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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

THE Strategic Financial Alliance, Inc.

location

PEACHTREE CORNERS, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Ambuehl is a registered representative with The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC. Benjamin Ambuehl has been in the industry for several years and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Benjamin Ambuehl holds Series 66, Series 7TO and SIE licenses and is registered in Georgia.

SPECIALIZATIONS

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

Alpharetta, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Cummings is an active broker-dealer and investment advisor representative. Benjamin has been in the industry since 2021 and is currently registered with Morgan Stanley. Benjamin has several years of experience in the financial services industry, with a prior role at Brighthouse Securities, LLC. Benjamin is licensed in multiple states and holds a Series 63, Series 66 and Series 7TO license, as well as the SIE exam. Benjamin has a strong background in financial planning and provides portfolio management services to a range of clients, including high-net-worth individuals, corporations, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AUGUSTA, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Bennett Atherton Yort is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Bennett has been working in the financial services industry since September 1995 and has experience working with high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Bennett is licensed to provide financial services in 28 states. Bennett has held advisory board positions for several community organizations.

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

Macon, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Bentley R Wilkerson is a registered representative with Morgan Stanley. Bentley has been in the industry since October 2015 and has a current registration in Georgia and Texas. Bentley's previous experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bentley has passed the Series 66, Series 7TO and SIE exams and is licensed in over 40 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
location

Atlanta, GA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Bert C Madden,jr. is an investment professional with over 38 years of experience in the financial services industry. Bert C Madden,jr. is currently registered with Morgan Stanley and is licensed in 27 states. Bert C Madden,jr. has a comprehensive understanding of the financial markets and specializes in providing investment advice to a range of clients, including individuals, families, trusts, and businesses. Bert C Madden,jr. is committed to providing personalized investment solutions that meet each client's unique financial goals and objectives.

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

Raymond James & Associates, Inc.

location

Atlanta, GA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Beth Elaine Chessler is a financial advisor with over 30 years of experience in the industry. Beth is currently registered with Raymond James & Associates, Inc. Previously, Beth has held positions with Deutsche Bank Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Wachovia Securities, Inc., and Johnson, Lane, Space, Smith & Co., Inc. Beth holds Series 7, Series 63, and Series 65 licenses. Beth's specializations include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Cetera Investment Advisers LLC

location

ALPHARETTA, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Beth Buckley Morgan is a financial professional with over 30 years of experience in the industry. Beth has held several positions at prominent firms including Lehman Brothers, Smith Barney, Wachovia Securities, and LPL Financial. Beth is currently registered with Cetera Investment Advisers LLC. Beth has a strong track record of providing financial advice to individuals and businesses. Beth specializes in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Woodstock, GA

0 Disclosures

ADVISOR BIO

Bethany R. Wheeler is an Investment Advisor Representative at Bison Advisors. Bethany is based in Woodstock, GA and has been in the industry since 2011. Bethany holds the Series 65 (Uniform Investment Adviser Law Examination) license. Bethany has experience working with high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Bethany is also a registered Investment Advisor Representative in Georgia.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

MARTINEZ, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Betty Kendra is an investment advisor representative associated with Eagle Strategies LLC. Betty has been active in the securities industry since July 31, 2003. Betty Kendra is registered with 10 states in the United States, and is an active investment advisor representative and a broker.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

GAINESVILLE, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Betty Kathryn Merck is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm headquartered in St. Louis, Missouri. Betty has been in the industry since 1992. Betty offers financial planning services to individuals, corporations and businesses, and manages investments for pooled investment vehicles. Betty is registered with the Securities and Exchange Commission 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
Portfolio Management for Pooled Investment Vehicles

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