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

Baltimore, MD

experience

8 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tanita Mobley is a registered representative with Morgan Stanley in Baltimore, MD. Tanita has been in the industry since June 2017, and is licensed in Maryland. Tanita holds Series 6, 63 and SIE licenses. Tanita previously worked at T. Rowe Price Investment Services, Inc., in Owings Mills, 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

Chevy Chase Trust Co. | CFA ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Tapfuma Chibaya is a financial advisor at Chevy Chase Trust Co. based in Bethesda, MD. Tapfuma holds the Series 7, Series 63, Series 86, Series 87 and Series 79 licenses. Tapfuma is also a Chartered Financial Analyst (CFA). Before joining Chevy Chase Trust Co. in August of 2016, Tapfuma worked at JP Morgan Securities LLC in New York, NY.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fidelity Personal AND Workplace Advisors

location

ANNAPOLIS, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Tara Lynn Guido is a financial advisor at Fidelity Personal and Workplace Advisors. Tara has been in the industry since June 29, 2014, and has a broad range of experience. Tara is registered with FINRA and holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Baltimore, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tara Martin is a financial advisor registered with Robert W. Baird & Co. Inc.. Tara has been working in the securities industry since August 2022. Tara is registered with the state of Maryland and holds the Series 7, Series 66, and the SIE licenses. Tara has a background in a variety of industries including working as a financial advisor at Baird, as well as in other customer facing roles at Koco's Pub and Collins Aerospace. Tara specializes in a variety of financial services including financial planning, portfolio management, 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Bethesda, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Tara Mullins Tucker is a financial advisor registered with Morgan Stanley. Tara has been in the industry since April 2014. Tara holds a Series 66, Series 7, and SIE license. Tara is registered to provide investment advice in 35 states. Tara has experience working with individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, charitable organizations, and state and municipal government entities.

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

Pathstone | CFP ® (Certifications)

location

Potomac, MD

0 Disclosures

ADVISOR BIO

Taraneh Natalie Izadi is a financial advisor at Pathstone, a firm based in Englewood, NJ. Taraneh Natalie Izadi provides a variety of financial planning and investment advisory services to individuals, businesses, and institutional clients. Taraneh Natalie Izadi is also a Certified Financial Planner. Taraneh Natalie Izadi has been working as a financial advisor since 2018. Prior to joining Pathstone, Taraneh Natalie Izadi worked at Financial Solutions Inc. and at University of Maryland, Baltimore County.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

NEA Member Benefits

location

GAITHERSBURG, MD

0 Disclosures

ADVISOR BIO

Taren Danetta Coleman is a registered Investment Advisor Representative. Taren has been in the industry since 2001 and is currently registered with NEA Member Benefits. Taren has previously worked for H. BECK, INC., PURSHE KAPLAN STERLING INVESTMENTS, MML INVESTORS SERVICES, INC., and AXA ADVISORS, LLC. Taren holds the Series 7, Series 63 and Series 65 licenses.

SPECIALIZATIONS

Educational Seminars & Workshops
SEE SCHEDULE D MISCELLANEOUS
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

ROCKVILLE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Tatyana Riley is a financial advisor with RBC Capital Markets, LLC. Tatyana has been in the industry since July 2018 and is registered with both FINRA and the states of Maryland and Texas. Tatyana holds the Series 7, Series 66, and SIE licenses. Tatyana has experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Tatyana specializes in a variety of financial planning services, including retirement planning, investment management, and estate planning.

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

Annapolis, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Taylan Young is a financial advisor registered with Morgan Stanley and has been in the industry since October 4, 2017. Taylan holds Series 66, Series 7 and SIE licenses. The advisor is registered to provide investment advice in 51 states and the District of Columbia and is affiliated with the Annapolis, MD branch of Morgan Stanley.

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

RBC Capital Markets, LLC

location

HUNT VALLEY, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Ruppersberger Marino is a registered representative with RBC Capital Markets, LLC, and has been in the industry since July 13, 2010. Taylor has a Series 7, Series 66, and SIE license. Taylor's primary office is located in HUNT VALLEY, MD. Taylor is licensed in several states, including Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, and Wisconsin.

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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