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Portfolio Management for Businesses Advisors in Marietta, Georgia
321 Results
Unclaimed

Creative Planning | CFP ® (Certifications)

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Matthew Marinovich is a financial advisor registered with Creative Planning. He is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Matthew has a strong background in financial planning, portfolio management, and retirement planning. He is committed to helping individuals and families achieve their financial goals. He is currently licensed and registered with the state of Georgia.

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
Unclaimed

Impact Partnership Wealth, LLC

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Matthew Noel Miller is a financial advisor with Impact Partnership Wealth, LLC. Matthew has been in the financial services industry since 2016, working with clients to build and manage their portfolios. Matthew holds the Series 7, 7TO, 63 and 65 licenses and has a degree in business. Matthew is committed to providing personalized financial advice to individuals and families and helping them achieve their financial goals. Matthew works with clients of all ages and income levels, from first-time investors to experienced investors. Matthew is dedicated to helping clients understand their financial situation and develop a plan to reach their financial goals. Matthew is passionate about helping clients achieve their financial goals, and he is committed to providing excellent service. Matthew believes that everyone should have access to financial advice, and he is dedicated to helping his clients make informed financial decisions.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

MARIETTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Wachstein is a financial professional with J.P. Morgan Securities LLC. Matthew has a strong understanding of the financial markets, with expertise in Investment Company Products/Variable Contracts Representative Examination, Securities Industry Essentials Examination and Uniform Securities Agent State Law Examination. Matthew has been in the industry since 2021 and is registered in Georgia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Narwhal Capital Management | CFP ® (Certifications)

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Melissa Dotson is a financial advisor at Narwhal Capital Management. Melissa is a Certified Financial Planner and has been in the industry since 2018. Melissa is registered as an Investment Advisor Representative in both Georgia and Texas. Melissa specializes in financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wiser Wealth Management, Inc. | CFP ® (Certifications)

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Melissa Beach is a financial advisor with Wiser Wealth Management, Inc. in Marietta, Georgia. She is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Melissa has experience working with high-net-worth individuals and families as well as pension and profit sharing plans. Melissa is committed to providing personalized financial advice and guidance to her clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Impact Partnership Wealth, LLC

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Melvin Brandon is an Investment Advisor Representative at Impact Partnership Wealth, LLC with over 13 years of experience in the financial services industry. Melvin specializes in financial planning, portfolio management, and educational seminars. Melvin is also an insurance sales agent and has worked with Aul Financial Group, LLC and Brookstone Wealth Advisors. Melvin is registered as an Investment Advisor Representative in Missouri. Melvin Brandon is a dedicated professional with a passion for helping clients achieve their financial goals.

SPECIALIZATIONS

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

Strickland Davis Advisors LLC

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Michael Fitzgerald Strickland is an Investment Advisor Representative with Strickland Davis Advisors LLC in Marietta, Georgia. Michael has been in the industry since June 2010 and has been registered with the state of Georgia as an Investment Advisor since August 2017. Strickland Davis Advisors LLC specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Michael holds the Series 65 - Uniform Investment Adviser Law Examination license and is a registered representative in Georgia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Allworth Financial, LP | CFP ® (Certifications)

location

MARIETTA, GA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Hostetler is a financial advisor with Allworth Financial, LP. Michael has been in the financial services industry for over 20 years. Michael is a Certified Financial Planner® professional with experience in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Michael is also a registered representative with FINRA and holds the Series 7 and Series 66 licenses. Michael has previously been employed by THE STRATEGIC FINANCIAL ALLIANCE, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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
location

MARIETTA, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Edward McCracken is a financial advisor with Edward Jones. Michael has been in the financial services industry since March 1, 2020. Michael specializes in helping individuals and families with financial planning, portfolio management, and retirement planning. Michael is a licensed and registered representative in several states including Georgia, Florida, Connecticut, Maryland, and Illinois. He has a Series 7, Series 66, and SIE licenses. Michael is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

American Financial Advisors, LLC

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Michael Stark is a financial advisor with American Financial Advisors, LLC. Michael has been in the financial industry for over 30 years. Michael is registered to provide investment advisory services in Georgia, Louisiana, and Texas. Michael's firm has a team of 4 investment advisory professionals who work with individuals, corporations, and pension and profit-sharing plans. Michael's firm specializes in financial planning, investment management for individuals and businesses, and has over 853 million in assets under management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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