Invested Better
Pension Consulting Services Advisors in Randolph, New Jersey
9 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RANDOLPH, NJ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Maiurro is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since February 2023. Christopher is registered in 15 states and holds the Series 7, Series 66, and SIE exams. Christopher specializes in providing a wide range of investment advisory services to individuals, businesses, and institutions.

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

RANDOLPH, NJ

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Dina Cullen is a financial advisor at LPL Financial LLC. Dina has been in the financial services industry since 1993. She provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Dina is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Dina is also licensed to provide investment advice in the following states: Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, and Virginia.

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

McMillan Analysis Corp.

location

RANDOLPH, NJ

0 Disclosures

ADVISOR BIO

Gregory Ronald Dasilva is a registered Investment Advisor Representative associated with McMillan Analysis Corp. Gregory has been employed with McMillan Analysis Corp. since May of 2011. Gregory has been in the industry since May of 2011. Gregory is registered in New Jersey as an Investment Advisor Representative and holds the Series 65 and Series 3 licenses. Gregory is also a hockey coach and has been coaching at Gill St. Bernards School in Gladstone, New Jersey since November of 2016.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
FINANCIAL CONSULTING AND EXPERT WITNESS SERVICES
Publication of Financial Periodicals
Unclaimed

TD Private Client Wealth LLC

location

Randolph, NJ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

John Montgomery is a financial advisor who has been working in the industry since 2019. John is a registered representative of TD Private Client Wealth LLC and provides financial planning and portfolio management services. John is also licensed to provide investment advice in Colorado, Florida, New Jersey, New York and Pennsylvania. Prior to joining TD Private Client Wealth LLC, John was employed by Edward Jones, and prior to that, Valley National Bank.

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

McMillan Analysis Corp.

location

RANDOLPH, NJ

0 Disclosures

ADVISOR BIO

Lawrence McMillan is an investment advisor representative with McMillan Analysis Corp. based in RANDOLPH, NJ. Lawrence has been in the industry since 1976. Lawrence has worked at two previous firms, Thomson McKinnon Securities Inc. and Prudential-Bache Securities Inc. Lawrence has a broad range of experience in the financial services industry, having passed several industry exams, including the Series 3, 5, 7, 15, and PC exams. Lawrence has also obtained the Registered Options Principal Examination (Series 4). Lawrence holds a current IA registration with the states of California, Florida, New Jersey, and Texas.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
FINANCIAL CONSULTING AND EXPERT WITNESS SERVICES
Publication of Financial Periodicals
Unclaimed

McMillan Analysis Corp.

location

RANDOLPH, NJ

0 Disclosures

ADVISOR BIO

Marc Joseph Maricondo is an investment advisor representative registered with McMillan Analysis Corp. Marc is located in Randolph, New Jersey and has been in the industry since June 2020. Marc has been registered with the state of New Jersey and holds the Series 65 license. Marc has a specialization in providing financial consulting and expert witness services. The firm's services include portfolio management, financial planning, and investment advisory services. The firm provides services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
FINANCIAL CONSULTING AND EXPERT WITNESS SERVICES
Publication of Financial Periodicals
Unclaimed

B. Riley Wealth Advisors, Inc.

location

Randolph, NJ

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael John Kapp is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with B. Riley Wealth Advisors, Inc. in Randolph, NJ. Before joining B. Riley Wealth Advisors, Inc., Michael was associated with B. RILEY WEALTH MANAGEMENT in Parsippany, NJ from 2010 to 2022 and previously with JESUP & LAMONT SECURITIES CORP. Michael offers a range of financial services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Michael is also able to provide educational seminars to clients.

SPECIALIZATIONS

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

Private Advisor Group, LLC

location

Randolph, NJ

0 Disclosures

ADVISOR BIO

Robert Bubser is an investment advisor representative with Private Advisor Group, LLC. Robert has been in the industry for several years. His previous experience includes roles with LPL Financial LLC and MML Investors Services, LLC. Robert is registered in Florida, New Jersey and Pennsylvania. He is also licensed to sell insurance products. Robert specializes in providing financial planning, portfolio management for businesses and individuals, 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
SOLICITATION/REFERRAL
Publication of Financial Periodicals
Unclaimed

McMillan Analysis Corp.

location

RANDOLPH, NJ

0 Disclosures

ADVISOR BIO

Ryan Brennan is an Investment Advisor Representative with McMillan Analysis Corp., registered with the state of New Jersey since December 2006. Ryan has been with McMillan Analysis Corp. since January 2005. Ryan holds a Series 65 license.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
FINANCIAL CONSULTING AND EXPERT WITNESS SERVICES
Publication of Financial Periodicals