Invested Better
Market Timing Services Advisors in Rome, Georgia
6 Results
Unclaimed

Truist Advisory Services, Inc.

location

ROME, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Abby Waits Green is a financial advisor with Truist Advisory Services, Inc. Abby has been in the industry since 2005 and is registered to provide investment advice in 53 states and the District of Columbia. Abby holds the Series 6, 7, 63, and 66 licenses. Abby provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. Truist Advisory Services, Inc. has been in business since 1995. The firm has offices in 100 East 2nd Ave, Suite IA, Rome, Georgia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Brokers International Financial Services, LLC

location

Rome, GA

0 Disclosures

ADVISOR BIO

Anh Hamilton is an Investment Advisor Representative at Brokers International Financial Services, LLC. Anh Hamilton is licensed in Georgia and Texas. Anh Hamilton has been in the industry since April 2016. Anh Hamilton has experience in providing advisory wealth planning and insurance sales. Anh Hamilton also has experience in sales of fixed insurance products. Anh Hamilton is committed to providing clients with the highest quality service and advice.

SPECIALIZATIONS

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

Synovus Securities, Inc. | CFP ® (Certifications)

location

ROME, GA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Howard French Daugherty is a financial advisor with Synovus Securities, Inc. and has been in the industry since 2007. Howard is registered with the Securities and Exchange Commission and is licensed to provide financial advice in multiple states. Howard is a Certified Financial Planner and specializes in Retirement Planning, College Savings, Insurance, Estate Planning, and Asset Management.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

ROME, GA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Jamie Lee Doss is a financial advisor with over 40 years of experience in the financial services industry. Jamie is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Previously, Jamie was registered with Ameriprise Financial Services, Inc. beginning in September 2005. Prior to that, Jamie was affiliated with IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. Jamie holds several licenses and certifications including Series 6, 7, 22 and SIE. Jamie is active in several business and community organizations.

SPECIALIZATIONS

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

Synovus Securities, Inc.

location

ROME, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Emery Johnson is a financial advisor registered with Synovus Securities, Inc.. Jonathan has been in the financial services industry since June 20, 2020. Jonathan is registered in Georgia. Jonathan works out of the Rome, Georgia office of Synovus Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed

Synovus Securities, Inc.

location

ROME, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Robyn O'Kelley is a financial advisor at Synovus Securities, Inc., with experience in the industry since December 2013. Robyn has a strong track record of providing financial advice to individuals and businesses, and is committed to helping clients achieve their financial goals. Robyn holds a Series 7 and Series 66 license, as well as the Securities Industry Essentials (SIE) exam. Robyn has experience providing a variety of financial services, including financial planning, portfolio management, and educational seminars. Robyn is registered in multiple states and has earned a number of designations throughout her career.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals