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

Principal Securities, Inc.

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sebastian Prado is a financial professional registered with Principal Securities, Inc. Sebastian has been in the financial industry since 2016 and is licensed in 33 states. Sebastian's specializations include investment company products/variable contracts, securities, mutual funds, variable annuities, and fixed annuities. Sebastian is also a registered investment advisor representative.

SPECIALIZATIONS

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

Atlanta, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sebastian Russell is an investment advisor representative with Morgan Stanley. Sebastian is registered with FINRA and has licenses in 53 states and the District of Columbia. Sebastian has been in the industry since 2022 and has a Series 7TO, Series 66, and SIE license. Sebastian has prior experience with Northwestern Mutual Investment Services, LLC, and Morgan Stanley Meridian Wealth Management. The firm has a large client base and specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, investment companies, and charitable organizations.

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

Eagle Strategies LLC

location

ATLANTA, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Seda Ly is a registered investment advisor representative with Eagle Strategies LLC. Seda has been in the industry since 2018 and is currently registered in Georgia and California. Seda holds the Series 6, 7TO, 24, 63 and 66 licenses. Seda is experienced in providing financial planning and investment advice to individuals and corporations. Seda also provides educational seminars and publishes periodicals.

SPECIALIZATIONS

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

Capital Investment Advisors, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Selwyn Leroy Small is a registered investment advisor representative. Selwyn has been in the industry since 1992 and holds the Series 7, Series 63, and Series 65 licenses. Selwyn is currently registered with Capital Investment Advisors, LLC in Georgia and Texas. Selwyn has been with Capital Investment Advisors, LLC since October 2010. Prior to that, Selwyn was with Securities Service Network, Inc. from 1997 to 1999 and Aegon USA Securities Inc. from 1992 to 1997. Selwyn specializes in financial planning, pension consulting, and selection of other advisors. Selwyn also provides tax preparation services to some clients of Capital Investment Advisors, LLC.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Atlanta, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Seng Chio is a registered investment advisor representative with J.p. Morgan Securities LLC. Seng has been in the industry since December 2018. Seng is registered in 53 states and the District of Columbia, including Georgia and Texas. Seng Chio holds the Series 63, Series 65, Series 7TO, and SIE licenses. Seng Chio is also registered as an investment advisor representative with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management.

SPECIALIZATIONS

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

IRA Group, Inc.

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Sere Elizabeth Austin is a registered Investment Advisor Representative. Sere is currently employed with IRA Group, Inc. Sere holds Series 63, 65, and 66 securities licenses. In the past, Sere has been registered with LPL FINANCIAL LLC and PRIMEVEST FINANCIAL SERVICES, INC. Sere has over 20 years of experience in the financial services industry. Sere specializes in retirement planning, financial planning, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Atlanta, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Sergio Villa is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Sergio has been in the industry since February 2019, and currently holds Series 7, 9, 10, 66 securities licenses, and has licenses in 53 states. Sergio offers services like financial planning, performance measurement, and asset allocation modeling.

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

Cresset Asset Management, LLC | CFP ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Serina Awadalla is a Certified Financial Planner® professional and an Investment Advisor Representative with Cresset Asset Management, LLC. Serina has been in the financial services industry since 2013 and has experience with Berman Capital Advisors, LLC, and Forge Consulting LLC. Serina is registered in Georgia and holds an active Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Liquid Strategies, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Seth Wernick is an Investment Advisor Representative with Liquid Strategies, LLC. Seth is registered with the state of Georgia. Seth has been in the industry since 2021 and has experience with Morgan Stanley and E*TRADE Securities LLC. Seth's registrations include Series 66, Series 7TO and SIE. Liquid Strategies, LLC is a firm that provides investment advisory services to a variety of clients. Their services include Portfolio Management for Individuals and Portfolio Management for Investment Companies.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
SUB ADVISOR FOR OTHER INVESTMENT ADVISORA
Unclaimed

MML Investors Services, LLC

location

Atlanta, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Seth Cohn is a registered representative with MML Investors Services, LLC. Seth has been in the industry since February 15, 2001 and has experience in securities and investment advisory services. Seth has an active license in both Georgia and Texas and has worked with a variety of clients, including individuals, corporations, trusts, and pension plans. Seth has a strong track record of success and is committed to providing his clients with personalized financial advice and investment solutions.

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

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