Invested Better
Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Principal Securities, Inc.

location

Alpharetta, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Suhyoung An is a financial professional with over 17 years of experience in the industry. Suhyoung is currently registered with Principal Securities, Inc. and is based in Alpharetta, Georgia. Suhyoung has previously worked with MML Investors Services, LLC, NYLIFE Securities LLC, MetLife Securities Inc., and PRUCO Securities, LLC. Suhyoung holds the Series 6, 7, 26, and 63 licenses. Suhyoung is currently registered with the state of Georgia. Suhyoung specializes in providing financial planning, pension consulting, and educational seminars to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Morgan Stanley

location

Alpharetta, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Suk Yee Cheung is a financial advisor associated with Morgan Stanley. Suk has been in the financial services industry since March 19, 2014. Suk has a Series 7, Series 63, and SIE license. Suk is registered with FINRA and the state of Georgia. Currently, Suk is associated with the Alpharetta, GA branch of Morgan Stanley. Suk's prior experience includes working at E*TRADE SECURITIES LLC.

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

Robert W. Baird & Co. Inc.

location

Atlanta North Point, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Sulay Rahul Ringwala is a registered representative and investment advisor representative with Robert W. Baird & Co. Inc., located in Atlanta North Point, Georgia. Sulay has been in the industry since August 2014 and holds the Series 7, Series 66 and SIE licenses. Sulay's current registrations include Florida, Georgia, Texas, and Wisconsin. Sulay's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sumaree White is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is also a registered investment advisor representative in Georgia and Texas. Sumaree has been in the industry since May 2008. Her prior experience includes time at Wells Fargo Clearing Services, LLC., Rockefeller Financial LLC., and UBS Financial Services Inc. Sumaree holds Series 6, 7, 63 and 66 licenses and has a total of 53 state registrations.

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

Commonwealth Financial Network

location

LaGrange, GA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Summer Parmer Deal is a registered representative with Commonwealth Financial Network. Summer has been in the financial industry since November 2009. Summer is licensed to sell securities in 15 states. Summer also works as an insurance agent for True North Investments, selling fixed life insurance, equity indexed annuities, fixed annuities, long-term care insurance, and disability insurance. Summer is a co-owner of True North Investments, LLC and TNI Realty, LLC.

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

Pruco Securities, LLC

location

ATLANTA, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sung Won Ko is a registered investment advisor with Pruco Securities, LLC. Sung is licensed in Alabama, Florida, Georgia, and Tennessee. Sung Won Ko has been in the industry since 2009, and has a variety of licenses and certifications including Series 7, 63, 6, and 65 licenses. Sung has experience with a wide range of clients, including individuals, corporations, and trusts.

SPECIALIZATIONS

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

Morgan Stanley

location

Alpharetta, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sung Jun Cho is a financial advisor with over seven years of experience in the industry. Sung Jun is currently registered with Morgan Stanley in Alpharetta, GA. Previously, Sung Jun was registered with E*TRADE SECURITIES LLC in Alpharetta, GA. Sung Jun Cho holds the Series 63, Series 24, SIE and Series 7 licenses. Sung Jun specializes in a wide range of financial services including asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisors. Sung Jun is also qualified to provide portfolio management for individuals, businesses and investment companies.

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

MML Investors Services, LLC

location

Peachtree Corners, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sung kyu Lee is a financial advisor with MML Investors Services, LLC. Sung kyu Lee has been in the financial industry since April 2024. Sung kyu Lee is currently registered in Georgia. Sung kyu Lee is a Registered Representative in the state of Georgia. Sung kyu Lee is also a Registered Investment Advisor Representative in the state of Georgia. Sung kyu Lee's current office is located in Peachtree Corners, Georgia. Sung kyu Lee has passed the SIE, Series 6TO, and Series 63 exams.

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
Unclaimed

Avantax Advisory Services

location

SANDERSVILLE, GA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Susan Studdard Lewis is a financial advisor registered with Avantax Advisory Services. Susan has been in the industry since 1986 and is currently licensed in several states. Susan specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Susan is also a registered investment advisor in Georgia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Susan Crowson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 40 years of experience in the industry. Susan is registered to provide investment advice in 41 states and the District of Columbia. Susan holds the Series 7, Series 63, and Series 66 licenses. Susan has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since July 1981.

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

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