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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Sound View Wealth Advisors Group, LLC

location

Statesboro, GA

0 Disclosures

ADVISOR BIO

Molly McGinnis Lanier is a Registered Representative with Sound View Wealth Advisors Group, LLC. Molly has been in the financial services industry for over 19 years and has a strong understanding of investments, insurance and financial planning. Molly’s experience is primarily with high net worth individuals, corporations, and charitable organizations. Molly also serves on the board of directors for the Statesboro Regional Sexual Assault Center. Molly is registered with the state of Georgia and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Publication of Financial Periodicals
Unclaimed

THE Strategic Financial Alliance, Inc.

location

Alpharetta, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Momodou Mbenga is a financial professional registered with The Strategic Financial Alliance, Inc. Momodou has been working in the financial industry since 2022. He is registered in 53 states and has a Series 3, 7TO, and 63 license. His areas of expertise include financial planning, portfolio management for individuals and businesses, and educational seminars. Momodou has experience working with both individual and corporate clients. His focus is on providing high-quality financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

SAVANNAH, GA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Mona Delaine Mikell is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. based in Savannah, Georgia. Mona has been in the securities industry since 1988. Mona holds the Series 7, Series 31, and Series 63 licenses. Mona has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pooled investment vehicles.

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

MML Investors Services, LLC

location

Peachtree Corners, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Mong thuy Nguyen is a financial advisor who has been in the industry since 2007. Mong thuy Nguyen is currently registered with MML Investors Services, LLC and previously worked at MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Mong thuy Nguyen is licensed in Colorado, Georgia, and Ohio. Mong thuy Nguyen specializes in financial planning, portfolio management, pension consulting, asset allocation programs, and educational seminars. Mong thuy Nguyen has a Series 6, Series 63, and SIE license.

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

Cape Investment Advisory, Inc. | CFP ® (Certifications)

location

MCDONOUGH, GA

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Monica Zamfir is a financial advisor at Cape Investment Advisory, Inc. Monica has been in the financial industry since 2010 and has a wide range of experience working with individuals, families, and businesses. Monica specializes in developing financial plans, providing investment advice, and offering guidance on insurance and fixed annuities. Monica is a Certified Financial Planner™ professional and holds the Series 6, 7, 63, 65, and SIE licenses.

SPECIALIZATIONS

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

Atlanta, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Monika Nicotera is a financial advisor with over 17 years of experience in the industry. Monika is currently registered with Morgan Stanley in Atlanta, GA, and is also registered as a resident investment advisor representative in Texas. Monika has previously been registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Atlanta, GA. Monika has passed several industry exams including the Series 66, Series 31, and Series 7. She is also a registered representative in 37 states.

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

MABLETON, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Monique Lashae Ellis is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Monique Ellis is also registered as an investment advisor representative in the state of Texas. Monique Lashae Ellis has been in the securities industry since August 30, 2019. Prior to joining Fidelity, Monique Ellis was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, Georgia. Monique Ellis is also registered as an investment advisor in the state of Georgia.

SPECIALIZATIONS

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

Macon, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Monique Butler is a financial advisor at Morgan Stanley. Monique has been in the financial industry for over 7 years. Monique is registered to provide investment advice in 29 states and the District of Columbia. Monique is a Series 7 and 66 licensed advisor, and she also holds the SIE designation. Monique's areas of expertise include financial planning, asset allocation, and portfolio management. In addition to her work as a financial advisor, Monique is also a landlord.

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

Independent Advisor Alliance, LLC | CFP ® (Certifications)

location

Atlanta, GA

disclosure

1 Disclosures

ADVISOR BIO

Montague Laffitte Boyd is a financial advisor with over 30 years of experience in the financial services industry. Montague is registered with Independent Advisor Alliance, LLC and has been a Registered Investment Advisor for over 20 years. Montague holds a Series 65 and Series 63 license and a Certified Financial Planner designation. Previously, Montague has worked with firms such as LPL Financial LLC, Stephens Inc, UBS Financial Services Inc, Citigroup Global Markets Inc, and The Robinson-Humphrey Company, LLC.

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

LPL Financial LLC

location

ATLANTA, GA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Moreland Binford Bell is a financial advisor with over 30 years of experience in the industry. Moreland is currently registered with LPL Financial LLC. Moreland has held previous positions with Ameriprise Financial Services, LLC, RBC Capital Markets, LLC, Banc of America Investment Services, Inc., IFG Network Securities, Inc., and New England Securities. Moreland is registered in 12 states and holds Series 6, 7, 63 and 65 licenses as well as the Securities Industry Essentials Exam (SIE). Moreland specializes in financial planning, portfolio management, and providing other investment related services. Moreland's business is focused on serving high net worth individuals, corporations 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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