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

Baltimore, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Hutson is a financial advisor in Baltimore, MD and has been in the industry since November 2022. Christopher is currently registered with Morgan Stanley. Christopher has passed the Series 66, Series 7TO and SIE exams. Christopher has a strong background in finance and 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TOWSON, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Anderson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with more than 19 years of experience in the financial industry. Christopher is registered with FINRA and holds Series 4, 7, and 66 licenses, as well as the SIE. Christopher has a strong background in portfolio management for both individuals and businesses, and also offers pension consulting and educational seminars. Christopher is passionate about helping clients achieve their financial goals.

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

HUNT VALLEY, MD

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Portner is a financial advisor with Osaic Wealth, Inc., located in HUNT VALLEY, MD. Christopher has been in the industry since June 1990. Christopher holds the Series 63 and 65 licenses. Christopher also holds several other industry certifications. Christopher has a strong track record of success and has worked with a wide range of clients, including individuals, families, and businesses. Christopher specializes in a variety of investment and financial services, including financial planning, investment management, and retirement planning.

SPECIALIZATIONS

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

MV Capital Management, Inc. | CFP ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Christopher Schaefer is a financial advisor with Mv Capital Management, Inc. Christopher has been in the financial services industry since 2002. Christopher has a Series 7 and a Series 66 license. Christopher is also a Certified Financial Planner. Christopher specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Prior to joining Mv Capital Management, Inc., Christopher worked at Purche Kaplan Sterling Investments and Securian Financial Services, Inc. Christopher is registered with the state of Maryland.

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

RBC Capital Markets, LLC | CFP ® (Certifications)

location

HUNT VALLEY, MD

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Walker is an active investment advisor representative with RBC Capital Markets, LLC. Christopher has been working in the financial services industry since 1993. Christopher has passed the Series 7, Series 8, Series 9, Series 10, Series 31, and Series 63 and Series 65 exams. Christopher holds designations as a Certified Financial Planner. In addition to working with RBC Capital Markets, LLC, Christopher has been involved in various other business and philanthropic endeavors. Christopher holds multiple state registrations, including in Maryland, Texas, and other states.

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

THE Colony Group, LLC

location

Bethesda, MD

0 Disclosures

ADVISOR BIO

Christopher Patrick Johnson is an Investment Advisor Representative at The Colony Group, LLC. Christopher is a licensed Investment Advisor Representative in Maryland. Christopher has been working in the financial industry since July 2012. Christopher specializes in providing financial services to individuals, corporations, and other businesses. Christopher has a wide range of experience in financial planning, portfolio management, and other investment-related services. The Colony Group is a well-established financial services firm with a strong reputation for providing comprehensive and personalized financial solutions to its clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Sparks Glencoe, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Chilcoat is a financial advisor with Osaic Wealth, Inc. Christopher has been in the financial services industry since October 12, 2003. Christopher is registered with the state of Maryland and has passed several securities exams, including the Series 7, Series 9, Series 10, Series 14, Series 24, and Series 66 exams. Christopher has held prior positions at TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, PARK AVENUE SECURITIES LLC, KESTRA INVESTMENT SERVICES, LLC, HORNOR, TOWNSEND & KENT, LLC, METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, HORNOR, TOWNSEND & KENT, INC., DEUTSCHE BANK SECURITIES INC., SUNSET FINANCIAL SERVICES, INC., UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO. INCORPORATED, FERRIS, BAKER WATTS INCORPORATED, LEGG MASON WOOD WALKER, INCORPORATED, and T. ROWE PRICE INVESTMENT SERVICES, INC.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

ROCKVILLE, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Munno is a financial advisor who has been in the industry since 2022. Christopher is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors, located in Rockville, MD. Christopher has a Series 7TO, Series 66, and SIE licenses, and is registered in 13 states. Christopher's areas of expertise include Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

BETHESDA, MD

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Moran is a financial advisor with Commonwealth Financial Network and has been in the industry since September 20, 2000. Christopher is registered with FINRA and is a Certified Financial Planner. Christopher specializes in providing financial planning services to individuals and families. He has a broad range of experience in investment management, insurance planning, and retirement planning. Christopher's previous employers include LPL Financial LLC, UVEST Financial Services Group, Inc., and Merrill Lynch. He has a branch office in Bethesda, Maryland.

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

MML Investors Services, LLC

location

Hollywood, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher King is a registered representative with MML Investors Services, LLC and has been in the financial industry since 2000. Christopher has a series 6, 7, 63 and 65 licenses and is registered in 11 states and the District of Columbia. Christopher is also an insurance broker and has been in the insurance industry since 2007. Christopher focuses on providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and retirement plans.

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

Need help matching

with the right advisor?