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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Avantax Advisory Services

location

JOHN CREEK, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

A. Michael Mirza is an investment advisor representative registered with Avantax Advisory Services. A. Michael Mirza has been in the financial services industry since 1999. A. Michael Mirza is also a Certified Public Accountant (CPA) and operates a tax preparation and accounting practice. A. Michael Mirza has a Series 6 and Series 63 license and offers investment advice and financial planning services to individuals, businesses, and retirement plans. A. Michael Mirza's office is located in Johns Creek, Georgia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Impact Partnership Wealth, LLC | CFP ® (Certifications)

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Aaron Michael Vincent is an active Investment Advisor Representative in Georgia and Texas with Impact Partnership Wealth, LLC, a firm that has its main office in Marietta, Georgia. Aaron has been in the financial industry since 2014. Aaron specializes in Retirement Planning, College Savings, Asset Management and Estate Planning. Aaron's previous experience includes roles at Cambridge Investment Research, Inc. and Voya Financial Advisors, Inc. Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24 and Series 66 licenses.

SPECIALIZATIONS

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

Alpharetta, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Olalude is a financial advisor with Morgan Stanley. Aaron has been in the financial services industry since 2021. Aaron is a registered representative in 53 states. Aaron holds the Series 63, Series 7, and Series 66 licenses. Aaron has a Bachelor of Science degree in Business Administration and a Master of Business Administration degree. Aaron previously worked at E*TRADE SECURITIES LLC and Northwestern Mutual Investment Services, LLC.

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

Your Retirement Coach

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Aaron Calhoun is a financial advisor who has been in the industry since 2020. He specializes in providing financial planning, portfolio management, and succession and transition planning services to individuals, businesses, and charitable organizations. Aaron holds the Series 65 license and is registered as an Investment Advisor Representative in Georgia. He is also a registered representative with Your Retirement Coach.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SUCCESSION AND TRANSITION PLANNING FOR BUSINESS OWNERS
Unclaimed
location

Alpharetta, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Michael Hunte is a financial professional with over 5 years of experience in the industry. Aaron is currently a registered representative with Morgan Stanley, a firm with over 15,700 licensed agents and $1.4 trillion in regulatory assets under management. Prior to joining Morgan Stanley, Aaron was registered with E*TRADE SECURITIES LLC. Aaron's specializations include providing financial advice, asset allocation advice, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Synovus Securities, Inc. | CFP ® (Certifications)

location

COLUMBUS, GA

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Justice is a financial advisor with Synovus Securities, Inc. based in Columbus, Georgia. Aaron is registered with FINRA and holds the Series 6, 7, 63, 65 and SIE licenses. Aaron has been in the financial industry since 2008 and has previously worked with First Citizens Investor Services, Inc., First Citizens Securities Corporation and Wells Fargo Advisors, LLC. Aaron is also a Certified Financial Planner.

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
Unclaimed

Cetera Investment Advisers LLC

location

ATLANTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Newman is a financial advisor with Cetera Investment Advisers LLC. Aaron is a registered investment advisor in Georgia and Texas. Aaron has been in the financial services industry since January 18, 2015. Cetera Investment Advisers LLC is a financial advisory firm that provides financial planning, pension consulting, educational seminars, and portfolio management services. They manage assets for individuals, businesses, and investment companies.

SPECIALIZATIONS

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

Impact Partnership Wealth, LLC

location

Woodstock, GA

0 Disclosures

ADVISOR BIO

Aaron Dixon is a financial advisor with Impact Partnership Wealth, LLC, based in Marietta, GA. Aaron Dixon specializes in financial planning, portfolio management for individuals, and educational seminars. Aaron Dixon is registered with the state of Georgia as an Investment Advisor Representative and has earned the Series 63 and Series 65 licenses.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

LAWRENCEVILLE, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Michael Newton is a registered representative with Fidelity Personal And Workplace Advisors. He is a Series 7 and Series 66 licensed advisor. Aaron has been in the industry for 2 years and has an active status with both the Broker-Dealer and Investment Advisor registrations. Aaron has an established background in a variety of fields, including finance and retail.

SPECIALIZATIONS

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

Navy Federal Investment Services, LLC

location

Sandy Springs, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Meadow is a financial advisor with Navy Federal Investment Services, LLC, and has 6 years of experience in the financial services industry. Aaron is registered with FINRA and the state of Georgia. Aaron has a Series 7 and Series 66 license, and has passed the SIE Exam. Aaron specializes in working with individuals, high-net-worth individuals, and businesses, and provides financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

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