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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Osaic Advisory Services, LLC | CFP ®,CFC ® (Certifications)

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Roberta Frances Daugherty is a financial advisor with Osaic Advisory Services, LLC, based in Atlanta, Georgia. Roberta has over 20 years of experience in the financial services industry, specializing in financial planning, portfolio management, and pension consulting. Roberta is a Certified Financial Planner and a Chartered Financial Consultant. Roberta works with a variety of clients, including individuals, families, businesses, 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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Roberta Booth is an investment advisor representative who is licensed to provide financial advice in Florida. Roberta has been in the financial services industry since 1992 and currently works for UBS Financial Services Inc. Previous firms she has worked for include Raymond James & Associates, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Roberta offers a wide range of financial planning and investment services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

ATLANTA, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Roberto Blanco is a financial advisor with over 27 years of experience in the industry. Roberto is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Roberto is licensed in several states, including Arizona, California, Colorado, Florida, New Jersey, New Mexico, North Dakota, Oklahoma and Texas. Roberto has a strong track record of providing financial advice to individuals, businesses, and charitable organizations. Roberto's specialties include financial planning, pension consulting, 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
Unclaimed
location

Alpharetta, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Roberto Morejon hernandez is a financial advisor associated with Morgan Stanley. Roberto is licensed to provide investment advice in 53 states and the District of Columbia. Roberto has been in the financial services industry for more than 2 years. Roberto is a licensed Series 7, Series 63, and SIE representative.

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

SAVANNAH, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Robin Pulaski is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Robin has been in the securities industry since 2011 and has a broad range of experience in providing investment advice to clients. Robin is licensed to sell securities in 39 states and has been registered with the Securities and Exchange Commission (SEC) since 2015. Robin has obtained their FINRA Series 7, Series 63 and Series 66 licenses. Robin is also a registered investment advisor representative in Georgia and Texas. Robin specializes in helping clients develop and implement personalized investment plans that meet their individual needs. Robin is committed to providing excellent customer service and building long-lasting relationships with their clients.

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

Manning & Napier Advisors, LLC | CFP ® (Certifications)

location

MABLETON, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Robin Cochrane Yacovetta is a financial advisor with over 15 years of experience in the financial industry. Robin works with individuals, families, businesses, and institutions. She specializes in financial planning, portfolio management, and pension consulting. Robin is also a Certified Financial Planner and holds the Series 6, 7, 63 and SIE licenses. Robin is currently employed with Manning & Napier Advisors, LLC, a firm that provides financial planning and portfolio management services to a variety of clients. Robin has previously worked with Teachers Personal Investors Services, Inc., TIAA-CREF Individual & Institutional Services, Inc., and MCCOLL PARTNERS, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

ATLANTA, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Robin Lesley Smith is an investment advisor representative who has been working in the financial services industry since 1996. Robin is registered with Cambridge Investment Research Advisors, Inc. Robin is currently licensed in Georgia and Texas. Robin is also a registered investment advisor representative with Cambridge Investment Research Inc. Robin has experience in various areas of financial planning, including portfolio management for individuals and businesses, pension consulting, financial planning, market timing services, educational seminars, and the selection of other advisors.

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

RBC Capital Markets, LLC

location

Atlanta, GA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Robin Surratt Long is a financial advisor with RBC Capital Markets, LLC. Robin has been in the financial services industry for over 30 years and has a strong track record of providing investment advice to a variety of clients. Robin holds a Series 3, 7, 9, 10, 27, 63, and 65 licenses and has worked with clients in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Robin has experience providing financial advice to individuals, families, businesses, and institutions. Robin also has experience in providing financial planning, investment management, and retirement planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SAVANNAH, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Robin Hussey is a financial advisor affiliated with Stifel, Nicolaus & Company, Inc.. Robin has been in the industry since 2017 and is registered with FINRA as a Series 7 and Series 63 licensed professional. Robin specializes in offering financial planning services, portfolio management, and pension consulting to individuals, businesses, and pooled investment vehicles. Robin is dedicated to providing clients with personalized financial guidance and helping 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

Atlanta, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Robyn Lynell Adams is an investment advisor representative with Ameriprise Financial Services, LLC. Robyn is a registered investment advisor in Georgia and Texas and is a licensed broker in 24 states. Robyn has been in the financial services industry since 2003 and has experience with a variety of firms including MML Investors Services, LLC, Allstate Financial Services, LLC, and Horace Mann Investors, Inc. Robyn has a strong track record of helping clients reach their financial goals. Robyn is committed to providing clients with personalized financial advice and guidance.

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

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