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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

THE Fiduciary Alliance

location

ATLANTA, GA

disclosure

1 Disclosures

ADVISOR BIO

Amos Theodore Beason is a financial advisor currently registered with The Fiduciary Alliance. Amos has been in the financial industry for over 30 years and holds several licenses, including Series 63, Series 65, and Series 7. Amos has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Amos specializes in financial planning, educational seminars, and portfolio management.

SPECIALIZATIONS

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

IFG Advisory, LLC

location

ATHENS, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Amy Parrish is an Investment Advisor Representative with IFG Advisory, LLC. Amy has been in the securities industry since 1993 and has a broad range of experience. Amy is registered with FINRA and the state of Georgia. Amy also holds Series 63, 65, 7, 8, 9, and 10 licenses. Amy is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Janney Montgomery Scott LLC

location

ATLANTA, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Amy Boothe-fuentes is a registered representative with Janney Montgomery Scott LLC, a firm with over $1 billion in assets under management. Amy is licensed in the state of Georgia and holds the Series 7TO, Series 63, and SIE exams. Amy has been in the industry since July 2020. She has extensive experience in providing financial planning services and portfolio management for individuals and businesses. Amy has a strong commitment 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
Unclaimed

THE Strategic Financial Alliance, Inc.

location

ATLANTA, GA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Amy Rubin Smith is a registered investment advisor representative with The Strategic Financial Alliance, Inc. Amy is a licensed agent who has been in the industry since February 12, 1987, and has a history of working with clients in Atlanta, GA. Amy's expertise includes providing financial planning, educational seminars, and selection of other advisors. Amy has worked at a number of firms, including VSR Financial Services, Inc., Sanders Morris Harris Inc., and IFG Network Securities, Inc.

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

MACON, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Amy Heil Maley has been in the financial services industry since August 27, 2001. Amy is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Georgia and Texas and is a licensed Investment Advisor Representative in Georgia and Texas. Amy is a licensed principal with FINRA. Amy also holds the Series 7, Series 9, Series 10, Series 63 and Series 65 licenses. Amy's prior employment includes Royal Alliance Associates, Inc. in Scottsdale, Arizona. Amy specializes in investments in 2, 3, 4, 5 and 6.

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

M Holdings Securities, Inc.

location

ATLANTA, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Amy Donaldson is a financial advisor with M Holdings Securities, Inc., located in Atlanta, GA. Amy has been in the financial industry since 2000. Amy is registered with the state of Georgia. Amy Donaldson holds the Series 6, SIE and Series 63 licenses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AUGUSTA, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Amy Corbitt is a financial advisor with over 23 years of experience in the industry. Amy has held positions at several well-known firms, including Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Amy currently holds licenses in Georgia, South Carolina, and Texas. Amy has extensive experience providing advisory services for a wide range of clients, including individuals, businesses, and institutions. Amy is also a registered representative with FINRA. Amy is dedicated to providing clients with personalized financial advice and guidance.

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Amy Tyrrell is a financial advisor with UBS Financial Services Inc. Amy has over 20 years of experience in the financial services industry. Amy specializes in providing financial advice to individuals, families, and businesses. Amy holds the Series 7 and Series 63 licenses. Amy is also a registered 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Chamberlain Financial Advisors, Inc. | CFC ® (Certifications)

location

DECATUR, GA

0 Disclosures

ADVISOR BIO

Amy Jackson is an Investment Advisor Representative at Chamberlain Financial Advisors, Inc. Amy has been in the industry since 2019. She is a Chartered Financial Consultant. She is registered in Georgia. Amy's firm has a total of 20 clients.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

ATLANTA, GA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Amy Joan saar Owens is a financial advisor with Cetera Investment Advisers LLC. Amy has been in the industry since 1984 and has experience with a variety of firms including First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, Investors Capital Corp., VSR Financial Services, Inc., and Mutual of Omaha Investor Services, Inc. Amy holds several licenses, including Series 6, 7, 24, 26, 28, 51, 63, 65, 99TO and SIE. Amy has worked for Cetera Investment Advisers LLC since 2023 and has a branch office in Atlanta, GA.

SPECIALIZATIONS

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

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