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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

ST. SIMONS ISLAND, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ernest Maxwell Champion is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Saint Simons Island, GA. Ernest has been in the financial services industry since November 19, 2001, and holds licenses in multiple states. Ernest is registered with the state of Georgia as an Investment Advisor Representative. Champion is a partner in Champion and Magbee Financial Services LLC, which is a support company that he owns.

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

Principal Securities, Inc.

location

ATLANTA, GA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ernest William Dison is a financial advisor registered with Principal Securities, Inc. Ernest William Dison has been in the industry since 1997. Ernest William Dison is registered in Alabama, Georgia, New York and Tennessee. Ernest William Dison is also registered as an investment advisor representative in Georgia. In addition to working with Principal Securities, Inc. Ernest William Dison has also worked for Thrivent Investment Management Inc., E*TRADE SECURITIES LLC, INVESCO AIM DISTRIBUTORS, INC., AT INVESTOR SERVICES, INC., AMVESCAP SERVICES, INC., WMA SECURITIES, INC., E*TRADE SECURITIES, INC., CITICORP INVESTMENT SERVICES, and M.S. FARRELL & COMPANY, INC.. Ernest William Dison specializes in financial planning, pension consulting, and educational seminars. Ernest William Dison has a diverse clientele, including individuals, corporations, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Alpharetta, GA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ernest Madyun is a registered investment advisor representative with Morgan Stanley. Ernest is licensed in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Ernest also holds the Series 7TO, Series 63, and Series 66 licenses. Ernest was previously registered with E*TRADE SECURITIES LLC. Ernest has been in the financial services industry since May 2019. Ernest specializes in working with individuals, corporations, investment companies, insurance companies, and charitable organizations. Ernest provides services such as financial planning, portfolio management, and investment advisory services.

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

ATHENS, GA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Er'rynne Comstock is a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Er'rynne has been working in the financial industry for over 30 years. Er'rynne specializes in providing investment advice to corporations, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Er'rynne has a strong track record of success and is committed to providing their clients with the highest level of service and expertise. Er'rynne has been registered with the Securities and Exchange Commission since 1989.

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

Fidelity Personal AND Workplace Advisors

location

DUNWOODY, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Erwing Landazabal is a financial advisor who has been active in the financial services industry since May 2021. Erwing has a wide range of experience in the industry, having worked with Fidelity Brokerage Services LLC, PFS Investments Inc., and now Fidelity Personal and Workplace Advisors. Erwing holds a variety of licenses and registrations, including Series 7, 63, 65, and 26.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Estarlin Evangelistatapia is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since August 13, 2018. Estarlin is registered to conduct business in Georgia, Alabama, Florida, North Carolina, South Carolina, Tennessee, and Texas. Previously, Estarlin worked for WELLS FARGO CLEARING SERVICES, LLC. in Duluth, Georgia. Estarlin holds Series 6, 7, 63, and 66 licenses and the SIE exam.

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

0 Disclosures

ADVISOR BIO

Esteven Ladron de guevara is an investment advisor representative registered with Bison Advisors. Esteven is licensed to provide financial advice in Florida. Esteven has been a licensed independent insurance agent since 2022. Esteven has been employed by Bison Wealth, LLC dba Serve and Protect Financial since January 2023. Esteven has been working in the financial industry since 2011. Esteven specializes in portfolio management, financial planning, pension consulting, and educational seminars. Esteven is a licensed investment advisor representative and holds a Series 65 license.

SPECIALIZATIONS

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

Alpharetta, GA

0 Disclosures

ADVISOR BIO

Esther Riner is a financial advisor affiliated with Morgan Stanley. Esther Riner is located in Alpharetta, GA.

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

Equity Services, Inc.

location

DOUGLASVILLE, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Esther Bernadette Latham is a registered investment advisor representative with Equity Services, Inc. She is based in DOUGLASVILLE, GA, and has been in the industry since 2007. Esther has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations and individuals other than high-net-worth individuals. In addition to working with Equity Services, Inc., Esther is also an insurance agent. She is a licensed insurance agent and has worked with Allstate Insurance Co and Prudential Insurance Company of America. She holds Series 6, 7, 63 and 65 licenses. Esther also holds a Securities Industry Essentials (SIE) license.

SPECIALIZATIONS

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

THE Ayco Company, LP

location

Atlanta, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ethan Lev Glickfield is a Registered Representative and Investment Advisor Representative, licensed in Georgia and New York. Ethan Lev Glickfield is associated with The Ayco Company, LP and has been in the industry since 2022. Ethan Lev Glickfield has passed the Series 7TO, Series 66 and SIE exams. Ethan Lev Glickfield specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

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

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