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

Marietta, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Brandon Best is an investment advisor representative with Edward Jones. Matthew has been in the industry since August 9, 2017. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, SIE, and Series 7 licenses. Matthew is also registered with the state of Georgia as an investment advisor.

SPECIALIZATIONS

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

MARIETTA, GA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew Steven Ellis is a financial advisor with Edward Jones. Matthew has been in the financial industry since February 25, 2008 and is licensed in 27 states. Matthew's primary office location is in Marietta, Georgia. Matthew has been with Edward Jones since January 2008. Edward Jones is an investment firm with over $824 billion in assets under management.

SPECIALIZATIONS

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

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

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

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

Wickham Financial & Insurance Services

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Michael Beecher is a registered Investment Advisor Representative in Georgia, and is associated with Wickham Financial & Insurance Services. Michael has worked in the securities industry since 2000. Michael has experience with firms such as Carter, Terry & Company, Inc. and Centaurus Financial, Inc. Michael has obtained the following licenses: Series 66, Series 7, and SIE. Michael holds the following specializations: Asset Allocation, Mutual Funds and Retirement Planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

MARIETTA, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Paul Jones is a financial advisor with Wells Fargo Clearing Services, LLC, registered in the state of Georgia. Michael has been in the industry since March 6, 2006, and currently provides financial planning and investment consulting services to individuals and businesses. Michael holds the Series 6, 7, 63, and 66 securities licenses. Michael is also a Registered Investment Advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
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

Impact Partnership Wealth, LLC

location

Marietta, GA

0 Disclosures

ADVISOR BIO

Michael Weinberger is an investment advisor representative with Impact Partnership Wealth, LLC. Michael Weinberger has been in the financial industry since March 2013. Michael Weinberger has a Series 65 license. Michael Weinberger is registered in Georgia as an Investment Advisor Representative. Michael Weinberger is also a director of advanced markets for The Impact Partnership, LLC.

SPECIALIZATIONS

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

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