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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Freeland is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has been in the industry since May 2019 and holds Series 7, 66, and SIE licenses. Alexander is registered in 30 states and has experience working with individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ALPHARETTA, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Duhaime is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has been in the securities industry for 4 years. Alexander has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Alexander is registered to offer securities in 33 states and is also registered as an investment advisor in Georgia and Texas.

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

Alexander Carnevale Morettini is an Investment Advisor Representative at IRA Group, Inc. Alexander is registered with the state of Georgia and has been in the industry since 2023. Alexander obtained their Series 65 license on June 20, 2023 and is active in the industry. Alexander specializes in financial planning, pension consulting, educational seminars and portfolio management for individuals.

SPECIALIZATIONS

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

Alpharetta, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Barthold is a financial advisor with Morgan Stanley. Alexander has been in the financial services industry since 2008. Alexander has a strong background in providing investment advice and financial planning. He has held previous positions with E*TRADE Securities LLC and Edward Jones. Alexander is registered in Georgia and holds Series 7, 9, 10, 24, and 66 licenses. He is dedicated to helping 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

THE Strategic Financial Alliance, Inc.

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Meehan is a financial advisor registered with The Strategic Financial Alliance, Inc., located in Atlanta, GA. Alexander has been in the financial industry since 2020 and holds FINRA Series 7, SIE and is registered with FINRA. Alexander specializes in Portfolio Management for Individuals and Businesses, Financial Planning, and Selection of Other Advisors.

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

COLUMBUS, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Ballard is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has been in the industry since November 2019, working with individuals, businesses, trusts, and other entities. Alexander holds Series 7, 66, and SIE licenses, and is licensed in Georgia, Texas, and other states.

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

LPL Financial LLC

location

BLUE RIDGE, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Neal is a financial advisor with LPL Financial LLC. Alexander has been in the financial industry since 2018. Alexander is registered with the state of Georgia as an Investment Advisor Representative. Alexander is also registered with the state of Alabama, Delaware, Florida, Georgia, Kentucky, Maine, Michigan, Nebraska, New Jersey, North Carolina, Ohio, Pennsylvania, and Tennessee. Alexander has a Series 7, Series 66, and SIE. Prior to joining LPL Financial LLC, Alexander was employed by Edward Jones.

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

LPL Financial LLC | CFP ® (Certifications)

location

SANDY SPRINGS, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Hilton Westberry is a financial advisor with over 16 years of experience in the financial services industry. Alexander is currently registered with LPL Financial LLC and has been a financial advisor since 2007. Alexander is licensed to provide securities and investment advice in multiple states. In addition to securities and investment advice, Alexander also provides consulting services and non-discretionary advisory services. Alexander holds a Series 7, Series 66 and the SIE exam licenses and is a Certified Financial Planner. Alexander is dedicated to providing his clients with comprehensive financial planning and investment advice.

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

THE Strategic Financial Alliance, Inc.

location

ATLANTA, GA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Sywak is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, Georgia. Alexander has been in the industry since 1990. Alexander is registered with FINRA and is a licensed investment advisor in Georgia and Texas. Alexander has a strong background in investments, with experience in portfolio management for individuals and businesses. Alexander is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Alpharetta, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Alexander G Dodd is a financial advisor at Morgan Stanley. Alexander has been in the industry since May 2024. Alexander holds Series 63, SIE, and Series 7TO licenses and is registered in 53 states. Alexander focuses on a wide range of financial services and products for clients, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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