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

Atlanta, GA

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Woodhouse is a financial advisor with Morgan Stanley. Christopher has been in the industry since 2023 and is licensed in multiple states including Georgia and Texas. Christopher has a Series 7TO, Series 66, and SIE exam licenses and is a licensed investment advisor in Georgia. Christopher specializes in financial planning, portfolio management, and pension consulting for individuals, businesses, 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

Wells Fargo Clearing Services, LLC

location

ATLANTA, GA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Lingle is a registered representative with Wells Fargo Clearing Services, LLC. Christopher is a seasoned professional in the financial services industry with over 30 years of experience. Christopher has held prior positions with firms like Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC. Christopher is licensed to provide investment advice in multiple states and holds licenses including Series 6, 7, 24, 31, 63 and 65.

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
location

Atlanta, GA

experience

27 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Christopher Brock is an active investment advisor representative with Morgan Stanley, working out of their Atlanta, GA office. Christopher has been in the industry since October 13, 1997. He is a licensed investment advisor representative in Georgia and Texas. Before joining Morgan Stanley, Christopher worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher Brock provides financial planning and investment advice to individuals, businesses, and institutions. Christopher has experience with a wide range of investment products and services, including stocks, bonds, mutual funds, ETFs, and options.

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

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Curtis Gabriel is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been working in the financial services industry since June 1999 and has a wide range of experience in both investment advisory and brokerage services. Christopher has a strong commitment to his clients, working closely with them to develop personalized financial plans to meet their unique needs. Christopher holds licenses in 31 states and specializes in a range of services including 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
location

Atlanta, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Gannon is an investment advisor representative with Morgan Stanley. Christopher has been in the industry since December 6, 1999 and has experience with Deutsche Bank Securities Inc., UBS Financial Services Inc., and J.P. Morgan Securities LLC. Christopher has passed the Series 63, Series 65, Series 7 and SIE exams. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 53 states.

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

Ciovacco Capital Management

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Christopher George Ciovacco is an investment advisor representative with Ciovacco Capital Management. Christopher Ciovacco is registered in California, Colorado, Florida, Georgia, Massachusetts, New York, North Carolina, and Texas. Christopher Ciovacco has been in the industry since 1994. Ciovacco Capital Management is a firm headquartered in Atlanta, Georgia. The firm provides portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Atlanta, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Barton is a financial advisor at J.p. Morgan Securities LLC and has been working in the industry since 2004. Christopher is a Series 66, 65 and 63 licensed professional. Christopher holds a Series 9 license, and has also passed the Series 7 and SIE exams.

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

0 Disclosures

ADVISOR BIO

Christopher Adam Shepherd is an investment advisor representative with Rockefeller Financial LLC. He is registered with the state of Massachusetts. Christopher has been in the industry since August 2003. He has passed both the Series 63 and the Series 65 exams. Christopher is currently working out of the Atlanta, GA and Beverly, MA offices. He is also associated with Spearhead Innovative Solutions, LLC, which is a consulting business that he devotes less than 5 hours a week to.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Hartnett is a registered representative with UBS Financial Services Inc. Christopher has been in the securities industry since 2010 and has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher holds the Series 63 and Series 65 licenses, and is registered in 53 states and the District of Columbia. Christopher also holds the Series 7 and SIE licenses. Christopher specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Christopher is also registered as an Investment Advisor Representative with UBS Financial Services Inc.

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

CMA Financial Services | CFP ® (Certifications)

location

Atlanta, GA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Morris has been working in the financial services industry for over 20 years. Currently, Christopher is a registered representative with CMA Financial Services, a firm based in Atlanta, Georgia. Prior to his role at CMA Financial Services, Christopher has also held positions with CAPE SECURITIES INC., TRANSAMERICA FINANCIAL ADVISORS, INC, TRIAD ADVISORS, INC., INTERSECURITIES, INC., and AXA ADVISORS, LLC. Christopher holds various licenses and certifications, including the Series 7, Series 6, Series 63, Series 65, Series 24 and SIE licenses, as well as the Certified Financial Planner designation. Christopher has expertise in various financial services areas including, financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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