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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Lido | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Nicholas Sturgis is a financial advisor at Lido Advisors, LLC. Nicholas has been in the financial industry for over 8 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Nicholas is a Chartered Financial Analyst and holds the Series 7, Series 63, and Series 65 licenses. Nicholas previously worked at Invesco Distributors, Inc. and John Hancock Distributors LLC.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AUGUSTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Smail is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 2 years of experience in the financial services industry. Nicholas holds Series 66, Series 7TO and SIE licenses. His firm has a substantial client base and provides a wide range of advisory services, including portfolio management for individuals and businesses. Nicholas is registered with the state of Georgia and Texas as a Registered Representative. Nicholas can provide financial advice and investment services to a variety of client types including individuals, high-net-worth individuals, corporations and businesses, charitable organizations, insurance companies, pension and profit-sharing plans and state or municipal government entities. His firm, Merrill Lynch, Pierce, Fenner & Smith Inc. manages over $1 trillion in client assets.

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

Gibbs Wealth Management, LLC

location

ALPHARETTA, GA

0 Disclosures

ADVISOR BIO

Nicholas Rigano is an investment advisor representative with Gibbs Wealth Management, LLC. Nicholas is licensed in Florida. Nicholas has been in the industry since at least March 2011. Nicholas focuses on portfolio management for individuals and has been a part of Team N&L Wealth Management for years.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

Alpharetta, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Coreus is a financial advisor with Morgan Stanley. Nicholas is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 63, and SIE license. Nicholas is registered to offer securities and investment advisory services in all states except Iowa. Nicholas has been in the financial services industry since June 10, 2024. Nicholas is located in Alpharetta, GA and has been with Morgan Stanley since June 11, 2024.

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

Avantax Advisory Services

location

GAINESVILLE, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Bruner is a financial advisor in Gainesville, GA. Nicholas is registered with Avantax Advisory Services. Previously, Nicholas was registered with 1ST GLOBAL CAPITAL CORP. Nicholas has been in the industry since September 26, 2017. Nicholas has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and General Securities Representative Examination.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

NEWNAN, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Krajniak is a financial advisor with LPL Financial LLC in Newnan, Georgia. Nicholas has been in the financial services industry since September 2019. Nicholas previously worked for WELLS FARGO CLEARING SERVICES, LLC in the same location. Nicholas has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Nicholas is registered with the state of Georgia as an investment advisor representative and as a broker-dealer. Nicholas is also registered as a broker-dealer in Alabama, California, Colorado, Florida, New York and Utah.

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
location

SAVANNAH, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Buchanan is a financial advisor at LPL Financial LLC. Nicholas has been in the financial services industry since June 2013 and has a combined total of 6 years of experience in the financial services industry. Nicholas holds Series 7 and 66 registrations. Nicholas is registered with the states of Alabama, Georgia, Maryland, North Carolina, South Carolina, Texas.

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

Cambridge Investment Research Advisors, Inc.

location

Marietta, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Benzor is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. Nicholas is licensed in 26 states. Nicholas has been in the industry since February 2019. Nicholas specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans. Nicholas is also a registered representative of Cambridge Investment Research, Inc. and is licensed to sell a variety of investment products, including stocks, bonds, mutual funds, and variable annuities. Nicholas has experience in both the brokerage and advisory industries. Nicholas's previous roles include investment advisor representative with MML Investors Services, LLC and investment advisor representative with Northwestern Mutual Investment Services, LLC.

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

Brookstone Wealth Advisors, LLC

location

ALPHARETTA, GA

0 Disclosures

ADVISOR BIO

Nicholas Leone is a financial advisor with Brookstone Wealth Advisors, LLC. Nicholas Leone has been in the industry since May 2015. Nicholas Leone provides investment advisory services and sells insurance products. Nicholas Leone is registered with the state of Georgia as an investment advisor representative. Nicholas Leone is also licensed in Georgia.

SPECIALIZATIONS

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

Alpharetta, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Xavier Harrison is a financial advisor at Morgan Stanley. Nicholas has been in the financial services industry since 2014. Nicholas holds licenses in 53 states and is a Registered Representative and Investment Advisor Representative. Nicholas has Series 7 and Series 66 licenses, in addition to the Securities Industry Essentials (SIE) exam.

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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