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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

LPL Financial LLC

location

TUCKER, GA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Faye Miller is a registered investment advisor representative with LPL Financial LLC. Sharon has been in the financial services industry since March 24, 1987. Sharon's previous employer was INVEST Financial Corporation. Sharon is registered with the following securities regulators: Alabama, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wyoming.

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

LPL Financial LLC

location

COMMERCE, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Denise Hill is a financial advisor with over 20 years of experience in the industry. Sharon is currently registered with LPL Financial LLC in Commerce, Georgia. She previously worked for INVEST FINANCIAL CORPORATION, FIRST LEGACY SECURITIES, LLC, MORGAN KEEGAN & COMPANY, INC., DEUTSCHE BANK SECURITIES INC. and A. G. EDWARDS & SONS, INC. Sharon is a Series 7 and Series 63 licensed professional.

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

Alpharetta, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sharpe E Sablon is a financial advisor with Morgan Stanley, a firm managing over $1.4 trillion in assets. Sharpe has over five years of experience in the financial services industry, previously working with E*TRADE Securities LLC and Northwestern Mutual Investment Services, LLC. Sharpe's expertise includes asset allocation advice, financial planning, pension consulting, and educational seminars. Sharpe holds the Series 6, 7, 63, and 65 licenses and is registered to provide securities and investment advisory services in 53 states.

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

MACON, GA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sharri Kelly is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 29 years of experience in the financial industry. Sharri holds Series 66, Series 7, and SIE licenses. Sharri works with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. Sharri specializes in providing financial advice and portfolio management services. Sharri Kelly is registered in 27 states and has a strong track record of success in helping clients achieve their financial goals.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

Shaun Ryan Currado is a financial advisor at Morgan Stanley. Shaun is a Series 7 and Series 63 licensed professional with experience in the financial industry since 2000. Shaun has experience at both E*TRADE Securities LLC and currently Morgan Stanley. Shaun provides a variety of financial services and specializes in several areas.

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

ATLANTA, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Shaun Michael Crawley is a financial advisor registered with LPL Financial LLC. Shaun has been working in the financial services industry for over 20 years and is registered to offer investment advice in Georgia, Florida, North Carolina and other states. Shaun has a strong track record of helping individuals and families reach their financial goals. He provides comprehensive financial planning services including retirement planning, investment management, and insurance. Shaun is also a Certified Financial Planner (CFP®) and a member of the Financial Planning Association.

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

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Shawn Moran is a Registered Investment Advisor (RIA) with Lido Advisors, LLC. Shawn has been in the financial services industry since July 2013. Shawn is licensed to provide investment advisory services in California, Florida, Georgia, and Texas. Shawn has a Series 65 license and specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Shawn has experience working with clients of all sizes, including high net worth individuals, corporations, charitable organizations, and pooled investment vehicles.

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
location

Atlanta, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Christopher Smith is a financial advisor with Morgan Stanley. Shawn has been in the financial industry since 1999, working for both Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC before joining Morgan Stanley in 2009. Shawn has a diverse background, having worked with a wide variety of clients.

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

THE Ayco Company, LP

location

Atlanta, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Shawn S. Chando is a registered investment advisor representative with The Ayco Company, LP. Shawn has been in the financial services industry since December 14, 2005 and currently holds active registrations with the state of Georgia and Texas.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Peachtree Corners, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Shawna Sameerah Lawrence is a financial advisor with over 20 years of experience in the industry. Shawna is currently registered with MML Investors Services, LLC and is licensed to provide financial services in Georgia. Shawna has a strong background in securities, having held previous positions with W&S Brokerage Services, Inc., NYLIFE Securities LLC, John Hancock Distributors LLC, Jackson National Life Distributors LLC, and PFS Investments Inc. Shawna's expertise spans a range of financial services, including portfolio management, financial planning, and asset allocation programs. She is committed to providing personalized advice and 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
ASSET ALLOCATION PROGRAMS

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