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

PFS Investments Inc.

location

ATLANTA, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Yolanda Yvette Robinson is a financial professional with over 5 years of experience in the industry. Yolanda is a registered representative of PFS Investments Inc. and holds the Series 6, SIE and Series 63 licenses. Yolanda specializes in providing portfolio management services to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Yoleiba Jenner, J. is a registered representative with J.P. Morgan Securities LLC. Yoleiba has been in the industry for over 3 years. Yoleiba has a Series 7, 66, and SIE licenses and is registered in 53 states. Yoleiba is able to offer a broad range of financial products and services, including investment advice, portfolio management, and financial planning. Yoleiba's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

PFS Investments Inc.

location

ATLANTA, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Yombwe C. Kotati is a financial advisor with PFS Investments Inc. in Atlanta, Georgia. Yombwe has been in the financial industry since December 24, 2013. Yombwe is registered with the state of Georgia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Atlanta, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Youngmin Lee is a registered representative with J.P. Morgan Securities LLC and has been in the industry since June 24, 2021. Previously, Youngmin was a registered representative with E*TRADE SECURITIES LLC from April 8, 2021 to March 9, 2022. Youngmin holds the Series 7TO, Series 63, and Series 66 licenses. Youngmin's specialties include providing financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

ATLANTA, GA

experience

13 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Yuemei Sun is a registered investment advisor representative with Pruco Securities, LLC. Yuemei Sun has been in the industry since February 13, 2012 and holds the Series 6, 63 and 65 licenses as well as the SIE. Yuemei Sun specializes in the following areas: Portfolio Management for Individuals, Financial Planning, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Investment Companies.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Yumi Koh is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working from the Atlanta branch office. Yumi has been in the industry since 2010 and has held previous positions at J.P. Morgan Securities LLC, Bessemer Investor Services, Inc., AIG SunAmerica Capital Services, Inc., Morgan Stanley & Co., Incorporated, and Chase Securities Inc. Yumi has passed both Series 63 and Series 65 exams and Series 7 and SIE exams. Yumi specializes in portfolio management for individuals and businesses, pension consulting, and educational seminars.

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

Wells Fargo Clearing Services, LLC

location

ATLANTA, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Yvette Michelle Johnson is a financial professional with over 20 years of experience in the industry. Yvette is currently registered with Wells Fargo Clearing Services, LLC and is located in Atlanta, Georgia. Yvette holds a Series 7, Series 63, Series 31 and Series 6TO licenses. Yvette also has a Series 65 license to provide investment advisory services. Yvette has previously worked with Morgan Stanley DW Inc., PFS Investments Inc and Wells Fargo Clearing Services, LLC. Yvette's expertise includes providing financial planning and investment consulting services to individual and 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

Fidelity Personal AND Workplace Advisors | CFP ®,CFC ® (Certifications)

location

ATLANTA, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Yvette Curtis Mills is a financial advisor with Fidelity Personal And Workplace Advisors. Yvette has over 15 years of experience in the financial services industry. She is registered with the state of North Carolina and Texas. Yvette holds the Series 6, 7, 63 and 65 licenses and has earned the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations. Yvette provides financial planning, portfolio management and other services for individuals, families, and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Zach Rahm is a financial advisor at Wells Fargo Clearing Services, LLC. Zach is registered with FINRA and the states of Georgia and Texas. Zach offers a variety of financial services, including investment consulting, financial planning, and portfolio management for individuals and businesses. Zach is also licensed to offer investment advisory services in Georgia and Texas. Zach has been a financial advisor since 2019 and has a strong track record of success in 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Florida Financial Advisors, LLC

location

Atlanta, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Zachary Greenhoe is a financial consultant with Florida Financial Advisors, LLC. Zachary holds both a Series 63 and Series 65 license, as well as Series 6TO and SIE certifications. Zachary has been working in the financial industry for over 5 years, and has experience in investment advising, securities sales, and insurance. Zachary is licensed in Florida, Georgia, and Texas.

SPECIALIZATIONS

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

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