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

PFS Investments Inc.

location

ATLANTA, GA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kedra Steave is a registered representative with PFS Investments Inc. located in Atlanta, Georgia. Kedra is a licensed securities agent in Georgia and has passed the Series 6, Series 63 and Series 26 exams. Kedra specializes in portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

ATLANTA, GA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Keegan Hennessy is a financial advisor who has been in the industry for over 25 years. Keegan is currently registered with UBS Financial Services Inc. in Georgia and Texas. Keegan has experience working with individuals, corporations, trusts, and pension plans. Keegan specializes in providing financial planning, portfolio management, and investment advisory services. Keegan has previously worked with a variety of other firms including Morgan Stanley, Citigroup Global Markets Inc., Securities America, Inc., Raymond James & Associates, Inc., and The Equitable Life Assurance Society of the United States.

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

Goldman Sachs & Co. LLC

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Keena Classen McKillop is a registered representative with Goldman Sachs & Co. LLC in Atlanta, GA. She is a Series 7 and SIE licensed professional with over 4 years of experience in the financial services industry. Previously, Keena worked at J.P. Morgan Securities LLC in New York, NY. Keena specializes in a variety of investment products and services, including equities, fixed income, mutual funds, and exchange-traded funds. She is committed to providing her clients with personalized financial advice and investment strategies tailored to their individual needs and goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Truist Advisory Services, Inc. | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Keith Lerner is a financial advisor with Truist Advisory Services, Inc. in Atlanta, GA. Keith has been in the industry since 1999 and has a strong background in investment management, financial planning, and research. Keith has experience working with high-net-worth individuals, corporations, and other businesses. Keith is a CFA charterholder and is also a board member of Breakthrough T1D, a non-profit organization dedicated to finding a cure for type 1 diabetes. Prior to joining Truist Advisory Services, Inc., Keith worked at SunTrust Investment Services, Inc. and SunTrust Robinson Humphrey, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Carter, Terry & Company, Inc.

location

ATLANTA, GA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Keith Gil is a financial advisor at Carter, Terry & Company, Inc. with 28 years of experience in the industry. Keith has been registered with FINRA since 1992 and is currently registered in 10 states. Keith has experience working with a variety of clients including individuals, corporations and pension funds. He also has experience working with high net worth individuals. Keith is passionate about helping his clients achieve their financial goals.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Fifth Third Wealth Advisors LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Keith Gregary Watson is a financial advisor with Fifth Third Wealth Advisors LLC in Atlanta, Georgia. Keith has been working in the financial industry for over 20 years. Keith holds licenses in Georgia, Ohio and Texas. Keith is a Series 7, Series 24, and Series 63 licensed advisor. Before joining Fifth Third Wealth Advisors LLC, Keith was employed at Fifth Third Securities, Inc., SunTrust Robinson Humphrey, Inc., and SunTrust Investment Services, Inc. Keith specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Atlanta, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Keith Madrigal is a financial advisor with over 20 years of experience in the industry. Keith is currently registered with Avantax Advisory Services and holds Series 7 and 66 licenses. Keith has worked with a variety of clients, including individuals, families, and small businesses. Keith specializes in retirement planning, investment management, and financial planning. Keith is committed to providing his clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Voya Investment Management Co. LLC

location

Atlanta, GA

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Keith Reid is a financial advisor with Voya Investment Management Co. LLC. Keith has been in the industry since 2014, providing investment advice to individuals and families. Keith holds a Series 6, Series 7, and Series 66 license. Keith is registered in 53 states and the District of Columbia. Keith is also registered with the Securities Industry Essentials (SIE) exam. Keith is a graduate of the United States Army.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Aprio Wealth Management, LLC

location

ATLANTA, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Keith Greenwald is an investment advisor representative with Aprio Wealth Management, LLC. Keith has been in the financial services industry since 2005. Keith holds Series 6, 28, 63, and 65 licenses and the SIE certification. Keith has experience in investment advisory, insurance, and financial planning services. Keith is registered as an investment advisor representative in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kentucky, Louisiana, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Keith was previously registered with Aprio Strategic Partners, LLC and Northwestern Mutual Investment Services, LLC. Keith is also a Partner with Aprio, LLP, a CPA firm, and is the CEO and owner of a firearms training company.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Synovus Securities, Inc.

location

ATLANTA, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Keith Marshall Sipes is a financial advisor with Synovus Securities, Inc. in Atlanta, Georgia. Keith has been in the industry since 1999, and has experience working for several firms including Berenson & Company, LLC, Stout Capital, LLC, and CRT Capital Group LLC. Keith holds Series 7, 24, 63, 79TO, and SIE licenses. Keith is a registered representative of Synovus Securities, Inc. and is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals

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