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Intellivest Securities, Inc.

Headquartered in RIVERDALE, GA

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Firm Information

Intellivest Securities, Inc. is a corporation formed in December 1990. The firm is registered with the SEC and in Connecticut, Florida, Georgia, New Jersey, and Virginia. Intellivest provides investment advisory services, including financial planning, security ratings, and publication of periodicals.

Intellivest Securities, Inc.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (1)

INTELLIVEST SECURITIES, INC. has a total of 1 branch locations across the country.
location

RIVERDALE, GA

Advisors at Intellivest Securities, Inc.

View All 1 Advisors
Unclaimed
Daniel Hackner Kolber

RA

RIVERDALE, GA

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Disclosures

There are no public disclosures for Intellivest Securities, Inc..

Frequently Asked Questions (5)

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