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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Hunt Valley, MD

0 Disclosures

ADVISOR BIO

Vernon Thomas is a financial advisor with Ameriprise Financial Services, LLC. Vernon has over 23 years of experience in the financial services industry. Vernon has a Series 63 and Series 65 license and is registered to provide financial advice in Texas. Vernon has also earned the Series 7 and SIE licenses. Vernon is dedicated to helping clients achieve their financial goals. Vernon holds a Real Estate License in Maryland. Ameriprise Financial Services, LLC is a large firm with assets under management of over $479 billion. Ameriprise Financial Services, LLC offers a variety of financial services including financial planning, portfolio management, asset allocation, and pension consulting.

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

Audible Wealth Management | CFP ®,CFC ® (Certifications)

location

SILVER SPRING, MD

0 Disclosures

ADVISOR BIO

Veronica Marcela Fuentes is a financial advisor at Audible Wealth Management in SILVER SPRING, MD. Veronica Marcela Fuentes has been in the financial industry since 2011 and has earned the Certified Financial Planner and Chartered Financial Consultant designations. Veronica Marcela Fuentes specializes in providing financial planning, portfolio management for individuals, and educational seminars. Veronica Marcela Fuentes has been registered with the Securities and Exchange Commission since 2012 and is currently registered as a Registered Representative in California, Florida, Georgia, Illinois, Maryland, Oregon, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
BILL PAY SERVICES
Unclaimed

RBC Capital Markets, LLC

location

ANNAPOLIS, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Vickie Faulkner is an investment advisor representative who has been in the industry since June 2007. Vickie is currently registered with RBC Capital Markets, LLC and is licensed to provide investment advice in 31 states and the District of Columbia. Vickie has passed the Series 66, Series 7 and SIE exams. Vickie has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Victor Awaga is a financial professional with over 6 years of experience in the industry. Victor is currently registered with Morgan Stanley and holds the Series 6, SIE and Series 63 licenses. Victor has previous experience with J.P. Morgan Securities LLC. Victor is registered in both 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Commonwealth Financial Network | CFP ®,CFC ® (Certifications)

location

BOWIE, MD

experience

17 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Victor Maldonado is a financial advisor with Commonwealth Financial Network, located in Bowie, MD. Victor has been working in the financial industry since 2007 and holds the Series 7, 66, and 31 licenses. Victor provides financial planning, portfolio management, and educational seminars to individuals, families, businesses, and retirement plans. Victor is committed to helping clients reach 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
Publication of Financial Periodicals
Unclaimed

Morgan Stanley

location

Rockville, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Victor Joseph Fox is a financial advisor with over 5 years of experience in the industry. Victor is currently registered with Morgan Stanley as an Investment Advisor Representative. Victor holds the Series 66, Series 7 and SIE securities licenses, and is registered to provide investment advice in 45 states and the District of Columbia. Victor's specializations include asset allocation, financial planning, pension consulting, portfolio management for individuals, businesses and investment companies, and selecting other advisors.

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

Fidelity Personal AND Workplace Advisors | CFC ® (Certifications)

location

ROCKVILLE, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Victor Concha is a financial advisor registered with Fidelity Personal And Workplace Advisors. Victor has been working in the financial industry since December 2016. Victor has Series 7 and Series 66 securities licenses as well as a SIE exam. Victor specializes in providing financial planning, portfolio management and educational seminars for individuals and businesses. Victor has experience working with clients of all sizes and has a proven track record of success. Victor is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

TOWSON, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Victor M. Folayan is a financial advisor with Cetera Investment Advisers LLC, a firm with over 16,000 clients. Victor has been in the financial industry for 8 years and specializes in various aspects of financial planning, including portfolio management, investment strategies, and retirement planning. Victor has experience working with clients of all types, including individuals, families, and businesses. Victor is committed to providing his clients with personalized 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
Unclaimed

Aprio Wealth Management, LLC | CFA ® (Certifications)

location

ROCKVILLE, MD

0 Disclosures

ADVISOR BIO

Victor Myron Krasij is an investment advisor representative at Aprio Wealth Management, LLC with over 10 years of experience in the financial services industry. Victor is a CFA charterholder and has held previous roles at BNY Mellon Wealth Management and US Trust, Bank of America. Victor is registered with the state of Maryland. Aprio Wealth Management, LLC is a registered investment advisor with over $1 billion in assets under management. The firm offers a range of financial services including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Victor G. Anglade is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Victor is licensed in 53 states and the District of Columbia. Victor has been in the financial industry since November 2022. Victor is a licensed Series 7, 66 and SIE representative and holds active registrations in both broker-dealer and investment advisor roles in Maryland and Texas. Victor's experience includes working with individuals, corporations and institutions. Victor provides financial advice and investment management services to clients of all types.

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

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