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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Raymond James & Associates, Inc.

location

Atlanta, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Phelan Lowe is a registered representative with Raymond James & Associates, Inc. Michael has been in the industry since December 14, 2005. Michael holds the Series 66, Series 7 and SIE licenses and is registered in 16 states. Michael has been with Raymond James & Associates, Inc. since February 2013. Michael was previously registered with Morgan Keegan & Company, Inc. Michael offers a variety of services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers.

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

ALPHARETTA, GA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Bates is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the Alpharetta, GA office. Michael has been in the industry since March 2000 and is licensed in 28 states. Michael specializes in working with high-net-worth individuals, corporations and businesses, and other clients, including charitable organizations, insurance companies, pension and profit-sharing plans, and state and municipal government entities. Michael is committed to providing personalized financial planning and investment management services, tailored to meet the specific needs of each client.

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

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Huttner is a registered representative with Raymond James & Associates, Inc. in Atlanta, GA. Michael Huttner is a licensed securities agent and holds the Series 63, Series 79TO and SIE licenses. Michael Huttner has been in the financial services industry for over one year. Michael Huttner is a financial advisor with a focus on investments and financial planning. Michael Huttner specializes in providing a range of investment services to individuals, businesses, and institutions. Michael Huttner is committed to providing clients with personalized attention and a comprehensive understanding of 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

LPL Financial LLC

location

ATLANTA, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Greer is an investment advisor representative with over 20 years of experience. Michael works with individuals, families, and businesses in Georgia and Tennessee. Michael is a registered representative of LPL Financial LLC. He is also registered with the Georgia and Tennessee Securities Divisions and holds FINRA licenses. Michael specializes in financial planning, portfolio management, and retirement planning. Michael is committed to providing his clients with personalized financial advice 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Fidelity Personal AND Workplace Advisors

location

ALPHARETTA, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Polk is a financial advisor registered with Fidelity Personal and Workplace Advisors. Michael is registered in the state of Georgia and Texas to provide investment advice and services. Michael is currently associated with the Fidelity Personal And Workplace Advisors office located in Alpharetta, GA. Michael has over 8 years of experience in the financial services industry.

SPECIALIZATIONS

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

Atlanta, GA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Kelley Spector is an investment advisor registered in the states of Georgia and Texas. Michael has been in the industry since 1997 and is currently employed by Morgan Stanley. Michael also has experience working with Citigroup Global Markets Inc, The Robinson-Humphrey Company, LLC, Raymond James Financial Services, Inc., and Robert Thomas Securities, Inc. Michael has a broad range of experience in the financial services industry, including experience with providing financial planning, portfolio management, and pension consulting. Michael specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses.

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

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Stogner is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2001. Michael is currently registered to provide investment advisory services in Georgia and Texas. Michael has held previous roles at BANC OF AMERICA INVESTMENT SERVICES, INC. and BANK OF AMERICA, N.A.. Michael holds Series 7, 10, 24, 63 and 66 licenses and specializes in portfolio management for individuals and businesses. Michael's client base includes individuals, businesses, investment companies, insurance companies, charitable organizations, and pension and profit sharing plans. Michael is also a Director at the Atlanta Community Food Bank.

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

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael David Neal is an investment advisor representative in the Atlanta, GA office of Morgan Stanley. Neal has worked in the financial services industry since May 1997. Prior to joining Morgan Stanley, Michael Neal was employed by Wells Fargo Advisors LLC in Charlotte, NC. Neal has several state registrations for securities and investment advisory activities. Neal is registered in 53 states as a broker-dealer and investment advisor. Neal also holds licenses for various financial products and services.

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

Ameriprise Financial Services, LLC

location

ALPHARETTA, GA

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Michael Samuel Silver is a financial advisor with Ameriprise Financial Services, LLC. Michael has over 40 years of experience in the financial services industry. Michael is registered with the state of Georgia, Alabama, Florida, Texas, Colorado, Louisiana, North Carolina, Tennessee, Kentucky, Washington, Minnesota, Illinois, Pennsylvania, Massachusetts, and New York. Michael has passed the Series 63, 65, 7, 1, 4, 8, 9, 10, 31, and SIE exams. Michael provides financial planning, portfolio management for individuals and businesses, pension consulting, asset allocation services, educational seminars, and selection of other advisors. Michael previously worked for Ameriprise Advisor Services, Inc. and Raymond James & Associates, Inc.

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

Stifel, Nicolaus & Company, Inc.

location

MACON, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Clark Ketterbaugh is a financial advisor registered with Stifel, Nicolaus & Company, Inc. in Macon, GA. Michael has been a registered financial advisor since 1994. In addition to their current role at Stifel, Nicolaus & Company, Inc. Michael has previously worked at Wells Fargo Clearing Services, LLC, A. G. EDWARDS & SONS, INC., and J.C. BRADFORD & CO.. Michael holds licenses for Series 63, Series 9, Series 10, SIE, and Series 7. Michael specializes in providing services to individuals, businesses, high-net-worth clients, and other financial 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 Pooled Investment Vehicles

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