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Pension Consulting Services Advisors in Buford, Georgia
10 Results
Unclaimed
location

BUFORD, GA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brandon Milton Hastings is a financial advisor with LPL Financial LLC. Brandon has been in the financial industry since June 2004. Brandon has a Series 7, Series 31, and Series 66 license. Brandon is registered with the following states: Colorado, Florida, Georgia, North Carolina, and South Carolina. Brandon has previous experience with Ameriprise Advisor Services, Inc. and A. G. Edwards & Sons, Inc. Brandon also holds a General Contractor License.

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

Paramount Investment Advisors | CFP ®,CFC ® (Certifications)

location

BUFORD, GA

0 Disclosures

ADVISOR BIO

Christopher Douglas Hardy is an investment advisor representative of Paramount Investment Advisors, Inc. based in Buford, Georgia. Christopher has been an active investment advisor representative for over 15 years. Previously Christopher was associated with H&R Block Financial Advisors, Inc. and Edward Jones. Christopher has a Series 63, Series 65 and Series 7 license. Christopher is a Certified Financial Planner and a Chartered Financial Consultant.

SPECIALIZATIONS

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

LPL Financial LLC

location

BUFORD, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Cory Lane Robinson is a registered representative with LPL Financial LLC and has been in the industry since January 6, 2014. Cory Robinson has been registered with LPL Financial LLC since February 14, 2018 and is currently registered with the state of Georgia as an Investment Advisor Representative. Cory Robinson previously worked with Invest Financial Corporation in Duluth, Georgia. In addition to Cory Robinson's role as a registered representative, Cory Robinson is also the owner of Cory L Robinson CPA PC, an accounting and tax preparation firm, and has a variety of other business interests. Cory Robinson holds a Series 66, Series 7 and SIE license.

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

Daxmar Advisors

location

BUFORD, GA

0 Disclosures

ADVISOR BIO

Daniel Pascu is an investment advisor representative with Daxmar Advisors. Daniel has been in the industry since 2017. Daniel is registered with the state of Georgia. Daniel specializes in providing financial planning and portfolio management services to individuals. Daniel is also registered as an investment advisor representative with Edward Jones, a previous employer.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Buford, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Edward Bernard Seay is an active Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Buford, GA. Edward has been in the industry since July 2003 and holds Series 6, Series 63, Series 65 and SIE licenses. Edward previously worked for AMERITAS INVESTMENT CORP. in Suwanee, GA and CCF INVESTMENTS, INC. in LOUISVILLE, KY. Edward also has other business activities, including being an Independent Insurance Agent and a part-owner of Green Zero Waste.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BUFORD, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jesus Huallanca is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jesus is registered with the state of Georgia as an Investment Advisor Representative and in Texas as a Registered Representative. Jesus has been in the industry for seven years. He has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Jesus is a Registered Representative at the Buford, GA branch of Merrill Lynch, Pierce, Fenner & Smith Inc. He is also registered with the state of Georgia as an Investment Advisor Representative.

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

LPL Financial LLC

location

BUFORD, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Joel Terrell Swaim is a financial advisor with LPL Financial LLC. Joel has been in the financial services industry since 1998 and is registered with FINRA and the state of Georgia. He is also a registered investment advisor with the state of Georgia. Joel is committed to providing personalized financial advice to help clients reach 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BUFORD, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Mingxin Jiang is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Georgia and Texas. Mingxin holds licenses to offer securities and investment advice. Mingxin has been in the industry since 2021 and has experience serving high-net-worth individuals, corporations, and charitable organizations. Mingxin offers various financial services, including portfolio management, investment advice, and performance measurement reports.

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

LPL Financial LLC

location

BUFORD, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Steven Schwartz is a financial advisor who has been in the industry since 2007. He is currently registered with LPL Financial LLC, and has previously been affiliated with Ameriprise Financial Services, LLC, Invest Financial Corporation and State Farm VP Management Corp. Steven has a strong background in financial planning, portfolio management and investment advice. He is committed to providing his clients with personalized financial advice and guidance. Steven is a dedicated professional with a strong work ethic and a commitment to his clients' success.

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

Paramount Investment Advisors | CFP ® (Certifications)

location

BUFORD, GA

0 Disclosures

ADVISOR BIO

Tracey Gordineer is a financial advisor with Paramount Investment Advisors. Tracey has been in the industry for over 10 years and has a strong background in financial planning and investment management. Tracey is a Certified Financial Planner and holds both Series 6 and Series 65 licenses. Tracey specializes in providing financial advice to individuals, families, and businesses. Tracey also has experience working with high-net-worth clients. Tracey's firm, Paramount Investment Advisors, is a registered investment advisor and provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Paramount Investment Advisors works with individual and business clients.

SPECIALIZATIONS

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

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