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

PFS Investments Inc.

location

ATLANTA, GA

experience

1 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Tiquisha Moneque Hines is a registered representative with PFS Investments Inc., with a branch office in Atlanta, GA. Tiquisha holds the Series 6TO and SIE licenses. Tiquisha has been working in the financial industry for over two years. Tiquisha specializes in portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

ATLANTA, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Tleen Antoinette Campbell is a financial advisor who is registered with PFS Investments Inc. Tleen is registered in 13 states, including Georgia, North Carolina, Alabama, California, Colorado, Florida, Maryland, Michigan, New Jersey, New York, South Carolina, Texas, and Virginia. Tleen has a Series 6, Series 26, and Series 63 license. Tleen has been in the industry since February 5, 2014. Tleen specializes in Investment Company Products/Variable Contracts.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Chatham Investment Counsel, LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Todd F. Chatham is an Investment Advisor Representative. Todd is registered with Chatham Investment Counsel, LLC in Atlanta, Georgia. Todd is also registered with the state of Mississippi as an Investment Advisor Representative. Todd has been working in the securities industry since 2010. Todd is a lawyer and is also the Vice President, Associate General Counsel for Truist Bank, in Atlanta, Georgia. Todd is the primary contact at Chatham Investment Counsel, LLC.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Advisory Services Network | PFS ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Todd Clarence Pfleger is a financial advisor with Advisory Services Network, based in Atlanta, Georgia. He has been in the industry since March 2000, and is registered in Massachusetts. Todd is a Personal Financial Specialist and provides financial planning services to individuals, as well as portfolio management. Todd also provides tax preparation services, in addition to financial advising.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

Atlanta, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Todd Michael Schoonover is a financial advisor in Atlanta, GA. Todd has been in the financial services industry since 1998. Todd is currently registered with Principal Securities, Inc.. Todd is also registered with the following states: Alabama, Colorado, Florida, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, and Wisconsin. Prior to joining Principal Securities, Inc., Todd worked at MML Investors Services, LLC, NYLIFE Securities LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Todd Jeffrey Urowsky is a financial advisor at UBS Financial Services Inc. Todd has been in the financial services industry since 1999. Todd has a wide range of experience and is registered to provide investment advice in 47 states and the District of Columbia. Prior to joining UBS Financial Services Inc., Todd was an advisor at Mercer Allied Company, L.P..

SPECIALIZATIONS

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

Morgan Stanley

location

ATLANTA, GA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Todd Jonathan Smith is a registered investment advisor representative with Morgan Stanley. Smith has been in the financial services industry since 1994. He has a Series 63 and Series 65 license. Smith provides investment advice to individuals and businesses. He has a diverse client base that includes insurance companies, investment companies, charitable organizations, high-net-worth individuals, and banking or thrift institutions. Smith also provides financial planning, pension consulting, educational seminars, and selection of other advisors. Before joining Morgan Stanley, Smith was employed by CITIGROUP GLOBAL MARKETS 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Todd Gainor Hallauer is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Todd has over 20 years of experience in the financial services industry. Prior to joining Merrill Lynch, Todd was with Morgan Stanley. Todd holds the Series 7, Series 63, and Series 66 licenses. Todd specializes in providing financial advice to individuals, businesses, 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

Advisory Services Network

location

ATLANTA, GA

disclosure

5 Disclosures

ADVISOR BIO

Todd Edward Leake is a financial advisor with over 30 years of experience in the industry. Todd has worked with several firms including Prospera Financial Services, Inc. and LinSCO/Private Ledger Corp.. Todd currently works with Advisory Services Network and is registered as an Investment Advisor Representative in Texas. Todd is also licensed to sell insurance in Texas. Todd provides financial planning, selection of other advisors, and portfolio management services to individuals. Advisory Services Network provides financial services to a variety of clients including individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities.

SPECIALIZATIONS

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

Synovus Securities, Inc. | CFP ® (Certifications)

location

ATLANTA, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Todd Emil Bellocchio is a financial advisor with Synovus Securities, Inc. Todd has been in the financial industry since 2011. Todd has a background in investment management and financial planning. Todd is registered in Alabama, California, Colorado, Florida, Georgia, Indiana, North Carolina, South Carolina and Texas. Todd holds the Series 6, Series 7, and Series 66 registrations, and has passed the SIE exam. Todd is also a Certified Financial Planner. Todd has experience working with individuals, corporations, and charitable organizations. Todd is committed to providing clients with personalized financial advice and services to help them reach their financial goals. Todd's previous employment includes SunTrust Investment Services, Inc. and AXA Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals

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