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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

LPL Financial LLC | CFC ® (Certifications)

location

SILVER SPRING, MD

experience

53 Years Experience

0 Disclosures

ADVISOR BIO

Robert George is a financial advisor with over 50 years of experience in the industry. He is currently registered with LPL Financial LLC in Silver Spring, MD and Smithtown, NY. Robert holds the Series 63, Series 65, Series 7TO, SIE, and Series 1 licenses. He also holds the Chartered Financial Consultant designation. Prior to joining LPL Financial LLC, Robert was a financial advisor with H. BECK, INC., New England Securities, Walnut Street Securities, Inc., Equity Services, Inc., Nathan & Lewis Securities, Inc., PPS Securities Corp., GSA Equity, Inc. Robert is registered as a broker-dealer and investment advisor in several states. He specializes in providing financial planning, consulting, and portfolio management services to individuals, businesses, and institutions.

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

RBC Capital Markets, LLC

location

HUNT VALLEY, MD

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Francis Brown is a financial advisor at RBC Capital Markets, LLC. Robert has been a financial advisor since 1997 and has been with RBC Capital Markets, LLC since 2009. Robert holds Series 7, Series 63, and Series 65 licenses. Robert has worked in the financial services industry for over 25 years and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Robert provides financial planning, investment management, and retirement planning services. Robert is also a member of the firm's Private Client Group, which provides personalized investment services to high-net-worth individuals and families.

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

POTOMAC, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Robert Hoagland is an investment advisor representative with Morgan Stanley. Robert has been in the securities industry since 2014 and has a broad range of experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Robert is registered in 36 states and the District of Columbia, and holds the Series 66, Series 7, 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ANNAPOLIS, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Robert J Hallet has been an active financial professional since February 21, 2001. Robert currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. and has a branch office located in Annapolis, MD. Robert is registered with FINRA and has been approved to provide investment advice in 31 states and the District of Columbia. Robert's work experience includes time with Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, NA.

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

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Robert Lewis Baker is an investment advisor representative with Grove Point Advisors, LLC. Robert has been in the industry since 2013. Robert is registered to provide investment advice in 27 states. Robert has a Series 6, 7, and 66 license and is also a registered representative. Grove Point Advisors, LLC has approximately $2.4 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

LPL Enterprise, LLC | CFC ® (Certifications)

location

Hunt Valley, MD

experience

34 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Robert Michael Bobango is a financial advisor with over 30 years of experience in the financial services industry. Robert has a Series 7 and Series 63 license and is currently registered with LPL Enterprise, LLC. Robert holds a Chartered Financial Consultant (ChFC) designation and specializes in providing financial planning, portfolio management and consulting services for individuals and businesses.

SPECIALIZATIONS

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

POTOMAC, MD

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Brown is a financial advisor registered with Morgan Stanley. Robert has been in the industry for 9 years, and is licensed in 53 states. Robert specializes in providing financial advice and asset management to individuals, businesses, investment companies and charitable organizations. Robert has a proven track record of success in helping clients achieve their financial goals. In addition to his financial expertise, Robert is also a certified model and is involved in community service.

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

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Robert Finkel is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since December 2005. Previously, Robert was registered with Legg Mason Wood Walker, Incorporated. Robert has a wide range of experience and holds several licenses, including Series 7, 24, 55, 57TO and 63. Robert is dedicated to providing clients with personalized financial advice and guidance to help 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC

location

ROCKVILLE, MD

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Robert Charles Virden is a financial advisor with MML Investors Services, LLC. He is licensed to sell securities and provide investment advice in multiple states. Robert has been working in the financial services industry since 1990. He has extensive experience with various financial products and services, including asset allocation programs, financial planning, pension consulting, and educational seminars. His experience includes previous roles with MSI Financial Services, INC, Walnut Street Securities, INC, Saturna Brokerage Services, INC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc, Legg Mason Wood Walker, Incorporated, Salomon Smith Barney Inc, Lehman Brothers Inc, and Foxhall Investment Corporation.

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

Janney Montgomery Scott LLC

location

TOWSON, MD

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Robert Knipp is a financial advisor who has been in the industry since 1986. Robert is currently registered with Janney Montgomery Scott LLC. Prior to Janney Montgomery Scott LLC, Robert was employed with MORGAN STANLEY DW INC. and BT ALEX. BROWN INCORPORATED. Robert's primary office location is in TOWSON, MD. Robert holds Series 7, Series 63 and Series 65 licenses.

SPECIALIZATIONS

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

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