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

Oppenheimer & Co. Inc.

location

ATLANTA, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Stacey McCulley is a financial advisor with Oppenheimer & Co. Inc., a firm managing over $27 billion in assets. Stacey has over 15 years of experience in the financial services industry. Stacey is registered in multiple states and holds several licenses, including the Series 7, Series 63, and Series 65. Stacey provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Stacey is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

ZWJ Investment Counsel Inc. | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Stacey Devan Ewing is a registered Investment Advisor Representative with ZWJ Investment Counsel Inc. Stacey is a Chartered Financial Analyst and has been in the industry since July 2002. Stacey has a special focus on retirement planning, investment strategies, and providing portfolio management for individuals and businesses. Stacey and ZWJ Investment Counsel Inc. focus on providing financial guidance to a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Atlanta, GA

experience

56 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stanford Firestone is a financial advisor with over 50 years of experience in the industry. Stanford Firestone is currently registered with Morgan Stanley and has held previous positions at Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Stanford Firestone holds several licenses and certifications including Series 7, Series 63, Series 40, and Series 1.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Stanley Sharp is a registered investment advisor representative and general securities representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Stanley has been in the securities industry since March 1984. Stanley has a Series 65, Series 63, Series 31, Series 7 and SIE license. Stanley has registrations in 53 states and is approved for both Broker-Dealer and Investment Advisor scopes. Stanley has been affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 1985. Stanley has also worked at Dean Witter Reynolds Inc. and Bank of America, N.A.

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

Invesco Managed Accounts, LLC

location

Atlanta, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Stanley Domanski is a registered investment advisor representative with Invesco Managed Accounts, LLC. Stanley has been in the industry since 2013 and holds the Series 7 and Series 66 licenses. Stanley has worked with Lord Abbett Distributor LLC and Invesco. Stanley’s current registrations include Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, and Virgin Islands.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Stefan Livsey is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since March 2024. Stefan is licensed in Georgia and Texas, and is currently registered with the firm's Atlanta office. Stefan has a wide range of experience in providing financial services, including investment advisory services, portfolio management, and retirement planning.

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

Advisory Services Network

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Steffen Beck is an investment advisor representative with Advisory Services Network. Steffen has been in the industry for more than 7 years. Steffen has a Series 7, Series 63, and Series 65 license. They have worked for both Foreside Fund Services, LLC and Raymond James & Associates, Inc., prior to joining Advisory Services Network. Steffen primarily focuses on financial planning and portfolio management for both individuals and businesses. They have experience working with individual clients, high net worth individuals, pension plans, and charitable organizations.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ATLANTA, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Groff is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Stephanie has been in the financial industry for over 10 years and holds Series 6, 7, 63, and 66 licenses as well as the SIE. Stephanie provides financial planning services to clients and specializes in portfolio management for individuals and businesses. She also provides investment consulting services to institutional clients.

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

PFS Investments Inc.

location

ATLANTA, GA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephanie Lampley is a financial professional with over 28 years of experience in the industry. Stephanie is currently registered with PFS Investments Inc. and has been with the firm since 1999. She is licensed in several states, including Georgia, Florida, and Alabama. Stephanie's credentials include the Series 6, 26, and 63 licenses. She has a strong track record of providing financial advice and investment management services to individuals and businesses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Maven Capital Partners, LLC | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Stephanie Douglass is a financial advisor with over 20 years of experience in the financial services industry. She is currently registered with Maven Capital Partners, LLC and Reicon Wealth Advisors, LLC. Stephanie is a Managing Director of Reicon Capital, LLC, which is a family office specializing in alternative investments. She has a background in managing alternative investments, particularly in real estate, private equity, and hedge funds. Stephanie also holds the Series 7, Series 28, Series 39, and Series 63 securities licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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