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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ALPHARETTA, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Langwell is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the financial services industry since February 2020. Jennifer holds Series 7TO, SIE and Series 66 licenses and is registered in multiple states. Jennifer is a financial advisor who can help individuals and families with their financial planning needs.

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

Merit Financial Advisors

location

ALPHARETTA, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Keegan is a financial advisor with Merit Financial Advisors. Jennifer has been in the industry since 2012. Jennifer is registered with the state of Georgia and has a Series 7, Series 66, Series 24, and SIE. Jennifer has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Merit Financial Advisors is a financial advisory firm based in Alpharetta, Georgia. The firm provides a variety of financial services, including financial planning, investment management, and retirement planning. Merit Financial Advisors has a strong commitment to providing its clients with personalized and comprehensive financial advice.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ALPHARETTA, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Quattropani Scott is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since 1997 and holds both Series 7 and 66 licenses. Jennifer works with a wide variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. The advisor specializes in portfolio management, financial planning and pension consulting. Jennifer is a registered investment advisor in several states, including Georgia, Alabama, 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

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Maher is a financial advisor at Morgan Stanley. Jennifer has been working in the financial industry since 1998, and is registered with both FINRA and the state of Georgia. Jennifer is a licensed Series 3, 7, 63 and 66 representative. Jennifer is also registered as an Investment Advisor Representative.

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

SAVANNAH, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Young is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Georgia and Texas. Jennifer has been in the industry since 2017 and holds multiple licenses and registrations. She is associated with the firm's Savannah, Georgia branch office. Jennifer has a history of working with a range of clients, including individuals, businesses, and institutions. Jennifer's expertise and experience make her a valuable resource for clients seeking financial advice and investment management services.

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

Ameriprise Financial Services, LLC

location

Atlanta, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Hughes-murdock is a financial advisor with over 20 years of experience in the industry. Jennifer is registered with Ameriprise Financial Services, LLC, where has been a registered representative since March 2020. Prior to Ameriprise Financial Services, LLC, Jennifer was a registered representative at Wells Fargo Advisors LLC. Jennifer is licensed to provide financial advice in over 25 states. Jennifer holds the Series 7, Series 66, and SIE licenses. Jennifer also has experience working with individual and institutional clients and specializes in providing financial planning, asset allocation, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Park Avenue Securities LLC

location

SYLVANIA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Daley is a financial advisor with Park Avenue Securities LLC. Jennifer has been in the financial services industry since 2015. Jennifer is licensed in Georgia, North Carolina, South Carolina, Tennessee, and Virginia. Jennifer specializes in financial planning, portfolio management for individuals, educational seminars, and the selection of other advisors.

SPECIALIZATIONS

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

Alpharetta, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Stephens is a financial advisor with Morgan Stanley, a leading financial services firm. Jennifer has been in the financial services industry since 2006. Jennifer's career has included previous roles at J.P. MORGAN SECURITIES LLC and UBS FINANCIAL SERVICES INC.. Jennifer is licensed to provide financial advice in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Jennifer holds the Series 7 and Series 66 licenses.

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

Park Avenue Securities LLC

location

ATLANTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Hosch is a registered investment advisor representative with Park Avenue Securities LLC. Jennifer has been in the securities industry since 2015 and has a Series 66, Series 7, and SIE license. Jennifer holds a current registration with the state of Georgia. Jennifer has previously been registered with Wells Fargo Advisors Financial Network, LLC, and Park Avenue Securities LLC. Jennifer is a specialist in fixed insurance products, variable annuities, mutual funds, and retirement planning.

SPECIALIZATIONS

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

ATLANTA, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lynne White is a registered investment advisor with Morgan Stanley. Jennifer has been in the securities industry since 2006 and holds a Series 66 license, which allows her to provide investment advice and sell securities to individuals and institutions. Jennifer has extensive experience in financial planning, portfolio management, and asset allocation. She is also registered as an investment advisor in Georgia and Texas. Jennifer has worked for several other firms, including UBS Financial Services, Inc., Citigroup Global Markets Inc., and Scott & Stringfellow, 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 Investment Companies
ASSET ALLOCATION ADVICE

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