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Financial Planning Services Advisors in Douglasville, Georgia
13 Results
Unclaimed

J.p. Morgan Securities LLC

location

DOUGLASVILLE, GA

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dashonique Fitzgerald is a financial advisor with J.p. Morgan Securities LLC, a large brokerage firm. Dashonique works in the Douglasville, GA area and holds Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

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

Equity Services, Inc.

location

DOUGLASVILLE, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Esther Bernadette Latham is a registered investment advisor representative with Equity Services, Inc. She is based in DOUGLASVILLE, GA, and has been in the industry since 2007. Esther has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations and individuals other than high-net-worth individuals. In addition to working with Equity Services, Inc., Esther is also an insurance agent. She is a licensed insurance agent and has worked with Allstate Insurance Co and Prudential Insurance Company of America. She holds Series 6, 7, 63 and 65 licenses. Esther also holds a Securities Industry Essentials (SIE) license.

SPECIALIZATIONS

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

DOUGLASVILLE, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Frank Clay is a registered representative with Edward Jones, a well-established firm known for its focus on individual investors. Frank has been in the financial industry since 2009 and has a strong track record of providing comprehensive financial guidance. Frank holds the Series 66, Series 7, and SIE exams, demonstrating his expertise in investment products and services. In addition to his work with Edward Jones, Frank is actively involved in the Douglas County Chamber Finance Committee, Public Education Trust, and Coleman Love Properties LLC. Frank's commitment to his community and dedication to his clients make him a valuable resource for financial planning.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

DOUGLASVILLE, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Guy Moore is a financial advisor registered with Ameriprise Financial Services, LLC. Guy has been in the financial services industry for over 10 years, specializing in working with high-net-worth individuals, corporations, and charitable organizations. Guy is also a registered investment advisor and holds Series 66, Series 7, and SIE licenses. He offers a variety of financial services, including financial planning, asset allocation, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Avantax Advisory Services

location

Douglasville, GA

0 Disclosures

ADVISOR BIO

Herve Jean-Pierre is an Investment Advisor Representative with Avantax Advisory Services. He is registered with the states of Florida and Georgia. Herve has been working in the financial services industry since 2004. Herve is experienced in financial planning, pension consulting, educational seminars and providing investment advice to individuals and businesses. He also provides solicitor referral services to third-party investment managers.

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
location

DOUGLASVILLE, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Jason Kolacz is a financial advisor with Edward Jones. Jason has been in the financial industry since July 2018. Jason is registered with the state of Georgia, Texas and holds a Series 66, Series 7 and SIE licenses. Jason offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

DOUGLASVILLE, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey John Weronick is a financial advisor with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since 1997 and has experience with various firms, including Truist Investment Services, Inc., MML Investors Services, LLC, and Securian Financial Services, Inc. Jeffrey holds the Series 7, Series 63, Series 65, Series 24, and Series 4 licenses and has the Chartered Financial Consultant designation. Jeffrey's client base includes high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey focuses on providing financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

DOUGLASVILLE, GA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Thomas Lawlor is a financial advisor with Wells Fargo Clearing Services, LLC. Joseph Thomas Lawlor has been working in the financial services industry since 1984 and has a strong track record of helping clients achieve their financial goals. Joseph Thomas Lawlor holds several licenses and certifications, including the Series 7, Series 6, Series 3, Series 63, Series 65, and Series 24. Joseph Thomas Lawlor is registered with the following states: Alabama, Arizona, Florida, Georgia, Indiana, Mississippi, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Joseph Thomas Lawlor has previously worked with First Union Brokerage Services, Inc., JMC Financial Corporation, MONY Securities Corp., Dean Witter Reynolds Inc., E. F. Hutton & Company Inc, First Jersey Securities, Inc., and First Investors Corporation. Joseph Thomas Lawlor is committed to providing his clients with personalized financial advice and helping them make informed decisions about their investments.

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

Oneamerica Securities, Inc.

location

Douglasville, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Marquis Chachere is a registered representative with Oneamerica Securities, Inc. and has been in the financial services industry since 2023. Marquis has a Series 7TO and SIE license. Marquis is licensed to provide financial advice in California, Georgia and North Carolina. Marquis is also a licensed insurance agent. Marquis has experience working with individuals, high-net-worth individuals and businesses.

SPECIALIZATIONS

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

DOUGLASVILLE, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Demirtas is a financial advisor with Edward Jones. Nancy has been in the industry since December 5, 2018. Nancy is licensed to provide investment advice in Alabama, Arizona, Florida, Georgia, New Jersey, Pennsylvania, South Carolina, Tennessee, Texas and Virginia. She has also passed the Series 7TO and SIE exams. Nancy holds registrations as a registered representative and investment adviser representative. Nancy's prior professional experience includes working for Maximum One Realtors and Spectra Metal Sales.

SPECIALIZATIONS

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

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