Marietta, GA Office

Team
Updated today

Client AUM

$2,486,681,777

Clients

5,871

Advisors

2

Of 100 advisors across 77 offices

Location

Marietta GA

Advisors at this office

2

Advisors at this office

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Steven B

Series 65, Series 63

Marietta, GA

International Assets Investment Management, LLC

Steven Beckerman is a financial advisor with International Assets Investment Management, LLC. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current advisory role, he worked for Rooms To Go and UPS. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party money managers or wrap programs in its strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Edward B

Series 63

Marietta, GA

International Assets Investment Management, LLC

Edward Beckerman is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 35 years of industry experience. His career includes nearly three decades at Metlife Securities Inc., followed by roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services before joining International Assets Advisory in 2019. He is also the owner and president of Beckerman & Associates, LLC, a life and health insurance brokerage. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party money managers, emphasizing long-term strategies across various asset classes.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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