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

Rockville, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Stitely is a financial advisor who has been in the industry since May 2008. Michelle is currently registered with Morgan Stanley and has been with the firm since June 2009. Michelle holds a Series 66 license and is registered in 47 states and two provinces. Michelle has been registered with Morgan Stanley in both broker-dealer and investment advisor capacities in Texas and Maryland since June 2009 and May 2010 respectively. Michelle's previous experience includes employment with CITIGROUP GLOBAL MARKETS INC. in Frederick, 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

EDGEWATER, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Kruhm is a registered representative with LPL Financial LLC in Edgewater, MD. Michelle has been in the financial industry since February 3, 2007. Before joining LPL Financial LLC, Michelle was a registered representative with MORGAN STANLEY SMITH BARNEY in Annapolis, MD, and CITIGROUP GLOBAL MARKETS INC. in Bowie, MD. Michelle is licensed to sell securities in Delaware, Maryland, and Virginia.

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

MML Investors Services, LLC

location

ROCKVILLE, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Balfe is a financial advisor with over 20 years of experience in the industry. Michelle is registered with MML Investors Services, LLC and has a wide range of experience in financial planning, asset allocation programs, and portfolio management. Michelle has held previous positions with MSI Financial Services, Inc., New England Securities, and First Investors Corporation. Michelle holds Series 6, 7, 24, 63, and 65 licenses. Michelle is currently registered in Maryland and Texas.

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

Ameriprise Financial Services, LLC

location

Hunt Valley, MD

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michelle Harf-grim is an active investment advisor representative with Ameriprise Financial Services, LLC, registered in Maryland and Texas. Michelle has been in the securities industry since December 1993 and has experience with WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michelle has passed Series 63, Series 65, SIE and Series 7 exams. Michelle offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

Stratos Wealth Partners, Ltd. | CFP ®,CFC ® (Certifications)

location

SILVER SPRING, MD

disclosure

1 Disclosures

ADVISOR BIO

Michelle Vincent Muhammed is a financial advisor with Stratos Wealth Partners, Ltd., a firm with a history of providing financial advice to individuals and businesses. Michelle has been in the financial industry since 2000 and holds the Series 66, Series 7, Series 9, Series 10, and Series 24 licenses. Michelle has experience providing financial advice to clients in a variety of situations, including retirement planning, college savings, estate planning, and insurance. Michelle is committed to providing her clients with the highest level of service and expertise. Michelle is also a Certified Financial Planner and a Chartered Financial Consultant. Michelle is committed to helping her 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
Unclaimed
location

Baltimore, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Johnson is a financial professional with over 10 years of experience in the financial services industry. Michelle is currently registered with Morgan Stanley. Michelle has a Series 99 license and holds the Securities Industry Essentials (SIE) designation. Michelle has worked at Morgan Stanley & Co. LLC and E*TRADE SECURITIES LLC. Michelle is located in Baltimore, Maryland.

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

CUMBERLAND, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Lynette Lucas is a registered representative with LPL Financial LLC and has been in the industry since July 13, 2013. Michelle is licensed in Maryland and has earned the Series 7 and SIE licenses. Michelle specializes in various financial products and services, including Retirement Planning, Estate Planning, College Planning, and Asset Management. Prior to joining LPL Financial LLC, Michelle was associated with WELLS FARGO CLEARING SERVICES, LLC.

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
location

BETHESDA, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Gordon is an investment advisor representative with Investably LLC, based in Bethesda, MD. Michelle has been in the financial services industry since 2010. Michelle is licensed to provide investment advice in Florida, Maryland, and Texas. Michelle is also a Registered Representative. Michelle has experience working with individuals, high net worth individuals, and pension and profit-sharing plans. Michelle provides financial planning, pension consulting, educational seminars, and portfolio management for individuals. Michelle is also a featured expert guest contributor on ComercioTV, a media and entertainment company based in Miami, FL. Michelle is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAUREL, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Miguel Dominguez jimenez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Miguel Dominguez jimenez has been in the industry since June 26, 2018. Miguel Dominguez jimenez is registered with FINRA and is licensed in Maryland and Texas. Miguel Dominguez jimenez specializes in providing investment advice for individuals, businesses, and pension plans.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mikaila Jeanine Rodgers is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., offering both brokerage and investment advisory services. Mikaila has been in the financial services industry since May 2018. Mikaila holds the Series 7, Series 66, and SIE licenses. Mikaila is registered to offer securities and investment advisory services in Maryland and Texas.

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

Need help matching

with the right advisor?