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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Leonardtown, MD

0 Disclosures

ADVISOR BIO

Michael Martin Plummer is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Michael Plummer has been in the financial services industry since 2003 and holds a Series 65 license. Michael Plummer specializes in working with high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Michael Plummer provides a variety of financial services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and individuals.

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
location

Suitland, MD

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Calandruccio is a financial advisor who has been working in the industry since July 27, 2000. Michael is currently registered with LPL Financial LLC and is licensed in several states, including Maryland, New Jersey, and Virginia. Michael has previously held registrations with various firms including CUNA Brokerage Services, Inc., Kestra Investment Services, LLC, and Securities America, Inc. Michael has experience in financial planning, portfolio management, and consulting. Michael is committed to providing clients with personalized service and helping them 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Carey Fisher is a financial advisor with Stifel, Nicolaus & Company, Inc. located in BALTIMORE, MD. Michael has been in the securities industry since November 22, 2005, and has held registrations with FINRA and various state securities regulators. Michael is a licensed Series 63, SIE, and Series 7 Representative. Stifel, Nicolaus & Company, Inc. provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Habig is a financial advisor with Stifel, Nicolaus & Company, Inc., located in BALTIMORE, MD. Michael has over 10 years of experience in the financial services industry. Michael specializes in portfolio management for businesses and individuals, financial planning, pension consulting and selection of other advisors. Michael previously worked for MAINFIRST SECURITIES US INC., in FRANKFURT AM MAIN. Michael holds the Series 7, Series 55, Series 57TO and SIE 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 Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

ANNAPOLIS, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Francis Byrne is a financial advisor with RBC Capital Markets, LLC. He is registered with both FINRA and the state of Maryland. Michael Byrne has been in the securities industry since 1996. He holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE). Michael Byrne has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Michael Byrne specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. He is also registered to provide investment advisory services in Texas.

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

UBS Financial Services Inc.

location

BETHESDA, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Brick is a financial advisor with UBS Financial Services Inc. Michael has been in the securities industry since October 1999. Michael is licensed to provide investment advice in 51 states and the District of Columbia. Michael specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, investment companies, and insurance companies. Michael also provides financial planning, pension consulting, educational seminars, and publication of periodicals. Michael is a board member of the Boys and Girls Clubs of Greater Washington Maryland Region.

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

Morgan Stanley | CFP ® (Certifications)

location

Rockville, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Linus Klitsch is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Morgan Stanley and has previously worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Michael is a Certified Financial Planner and holds the Series 7, Series 31, Series 66, and SIE licenses. Michael is registered in 43 states and provides financial planning, portfolio management, and asset allocation advice to a wide range of clients, including high-net-worth individuals, corporations, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Princeton Global Asset Management LLC

location

BETHESDA, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michael Marsh is an Investment Advisor Representative with Princeton Global Asset Management LLC. Michael is a licensed and registered advisor with over 20 years of experience in the financial services industry. Michael's expertise is in financial planning, portfolio management for individuals, pension consulting and educational seminars. Michael has previously worked for a number of other financial institutions including Northern Trust Securities, Inc., Potomac Capital Markets, LLC, LN Securities, Inc., PNC Capital Markets LLC, SunTrust Securities, Inc. and FAM Distributors, Inc.

SPECIALIZATIONS

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

M Holdings Securities, Inc.

location

BETHESDA, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Leonard Barsky is a financial advisor with M Holdings Securities, Inc. based in Bethesda, Maryland. Michael has been working in the financial industry since 1998 and holds Series 6, 7, 63 and 66 licenses. Michael has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, and other clients. Michael specializes in providing financial planning, portfolio management, 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
Publication of Financial Periodicals
Unclaimed

Eagle Strategies LLC

location

ANNAPOLIS, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Burley is a registered investment advisor representative and securities agent with Eagle Strategies LLC. Michael Burley is licensed in 14 states and the District of Columbia and holds FINRA Series 7, 6, 63, and 65 licenses, as well as the SIE. Michael Burley specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. In addition to services offered through Eagle Strategies LLC, Michael Burley also offers insurance services through Burley Financial Group, an independent insurance brokerage firm.

SPECIALIZATIONS

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

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