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

Raymond James & Associates, Inc.

location

Atlanta, GA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Martha Stevens is a financial advisor with Raymond James & Associates, Inc., based in Atlanta, GA. Martha has over 30 years of experience in the financial services industry, having previously worked with Deutsche Bank Securities Inc., UBS Financial Services Inc., Citigroup Global Markets Inc., DB Alex. Brown LLC and Alex. Brown & Sons Incorporated. Martha holds a Series 7, Series 3, and Series 66 license. Martha's specializations include financial planning, portfolio management, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Goldman Sachs & Co. LLC

location

ATLANTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Martha Joerres is a registered representative with Goldman Sachs & Co. LLC. Martha has been in the industry since August 22, 2014. Martha holds the following securities licenses: Series 3, Series 7, Series 66, Series 57TO and SIE. Martha is registered in all 50 states and the District of Columbia. Martha specializes in portfolio management for individuals, businesses and pooled investment vehicles.

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
location

Atlanta, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Martin Michael Neary is a financial advisor at Morgan Stanley. Martin has been in the industry since September 1998 and has been registered with the state of Georgia since 2016. Martin is a registered representative and investment advisor representative, holds Series 7, 31, and 66 licenses as well as the SIE exam. Martin is also registered with the state of Texas. Martin Michael Neary has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, NA, and Morgan Stanley.

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

Lido | CFP ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Martin Aspin is a financial advisor with Lido Advisors, LLC. Martin has been in the financial services industry for over 10 years and has a strong track record of success. Martin is a Certified Financial Planner™ and holds the Series 7 and Series 66 licenses. Martin has experience providing financial advice to individuals, families, and businesses. Martin is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Independent Financial Partners | CFP ® (Certifications)

location

ATLANTA, GA

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Martin Halberg is an investment advisor with Independent Financial Partners. He has been in the industry since 1996 and has a wide range of experience, including financial planning, portfolio management, and pension consulting. Martin is licensed in several states and holds the Series 7, 6, 63, and 65 licenses, as well as the SIE. He is also a Certified Financial Planner. Martin is dedicated to providing his clients with personalized advice and helping them reach their financial goals.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

ATLANTA, GA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Martin Ruibal is a financial advisor registered with Pruco Securities, LLC. Martin has over 20 years of experience in the financial services industry and is currently licensed to provide investment advice in Arkansas, Louisiana, Mississippi, Missouri, Oklahoma, and Tennessee. Martin holds Series 7 and 66 securities licenses and is also a registered Investment Advisor Representative (IAR) in several states. Martin's previous employment history includes roles at Allstate Financial Services, LLC and American Express Financial Advisors Inc. Martin also worked at IDS Life Insurance Company.

SPECIALIZATIONS

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

Advisory Services Network | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Martin Garrison is a financial advisor with Advisory Services Network. Martin is a Certified Financial Planner and has been in the financial services industry since 2007. Martin specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, corporations, and charitable organizations. Martin has experience working with a variety of clients, including high net worth individuals, individuals other than high net worth, corporations, and charitable organizations.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

53 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Martin Leo Truax is a financial advisor with Raymond James & Associates, Inc. Martin has over 40 years of experience in the financial services industry. Martin is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Martin has passed Series 3, 7TO, PC, SIE, 63, and 65 exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

PFS Investments Inc.

location

ATLANTA, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Martin Jones is a financial professional registered with PFS Investments Inc. Martin has been in the industry for 6 years and holds a Series 6, Series 26 and Series 63 license. Martin is currently registered in Florida, Georgia, Louisiana and Texas. PFS Investments Inc. is an investment advisory firm with approximately 8,461,983,895 in assets under management. The firm has a main office in Duluth, Georgia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Martin Holmes is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over 16,000 clients. Martin has been working in the financial industry since 2010 and has experience with a variety of firms, including Morgan Stanley, Northwestern Mutual, and Wells Fargo. Martin is registered in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas. Martin specializes in portfolio management for individuals and businesses, as well as 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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