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

Invesco Advisers, Inc.

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Sposito is an investment advisor representative with Invesco Advisers, Inc. Nicholas has been in the industry since 2021. Nicholas is registered to provide investment advice in Georgia and Texas. Nicholas also holds the Series 63, 65, 7TO, and SIE securities licenses. Nicholas has worked for Morgan Stanley in the past. Nicholas is a registered representative with FINRA and is a member of the Investment Adviser Association.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cornerstone Investment Partners, LLC | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Nicholas Nottebohm is an Investment Advisor Representative with Cornerstone Investment Partners, LLC based in Atlanta, GA. Nicholas Nottebohm has been in the financial services industry since 2008. Prior to joining Cornerstone Investment Partners, LLC, Nicholas Nottebohm worked at J.P. Morgan Institutional Investments Inc. and Deutsche Bank Securities Inc. Nicholas Nottebohm holds Series 63 and Series 7 licenses and is a Chartered Financial Analyst. Nicholas Nottebohm's specialties include Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
MODEL PORTFOLIO PROVIDER
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Florida Financial Advisors, LLC

location

Atlanta, GA

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nicholas Mangino is a financial advisor with Florida Financial Advisors, LLC. Nicholas has been in the financial services industry since 2022. Nicholas is registered with the state of Georgia and Florida. Nicholas is also registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 63, Series 65, Series 6TO, and SIE licenses. Nicholas has experience in financial planning, investment management, and portfolio management. Nicholas specializes in working with high-net-worth individuals, individuals, and businesses. Nicholas is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

Mercer Global Advisors Inc. | CFP ®,PFS ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Nicholas Campbell is a financial advisor with Mercer Global Advisors Inc. located in Atlanta, Georgia. Nicholas has been in the financial services industry since 2002. Nicholas is a Certified Financial Planner™ and a Personal Financial Specialist. Nicholas has a Series 7, Series 66 and SIE license and is registered with the state of Georgia. Nicholas is also a managing member of Fairhope Property Investors, LLC, a real estate investment company. Nicholas provides a variety of services including financial planning, portfolio management for individuals and businesses, trust services, estate planning, tax return preparation, and consultation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas McCreary is a financial advisor with J.P. Morgan Securities LLC. Nicholas has been in the financial services industry since 2022 and holds the Series 7TO, Series 66, and SIE licenses. Nicholas's previous employment history includes working at E*TRADE Securities LLC and Morgan Stanley. Nicholas is registered to provide investment advisory services in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas.

SPECIALIZATIONS

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

Invesco Advisers, Inc.

location

ATLANTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Davis is a financial advisor with over 10 years of experience in the industry. Nicholas is currently registered as an Investment Advisor Representative with Invesco Advisers, Inc. Nicholas's previous experience includes positions at Raymond James Financial Services, Inc., Foreside Fund Services, LLC and Invesco Distributors, Inc. Nicholas has successfully completed the Series 63, Series 66, Series 7TO, Series 7 and SIE exams.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fidelity Personal AND Workplace Advisors

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Patrick Ray is a financial advisor registered with Fidelity Personal and Workplace Advisors. Nicholas is an active advisor in the state of Georgia, offering financial planning, portfolio management for individuals and businesses, and educational seminars to his clients. Nicholas has worked in the financial services industry for over three years. Nicholas is registered with the states of 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
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Molinari is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Atlanta, Georgia. Nicholas Molinari has been in the financial services industry since August 2018. Nicholas Molinari is registered with the state of Georgia and Texas. Nicholas Molinari specializes in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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

Nicholas Hoffman & Company, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Nicholas Hoffman is an investment advisor representative with Nicholas Hoffman & Company, LLC. Nicholas has been in the industry since 1986 and has a strong background in financial planning, portfolio management, and pension consulting. Nicholas was previously registered with Balentine & Company and Cigna Securities, Inc. Nicholas has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Nicholas Priestly is a financial advisor with Florida Financial Advisors, LLC based in Atlanta, GA. Nicholas has been in the financial industry since 2024. Nicholas is registered with the state of Florida, Georgia, and Texas. Nicholas specializes in Financial Planning, Pension Consulting, Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisers.

SPECIALIZATIONS

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

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