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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Patience Rubyor is a financial advisor with UBS Financial Services Inc. Patience has been working in the financial services industry since 1997. Patience is registered with the state of Georgia and has a Series 7, Series 63, and Series 66 license. Patience has experience with a variety of clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. Prior to joining UBS, Patience worked at J.P. Morgan Securities LLC and Credit Suisse Securities (USA) LLC.

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

Truist Advisory Services, Inc.

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Patience Rosebud Watson is a registered investment advisor representative in Georgia. Patience has been in the financial services industry since 2011 and is currently employed by Truist Advisory Services, Inc., where she has been with the firm since 2023. Patience has previously held positions with SunTrust Investment Services, Inc. and E*TRADE Securities LLC. Patience has Series 7, Series 63 and Series 66 securities licenses and has passed the SIE exam. Patience is a licensed investment advisor representative in the state of Georgia.

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

MML Investors Services, LLC

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Pation Alexander Reynolds is a financial professional based in Atlanta, Georgia, and is registered with MML Investors Services, LLC. Pation holds Series 63, SIE and Series 6TO licenses. Pation is currently registered in Georgia and has been in the industry for 2 years.

SPECIALIZATIONS

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

PFS Investments Inc.

location

ATLANTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Patrice Wilson is a registered representative with PFS Investments Inc., located in Atlanta, GA. Patrice has been in the securities industry since November 2014 and has a Series 6 and Series 63 license, as well as the SIE exam. Patrice is licensed in Georgia and New Jersey, offering a range of investment services to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Patrice Barton Smith is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Patrice is registered in 53 states and has been in the industry since 2015. Patrice is licensed to sell securities and provide investment advice. Patrice has Series 66, Series 10, Series 9, SIE, Series 31, and Series 7 licenses and can provide investment advice to individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations and state or municipal government entities. In addition to investment advisory services, Patrice provides performance measurement reports, allocation modeling, IPS, research reports and services, educational seminars, and selection of other advisors. Patrice has a specialization in providing financial advice to clients in various industries.

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

PFS Investments Inc.

location

ATLANTA, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Gail Johnson is a registered representative with PFS Investments Inc. Patricia has been in the securities industry since September 5, 1995, and holds a Series 6 and Series 63 license. Patricia is registered in Georgia and provides portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Vanjaria is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Atlanta, Georgia. Patricia began her career in the financial industry in 1997 and has held registrations with several firms during that time, including Merrill Lynch, Fairport Capital, Inc., and Sanford C. Bernstein & Co., Inc. Patricia is a Series 63 and Series 7 licensed advisor, as well as a holder of the Securities Industry Essentials (SIE) exam. Patricia has been registered with Merrill Lynch since 2002.

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

Janney Montgomery Scott LLC

location

ATLANTA, GA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Mary Fleury is a financial advisor at Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Patricia has been in the financial industry since December 1989 and is registered with the Financial Industry Regulatory Authority (FINRA). Patricia is also registered as a broker-dealer in 35 states.

SPECIALIZATIONS

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

Atlanta, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Rivas is a financial advisor with Morgan Stanley. Patricia has over 20 years of experience in the financial services industry. Patricia is registered with FINRA and holds the Series 7, Series 31, Series 66 and SIE licenses. Patricia is currently registered with the state of Georgia and Texas. Prior to joining Morgan Stanley, Patricia was with Morgan Stanley DW Inc. and MORGAN STANLEY & CO. INCORPORATED. Patricia specializes in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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

Corient | CFP ®,CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Patricia Dampf Sklar is an Investment Advisor Representative at Corient. Patricia has been in the industry since 2012 and has a Series 65 license. Patricia is a Certified Financial Planner and a Chartered Financial Analyst. Patricia specializes in financial planning, portfolio management, and pension consulting. Patricia has a strong background in working with high-net-worth individuals, charitable organizations, corporations and other businesses, and pooled investment vehicles. Patricia has experience working at BT Wealth Management, LLC, CI Brightworth Private Wealth, CIPW Service Company, LLC, and Corient.

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
Security Ratings
Market Timing Services
Publication of Financial Periodicals

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