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

Impact Partnership Wealth, LLC

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Vanessa M. Patterson is an Investment Advisor Representative with Impact Partnership Wealth, LLC. Vanessa has been in the industry since December 2020 and is registered with the state of Maryland. She is experienced in providing financial planning, educational seminars, and portfolio management services. Vanessa is a graduate of [Insert university name here] with a degree in [Insert degree name here] and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

MARIETTA, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Venus Justice is a financial advisor with LPL Financial LLC. Venus has over 10 years of experience in the financial services industry. She is registered with the state of Georgia as both a broker-dealer and an investment advisor. Venus holds Series 63 and 65 licenses, as well as Series 6TO and SIE. Venus specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and charitable organizations. Venus has previously worked at Truist Investment Services, Inc. and First Citizens Investor Services, Inc. She is committed to 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wells Fargo Clearing Services, LLC

location

MARIETTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Victor Manuel Fermin is a financial advisor with Wells Fargo Clearing Services, LLC. Victor is a registered representative in Georgia. Victor has been in the securities industry since 2014. Victor has passed the Series 6, Series 7TO, Series 63, and Series 66 examinations. Victor has been working with Wells Fargo Clearing Services, LLC since 2014. Victor is a special advisor working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MARIETTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Victtor Cabral is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Victtor Cabral has been in the industry since March 2020 and is active in providing financial services in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee and Texas. Victtor Cabral works with a variety of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations and state or municipal government entities. Victtor Cabral offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors.

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

Wells Fargo Clearing Services, LLC

location

MARIETTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Vivian Ferreira melillo is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the industry since 2014. Vivian is registered with the state of Georgia and has a Series 7 and Series 66 license. Vivian is also a registered investment advisor representative and has a Series 63 license. Vivian has a history of experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Vivian is currently located in Marietta, Georgia. Vivian is able to provide investment advice and services for a variety of clients.

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

Wells Fargo Clearing Services, LLC

location

MARIETTA, GA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Vonnie O'Neal is a financial professional with over 25 years of experience in the industry. Vonnie has been registered with Wells Fargo Clearing Services, LLC since October 1, 2000. Prior to joining Wells Fargo Clearing Services, LLC, Vonnie was registered with First Union Brokerage Services, Inc. in Charlotte, NC from June 8, 1994, to October 1, 2000.

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

T. Rowe Price Associates, Inc.

location

Marietta, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Conway Ewan is a financial advisor with T. Rowe Price Associates, Inc. Wayne has been in the industry since 2008 and has a wide range of experience. Wayne is registered with the state of Georgia and Maryland and has passed several industry exams, including the Series 66, Series 63, Series 7, Series 3, and Series 55.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Strickland Davis Advisors LLC

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Wayne Albert Davis is a registered investment advisor representative with Strickland Davis Advisors LLC. Wayne has been in the financial services industry since 2004 and has a broad range of experience in providing investment advice to individuals, high-net-worth individuals, and institutions. Wayne is also a registered representative and holds Series 7, 63, and 66 licenses. Wayne specializes in financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Avantax Advisory Services

location

MARIETTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Wei Wu is a financial advisor with Avantax Advisory Services in Marietta, GA. Wei has been in the financial industry since December 2021. Wei is registered with the state of Georgia as an Investment Advisor Representative. Wei is also registered with FINRA as a Registered Representative. Wei offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management.

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

Marietta Wealth Management, LLC | CFP ® (Certifications)

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Wesley Hackney is a financial advisor with Marietta Wealth Management, LLC in Marietta, Georgia. Wesley has been in the financial services industry since 2005. He is licensed to provide investment advice in Georgia. Wesley Hackney holds the Series 6, Series 63, and SIE licenses. Wesley Hackney is also a Certified Financial Planner. Wesley has experience providing financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

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

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