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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Rasheeda Zamudio is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rasheeda has been working in the financial industry for over 20 years and has extensive experience in providing investment advice to individuals, families, and businesses. Rasheeda is registered with the state of Georgia and Texas. Rasheeda offers a variety of financial services, including investment management, financial planning, and retirement planning. Rasheeda is committed to providing her clients with personalized financial advice that meets their individual needs.

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

SNELLVILLE, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Raul Perea is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., specializing in providing financial advice to individuals, businesses, and charitable organizations. Raul has been in the financial industry since 2018. Raul holds a Series 66 license, Series 7 license, and has been registered with FINRA since 2020. Raul has experience with various financial products and services, including retirement planning, investment management, and financial planning.

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

Arbor Point Advisors

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ravi Benjamin Kahan is a financial advisor with over 20 years of experience in the financial services industry. Ravi is currently registered with Arbor Point Advisors and Creative Financial Partners. Ravi has a wide range of experience in financial planning, portfolio management, and insurance services. Ravi is committed to helping clients 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
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Alpharetta, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Ray Daniel Dotson is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. with over 25 years of experience in the financial services industry. Ray is registered in 26 states and is also an Investment Advisor Representative with Cambridge Investment Research, Inc. Ray has a strong background in helping clients reach 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

Synovus Securities, Inc.

location

STATESBORO, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Ray Lynes McKinney is a financial advisor with over 20 years of experience in the industry. Ray is currently registered with Synovus Securities, Inc., and has held previous roles with LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, and WACHOVIA SECURITIES, INC.. Ray has a broad range of experience providing financial advice to a diverse clientele, including individuals, families, businesses, and charitable organizations. Ray holds the Series 3, 7, 30, 63, and 65 licenses as well as the SIE exam. Ray is committed to providing personalized financial 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
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed

Principal Securities, Inc.

location

Atlanta, GA

experience

37 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

Ray Avrett is a financial professional with over 30 years of experience in the industry. Ray is currently registered with Principal Securities, Inc. as a Registered Representative and Investment Advisor Representative. Ray previously worked for Northwestern Mutual Investment Services, LLC and Equity Services, Inc. Ray holds a Series 6, 7, 24, 63 and 66 licenses and provides financial planning and investment advisory services to individuals, high-net-worth individuals, and corporations. Ray is also a licensed insurance agent.

SPECIALIZATIONS

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

Atlanta, GA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ray Morris Abernathy is a financial advisor with Morgan Stanley, based in Atlanta, GA. Ray has been in the financial industry since 1987 and has experience in various investment-related fields. Ray holds multiple licenses, including Series 3, 7, 63, and 65, demonstrating their commitment to providing comprehensive financial guidance to clients. Ray's expertise covers a range of financial services, including asset allocation advice, financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. With extensive knowledge and a long-standing career, Ray Abernathy is a dedicated professional committed to helping clients 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

Marietta, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Paul Bardoul is a financial professional with over 30 years of experience in the financial services industry. Raymond currently works with Cetera Investment Advisers LLC. Raymond is registered to provide investment advice in Georgia and Texas. Raymond has experience working with a variety of clients, including individuals, 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
Unclaimed

Commonwealth Financial Network

location

PEACHTREE CITY, GA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Douglas Dunlap is an investment advisor representative with over 35 years of experience in the financial industry. Raymond Dunlap is currently registered with Commonwealth Financial Network and has been with the firm since September 1999. Prior to that, Raymond Dunlap worked for Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Dean Witter Reynolds Inc., and William R. Hough & Co. Raymond Dunlap is licensed to sell securities in 27 states and holds Series 7, 24, 52, 53, 31, and 63 licenses as well as the SIE exam. Raymond Dunlap has specializations in retirement planning, college savings, insurance, investment management, and estate planning. Raymond Dunlap is also the president and sole owner of Cornerstone Capital Management, a securities and insurance business.

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SUWANEE, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Godleski is a financial advisor with over 9 years of experience in the industry. Raymond is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. Raymond currently works at Osaic Wealth, Inc. and has worked for several other financial firms including Hornor, Townsend & Kent, LLC and Pruco Securities, LLC. Raymond provides a variety of financial services to individual and corporate clients, including financial planning, investment advice, and insurance sales.

SPECIALIZATIONS

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

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