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Portfolio Management for Businesses Advisors in Atlanta, Georgia
4,942 Results
Unclaimed

J.p. Morgan Securities LLC

location

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Barnes is a financial advisor with J.P. Morgan Securities LLC. Aaron is licensed to provide investment advice in Alabama and Georgia and has a Series 6, 63 and SIE. Aaron specializes in providing financial advice to individuals, corporations, high-net-worth individuals, insurance companies and charitable organizations.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

ATLANTA, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Stowell is a financial advisor who has been in the industry since 2001. Aaron is currently registered with Oppenheimer & Co. Inc. as an Investment Advisor Representative. Aaron is also registered in Georgia, Massachusetts, and New York as a Broker. Prior to joining Oppenheimer & Co. Inc., Aaron worked for Morgan Stanley and E*TRADE SECURITIES LLC. Aaron holds Series 3, 4, 7, 9, 10, 24, 63, 65, 79TO, 99TO, and SIE licenses. Aaron provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

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

Modera Wealth Management, LLC | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Aaron Mellman is a financial advisor with Modera Wealth Management, LLC. Aaron has experience in the financial industry, having previously worked at Ameriprise Financial Services, LLC and AXA Advisors, LLC. Aaron has earned the Series 7, Series 63, and Series 65 licenses. Aaron is also a Certified Financial Planner.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ATLANTA, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Michael Golden is a financial advisor registered with Wells Fargo Clearing Services, LLC. Aaron has been in the industry since June 2013. Aaron has a Series 7, Series 66 and a SIE license. Aaron is registered in 24 states and is also licensed as a lawyer in New York. Aaron has prior experience with UBS Financial Services Inc. and provides investment advisory services to individuals, businesses and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Cetera Investment Advisers LLC

location

ATLANTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Newman is a financial advisor with Cetera Investment Advisers LLC. Aaron is a registered investment advisor in Georgia and Texas. Aaron has been in the financial services industry since January 18, 2015. Cetera Investment Advisers LLC is a financial advisory firm that provides financial planning, pension consulting, educational seminars, and portfolio management services. They manage assets for individuals, businesses, and investment companies.

SPECIALIZATIONS

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

Ajax Capital Advisors, Inc.

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Aaron Jarret Aberson is an Investment Advisor Representative registered with Ajax Capital Advisors, Inc. in Georgia and Arkansas. Aaron specializes in providing financial planning and portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Florida Financial Advisors, LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Aaron Pyron is an Investment Advisor Representative at Florida Financial Advisors, LLC. Aaron is licensed to provide investment advice in Florida and Georgia. Aaron has been in the financial services industry since August 2024 and has experience providing financial planning and investment advice to individuals. Aaron is passionate about helping people reach their financial goals.

SPECIALIZATIONS

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

Crawford Investment Counsel Inc. | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Aaron Ryan Foresman is a financial advisor at Crawford Investment Counsel Inc. in Atlanta, Georgia. Aaron is a Chartered Financial Analyst and has been in the industry since September 2014. The advisor focuses on providing portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

ATLANTA, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Christopher Nick is a financial advisor with William Blair, a firm that offers portfolio management services to individuals, businesses, and pooled investment vehicles. Aaron has been in the industry since September 2023 and is registered with the Financial Industry Regulatory Authority (FINRA). Aaron is licensed to provide investment advice in Georgia and Illinois.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kovack Advisors, Inc.

location

ATLANTA, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Swanier is a registered investment advisor representative with Kovack Advisors, Inc. with an active scope in both Broker-Dealer and Investment Advisor. Aaron is registered in Alabama, California, Florida, Georgia, Louisiana and Mississippi, and has been in the industry since 2005. Before joining Kovack Advisors, Inc., Aaron was an advisor with RESOURCE HORIZONS GROUP LLC and A. G. EDWARDS & SONS, INC. He has a Series 7, Series 66, and SIE license. His specialties include: Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisors. Aaron Swanier works out of the Kovack Advisors, Inc. office in Atlanta, Georgia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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