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

ATLANTA, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Chapman is a financial advisor at Morgan Stanley in Atlanta, GA. Michelle has been in the industry since 2007, and has a proven track record of success in providing financial advice to individuals, families, and businesses. Michelle is a licensed investment advisor representative in Georgia and Texas and specializes in retirement planning, investment management, and financial planning.

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

Wells Fargo Clearing Services, LLC

location

ATLANTA, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Amy Shinall is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Michelle has been in the financial industry since 2013 and has a strong background in investment consulting. Michelle holds licenses to offer securities and investment advice in multiple states. Prior to joining Wells Fargo Clearing Services, Michelle was employed at SECurian Financial Services, Inc. and Invest Financial Corporation. Michelle is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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

Synovus Securities, Inc.

location

ATLANTA, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Love Bailey is a Registered Representative with Synovus Securities, Inc. Michelle is a financial advisor with over 20 years of experience in the industry. Michelle has a combined state law license and holds the Series 7, 6, 63 and 66 licenses and the SIE exam. Michelle specializes in providing financial planning, portfolio management for businesses and individuals and tax related services to her clients. Michelle has a strong understanding of investment strategies and is committed to helping her clients achieve their financial goals.

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
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Michelle Eleanor Kruger is a Certified Financial Planner® with The Colony Group, LLC, a firm with over $21 billion in assets under management. Michelle has been in the industry since 2011 and has specialized in financial planning for individuals, families, and businesses. Michelle's clients benefit from her broad experience and commitment to 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
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Bison Wealth, LLC

location

ATLANTA, GA

disclosure

4 Disclosures

ADVISOR BIO

Michelle Mangum is a registered Investment Advisor Representative with Bison Wealth, LLC in Atlanta, Georgia. Michelle has been in the industry since 1987. Michelle specializes in providing financial planning, pension consulting, and educational seminars. Michelle is also a registered Investment Advisor Representative in Georgia, where she has been registered since December 2015.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

ATLANTA, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Elliott is a financial advisor with Fidelity Personal And Workplace Advisors. Michelle has been in the financial industry since 2004. Michelle is registered with the state of Georgia and Texas as both a Broker-Dealer and an Investment Advisor. Michelle has also earned the CFP® designation.

SPECIALIZATIONS

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

Homrich Berg | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Michelle Marie Wolff is a financial advisor at Homrich Berg. Michelle has been in the financial services industry since January 2011 and has been with Homrich Berg since July 2018. She has a Certified Financial Planner designation. Michelle has been registered with the state of Georgia since November 8, 2021. She specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as financial planning and selection of other advisors. Michelle's office is located in Atlanta, Georgia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
BILL PAY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

ATLANTA, GA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Middleton Parker is a registered investment advisor representative with Morgan Stanley. Middleton has been in the securities industry since 1999. Middleton is registered to provide investment advice in 24 states.

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

Transamerica Retirement Advisors, LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Mignon Vonetta Payne is a financial advisor in Atlanta, GA, and has been in the industry since 2001. Mignon is currently registered with Transamerica Retirement Advisors, LLC and has been with the firm since 2013. Mignon has previously worked with several other firms including SunTrust Investment Services, Inc., E*TRADE Securities, Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

ATLANTA, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Miguel Ruiz-sanchez is a registered representative with LPL Enterprise, LLC. Miguel works in the Atlanta, Georgia area. Miguel is a licensed investment advisor representative in Georgia and specializes in providing financial planning, consulting and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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