mehereen Hossain is a registered representative with Fidelity Personal And Workplace Advisors in ROCKVILLE, MD. Mehereen Hossain has been in the industry since 2024 and specializes in financial planning. Fidelity Personal And Workplace Advisors is a large firm with assets under management ranging from $1 billion to $10 billion. The firm provides portfolio management, financial planning, and educational seminars to a wide range of clients including high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

ROCKVILLE, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Mei-mei Chow is a registered representative with RBC Capital Markets, LLC in Rockville, MD. Mei-mei has been in the securities industry since July 2005. Mei-mei is also a registered investment advisor representative in Texas and Maryland. Previously, Mei-mei was associated with Wells Fargo Clearing Services, LLC in Bethesda, MD from July 2005 to June 2020.

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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