Years of Experience
5-20+ Years
ATLANTA, GA
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
ATLANTA, GA
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
ATLANTA, GA
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
Alpharetta, GA
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
SAVANNAH, GA
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
MABLETON, GA
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
ATLANTA, GA
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
Atlanta, GA
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
SAVANNAH, GA
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
Atlanta, GA
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