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

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

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Ronald Kibbe is an investment advisor representative with Mercer Global Advisors Inc. He has been in the industry since 1987 and has a diverse background in financial services. He is registered with the states of Alabama, Florida, Georgia, Mississippi, North Carolina, and South Carolina. Ronald holds a Series 6, Series 7, and Series 66 license and is also a Certified Financial Planner and a Chartered Financial Consultant. Ronald provides advisory services to individuals, businesses, and pension plans.

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

Thrivent Investment Management Inc.

location

Atlanta, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Ostezan is a financial professional with over 20 years of experience in the financial services industry. Ronald is currently registered with Thrivent Investment Management Inc. in Georgia and Texas. Ronald has held previous roles at several firms including SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., 1717 CAPITAL MANAGEMENT COMPANY, MUTUAL OF OMAHA INVESTOR SERVICES, INC., FSC SECURITIES CORPORATION, MARINER FINANCIAL SERVICES, INC., BENEFITSCORP EQUITIES, INC., WALNUT STREET SECURITIES, INC., PHOENIX EQUITY PLANNING CORPORATION, and THE SAXON GROUP, INC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Kenneth Frenke & Co. | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Ronald Glenn Zimmerman is a financial advisor with Kenneth Frenke & Co. with over 20 years of experience in the financial services industry. Ronald is a Certified Financial Planner and holds the Series 7 license. Ronald specializes in providing financial planning and portfolio management services to both individuals and high-net-worth individuals. Ronald has been with Kenneth Frenke & Co. since January 2001. Ronald is registered to provide investment advisory services in Florida, Georgia, North Carolina and Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Huck is a financial advisor with LPL Financial LLC, a firm with over $463 billion in assets under management. Ronald is registered with the state of Georgia and Texas. Ronald has been in the financial services industry since 2000 and has a wide range of experience working with individuals, families, businesses, and institutions. Ronald has also held positions with CUNA Brokerage Services, Inc. and AXA Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Nathaniel White is a financial professional based in Atlanta, GA. Ronald is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ronald has been in the industry since 1985 and has experience with Merrill Lynch, Pierce, Fenner & Smith Inc., UBS Financial Services Inc., and NationsSecurities. Ronald is also a registered investment advisor with experience at Merrill Lynch, Pierce, Fenner & Smith Inc. and UBS Financial Services Inc. Ronald's expertise includes a range of financial services such as portfolio management for individuals and businesses.

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

Equity Services, Inc. | CFP ® (Certifications)

location

ATLANTA, GA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Hunt Purdy is a financial advisor with over 30 years of experience in the industry. Ronald has been registered with Equity Services, Inc. since June 2014. Prior to that, Ronald was associated with METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, H.D. VEST INVESTMENT SERVICES, TD WATERHOUSE INVESTOR SERVICES, INC. and INVESTORS CENTER, INC. Ronald has earned the Certified Financial Planner designation. Ronald is licensed to offer securities in Alabama, Colorado, Florida, Georgia, Kentucky, Louisiana, Minnesota, Mississippi, North Carolina, Pennsylvania, South Carolina, Tennessee, Utah, Virginia and Washington. Ronald currently holds Series 4, 7, 8, 24, 52, 53 and 66 licenses. Ronald has specializations in Fixed Annuities, Variable Annuities, Mutual Funds, Variable Life and Indexed Universal Life Insurance. In addition to his work with Equity Services, Inc., Ronald also works with APOGEE FINANCIAL PARTNERS.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

ATLANTA, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Palmateer is a financial advisor with over 20 years of experience in the industry. Ronald is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Georgia. Prior to joining Osaic Wealth, Inc., Ronald was a registered representative with FSC Securities Corporation and Advantage Capital Corporation. Ronald has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Ronald holds several securities licenses, including Series 7, 24, 53, 66, and SIE. Ronald is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting 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

31 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Justice Hughes is a financial advisor with over 30 years of experience in the industry. Ronald is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous positions at Goldman, Sachs & Co.. Ronald has a wide range of experience in the financial services industry, including investment advisory, brokerage, and commodity trading. Ronald is licensed to provide financial advice in multiple states, including Georgia, Texas, New York, and others. Ronald holds Series 3, 7, and 63 licenses. Ronald also holds a Series 65 license and is registered as an investment advisor in Georgia and Texas.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Ronda Kalaman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ronda has been in the industry since June 19, 1993 and has experience in various areas. Ronda specializes in portfolio management for individuals and businesses, as well as pension consulting and educational seminars.

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

11 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ronnie Lee Barrett is a financial advisor with over 25 years of experience in the financial industry. Ronnie is currently registered with PFS Investments Inc. in Atlanta, Georgia, and has been with PFS Investments Inc. since 2022. Ronnie holds the Series 6, Series 63, Series 6TO, and SIE licenses. Ronnie has experience working with individuals, corporations and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Individuals

Need help matching

with the right advisor?