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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

LAGRANGE, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Garner Little is a financial advisor who has been in the industry since 2012. Cynthia is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2013. Cynthia has her Series 7, Series 66 and SIE licenses and has been approved to provide investment advice in Alabama, Florida, Georgia, Kansas and South Carolina. Cynthia has worked with a variety of clients, including individuals, corporations, and charitable organizations. Cynthia is a Registered Representative and Investment Advisor Representative, and is committed to providing her clients with personalized financial advice. Cynthia specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cynthia Lynn Skaggs is a financial advisor with over 18 years of experience in the industry. Cynthia is currently registered with LPL Financial LLC, and has held previous registrations with Securities America, Inc., and VeraVest Investments, Inc. Cynthia has a broad range of experience in financial planning, portfolio management, and insurance. Cynthia holds the Series 66, Series 31, and Series 7 licenses. Cynthia has an active registration in 17 states, including Alabama, Alaska, California, Colorado, Florida, Georgia, Illinois, New York, Ohio, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia. Cynthia is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Synovus Securities, Inc.

location

PERRY, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Marie Pope is a financial advisor with Synovus Securities, Inc. Cynthia has been in the financial industry since 2018 and is registered to provide investment advice and securities trading in Alabama, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Nevada, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and Washington. Cynthia also holds the Series 66, Series 7, and SIE licenses. Cynthia has experience providing financial planning, portfolio management, and investment advice to individuals and businesses. Cynthia is committed to helping her clients reach their financial goals.

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
location

Atlanta, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Dianne Lane is a financial advisor registered with Morgan Stanley and has been in the financial services industry since October 16, 2000. Cynthia has experience working with a variety of clients, including individuals, families, businesses, and institutions. Cynthia holds the Series 7, Series 31, Series 63, and Series 66 licenses, as well as the SIE. Cynthia is also registered with the states of Georgia and Texas.

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Yepez is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Cynthia is registered with FINRA and the state of Georgia. Cynthia has been in the industry since 2014. Cynthia has passed the Series 7TO, SIE, and Series 66 exams.

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

Elevate Wealth Advisory, Inc. | CFP ® (Certifications)

location

ATHENS, GA

0 Disclosures

ADVISOR BIO

Cynthia Deanne Rosso is an Investment Advisor Representative at Elevate Wealth Advisory, Inc. Cynthia has been in the industry for over 16 years. She holds Series 66 and Series 7 licenses and is a Certified Financial Planner. Cynthia has been with Elevate Wealth Advisory, Inc. since 2005 and previously worked at FSC Securities Corporation. Cynthia provides financial planning services to individuals, high net worth individuals, corporations, and charitable organizations. Elevate Wealth Advisory, Inc. is a registered investment advisor that provides financial planning, portfolio management, and pension consulting services. The firm manages approximately $314,072,325 in assets for approximately 1,676 clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PEACHTREE CITY, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Webb Buck has been in the financial services industry since October 12, 2004. Cynthia is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to offer securities and investment advisory services in 42 states. Cynthia works in the Peachtree City, Georgia office of Merrill Lynch. Cynthia is an active member of the securities industry and continues to develop her knowledge of the industry.

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

Nicholas Wealth Management

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Cynthia Panian is an investment advisor representative with Nicholas Wealth Management. Cynthia has been in the industry since 2011, and has held previous positions with Nationwide Securities, LLC and NYLIFE Securities LLC. Cynthia's career has been focused on providing financial advice and investment services to individuals, families, and businesses. Cynthia has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
RADIO/PODCASTS
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SAVANNAH, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Vogel is a financial advisor with Stifel, Nicolaus & Company, Inc. Cynthia has over 26 years of experience in the financial services industry. Cynthia is registered with the state of Georgia and is series 66, SIE and series 7 licensed. In addition to her experience with Stifel, Nicolaus & Company, Inc., Cynthia has previous experience with MORGAN STANLEY and 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 Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAVANNAH, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Cytra Kinte-parker is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Cytra Kinte-parker is a registered representative in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas. Cytra Kinte-parker is also a registered investment advisor representative in Georgia, South Carolina, and Texas. Cytra Kinte-parker has been in the securities industry since January 2019.

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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