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

Alpharetta, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Matthew E. Fowler is a financial advisor registered with Morgan Stanley. Matthew has been in the financial industry for over two years, and has a Series 7TO, SIE, and Series 63 license. Matthew is licensed in 53 states and territories. Matthew provides a variety of financial services to individuals, businesses, and investment companies, including asset allocation advice, financial planning, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CUMMING, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Matthew C. Roberts is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 7 years of experience in the financial industry. Matthew C. Roberts holds Series 7TO, Series 66, and SIE licenses, and is registered with the state of Georgia and Texas. He is active in both Broker-Dealer and Investment Advisor roles. Matthew C. Roberts specializes in providing financial advice to individuals, corporations, and institutional clients. He has a demonstrated track record of success in helping clients achieve their financial goals.

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

Brookstone Wealth Advisors, LLC

location

Alpharetta, GA

0 Disclosures

ADVISOR BIO

Matthew Stewart is a registered Investment Advisor Representative in Georgia. Matthew Stewart is currently employed with Brookstone Wealth Advisors, LLC, where he is active with the firm since 2024-02-02. He is also registered as an Investment Advisor Representative in Georgia. Matthew Stewart has passed the Uniform Investment Adviser Law Examination (Series 65). Matthew Stewart has been in the financial industry since 2013. His employment history includes Source Support, Eagle Watch golf Course, Hoffman Financial Group and Student. Matthew Stewart specializes in retirement planning, insurance, investment management, financial planning, and estate planning.

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

ATHENS, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Currie is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since December 2013. Matthew is registered to provide investment advice and related services in 53 states and holds the Series 31, Series 10, Series 9, Series 7, and Series 66 licenses. Matthew provides financial planning, portfolio management for businesses and individuals, selection of other advisors, and pension consulting.

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

17 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Watkins is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with Morgan Stanley in Atlanta, GA and Texas. Matthew previously worked with Foreside Fund Services, LLC and Tangent Capital Partners, LLC, where they provided investment advice and portfolio management. Matthew is also a registered investment advisor in Georgia and Texas, and has a broad range of experience in financial planning, asset allocation, and portfolio management. Matthew specializes in working with high-net-worth individuals, families, and institutions.

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
location

Atlanta, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Lichtenstein is an investment advisor representative registered with Morgan Stanley. Matthew has been working in the financial services industry since January 30, 2011. Matthew has a Series 66 license issued by the State of Georgia, a Series 7 license issued by the Securities Industry Essentials Examination and the General Securities Representative Examination. In addition to being registered in Georgia, Matthew is also registered in Texas and other states. Matthew has been associated with Morgan Stanley since September 2013.

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

Raymond James Financial Services Advisors, Inc.

location

Hinesville, GA

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Matthew Robert Cardella is a financial advisor with over 20 years of experience in the industry. Matthew currently holds a Series 6, 7, 63 and 66 license and is registered in several states including Georgia, Texas, Florida, New York, and more. Matthew is affiliated with Raymond James Financial Services Advisors, Inc., and his main office is located in Hinesville, Georgia. Previously Matthew was with Edward Jones, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Matthew provides investment advisory services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

Atlanta, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Edwards is a financial advisor with Morgan Stanley and has been in the industry since 2011. Matthew has Series 6, 7, 63, and 66 licenses. Matthew has 11 years of experience in the securities industry and has been registered with Morgan Stanley since 2015. Matthew previously worked at Wells Fargo Advisors, LLC. Matthew is a partner in EEE Ranch, an agriculture business in Athens, GA. Matthew is a registered investment advisor representative in Georgia. Matthew provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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

ATLANTA, GA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Townsend is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since July 11, 2009. Matthew Townsend holds both a Series 7 and Series 66 license and has previously been associated with PNC INVESTMENTS, NATCITY INVESTMENTS, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Matthew Townsend is registered in 53 states including Georgia and Texas. The branch office for Matthew Townsend is located in Atlanta, GA.

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

SAVANNAH, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Amman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been working in the financial services industry since 2011. Matthew is a Registered Representative with the firm. Matthew's primary office is located in Savannah, Georgia. Matthew specializes in providing financial services to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. The types of financial services Matthew provides include portfolio management, investment advisory services, and financial planning. Matthew is licensed to provide financial services in 53 states and districts, including Texas, Georgia, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

Need help matching

with the right advisor?