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

Rockefeller Financial LLC

location

ATLANTA, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Vicki Strine is a financial advisor with over 24 years of experience in the industry. Vicki is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management. Vicki's previous experience includes roles at Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Davenport & Company LLC, and Crestar Securities Corporation. Vicki has a broad range of experience and specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Atlanta, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Vickie Mitchell is a financial advisor with over 20 years of experience in the industry. Vickie is currently registered with Morgan Stanley and holds Series 7, 31, 63, and 66 licenses as well as the SIE exam. Vickie has previously been registered with Wachovia Securities, Inc. and American Express Financial Advisors Inc. among other firms. Vickie provides a wide range of financial services including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies. Vickie has a proven track record of success in helping clients achieve 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

J.p. Morgan Securities LLC

location

Atlanta, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Victor Martinez is a financial advisor with J.P. Morgan Securities LLC. Victor is registered with FINRA, the Securities Investor Protection Corporation (SIPC) and the state of Georgia. Victor has a combined 2 years of experience in the securities industry. Victor has passed the Series 66, Series 7TO, and SIE exams. Victor's firm is a large financial firm that offers a variety of investment products and services. Victor is able to provide financial advice to a wide range of clients. Victor is registered to provide services in all 50 states.

SPECIALIZATIONS

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

Rockefeller Financial LLC

location

ATLANTA, GA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Victor Calvert has been in the financial services industry since 2003 and is currently a Registered Representative with Rockefeller Financial LLC. Victor has experience at several prominent firms including Morgan Stanley and Wells Fargo Advisors. He has a broad range of industry knowledge, including expertise in Futures Managed Funds, General Securities and Securities Industry Essentials. Victor holds the Series 31, Series 7, and SIE licenses. Victor currently holds registrations in 42 states including Georgia and Texas.

SPECIALIZATIONS

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

Atlanta, GA

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Victor Joseph Ferrugia is a financial advisor with over 40 years of experience in the financial industry. Victor is registered to provide investment advice in 36 states and is a Registered Representative for Morgan Stanley. Victor's previous experience includes positions with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Morgan Keegan & Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward D. Jones & Co., L.P. Victor is a Series 7, Series 9, Series 10, Series 3, and Series 63 licensed professional. Victor holds licenses in various states to provide investment advice and brokerage services to individuals and institutions.

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

Saxony Capital Management, LLC

location

Atlanta, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Victor Giustina is a financial advisor with over 20 years of experience in the industry. Victor is currently registered with Saxony Capital Management, LLC in Atlanta, GA, as a Registered Representative and Investment Advisor Representative. Victor has a strong track record of providing financial advice and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations. In addition to his role at Saxony Capital Management, Victor is also affiliated with Patrick Capital Markets. Victor holds multiple securities licenses, including Series 6, 7TO, 62, 63, and 66. Victor also holds the Series 66 license and has completed the SIE exam. Victor provides investment-related services through his own firm, Piedmont Capital Distributors, a DBA for his investment-related business. Victor's areas of specialization include financial planning, portfolio management for individuals and businesses, and the selection of other advisors.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

ATLANTA, GA

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Victoria Lowery is a registered representative with MML Investors Services, LLC. Victoria has been in the industry since April 13, 2012. Victoria is licensed in 16 states. Victoria holds the Series 6, Series 63, and SIE licenses. Victoria specializes in a number of areas, including asset allocation programs, financial planning, pension consulting, and educational seminars.

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
Unclaimed

Signaturefd, LLC | CFP ® (Certifications)

location

ATLANTA, GA

disclosure

1 Disclosures

ADVISOR BIO

Victoria Shackley is a financial advisor with Signaturefd, LLC. Victoria has been in the industry since 2000. Victoria has the Series 3, 7 and 66 licenses. Victoria is a CERTIFIED FINANCIAL PLANNER™ professional. Victoria has previously worked at WELLS FARGO ADVISORS, LLC, SUNTRUST INVESTMENT SERVICES, INC., CITIGROUP GLOBAL MARKETS INC., DEUTSCHE BANK SECURITIES INC., and GOLDMAN, SACHS & CO..

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

J.p. Morgan Securities LLC

location

ATLANTA, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Lynn Graham is a financial advisor with J.P. Morgan Securities LLC. Victoria has been in the financial services industry since 1998 and has a strong track record of providing investment advice to individuals, families, and businesses. She has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Victoria is also a registered representative of Raymond James & Associates, Inc. and Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Vijay Patel is a financial advisor with over 15 years of experience in the industry. He is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous registrations with Ameriprise Financial Services, Inc. Vijay has a wide range of experience in financial services, including securities, investments, and financial planning. Vijay holds Series 7 and 66 licenses, as well as a Securities Industry Essentials (SIE) license. Vijay specializes in providing financial advice to individuals, businesses, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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

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