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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

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew S. Reid is a registered investment advisor representative with J.p. Morgan Securities LLC. Matthew has been in the industry since May 2015. Matthew's experience includes positions with FIG PARTNERS, LLC and JPMorgan Chase Bank, N.A.. Matthew currently holds Series 63, 65, 7, and SIE licenses. Matthew 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, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

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

Signaturefd, LLC | CFP ®,CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Matthew B. Barber is a financial advisor based in Atlanta, Georgia. Matthew has been with Signaturefd, LLC since August 2013. He is a Certified Financial Planner and a Chartered Financial Analyst. Matthew provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selects other advisors for clients. Signaturefd, LLC is a registered investment advisor that has been in business since May 2018. Matthew's focus areas are Retirement Planning, Investment Management, and Financial Planning for individuals, families, and small businesses.

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

Access Investment Management, LLC | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Matthew Darren Reams is a registered investment advisor representative with Access Investment Management, LLC. He is also a Chartered Financial Analyst and has been in the industry since October 2000. Matthew Darren Reams works in the Atlanta, Georgia office of Access Investment Management, LLC.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Williams is an investment advisor representative currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the industry since February 25, 2008. Matthew Williams has a current registration with the state of Georgia, having initially registered on March 25, 2008. Matthew is registered with 53 state and 2 IA states. Matthew is a Series 66, Series 7, and Series SIE licensed individual, and has 7 SRO registrations. Merrill Lynch, Pierce, Fenner & Smith Inc. has approximately $10 billion to $50 billion in assets under management and has 16965 clients.

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
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

ATLANTA, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Christopher Seale is an investment advisor representative at Cambridge Investment Research Advisors, Inc., with over 20 years of experience in the financial services industry. Matthew holds Series 6, 7, 63 and 65 licenses. Matthew Seale has been registered with Cambridge Investment Research Advisors, Inc. since 2005, and previously worked with First Investors Corporation from 2001 to 2003. Matthew Christopher Seale currently holds 13 state securities registrations and 1 investment advisor registration. Matthew Christopher Seale is a licensed insurance agent.

SPECIALIZATIONS

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

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

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Matthew Doran Weatherly is a financial advisor with Truist Advisory Services, Inc. Matthew has been in the industry since 2012 and has a Series 65 license. Matthew is registered as an Investment Advisor Representative in Georgia. Matthew is a Chartered Financial Analyst. Matthew has been with Truist Advisory Services, Inc. since October 2020, and previously worked at SunTrust Advisory Services and SunTrust Bank. Matthew's areas of specialization include financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors and wrap fee products.

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

Equity Investment Corp.

location

ATLANTA, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Keeter is a financial professional with over 17 years of experience in the industry. Matthew has been registered with the state of Georgia and Texas as an Investment Adviser Representative since 2017. Prior to joining Equity Investment Corp., Matthew worked at Foreside Fund Services, LLC and Pacific Select Distributors, Inc. Matthew specializes in providing portfolio management services to individuals, investment companies, and businesses. Matthew holds the Series 6, 7, 26, 63, and 65 securities licenses and has passed the SIE Exam.

SPECIALIZATIONS

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

Rockefeller Financial LLC

location

ATLANTA, GA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Maureen Ann Hoover is a financial advisor with over 27 years of experience in the industry. Maureen has been registered with the Securities and Exchange Commission since 1993 and holds the Series 7 and 63 licenses. Maureen is currently registered with Rockefeller Financial LLC in both Florida and Texas. Maureen previously worked with Morgan Stanley Smith Barney, MORGAN STANLEY & CO. INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Maureen specializes in providing financial planning services, pension consulting, 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
Unclaimed
location

ATLANTA, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Maureen Dougherty is a registered representative of Morgan Stanley and has been in the industry since October 14, 2008. Maureen has been with Morgan Stanley since June 2009 and is licensed in Georgia and Texas. Maureen has a Series 7, Series 31 and Series 66. Maureen offers financial planning, pension consulting, educational seminars and selection of other advisers. Maureen works with individuals, high-net-worth individuals, corporations, investment companies, banking and thrift institutions, insurance companies, charitable organizations and pension and profit-sharing plans.

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

Beacon Global Advisor Network, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Maurice Guy Woodard is a registered investment advisor representative with Beacon Global Advisor Network, LLC. Maurice has been working in the financial industry since 1996. Maurice has a strong track record of providing financial advice to individuals and families. Maurice is a Series 7, 24, 55, and 65 licensed representative. Maurice is also registered in Texas and has specialized in financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

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