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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Peachtree City, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Hayes Andersen Heinecke is a financial advisor with Raymond James Financial Services Advisors, Inc. Hayes is based in Peachtree City, Georgia, where they have been working with Raymond James since January 2024. Hayes is a registered representative in Georgia and Texas. They have several years of experience in the financial services industry. Hayes holds Series 66, Series 7TO and SIE licenses.

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
location

Alpharetta, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Haykel El faleh is a registered representative with Morgan Stanley. Haykel has been in the securities industry for over two years, and is registered in multiple states. Haykel also holds the Series 7TO, Series 63 and SIE licenses. Previous to joining Morgan Stanley, Haykel worked with E*TRADE SECURITIES 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
location

Alpharetta, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Haylea M Sage is a financial advisor at Morgan Stanley, a leading global financial services firm. Haylea has been in the industry since April 2023, with experience at both E*TRADE SECURITIES LLC and Morgan Stanley. Haylea is licensed in all 50 states and the District of Columbia. Haylea specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.

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.

location

COLUMBUS, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Heather Kirkland is a registered representative with Synovus Securities, Inc. in Columbus, Georgia. Heather is a dedicated financial professional committed to helping individuals and families achieve their financial goals. She specializes in providing financial planning, portfolio management, and other investment-related services. Her primary focus is to build long-term relationships with clients by understanding their unique needs and developing personalized financial strategies. Heather is committed to providing her clients with a personalized approach that meets their specific financial goals. She is well-equipped to help her clients navigate the complex world of investments and develop a plan for the future.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAVANNAH, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Heather Chong is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been working in the securities industry since 2003. Heather is licensed in Florida. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Heather worked at BANC OF AMERICA INVESTMENT SERVICES, INC. She is licensed to sell various types of securities and financial products. Heather Chong specializes in working with individuals and businesses and has experience with pension consulting.

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

Raymond James & Associates, Inc.

location

Dallas, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Heather Leigh Elsenbach is a financial advisor with over 20 years of experience in the industry. Heather Leigh is currently registered with Raymond James & Associates, Inc. in Georgia and Illinois and has been with the firm since 2009. Previously, Heather Leigh worked with RBC DAIN RAUSCHER INC. in Illinois from 2000 to 2008. Heather Leigh holds the Series 7, 9, 10, 66 and SIE licenses. Heather Leigh provides financial planning, portfolio management, and selection of other advisors services to individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and banking or thrift institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Osaic Advisory Services, LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Heather Buckridge is a financial advisor with over 14 years of experience in the industry. Heather is currently registered with Osaic Advisory Services, LLC and holds licenses in several states including Florida and Texas. Heather is a Certified Financial Planner and has experience working with individuals, families, and businesses. Heather is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Prior to joining Osaic Advisory Services, LLC, Heather worked with Triad Advisors and Girard Securities, Inc.

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

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Heather Ledford Williams is a financial advisor with Morgan Stanley in Alpharetta, Georgia. Heather has been in the industry since 2001. Prior to joining Morgan Stanley, Heather worked for UBS Financial Services Inc. and Citigroup Global Markets Inc. Heather holds Series 63, Series 7, and SIE licenses. She specializes in asset allocation advice, financial planning, and portfolio management 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

MML Investors Services, LLC | CFP ® (Certifications)

location

Cumming, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Heather Failla is a financial advisor with over 14 years of experience in the industry. Heather is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with MML Investors Services, LLC. Heather is licensed in Georgia and has a Series 7, Series 6, Series 63, Series 65, Series 9, and Series 10 licenses. In addition to financial advising, Heather is also the President and Owner of Piedmont Divorce Planning, LLC, a consulting firm that helps clients achieve an equitable resolution in a divorce.

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
location

Augusta, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Heather Atkinson has been in the financial services industry since November 2000. Heather is a registered representative and investment advisor representative with Morgan Stanley. Previously Heather worked at CITIGROUP GLOBAL MARKETS INC., CHARLES SCHWAB & CO., INC., MORGAN KEEGAN & COMPANY, INC. and REGIONS INVESTMENT COMPANY, INC. Heather currently holds the Series 7, Series 63, Series 65 and SIE licenses. Heather's office is located in Augusta, Georgia and is licensed in 29 states.

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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