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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Arthur Joerres is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas has been in the industry since May 16, 2017. Thomas holds Series 66, SIE and Series 7 licenses. Thomas is registered in 53 states. Merrill Lynch is a full-service brokerage and investment banking firm. The firm provides a wide range of financial products and services, including investment banking, securities brokerage, asset management, and wealth management. The firm serves a diverse clientele, including individuals, corporations, governments, and institutions.

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

Osaic Wealth, Inc.

location

ATLANTA, GA

experience

38 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Thomas Costello is a financial advisor with Osaic Wealth, Inc. based in Atlanta, GA. Thomas has been in the financial industry for over 35 years, having started in 1986. Thomas has a strong background in both securities and insurance, and has a current registration in the following states: Alabama, Colorado, Florida, Georgia, Illinois, Minnesota, Nevada, North Carolina, South Carolina and Virginia. He is also a Managing Partner at CKM Capital Group, which is a securities and insurance company.

SPECIALIZATIONS

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

Eads & Heald Wealth Management | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Thomas Farmer Heald is an Investment Advisor Representative and is registered with the state of Georgia since April 2003. He is also registered with the state of North Carolina and Texas. He is affiliated with Eads & Heald Wealth Management. Thomas is a Chartered Financial Analyst. He has been in the investment industry since July 1987. Thomas specializes in providing financial planning and portfolio management services to individuals and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Invesco Advisers, Inc. | CFP ® (Certifications)

location

ATLANTA, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Statton is an investment advisor representative at Invesco Advisers, Inc. with over 17 years of experience in the financial services industry. Thomas specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Thomas is registered with the Financial Industry Regulatory Authority (FINRA) and is also a Certified Financial Planner.

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

Cetera Investment Advisers LLC

location

ATLANTA, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Newman Scott is a financial advisor with Cetera Investment Advisers LLC. Thomas Newman Scott is a licensed investment advisor in the state of Georgia. Thomas Newman Scott has been active in the securities industry for over 27 years, with a background in both securities and insurance. Thomas Newman Scott works with clients to develop individual financial plans, manage their investments, and meet their financial goals. Thomas Newman Scott is a member of the Guilford Forest Homeowners Association and the Morehouse College Alumni Association.

SPECIALIZATIONS

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

Moran Tice Capital Management LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Thomas Moran is an Investment Advisor Representative with Moran Tice Capital Management LLC in Atlanta, Georgia. Thomas Moran has over 30 years of experience in the financial services industry. He is a licensed investment advisor representative and a registered representative in Georgia and Tennessee. He holds the Series 3, 7 and 65 licenses. Thomas Moran specializes in providing investment advice to individuals and families. He also manages investment portfolios for pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Colony Capital Management, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Thomas Slaton is an investment advisor representative with Colony Capital Management, LLC. Thomas has been with the firm since July 2012. Thomas specializes in portfolio management for businesses and individuals. Thomas is registered with the state of Georgia and Texas as an investment advisor representative.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Henssler Financial

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Thomas Logan Daniel is an investment advisor representative with Henssler Financial. Thomas has over 6 years of experience in the financial services industry. Thomas has been registered with the state of Georgia since January 8, 2016, and is currently active. Previously, Thomas was registered with ALPS DISTRIBUTORS, INC. and ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC. Thomas holds the Series 66, Series 7, and Series 24 licenses. Thomas has a strong background in financial planning and advising.

SPECIALIZATIONS

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

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

ATLANTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Wright Rudderow is a financial advisor at Raymond James & Associates, Inc. with over 6 years of experience in the financial services industry. Thomas has a wide range of experience in financial planning, portfolio management, and other investment services. Thomas is licensed to provide investment advice in multiple states and holds multiple industry designations including Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

PFS Investments Inc.

location

ATLANTA, GA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Johnson is a financial professional with over 30 years of experience in the financial services industry. Thomas has been registered with PFS Investments Inc. since April 1992, and previously worked with First American National Securities, Inc. Thomas holds the Series 6, Series 63, and SIE licenses. Thomas is registered to provide securities advice in Florida and Georgia.

SPECIALIZATIONS

Portfolio Management for Individuals

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