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Financial Planning Services Advisors in Owing Mills, Maryland
4 Results
Unclaimed
location

OWING MILLS, MD

0 Disclosures

ADVISOR BIO

Daniel James Pessagno is a financial advisor who has been in the industry since 2004. He is currently registered with Cic Wealth, Llc and Apollon Wealth Management, LLC. His experience spans multiple firms, including Securian Financial Services, Inc. and Cadaret, Grant & Co., Inc. Daniel James Pessagno's expertise lies in providing financial planning and portfolio management services to individuals and high-net-worth individuals. He is also well-versed in pension consulting and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Apollon Wealth Management, LLC

location

OWING MILLS, MD

0 Disclosures

ADVISOR BIO

Frank Chris Cappadora is a financial advisor currently registered with Apollon Wealth Management, LLC and holds a Series 6, Series 7, Series 31, Series 63, and Series 65 license. Frank has over 20 years of experience in the financial services industry and specializes in providing financial planning, portfolio management, and pension consulting services to a diverse clientele. He has previously held positions at Commonwealth Financial Network and Purshe Kaplan Sterling Investments, where he gained valuable experience in various financial services aspects. Frank is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

OWING MILLS, MD

0 Disclosures

ADVISOR BIO

Kenneth Andrew Smith is an active Investment Advisor Representative with CIC Wealth, LLC. Kenneth Smith is also registered with Apollon Wealth Management, LLC. Kenneth Smith has been in the industry for over 10 years and has a wealth of experience in financial planning, portfolio management and pension consulting. Kenneth Smith is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

CIC Wealth, LLC

location

OWING MILLS, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Fein is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with CIC Wealth, LLC and Apollon Wealth Management, LLC. Michael holds a Series 66, Series 7, Series 30, Series 31 and SIE license. Michael focuses on providing financial advice and planning services for individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals