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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Vicus Capital, Inc.

location

TIMONIUM, MD

0 Disclosures

ADVISOR BIO

Saverio Mirarchi is an investment advisor representative at Vicus Capital, Inc. Saverio has over 40 years of experience in the financial services industry and is registered with the state of Maryland and Florida. Saverio offers a variety of financial services, including financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

TOWSON, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Scarlet Rose Worden is a financial advisor with Fidelity Personal and Workplace Advisors, located in Towson, MD. Scarlet has been a registered representative for over six years and holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Scarlet is also a Certified Financial Planner. Scarlet has experience working with high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations.

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

COLUMBIA, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Schimri Yoyo is a financial advisor associated with Fidelity Personal And Workplace Advisors. Schimri has been in the financial industry since August 2016. Schimri has licenses in Maryland and Texas. Schimri offers investment advisory services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Baltimore, MD

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Keenan is a financial advisor who has been in the industry since October 2013. Scott works at Ameriprise Financial Services, LLC and is registered in several states as a broker-dealer and investment advisor. Scott has a Series 66, Series 7 and SIE license. Scott has experience providing financial planning, asset allocation services, pension consulting, and portfolio management services to 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Janney Montgomery Scott LLC

location

TOWSON, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Scott Dahlin Kelly is a financial advisor with over 10 years of experience in the industry. Scott is currently registered with Janney Montgomery Scott LLC in Towson, MD and also holds licenses in Texas. Scott previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chapin, Davis. Scott has a broad range of experience providing financial advice 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
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ®,CFC ® (Certifications)

location

HUNT VALLEY, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Scott Edward Alberding is a financial advisor with Stifel, Nicolaus & Company, Inc. Scott has been in the industry since 1997 and is licensed to offer financial advice in several states. Scott has expertise in portfolio management for individuals, businesses, and pooled investment vehicles. Scott also holds the Certified Financial Planner and Chartered Financial Consultant designations.

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

ROCKVILLE, MD

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Harris Kreger is an investment advisor representative associated with RBC Capital Markets, LLC and has been in the industry since January 2, 1990. Scott has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Scott is registered in 30 states and the District of Columbia. Scott has a strong background in both investment advisory and brokerage services, and has successfully obtained multiple professional certifications, including Series 7, 31, 63, and 65. Scott was previously associated with Ferris, Baker Watts, LLC, Halpert and Company, Inc., Charles Schwab & Co., Inc., Liberty Securities Corporation, PAMCO Securities and Insurance Services, Marketing One Securities, Inc., Legg Mason Wood Walker, Incorporated, and Johnston, Lemon & Co. Incorporated.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

Scott Daniels Ensor is a financial advisor at Morgan Stanley. Scott has been in the industry since 2000, and specializes in providing a variety of financial services, including financial planning, portfolio management, and pension consulting. Scott is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Scott has earned the Series 7, Series 31, Series 66, and SIE licenses, which demonstrate their expertise in the financial services industry.

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

TIMONIUM, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Scott Culiner is a financial advisor registered with Osaic Wealth, Inc. and has been in the industry since November 10, 1987. Scott's firm offers financial planning, pension consulting and educational seminars. Scott has a strong track record and offers personalized advice to clients. Scott has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

BETHESDA, MD

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Adam Weitz is an investment advisor representative with Eagle Strategies LLC. Scott has been in the financial services industry since December 5, 1995 and has been registered with Eagle Strategies LLC since March 13, 2000. Scott is licensed in several states including Maryland, Virginia, New Jersey, New York, Pennsylvania, South Carolina, and the District of Columbia. Scott holds the Series 63, 65, and SIE licenses. In addition to his investment advisor representative role at Eagle Strategies LLC, Scott also operates an insurance brokerage business under the name of Weitz Financial Group, LLC.

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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