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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

LPL Financial LLC

location

ELLICOTT CITY, MD

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bill Nick Polizos is a financial advisor with over seven years of experience in the industry. Bill is currently registered with LPL Financial LLC in Ellicott City, MD. Prior to joining LPL Financial LLC, Bill held positions at PNC INVESTMENTS, Capital One Investing, LLC, and Morgan Stanley. Bill holds the Series 66, Series 7 and SIE licenses and is also registered in Arizona, Delaware, Hawaii, Maryland, New Jersey, New York, Ohio, Pennsylvania, and Virginia. Bill specializes in providing financial planning and investment advice to individuals, families, and businesses. Bill's goal is to help clients achieve their financial goals by providing personalized financial advice and investment strategies.

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
location

BETHESDA, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Bill C. Myrthil is a financial advisor with over 20 years of experience in the financial services industry. Bill is currently registered with Osaic FA, Inc., a firm that provides a wide range of financial services to individuals, businesses, and institutions. Bill holds Series 6 and Series 63 licenses and the SIE exam certification. Bill's experience includes working with clients on retirement planning, investment management, and other financial needs. Bill is committed to providing personalized service and 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
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Billy Wayne Shank, Jr. is a financial advisor with Grove Point Advisors, LLC. Billy has been in the financial industry since 2004 and has a strong track record of success. Billy is a highly experienced and knowledgeable advisor with a focus on financial planning, portfolio management, and practice management consulting. Billy is committed to helping clients achieve their financial goals through a comprehensive approach that includes a thorough understanding of each client's unique circumstances. Billy is also a volunteer at Banyan Mart, a business owned by his wife, where Billy assists with product procurement and bookkeeping. In addition to his work at Grove Point Advisors, LLC, Billy is a co-founder of Covered Bridges Financial Strategies, LLC, which provides insurance sales and practice management consulting services to other financial professionals.

SPECIALIZATIONS

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

WALDORF, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Billy jonathan Claustro Abando is a financial professional with over 12 years of experience in the industry. Billy jonathan Claustro Abando is currently registered with LPL Financial LLC and holds Series 6, Series 63, and SIE licenses. Billy jonathan Claustro Abando is also registered with the state of Maryland. Previously, Billy jonathan Claustro Abando was registered with M&T SECURITIES, INC. for a period of nearly 11 years.

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

Northwest Financial Advisors LLC

location

BETHESDA, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Biswojit Rebeiro is a financial advisor with Northwest Financial Advisors LLC, an investment advisory firm headquartered in Herndon, VA. Biswojit specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Biswojit has been working in the financial services industry since 2019 and has a background in banking and credit unions. Biswojit is a registered representative with LPL Financial and is licensed to sell securities in Virginia.

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

COLUMBIA, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Blair Grant Hill is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Blair has been in the securities industry since 2000 and is licensed in 53 states as a broker and investment advisor. Blair has a Series 7, 9, 10, 31, and 66 license. Blair also works as a family business owner with TAHILL FARM INVESTMENT, a family-owned cattle farm in Woodbine, MD. Blair specializes in assisting individuals, businesses, and institutions with a wide range of financial planning and investment needs.

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

UBS Financial Services Inc.

location

ANNAPOLIS, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Blaise Ahearn is a financial advisor with UBS Financial Services Inc. located in Annapolis, Maryland. Blaise has been in the financial services industry since September 23, 2014. Blaise holds the Series 66, Series 7 and SIE licenses and is registered in 18 states.

SPECIALIZATIONS

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

Chevy Chase Trust Co.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Blake Doyle is a financial advisor with over 17 years of experience in the industry. Blake currently works at Chevy Chase Trust Co. and is registered as an investment advisor in the District of Columbia, Maryland, and Virginia. Blake has a strong background in portfolio management and has worked with a variety of clients, including high-net-worth individuals, investment companies, and pooled investment vehicles. Blake has a Series 7, Series 63, Series 65, and Series 66 license. Prior to joining Chevy Chase Trust Co., Blake worked at Height Securities, LLC, IRC Securities LLC, and FBR Capital Markets & CO. Blake offers a range of financial planning services, including portfolio management for individuals, businesses, and investment companies. Blake also provides trustee and investment management for collective funds and educational seminars.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

EASTON, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Blake Saulsbury is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Easton, MD. Blake has been working in the financial industry since 2022. Blake has a Series 7TO, Series 66 and SIE license. Blake is also registered as an investment advisor representative in Maryland and Texas. Blake specializes in providing financial advice to individuals, corporations, and other businesses, including high-net-worth individuals. Blake is also a part-time bartender at Tiger Lily Restaurant in Easton, MD.

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

LPL Financial LLC

location

CAMBRIDGE, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Blake Whitten is a financial advisor with over eight years of experience in the industry. Blake currently works with LPL Financial LLC, and previously worked with Nationwide Securities, LLC. Blake is registered with the state of Maryland and is series 7, 6, 63, 65, 82 and SIE licensed. Blake specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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

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