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

Wells Fargo Clearing Services, LLC

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Vogelbacher is a financial advisor with Wells Fargo Clearing Services, LLC. Samuel is registered with the state of Georgia and North Carolina to provide investment advice. Samuel has been in the financial industry for over 4 years. Samuel specializes in providing investment advice and services to individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations and state or municipal government entities. Samuel is also a DoorDash driver.

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
location

ATLANTA, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Samuel White Yates is a financial advisor currently registered with Morgan Stanley. Yates has been in the industry since 1999, holding prior registrations with Jefferies LLC and Credit Suisse Securities (USA) LLC. Yates has a wide range of experience, serving clients in several states including Georgia, Texas, California, and New York.

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

Cibc Private Wealth Advisors, Inc.

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Samuel Adams is an Investment Advisor Representative at CIBC Private Wealth Advisors, Inc. Samuel has been in the industry since July 2014. Samuel is registered with the state of Georgia. Samuel specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles, and selection of other advisors. Samuel is also registered with the state of Georgia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INDEX PROVIDER
Portfolio Management for Pooled Investment Vehicles
Unclaimed

PFS Investments Inc.

location

ATLANTA, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Augustus Shepard is a registered investment advisor representative with PFS Investments Inc. Samuel has been in the industry since 2005 and has experience working with individuals, businesses, and charitable organizations. Samuel is licensed to provide investment advice in Georgia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

Atlanta, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Wesselschmidt is a financial advisor with over 10 years of experience in the financial services industry. Samuel has been with Morgan Stanley since July 2020. Prior to joining Morgan Stanley, Samuel worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Samuel provides a wide range of financial services to individuals, families, businesses, and institutions. Samuel is a graduate of [insert degree and University name]. Samuel is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. Samuel is registered to provide financial advice in Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Indiana, Kansas, Maine, Maryland, Massachusetts, Missouri, Montana, Nevada, New York, North Carolina, Ohio, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Washington.

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
location

Atlanta, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Bayne Hill is a registered investment advisor with Morgan Stanley. Hill has been in the industry since 2005 and is licensed in 16 states. Hill is also a member of the Endowment Committee for Camp Twin Lakes in Atlanta, Georgia. Hill's specializations include various types of financial planning, portfolio management, and asset allocation advice. Hill is approved to work with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Hill's previous employers include Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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

Truist Advisory Services, Inc.

location

ATLANTA, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Wright is a financial advisor with Truist Advisory Services, Inc., based in Atlanta, Georgia. Samuel Wright has been in the financial services industry for over 10 years. Samuel Wright holds a Series 66 license, as well as Series 7TO and SIE licenses. Samuel Wright is registered in 53 states for Broker-Dealer activity.

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
location

Atlanta, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Neff is a registered representative with Morgan Stanley. Samuel is licensed in Alabama and Texas and has a strong track record of providing financial guidance to individuals and families. He provides financial planning and asset allocation advice. Samuel is committed to understanding his clients' needs and developing a comprehensive plan to help them reach 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Park Avenue Securities LLC

location

ATLANTA, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Stenger Renken is a financial advisor registered with Park Avenue Securities LLC. Samuel has over 10 years of experience in the financial services industry. Samuel's expertise includes financial planning, portfolio management for individuals, and educational seminars. Samuel has a Series 6, Series 63, and Series 65 license and is registered in multiple states. Samuel's previous experience includes roles with Mutual of Omaha Investor Services, Inc., and MML Investors Services, LLC. Samuel is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Fishman is an investment advisor representative at Morgan Stanley with over 10 years of experience in the financial services industry. Samuel has a law degree from Southern Methodist University and is a licensed attorney in Texas. Samuel has also worked at several other firms, including Hallett & Perrin PC, Stromberg Stock PLLC, and Cooper and Scully P.C. Samuel holds a Series 7TO and Series 66 license and is registered in several states, including Georgia, Texas, and New York. Samuel specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, and institutional clients.

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

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