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

Atlanta, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Braden Earle is a financial advisor registered with Morgan Stanley. Andrew has been in the financial services industry since February 2021. Andrew is licensed to provide financial advice in 27 states. Andrew also holds the Series 66, Series 7TO and SIE licenses. The advisor is specialized in providing financial advice to individuals, high-net-worth individuals, corporations, investment companies and charitable organizations.

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

J.p. Morgan Securities LLC

location

Atlanta, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Andrew McArthur is a financial advisor with J.P. Morgan Securities LLC, and is licensed to conduct business in Georgia and Texas. Andrew has been a financial advisor since 2021 and has a broad range of experience in the financial industry. Andrew is committed to providing clients with personalized financial advice and investment strategies. He is also dedicated to building strong relationships with clients. Andrew holds Series 63, 66, and 7TO licenses.

SPECIALIZATIONS

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

Maripau Wealth Management LLC

location

Atlanta, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Lightle is an investment advisor representative registered with Maripau Wealth Management LLC. Andrew has been in the financial services industry since 2019 and has held previous roles with Fidelity Brokerage Services LLC and Equitable Advisors, LLC. Andrew specializes in financial planning, portfolio management for individuals, and educational seminars. Maripau Wealth Management LLC offers a range of services including financial planning, portfolio management, and educational seminars. The firm manages approximately $235,000,000 in assets for individuals and high-net-worth individuals.

SPECIALIZATIONS

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

Register Financial Advisors, LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Andrew May is a registered investment advisor with over 25 years of experience in the financial industry. Andrew currently works at Register Financial Advisors, LLC and holds licenses in Alabama, Georgia, and Texas. Andrew has a wide range of experience in financial planning and portfolio management. Andrew holds the Series 6, 7, 10, 24, 63, and 65 licenses and is a Certified Financial Planner. Andrew's experience includes working with individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andrew Halpern is an experienced financial advisor with over 20 years of experience in the financial industry. Andrew currently works at UBS Financial Services Inc. as a registered representative, providing financial advice to clients in a variety of areas. Andrew has held previous positions at SANFORD C. BERNSTEIN & CO., LLC. Andrew holds several professional licenses and designations, including the Series 7, Series 31, Series 63, and Series 66 licenses.

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

Maven Capital Partners, LLC

location

ATLANTA, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Bernhardt is a financial professional with over 7 years of experience in the financial services industry. Andrew is a registered representative with Maven Capital Partners, LLC and is also registered as an investment advisor representative in Georgia. Andrew holds Series 7, 24, 28, 66, 79TO and 99TO licenses. Prior to joining Maven Capital Partners, LLC, Andrew worked as an Associate at KPMG LLP. Andrew's areas of specialization include portfolio management for individuals and pooled investment vehicles. Maven Capital Partners, LLC provides investment advisory services to individuals, charitable organizations, investment companies, corporations, and pooled investment vehicles. Andrew is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

ATLANTA, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Alford is a registered representative with Goldman Sachs & Co. LLC. Andrew has been in the securities industry since September 29, 2003. Andrew holds Series 3, 7, 24, 30, 57TO, and 63 licenses.

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

Stifel, Nicolaus & Company, Inc.

location

ATLANTA, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Earl Tritt is a financial advisor with over 15 years of experience in the industry. Andrew is currently registered with Stifel, Nicolaus & Company, Inc. Prior to that, Andrew was employed by MERCHANT CAPITAL, L.L.C.. Andrew is a Series 7, Series 50, Series 52TO, and Series 63 licensed professional and holds the SIE designation. Andrew focuses on financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

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 Pooled Investment Vehicles
Unclaimed

Independent Financial Partners

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Andrew Christopher Schorr is an Investment Advisor Representative at Independent Financial Partners. Andrew Schorr is registered with the state of Florida. Andrew Christopher Schorr has 1 state exam, the Uniform Investment Adviser Law Examination. Andrew has experience in fixed insurance, real estate rental income, and coaching. Andrew Schorr specializes in financial planning, pension consulting and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Slechta is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has been in the financial services industry since 2015. Prior to joining Merrill Lynch, Andrew was a financial advisor at SunTrust Robinson Humphrey. Andrew holds Series 7, 63 and 65 licenses and has earned the SIE designation. Andrew's expertise includes a wide range of financial services, including investment management, financial planning, pension consulting, and educational seminars.

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

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