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

Wells Fargo Clearing Services, LLC

location

MCLEAN, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Aidan Kyle Whitehouse is a registered representative with Wells Fargo Clearing Services, LLC. Aidan has been in the financial services industry since October 14, 2004. Aidan holds a Series 6, 7, 63, and 65 licenses. Aidan is registered in the District of Columbia, Maryland, and Virginia.

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

Florida Financial Advisors, LLC

location

Vienna, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aidan Flint is a registered investment advisor with Florida Financial Advisors, LLC. Aidan has been active in the financial industry for over 20 years. Aidan's expertise is in financial planning and portfolio management for both individuals and businesses. Aidan is licensed to provide investment advice in Florida and Virginia.

SPECIALIZATIONS

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

HSC Wealth Advisors

location

FOREST, VA

0 Disclosures

ADVISOR BIO

Aiden Bengds is an Investment Advisor Representative at HSC Wealth Advisors. Aiden is registered in Virginia and holds the Series 65 and SIE licenses. Aiden has been in the financial services industry since May 2024. Aiden specializes in financial planning, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

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

ZAK Investment Management Company, LLC

location

NORFOLK, VA

0 Disclosures

ADVISOR BIO

Aidis Lucius Zunde is an Investment Advisor Representative at Zak Investment Management Company, LLC, and is registered in North Carolina. Aidis has been with Zak Investment Management Company, LLC since October 2008. Aidis also serves as Senior Consultant for Whitney, Bradley & Brown, Inc. Aidis specializes in providing portfolio management services to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

State Farm Investment Management Corp.

location

Richmond, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aimee Malloy is a registered investment advisor representative and insurance agent with State Farm Investment Management Corp. Aimee has been working in the financial services industry since 2011 and has a strong background in insurance and financial planning. Aimee holds the Series 63, 65, 6TO and SIE licenses. Aimee is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Fidelity Personal AND Workplace Advisors

location

TYSONS CORNER, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aim'ee Dotson is an investment advisor representative who has been in the industry since 2019. Aim'ee is registered with Fidelity Personal And Workplace Advisors and has a Series 7TO, Series 66, and SIE license. Aim'ee provides financial planning, educational seminars, and portfolio management services for individuals and businesses. Aim'ee is registered with the states of Alabama, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Louisiana, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, and Wisconsin.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Norfolk, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ajna Hill is a securities professional with a focus on investment company products and variable contracts. Ajna has been active in the industry since January 2024, holding both Series 63 and Series 6TO licenses. Ajna is registered with the state of Virginia and is affiliated with J.P. Morgan Securities LLC.

SPECIALIZATIONS

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

Empower Advisory Group, LLC

location

NORTH CHESTERFIELD, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Akeem Lewis is a registered investment advisor representative with Empower Advisory Group, LLC. Akeem has over 7 years of experience in the financial services industry. Before joining Empower Advisory Group, LLC, Akeem worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Akeem is registered to provide investment advice in 52 states and the District of Columbia.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

VIRGINIA BEACH, VA

experience

14 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Akeem Prosser is a financial advisor who has been working in the industry since 2009. Akeem is currently registered with MML Investors Services, LLC and is licensed in Virginia and Texas. Akeem also has previous experience with Merrill Lynch and Edward Jones. Akeem is a Series 66, 7 and SIE licensed representative. Akeem provides financial planning, portfolio management for businesses and individuals and also conducts educational seminars. Akeem has a passion for helping others and enjoys building relationships with his clients.

SPECIALIZATIONS

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

United Brokerage Services, Inc.

location

Vienna, VA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Akram Aleahmad is a financial professional with over 20 years of experience in the industry. Akram is currently registered with United Brokerage Services, Inc. and has previously worked with PNC INVESTMENTS, BANC OF AMERICA INVESTMENT SERVICES, INC., WACHOVIA SECURITIES, LLC and FIRST UNION BROKERAGE SERVICES, INC. Akram is licensed to provide securities advice and has a Series 6 and Series 63 license. Akram specializes in financial planning, portfolio management for individuals and portfolio management for businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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