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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed
location

Atlanta, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Karyn Badeaux is a financial advisor at Morgan Stanley. Karyn has been working in the financial services industry for over 10 years. Karyn has her Series 66, Series 7 and SIE licenses. Karyn's current employment is with Morgan Stanley in Atlanta, GA. Karyn is also registered with the state of Georgia. Karyn's previous employment was with Morgan Stanley in Birmingham, AL. Karyn is registered in 40 states and provides various advisory services to individuals, corporations, insurance companies, high net worth individuals and charitable organizations. Karyn's office is located at 3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA 30305.

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

VALDOSTA, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kasey Colson is a financial advisor registered with Synovus Securities, Inc. Kasey is licensed to provide financial advice in Georgia. Kasey has been in the financial industry since 2018. Prior to joining Synovus Securities, Inc., Kasey worked for EDWARD JONES. Kasey holds the Series 63, Series 7, and SIE licenses. Kasey specializes in providing financial advice to individuals, corporations and charitable organizations. Kasey also provides financial planning, educational seminars and portfolio management services.

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
location

Alpharetta, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kashaela Teonna Ransaw is a financial advisor with Morgan Stanley. Kashaela has been in the financial industry for over 5 years. Kashaela holds the Series 63, Series 7 and SIE licenses. Kashaela is registered in Georgia with Morgan Stanley.

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 Advisory Services, LLC

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kasia Medlar is an active investment advisor representative, registered in Pennsylvania, and holds several securities licenses. Kasia is currently employed by Osaic Advisory Services, LLC, a firm that manages over $4.9 billion in client assets and has a significant client base. Kasia provides a variety of financial services including financial planning, pension consulting, and portfolio management for both businesses and individuals. Previously, Kasia was employed by Triad Advisors LLC and has experience in wealth management and administrative support.

SPECIALIZATIONS

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

Morgan Stanley

location

Alpharetta, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kate Rives is a registered representative and investment advisor representative associated with Morgan Stanley. Kate has been in the financial industry for over 6 years. Kate is licensed in Georgia and has passed the Series 63, Series 7TO, and SIE exams. Kate specializes in providing financial advice to individuals, high-net-worth individuals, investment companies, and corporations. Kate also has experience providing asset allocation advice, financial planning, and pension consulting. Kate’s professional experience includes working at Athens Health and Fitness, Crunch Fitness, UGA Dining Services, Your Pie, Atlanta Bread Company, and The University of Georgia. Kate is dedicated 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 Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

COLUMBUS, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Katharine Flory is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. She is licensed in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee and Texas and has been in the financial services industry since 2021. Katharine Flory has experience in portfolio management, pension consulting, and educational seminars.

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

MACON, GA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Katharine Fowler Clark has been a registered investment advisor since 1984 and has worked for several firms, including Guardian Investor Services Corporation, Jefferson-Pilot Investor Services, Inc., PARK AVENUE SECURITIES LLC and now MML Investors Services, LLC. Katharine Fowler Clark is currently registered to provide investment advice in Georgia and Texas. Katharine Fowler Clark holds a Series 6, 7 and 63 license and a SIE certificate. Katharine Fowler Clark is a Chartered Financial Consultant. Katharine Fowler Clark also holds a Series 65 license. Katharine Fowler Clark is currently licensed with MML Investors Services, LLC, and is based out of the Macon, GA branch office. Katharine Fowler Clark has experience in asset allocation, financial planning, pension consulting, educational seminars, and selection of other advisers. Katharine Fowler Clark's current firm, MML Investors Services, LLC has more than 351,000 clients and $72 billion in assets under management.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Mixon is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Katherine has been in the industry since 2017. Katherine works with individual investors, corporations, insurance companies, and charitable organizations. Katherine is registered to provide investment advisory services in 55 states and jurisdictions, including Georgia and Texas. Katherine also has Series 7, Series 66, and SIE licenses.

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Miller is a Registered Representative and Investment Advisor Representative with Morgan Stanley, a leading financial services firm. Katherine is licensed in 54 states and the District of Columbia. Katherine has been working in the industry since 2023 and holds the Series 7TO, Series 66, and SIE licenses. Katherine has experience working with individual clients, high-net-worth individuals, corporations, charitable organizations, investment clubs, and other institutions. Katherine provides a range of financial planning services, including investment management, asset allocation advice, and retirement 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

IFG Advisory, LLC

location

ATLANTA, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Katherine Healy is a Registered Representative and Investment Advisor Representative who has been in the financial industry since 2012. Katherine is currently registered with IFG Advisory, LLC in Georgia and Texas. Katherine has a Series 7, Series 66, and SIE. Katherine has experience in financial planning, investment advice, and retirement planning. Katherine also provides financial services to individuals, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

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