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

Register Financial Advisors, LLC

location

ATLANTA, GA

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ari Richard Dardik is a financial advisor with over 25 years of experience in the industry. Ari has held roles at several prominent firms, including Morgan Stanley, Wells Fargo Advisors, LLC, Prudential Securities Incorporated and UBS Paine Webber Inc. Ari is currently registered with Register Financial Advisors, LLC. Ari has a strong track record of providing financial advice to high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Ari offers a range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

ATLANTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aria Hattiangadi is a financial advisor at Fidelity Personal And Workplace Advisors. Aria has been in the industry since 2008 and has experience in providing financial planning services. Aria holds the Series 7, 63, and 66 securities licenses, as well as the SIE exam. Aria is registered in Georgia and Texas.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

ATLANTA, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ariel Gibson is a financial advisor with Valic Financial Advisors, Inc. in Atlanta, Georgia. Ariel has been in the industry since January 20, 2019. Ariel is registered as an investment advisor representative in Georgia. Ariel also has experience at Edward Jones and is licensed with the following securities licenses: Series 66, Series 7TO, and SIE. Ariel is also an insurance agent. Ariel is a consultant with Pampered Chef. Ariel has a specialization in retirement, long-term care, and asset management.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed
location

ATLANTA, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Ariel Yehuda Elul is a financial advisor with William Blair. Ariel has been in the financial services industry since 2013 and is registered in both Georgia and Illinois. Ariel holds the Series 7, 63, 79TO, 86 and 87 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

Atlanta, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Armistead Burwell is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Armistead has been in the financial services industry since 2019 and has earned the Certified Financial Planner designation. Armistead is registered to provide securities and investment advisory services in 36 states.

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

BIP Wealth, LLC | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Aron Robert Riddle is a financial advisor with over 13 years of experience in the industry. He is currently registered with BIP Wealth, LLC in Atlanta, Georgia and is a Certified Financial Planner. Aron has a broad range of experience, having previously worked with Fidelity Brokerage Services LLC, and he has a strong track record of providing sound financial advice to individuals, families, and businesses. Aron specializes in working with high-net-worth individuals, corporations, and charitable organizations, and he is committed to providing his clients with personalized financial planning and investment management solutions. He believes in building long-term relationships with his clients and helping them achieve their financial goals.

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

18 Years Experience

0 Disclosures

ADVISOR BIO

Aron Levine is a financial advisor with over 16 years of experience in the financial services industry. Levine is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as an investment advisor representative. Prior to joining Merrill Lynch, Aron Levine was affiliated with Bank of America Investment Services, Inc. and Bank of America Securities LLC. Levine holds Series 63, Series 7, Series 10, Series 24, and SIE licenses. Aron Levine is registered to provide investment advice in 53 states and the District of Columbia.

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

Synovus Securities, Inc.

location

ATLANTA, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Artem Usanin is a financial advisor currently registered with Synovus Securities, Inc. in Atlanta, GA. Artem has been in the industry since June 11, 2014. Previously, Artem worked with Truist Securities, Inc. in Atlanta, GA. Artem is a Series 63, SIE and Series 79 licensed professional.

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

Invesco Advisers, Inc.

location

ATLANTA, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Arthur Ian Vega is a registered representative with Invesco Advisers, Inc. Arthur Vega has been in the securities industry since September 21, 2010. Arthur Vega is registered with the state of Texas and has a Series 6, 7, and 66 license. Arthur Vega is also registered with FINRA.

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

Aust Financial Advisory, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Arthur Otis Aust is a registered Investment Advisor Representative (IAR) with Aust Financial Advisory, LLC in Atlanta, Georgia. Arthur has been in the industry since April 2010 and holds a Series 65 license. Arthur specializes in providing financial planning, educational seminars and portfolio management services to individuals and high net worth individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals

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