Invested Better
Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Wright is a financial advisor with over 10 years of experience. Joseph Wright has a Series 7 and Series 66 license. Joseph Wright has a total of 53 state licenses and 2 IA licenses. Joseph Wright is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Joseph Wright has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since March 2013. Joseph Wright has also worked with Bank of America, N.A. since February 2015.

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

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Templeton is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has over 7 years of experience in the financial services industry. Joseph is registered with the state of Georgia and Texas and is active in both the broker-dealer and investment advisor business. Joseph has passed the Series 7, Series 66, and SIE exams. In addition to Merrill Lynch, Pierce, Fenner & Smith Inc., Joseph has also previously worked with E*TRADE SECURITIES LLC, LPL FINANCIAL LLC, and WADDELL & REED. Joseph is a highly experienced financial advisor with a broad range of expertise.

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

Albany, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Pierce is a financial advisor in Albany, Georgia. Joseph is registered with Raymond James & Associates, Inc. and has been in the industry since 2011. Joseph holds Series 7, 66, and SIE licenses. Joseph has experience working with individuals, corporations, and high net worth individuals, and their specializations include but are not limited to: * Retirement planning * Investment management * Financial planning * Insurance * Estate planning * College savings Joseph is a dedicated and experienced financial advisor, who is committed to helping 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Howard Powers is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Powers has been in the industry since 1995 and is registered in 53 states and jurisdictions. Powers specializes in providing investment advice and portfolio management for individuals and businesses. Powers also provides services to corporations, pension plans, insurance companies, charitable organizations, and state or municipal government entities. Powers is committed to providing clients with the highest level of service and expertise.

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

MML Investors Services, LLC | CFC ® (Certifications)

location

Gainesville, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Kennedy is a financial advisor with MML Investors Services, LLC, based in Gainesville, Georgia. Joseph has been active in the financial industry since 2016. Joseph has experience in providing investment advice to individuals, businesses, and institutions. Joseph has a diverse background in financial services, with experience in insurance, business products, and investment services. Joseph is licensed to provide investment advice in Georgia and Texas. Joseph is also registered with FINRA.

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

Alpharetta, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Bukau Audu is a financial advisor with over 15 years of experience in the industry. Joseph is currently registered with Morgan Stanley and is licensed in 53 states and 2 districts. Joseph is also licensed as an investment advisor representative in Georgia and Texas. Previously, Joseph was registered 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

Osaic Wealth, Inc.

location

ALPHARETTA, GA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Joseph James Leigner is a financial advisor with over 27 years of experience. Joseph is currently registered with Osaic Wealth, Inc., and is active in both Georgia and Texas. Joseph's previous employers include SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and WMA SECURITIES, INC. Joseph holds licenses in multiple states, including Florida, Georgia, New Jersey, Oregon, and Texas. Joseph holds Series 6, 26, 63, and 65 licenses, and the SIE exam. Joseph is also a board member of the National Association of Insurance and Financial Advisors (NAIFA) Georgia chapter.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Athens, GA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Todd Emily has been in the financial services industry since April 1993. Joseph is a Registered Representative and Investment Advisor Representative with UBS Financial Services Inc. Joseph's previous firms include MORGAN STANLEY and EDWARD JONES. Joseph is registered in 48 states and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Joseph holds Series 7, 9, 10, 31, and 66 licenses.

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

Creative Planning | CFP ®,CFA ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Joseph Galunas is a financial advisor in Atlanta, GA, working with Creative Planning. Joseph has over 10 years of experience in the financial services industry and holds a Series 66 license, as well as Series 4 and Series 24 registrations. Joseph is also a Certified Financial Planner and a Chartered Financial Analyst. He has worked with Capital Bank & Trust Company and Capital Group Private Client Services, Inc. before joining Creative Planning.

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 Pooled Investment Vehicles
Unclaimed

Osaic Wealth, Inc.

location

ALBANY, GA

experience

33 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Joseph A. Reeder, Jr. is a financial advisor in Albany, Georgia. He is currently registered with Osaic Wealth, Inc. and has been working in the financial services industry since July 14, 1992. Prior to joining Osaic Wealth, Inc., Joseph Reeder worked at Securities America, Inc. and Ameriprise Financial Services, Inc. Joseph Reeder has a Series 7, Series 63, and SIE license and holds specializations in various investment areas. Joseph Reeder provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.

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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