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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

ANNAPOLIS, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

William Patriarca is a financial advisor associated with Cetera Investment Advisers LLC. William has been in the industry since 2013. William has experience working with a variety of clients including individuals, businesses, and charitable organizations. William has obtained the Series 7 and Series 66 licenses, and also holds the Certified Financial Planner designation.

SPECIALIZATIONS

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

LPL Financial LLC

location

COLUMBIA, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

William Thomas Bush is a registered investment advisor with LPL Financial LLC and has been in the industry since April 2005. William is registered in 19 states and holds a Series 7, Series 66 and SIE license. William has experience providing financial planning, consulting and other non-discretionary advisory services, portfolio management for individuals and businesses, pension consulting, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Eagle Strategies LLC

location

LUTHERVILL TIMONIUM, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

William D Groff is a financial advisor registered with Eagle Strategies LLC. William is licensed in 29 states as a Broker and 3 states as an Investment Advisor Representative. William has been in the securities industry since April 27, 2006. William holds Series 6, 7, 63 and 65 licenses. He also holds the SIE exam certificate. William is registered to offer financial planning, pension consulting, educational seminars, publication of periodicals and selection of other advisors as well as portfolio management services for individuals.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

COLUMBIA, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

William Clement Martin is a financial advisor with Osaic Wealth, Inc. William has been in the industry for over 27 years. William is registered with FINRA as a registered representative, and the state of Maryland. William is also registered as an investment advisor representative in Maryland. William is a principal with UHY Advisors Mid-Atlantic, Inc. and has over 150 hours of other business and 6 hours of securities trading hours. In addition to William's main firm, Osaic Wealth, Inc., William has previously worked at TRIAD ADVISORS LLC and 1ST GLOBAL CAPITAL CORP. William has successfully completed the following examinations: Series 6, Series 7, Series 63, Series 66, and the SIE.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BEL AIR, MD

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William L. Mustin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. William has been in the financial services industry since July 1996. William is a licensed securities professional, and is registered with FINRA and the Securities and Exchange Commission. William holds the Series 7, 63, and 65 licenses. William is also registered to provide investment advisory services in Delaware, 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
Unclaimed

Ameriprise Financial Services, LLC

location

ELLICOTT CITY, MD

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Arthur Morgan III is a financial advisor with Ameriprise Financial Services, LLC. William has been in the financial services industry for over 30 years and has held various positions at different firms. William specializes in providing financial planning, asset allocation, and portfolio management for individuals and businesses. William is registered with FINRA and the states of Delaware, 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 SERVICES
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

William Robert Coleman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the securities industry since May 10, 2018. William is registered with the state of Maryland, as well as 52 other states. William has earned the Series 7, Series 66, and SIE licenses. William works with a variety of clients including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. William is a registered investment advisor representative 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
Unclaimed

RBC Capital Markets, LLC

location

CHEVY CHASE, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

William Douglas Fort is an active investment advisor representative in the state of Maryland. He is a registered representative with RBC Capital Markets, LLC and has been in the industry since February 9, 2004. Prior to his current role, William was registered with Ferris, Baker Watts, LLC. William's expertise includes portfolio management for individuals and businesses, as well as financial planning 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Grove Point Advisors, LLC | CFP ® (Certifications)

location

ROCKVILLE, MD

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

William Lafond is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with Grove Point Advisors, LLC and is a Certified Financial Planner. William has been active in the financial services industry since December 9, 1985 and has held various roles at firms such as CETERA ADVISOR NETWORKS LLC, TOWER SQUARE SECURITIES, INC., WS GRIFFITH SECURITIES, INC. and PHOENIX EQUITY PLANNING CORPORATION. William offers a variety of financial services to clients, 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 Businesses
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

HUNT VALLEY, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

William Thompson is a financial advisor registered with MML Investors Services, LLC. William has been in the financial industry since 1988. William is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. William is licensed with Series 7, 24, 63, and 65 licenses. William is a financial advisor with experience providing asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. William is currently employed at the MML Investors Services, LLC branch office located in HUNT VALLEY, MD. William is also registered in the following branch office locations: HUNT VALLEY, MD, Phoenix, MD, and Vero Beach, FL.

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

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