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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

South Boston, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Chris Elliotte Bailey is a financial advisor at Raymond James Financial Services Advisors, Inc. based in South Boston, Virginia. Chris has been in the financial industry since 2008. Chris is registered with the state of Virginia and Texas and holds Series 7, Series 63, and Series 66 licenses. Chris provides financial planning, portfolio management, and investment advisory services. Chris is also an Officer - Vice President at Benchmark Community Bank and Benchmark Financial Solutions. Chris specializes in providing financial services for individuals, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations.

SPECIALIZATIONS

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

Navy Federal Investment Services, LLC

location

Vienna, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Chris Fraijo is a financial advisor with Navy Federal Investment Services, LLC. Chris has been working in the financial industry for over 15 years. Chris has experience working with various financial institutions, including Ameriprise Financial Services, LLC, ALLSTATE FINANCIAL SERVICES, LLC, and FARMERS FINANCIAL SOLUTIONS, LLC. Chris has a Series 7TO, Series 63, Series 65 and a SIE license. Chris is currently registered as a Registered Representative and Investment Advisor Representative in California. Chris specializes in financial planning, portfolio management for businesses and individuals, and educational seminars.

SPECIALIZATIONS

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

CB Investment Management

location

LANSDOWNE, VA

0 Disclosures

ADVISOR BIO

Chris Belchamber is an investment advisor representative with CB Investment Management. Chris is registered with the state of Virginia and has been in the industry since 1997. Chris has a Series 65 license and has experience in financial planning, portfolio management for individuals and education seminars. Chris also offers various investment advisory services, including portfolio management for individuals and financial planning. In addition to his advisory role, Chris is also the author of "UK Government Bond Market" and "Invest Like the Best".

SPECIALIZATIONS

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

Edward Jones | CFP ®,CFC ® (Certifications)

location

SPRINGFIELD, VA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Chris Palmer is a financial advisor with Edward Jones. Chris has been working in the financial industry since 1994 and has a wide range of experience advising clients on a variety of financial needs. Chris holds the Series 63, Series 7, and SIE licenses, and is also a Certified Financial Planner and Chartered Financial Consultant. Chris is licensed to provide financial services in several states. Chris is also actively involved in the real estate industry and is a property owner in Jackson, Wyoming. Chris is committed to providing personalized financial advice to clients.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

ALEXANDRIA, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christabelle Cook is a financial professional with over 14 years of experience in the financial industry. Christabelle is currently registered with Principal Securities, Inc. and holds several licenses and certifications, including Series 7, Series 31, Series 66, and Series 26. Prior to joining Principal Securities, Inc., Christabelle has held positions with Hartford Funds Distributors, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Christabelle specializes in providing financial planning and investment advice to individuals, families, and businesses.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Vienna, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christel Djossinou is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Vienna, VA. Christel has over 13 years of experience in the financial services industry. Christel is licensed to provide investment advice in District of Columbia, Kentucky, Maryland, Utah and Virginia. Christel has passed the Series 7, Series 66 and SIE exams. Prior to joining Raymond James Financial Services Advisors, Inc., Christel was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Truist Investment Services, Inc. and HSBC Securities (USA) Inc. Christel specializes in providing financial planning and investment advice to individuals, corporations, and other businesses. Christel is also a Vice President at Peoples Bank and Peoples Investment Services.

SPECIALIZATIONS

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

PFS Investments Inc.

location

MEADOWS OF DAN, VA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Christel Wilcox is a financial advisor with over 30 years of experience in the industry. Christel is registered with PFS Investments Inc. and holds the Series 6, Series 26, and Series 63 licenses. Christel specializes in providing financial planning and portfolio management services to individuals. Christel Wilcox is registered with the state of California, Mississippi, and Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

STERLING, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christelle Tsalefackennangepsetedom is a financial advisor in STERLING, VA. Christelle has been in the industry since March 15, 2023, and is currently registered with Wells Fargo Clearing Services, LLC. Christelle has a Series 63, Series 65, Series 6TO and SIE. Christelle provides investment consulting services to institutional 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

Osaic Institutions, Inc.

location

Rocky Mount, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christene McNew is a registered investment advisor representative in Virginia. Christene has been in the industry since June 20, 2017 and has experience at both LPL Financial and Osaic Institutions, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

Eversource Wealth Advisors, LLC | CFP ® (Certifications)

location

Fairfax, VA

0 Disclosures

ADVISOR BIO

Christian Polito is a financial advisor at Eversource Wealth Advisors, LLC. Christian has been in the financial industry for over 12 years. Christian holds the Series 7 and 66 licenses, and is also a Certified Financial Planner. Christian is registered with the state of Virginia.

SPECIALIZATIONS

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

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