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

Commonwealth Financial Network

location

Braselton, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Marissa Paige Rossi is a financial advisor with Commonwealth Financial Network, located in Braselton, GA. Marissa has been in the financial services industry since October 14, 2018. Prior to joining Commonwealth, Marissa worked at Avantax Investment Services, Inc. Marissa holds the Series 7, Series 66, and SIE securities licenses. Marissa is registered with the following states: Alabama, Delaware, Florida, Georgia, Louisiana, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Texas.

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

NORCROSS, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Marjani Onafowora is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since October 2023. Marjani is registered to provide investment advice in Georgia and Texas. The advisor's current location is Duluth, Georgia. The advisor's investment practice specializes in providing investment advice to individuals and businesses. Marjani Onafowora offers portfolio management for individuals and businesses as well as portfolio management for investment companies. The firm also provides educational seminars for clients.

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

Creative Planning | CFP ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Marjorie Edenfield is a financial advisor with Creative Planning, Inc. in Atlanta, GA. Marjorie is a CERTIFIED FINANCIAL PLANNERâ„¢ professional with a proven track record of assisting clients in achieving their financial goals. With over 8 years in the financial industry, Marjorie has a deep understanding of various financial planning concepts and strategies. Marjorie is dedicated to building long-term relationships with clients and providing them with personalized advice tailored to their specific needs.

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

Ameriprise Financial Services, LLC

location

ATLANTA, GA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Delmonte is a financial advisor currently registered with Ameriprise Financial Services, LLC. Mark has been in the industry since August 15, 2002. Mark's previous experience includes working at IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Mark is licensed in 25 states and holds Series 66, SIE and Series 7 securities licenses. Mark works with a range of clients including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Mark's specializations include Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisors, and Portfolio Management for Businesses and Individuals.

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

Principal Securities, Inc.

location

NEWNAN, GA

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Mark Jenkins is a financial advisor registered with Principal Securities, Inc., and has been in the industry since 1987. Mark has a Series 6, Series 63 and Series 65 license and works primarily with individuals, high-net-worth individuals, corporations or businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Mark was previously registered with Transamerica Securities Sales Corporation and Transamerica Financial Resources, Inc. Mark also owns and manages rental properties with his wife.

SPECIALIZATIONS

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

Pgim Investments LLC

location

Atlanta, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Mark Donovan is a financial professional with over 10 years of experience in the industry. Mark is currently registered as a Registered Investment Advisor and works with clients at Pgim Investments LLC in Atlanta, Georgia. Mark has prior experience at both Lord Abbett Distributor LLC and Putnam Retail Management Limited Partnership. Mark is also a licensed Series 6, 7, 63, and 65 professional. In addition to holding these licenses, Mark has also passed the Securities Industry Essentials Exam. Mark's areas of expertise include Portfolio Management for Businesses and Portfolio Management for Investment Companies.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Investment Companies
Unclaimed

BIP Wealth, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Mark Allen Parker is an Investment Advisor Representative at Bip Wealth, LLC. Mark has been in the industry since 2006 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Mark specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management. Mark is registered with the state of Georgia.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Athens, GA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Houston Mitchell is a financial advisor with over 30 years of experience in the industry. Mark is registered as a broker-dealer and investment advisor representative with Cambridge Investment Research Advisors, Inc. in Athens, Georgia. Mark has experience in financial planning, portfolio management for individuals and businesses, pension consulting, and providing educational seminars. Mark is dedicated to providing clients with comprehensive financial advice and strategies to help them 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
Market Timing Services
Unclaimed
location

Alpharetta, GA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Mark Sargon is a financial advisor at Morgan Stanley. Mark has been in the industry since 1987. Mark specializes in portfolio management for individuals, businesses, and investment companies. Mark also provides financial planning, pension consulting, and educational seminars.

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

Cambridge Investment Research Advisors, Inc.

location

Marietta, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Mark Alan Lambrecht is a financial advisor with Cambridge Investment Research Advisors, Inc. Mark has been in the financial industry since June 3, 2000 and holds Series 7, 31 and 66 securities licenses. Mark also holds the SIE license. Mark's professional experience includes previous roles at H&R BLOCK FINANCIAL ADVISORS, INC. and MORGAN STANLEY DW INC. Mark specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Need help matching

with the right advisor?