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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Istvan McCulloh is a registered representative with UBS Financial Services Inc. Dawn has been in the industry since 2001. Dawn has passed the Series 7, Series 31, and Series 66 exams. Dawn is currently registered in 26 states and also holds a Series 66 registration. Prior to joining UBS, Dawn was registered with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. In addition to being a registered representative, Dawn is also a registered investment advisor and has been registered with the state of Georgia since 2009.

SPECIALIZATIONS

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

Amerity Wealth Management, LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Dawn Bond is an Investment Advisor Representative with Amerity Wealth Management, LLC. Dawn has over 17 years of experience in the financial services industry. Dawn is registered with the state of Georgia. Dawn has a Series 63, 65, 7 and 24 license. Dawn specializes in financial planning and portfolio management. Dawn is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

Aurora BAY Capital

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Barnes Wilson is a registered investment advisor with Aurora Bay Capital. Dawn has over 20 years of experience in the financial services industry. Dawn is a Series 3, 7, 50, 63, 65, 66, 79, and SIE licensed representative and a registered investment advisor in Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Tennessee, Texas, Utah, Virginia, and Washington. In addition to Aurora Bay Capital, Dawn has worked with Kota Global Securities Inc., Caris & Company, Inc., Magna, Magna Securities Corp., Goldman, Sachs & Co., and J.P. Morgan Securities Inc. Dawn is a member of the Board of Advisors for Serovita Holding Corporation. Dawn is dedicated to providing her clients with personalized financial advice and investment management services.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Invesco Advisers, Inc.

location

ATLANTA, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Silvia is a registered investment advisor representative with Invesco Advisers, Inc. in Atlanta, Georgia. Dawn has been in the securities industry since 2014 and has experience in portfolio management for individuals, businesses, and investment companies. Dawn is registered in 53 states and the District of Columbia, as well as Texas as an investment advisor. She holds the Series 3, 7, 24, 63, and 65 licenses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Pruco Securities, LLC

location

ATLANTA, GA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Sandra Young is a registered representative with Pruco Securities, LLC. Dawn is a securities professional with over 28 years of experience in the industry. Dawn has a broad range of experience in the financial services industry and has a deep understanding of the markets. Dawn holds the Series 7 and Series 63 licenses, as well as the SIE exam. Dawn is registered in 14 states.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dawn Denigmann O'Rourke is a financial advisor with over 30 years of experience in the industry. Dawn is a Certified Financial Plannerâ„¢ and has held various positions at several firms, including Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Morgan Stanley, and FSC Securities Corporation. Dawn currently works at Wells Fargo Clearing Services, LLC as a registered representative and investment advisor. Dawn has a broad range of experience in the financial industry, specializing in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses.

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

PFS Investments Inc.

location

ATLANTA, GA

experience

13 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Dawn Talmadge is a financial professional with over 10 years of experience in the securities industry. Dawn is a registered representative of PFS Investments Inc. and has held a Series 6, Series 26, and Series 63 license. Dawn has a proven track record of helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

ATLANTA, GA

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dawud Akbar is a registered representative with PFS Investments Inc., holding a Series 6 and Series 63 license. Dawud has been in the industry since 2018 and is currently registered in Georgia, Kentucky, Ohio, and Pennsylvania. Dawud's primary focus is on providing portfolio management services for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

Atlanta, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Daymeon A. Fishback is a financial advisor with Morgan Stanley. Daymeon has been in the industry since 2005, and has experience working at both Merrill Lynch and Morgan Stanley. Daymeon is registered to offer investment advice in Alabama, California, Connecticut, Delaware, Florida, Georgia, Kentucky, Minnesota, Mississippi, Nevada, North Carolina, Tennessee, and Texas. Daymeon's areas of specialization include investment strategies, financial planning, and pension consulting.

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

Capitalwize, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Da-zha Richea Jones is an investment advisor representative registered with CapitalWize, LLC. Da-zha has been in the financial services industry since 2013. Da-zha is licensed in North Carolina, Georgia, and has experience in the following areas: financial planning, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals

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