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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Atlanta, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Davis is a financial advisor with Morgan Stanley. Elizabeth has been in the financial services industry since September 2002. Elizabeth's primary focus is providing financial planning and portfolio management services to individuals and families. Elizabeth holds the Series 7, 31, and 66 securities licenses. Elizabeth is also a CERTIFIED FINANCIAL PLANNERâ„¢.

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
location

Atlanta, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Baker is a financial advisor with Morgan Stanley. Elizabeth has been a financial advisor for over 20 years, and her expertise includes providing investment advice, financial planning, and portfolio management for individuals and businesses. Elizabeth is registered to provide investment advice in 39 states, including 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

Carter, Terry & Company, Inc.

location

Atlanta, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Lasco has been in the financial industry since 1999. Elizabeth is currently registered with Carter, Terry & Company, Inc. in Atlanta, GA. Elizabeth was previously registered with FORESIDE FUND SERVICES, LLC, UBS FINANCIAL SERVICES INC., EDGE CORPORATE FINANCE, LLC, GS CAPITAL MANAGEMENT, LLC, MORGAN STANLEY & CO., INCORPORATED, DEAN WITTER REYNOLDS INC., and MORGAN STANLEY & CO., INCORPORATED. Elizabeth is a Series 63 and 65 licensed professional. Elizabeth is also a Series 3, 7, 8, 9, 10 and SIE licensed professional. Elizabeth is also a registered Investment Adviser.

SPECIALIZATIONS

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

WARNER ROBINS, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Silenzi is a financial advisor with LPL Financial LLC in Warner Robins, Georgia. Elizabeth has been in the financial services industry since April 2024. She holds a Series 66, Series 7TO, and a SIE license. Elizabeth works with individuals, families, small businesses, and institutions. She provides a variety of financial planning services, including retirement planning, college savings planning, investment management, and insurance. She is committed to helping her clients reach 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Burbage is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Atlanta, Georgia. Elizabeth has been in the financial industry for over 1 year and has a Series 7, Series 66, and SIE license. Elizabeth is registered to provide investment advice in Alabama, California, Florida, Georgia, North Carolina, Ohio, South Carolina, Tennessee, and Texas. She is a dedicated financial advisor and is committed to helping clients achieve their financial goals.

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

Stifel, Nicolaus & Company, Inc.

location

COLUMBUS, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Shelton is a financial advisor with Stifel, Nicolaus & Company, Inc. She has been working in the industry since 1997. Elizabeth has a wide range of experience and is registered in multiple states to provide investment advice. She provides investment advice to a wide variety of clients including individuals, families, and businesses. Elizabeth is committed to helping her 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 Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC

location

ATLANTA, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Paxson Neal is a registered representative at MML Investors Services, LLC, with over 1 year of experience in the financial services industry. Elizabeth is licensed to sell securities in Georgia. She has passed the Series 66, Series 7TO and the SIE examinations. Her firm, MML Investors Services, LLC, provides advisory services to individuals, corporations, businesses, trusts and foundations.

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth C. Johnson is a financial advisor with UBS Financial Services Inc. Elizabeth has been in the financial services industry since 2008. Elizabeth is registered with the state of Georgia to provide investment advisory services and is also licensed as a securities agent in several states. Prior to joining UBS Financial Services Inc, Elizabeth worked at JOHN HANCOCK DISTRIBUTORS LLC and H.D. VEST INVESTMENT SERVICES. Elizabeth is a well-rounded professional with a diverse background and experience in the financial industry.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAWRENCEVILLE, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Chesser is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. She is based in Lawrenceville, GA and is registered to provide investment advice in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee and Texas. Elizabeth has a Series 7TO, Series 66 and SIE license. She works with a variety of clients, including individuals, families, businesses, and institutions. She is dedicated to providing her clients with personalized financial advice and helping them reach their financial goals. Elizabeth is passionate about helping her clients understand their financial situation and make informed decisions about their money.

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

36 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Terrell is a financial advisor with over 30 years of experience in the financial services industry. Elizabeth has held various roles at reputable financial institutions, including CITIGROUP GLOBAL MARKETS INC. and Morgan Stanley. Currently, Elizabeth is a registered representative with Morgan Stanley, where Elizabeth specializes in providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Elizabeth is also registered as an investment advisor representative in Georgia and Texas. Elizabeth holds a wide range of licenses and certifications, including Series 7, Series 31, Series 63, Series 65, and the SIE exam.

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

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