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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed
location

Alpharetta, GA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Scott Robert Giordano is an active investment advisor representative with Morgan Stanley, a firm with over $1 trillion in assets under management. Scott's primary location is in Alpharetta, GA and is licensed to provide investment advice in both Georgia and Texas. Scott has worked in the financial services industry since 1989. Scott has previously held positions at E*TRADE SECURITIES LLC, LPL FINANCIAL LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., UVEST FINANCIAL SERVICES GROUP, INC., ICBA FINANCIAL SERVICES CORPORATION, SMITH BARNEY SHEARSON INC., PAINEWEBBER INCORPORATED and LEHMAN BROTHERS INC.

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

Ameriprise Financial Services, LLC

location

PEACHTREE CITY, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Scott Merrell Fennel is an active investment advisor representative associated with Ameriprise Financial Services, LLC. Scott is registered in Florida and Georgia. Scott's firm, Ameriprise Financial Services, LLC, is headquartered in Minneapolis, Minnesota and manages over $479 billion in assets. The firm offers a variety of advisory services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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
Unclaimed
location

Alpharetta, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Scott Samuel Johnson is a financial advisor with Morgan Stanley. Scott has been in the industry since 2016 and holds a Series 7, Series 63, and Series 66 license. Scott is also registered with the state of Georgia and Texas, and has a background in education and financial services. Previously, Scott was registered with Fidelity Brokerage Services LLC and E*TRADE Securities LLC. Scott specializes in providing a range of financial services, including financial planning, portfolio management, asset allocation advice, and educational seminars.

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

DULUTH, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Scott Cloutier is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott has been in the industry since November 24, 1999. Scott has licenses to provide investment advice in both Georgia and Texas. In addition to being a financial advisor, Scott also operates a separate business, Cloutier LLC.

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
location

Alpharetta, GA

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Alan Dailey is a financial advisor at Morgan Stanley. Scott has been in the financial services industry since 2016. Scott is registered with FINRA and holds the Series 3, 7, 9, 10, 63, and SIE licenses. Scott is licensed to sell securities in all 50 states. Scott is also registered with the state of Georgia. Scott specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.

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

LPL Financial LLC | CFP ® (Certifications)

location

ROME, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Scott Michael Nanney is a financial advisor with LPL Financial LLC. Scott is registered with the state of Georgia. Scott has been in the financial services industry since April 2014. Scott has experience with Ameriprise Financial Services, LLC, Investment Professionals, Inc., and Invest Financial Corporation. Scott has obtained licenses and certifications in the areas of the General Securities Representative Examination, Securities Industry Essentials Examination and Uniform Combined State Law Examination. Scott holds the Certified Financial Planner designation. Scott is affiliated with RCB Financial Services, River City Bank, and RCB Wealth Management. Scott is also registered with the state of Georgia as an Investment Advisor Representative.

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Scott Carlton Olsen is an investment advisor representative with UBS Financial Services Inc. Scott has been working in the financial services industry since 1993. Scott is registered with the state of Georgia. He is also a registered investment advisor in Texas. Scott has a wide range of experience and expertise in the financial services industry. He is committed to providing his clients with personalized advice and guidance to help 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

Statham, GA

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Scott Kessler is a financial advisor who has been in the industry since 1988. He is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Scott has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice and guidance. Scott is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a registered representative of Securities America, Inc. and has been with that firm since September 2020.

SPECIALIZATIONS

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

THE Strategic Financial Alliance, Inc.

location

PEACHTREE CORNERS, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Scott Huneycutt Levy has been in the financial industry since 1998. Scott Levy is currently registered with the Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC. Scott Levy holds several licenses, including Series 6, 7 and 63 as well as the SIE exam. Scott Levy specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Alpharetta, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Scott Lindley Brandon is a financial advisor with Morgan Stanley, based in Alpharetta, GA. Scott has been working in the financial services industry since 2010. Scott is a registered representative of FINRA and is licensed in multiple states. Scott Lindley Brandon holds a Series 7, Series 66 and a SIE license. Scott previously worked for E*TRADE SECURITIES LLC, J.P. TURNER & COMPANY, L.L.C. and EDWARD JONES. Scott Lindley Brandon specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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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