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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Legacy Wealth Advisors, LLC | CFP ® (Certifications)

location

TUCKER, GA

0 Disclosures

ADVISOR BIO

Leroy Tanker is a registered investment advisor representative with Legacy Wealth Advisors, LLC, based in Tucker, Georgia. Leroy has been in the financial services industry since 1994 and is a Certified Financial Planner. Leroy specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Leroy is also a licensed insurance agent and a real estate agent. Leroy's firm, Legacy Wealth Advisors, LLC, manages approximately $2,133,800 in assets for 30 clients. The firm provides financial planning, pension consulting, and portfolio management services. The firm primarily serves high-net-worth individuals and corporations, as well as other businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Lynae Hill is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Leslie Hill has been in the industry since May 1999 and has experience providing financial advice to a wide range of clients, including individuals, corporations, and charitable organizations.

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

RBC Capital Markets, LLC

location

Atlanta, GA

experience

19 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Leslie Lauer is a registered investment advisor with RBC Capital Markets, LLC and has been in the industry since February 2006. Leslie has a Series 7 and Series 66 license. The advisor is active in both broker-dealer and investment advisor capacities. Leslie is registered to provide investment advice in 49 states, and is licensed to provide investment advice in California, Georgia, Michigan, and Ohio. The advisor specializes in working with high-net-worth individuals, corporations, pension plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Anne Cook is an investment advisor representative with Ameriprise Financial Services, LLC based in Atlanta, GA. Leslie is registered with the Securities and Exchange Commission and has been active in the industry since 1998. Leslie also has experience with IDS LIFE INSURANCE COMPANY and is registered in several states, including Georgia, Texas, Florida and California. Leslie has a broad range of experience in the financial industry, including providing financial planning, asset allocation services, and portfolio 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 SERVICES
Publication of Financial Periodicals
Unclaimed
location

Atlanta, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Vianey Castrejon is a financial advisor registered with Morgan Stanley. Leslie is licensed to offer securities and investment advice in 51 states and the District of Columbia. Leslie has been working in the financial services industry since 2018. Leslie holds the Series 66, Series 7, and SIE licenses and is registered as a Registered Representative and Investment Advisor Representative with Morgan Stanley. In addition to working as a financial advisor for Morgan Stanley, Leslie also owns and operates El Chisme LLC, a coffee shop located in Lawrenceville, Georgia.

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

Fidelity Personal AND Workplace Advisors

location

ALPHARETTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Rae Bell is a financial advisor with Fidelity Personal and Workplace Advisors. Leslie is registered with the Securities and Exchange Commission (SEC) and has been in the industry since August 2022. Leslie has a Series 7, Series 63, and Series 66 license. Leslie provides financial planning services, including portfolio management for individuals and businesses. Leslie Rae Bell is committed to helping her clients reach their financial goals.

SPECIALIZATIONS

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

Atlanta, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Wicker is an experienced financial advisor with over 20 years of experience in the industry. Currently, Leslie Wicker is registered with Morgan Stanley in Atlanta, GA and is also registered in Texas as an investment advisor representative. Leslie Wicker has a strong track record of success in providing financial advice and investment management services to a diverse range of clients, including individuals, families, and businesses. Prior to joining Morgan Stanley, Leslie Wicker was employed at Morgan Stanley DW Inc. and Morgan Stanley Dean Witter Online 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
Unclaimed

UBS Financial Services Inc.

location

ATLANTA, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Anthony Netter is a financial advisor registered with UBS Financial Services Inc., and has been in the industry since December 31, 1997. Leslie has a broad experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Leslie has been with UBS Financial Services Inc. since July 2015. Leslie's previous employers include Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Citigroup Global Markets Inc.

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

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Ann Brooks is a financial advisor with over eight years of experience in the industry. Leslie currently works at Raymond James & Associates, Inc. and has been registered with the firm since November 2011. Before joining Raymond James, Leslie worked at Silver Lane Advisors LLC. Leslie is a licensed Series 63, 79 and SIE exam holder and is registered to conduct business in Georgia.

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

Morgan Stanley

location

Alpharetta, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Leta Temesia Maye is a registered investment advisor representative with Morgan Stanley. Leta Maye has been in the securities industry since March 9, 2002. Leta Maye is currently registered with the state of Georgia and has been in the industry for over 20 years. Leta Maye has experience with E*TRADE Securities LLC and NCF FINANCIAL SERVICES, INC. Leta Maye holds the Series 63, 66 and 7 securities licenses, as well as the SIE exam. Leta Maye has a strong track record of providing investment advice to a variety of clients, including individuals, families, and institutions. Leta Maye is committed to providing her clients with personalized financial advice and helping them reach 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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