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

WYTHEVILLE, VA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Curtis Miller is a financial advisor with Edward Jones. Curtis has been in the industry since 2018 and holds Series 7TO, Series 66, and SIE licenses. Curtis's office is located in Wytheville, VA, and serves clients in Alabama, Alaska, California, Colorado, Delaware, Florida, Georgia, Mississippi, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, and West Virginia.

SPECIALIZATIONS

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

Hopwood Financial Services, Inc. | CFP ® (Certifications)

location

RESTON, VA

0 Disclosures

ADVISOR BIO

Curtis William Holland is a financial advisor registered with the state of Virginia. Curtis has been in the financial services industry since 2021. Curtis is currently registered with Hopwood Financial Services, Inc., located in RESTON, VA and previously was registered with LPL FINANCIAL LLC. Curtis holds the Series 65, Series 7TO, and SIE licenses. Curtis is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC | CFP ®,CFC ® (Certifications)

location

COLLINSVILLE, VA

experience

36 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Curtis Dickerson Pilson is a financial advisor with over 35 years of experience. Curtis is registered with Cetera Investment Advisers LLC and is licensed to provide investment advice and services in numerous states. Curtis has a wide range of experience in financial planning, portfolio management, and retirement planning, and is dedicated to helping individuals and families achieve their financial goals. Curtis has a strong commitment to ethical and professional practices, and is committed to providing personalized service to each client.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

NORFOLK, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Curtis Rex Hanson is an investment advisor representative at UBS Financial Services Inc. Curtis is licensed in 33 states and the District of Columbia. Curtis has been in the industry for over 8 years and is registered with FINRA and the Securities and Exchange Commission. Curtis specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

SPECIALIZATIONS

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

Truist Advisory Services, Inc. | CFP ® (Certifications)

location

ROANOKE, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Curtis Drew Arney is a financial advisor who has been in the industry since 2016. Curtis has a Series 66, Series 7 and SIE license and is registered with the state of Virginia. Curtis currently works with Truist Advisory Services, Inc. and previously worked with BB&T Securities, LLC. Curtis specializes in financial planning, portfolio management for businesses and individuals, publication of periodicals, selection of other advisors and financial profiling services using desktop software.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Centaurus Financial, Inc.

location

LEESBURG, VA

experience

20 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Curtis Edmark is a financial professional with over 20 years of experience in the industry. Curtis is currently registered with Centaurus Financial, Inc. and holds a Series 6, Series 7 and Series 66 license, in addition to a SIE certification. Curtis is also a licensed insurance agent and works as a Registered Representative for Centaurus Financial, Inc. Curtis has held previous roles at USALLIANZ SECURITIES, INC., GUARDIAN INVESTOR SERVICES CORPORATION and MUTUAL OF OMAHA FUND MANAGEMENT COMPANY.

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
Publication of Financial Periodicals
Unclaimed

Navy Federal Investment Services, LLC

location

VIENNA, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Curtis Clark Harris is a financial advisor registered with Navy Federal Investment Services, LLC. Curtis Harris has been in the securities industry for over 10 years, and his professional experience includes working with Pruco Securities, LLC. and Navy Federal Financial Group, LLC. Curtis Clark Harris currently holds Series 6, 7, 63 and 65 licenses as well as the Securities Industry Essentials Examination. Curtis Harris is registered in 10 states: Alabama, District of Columbia, Florida, Maine, Maryland, New York, North Carolina, South Carolina, Virginia and West Virginia. Curtis Clark Harris works with clients of all types including individuals, high-net-worth individuals and businesses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

FAIRFAX, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Curtis Kim Frazee is a financial advisor with Ameriprise Financial Services, LLC, based in FAIRFAX, VA. Curtis has over 35 years of experience in the financial industry, and has held positions with several prominent firms, including UBS Financial Services Inc., Prudential Securities Incorporated, and Lehman Brothers Inc. Curtis is a registered representative with FINRA and has a Series 7, 3, 10, 9, and 63 license. Curtis is also a registered Investment Advisor in the state of Virginia. Curtis specializes in providing financial planning, portfolio management, and asset allocation services to individuals, families, businesses, and charitable organizations. Curtis also offers educational seminars and publishes periodicals on various financial topics.

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

LPL Financial LLC

location

CHARLOTTESVILLE, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Curtis Lee Thornton is a financial advisor with over 6 years of experience in the industry. Curtis is currently registered with LPL Financial LLC and is licensed to provide investment advice in 22 states. Curtis has a background in the financial services industry, having previously worked for WELLS FARGO CLEARING SERVICES, LLC. Curtis has passed the Series 66, Series 7 and SIE exams. Curtis provides a range of services to individuals and businesses, including financial planning, portfolio management and consulting.

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

PFS Investments Inc.

location

CHANTILLY, VA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cynthea Pope is a registered representative with PFS Investments Inc. in Chantilly, VA. Cynthea holds the Series 63, Series 6TO, and SIE licenses. Cynthea is registered to provide investment advice in 12 states including California, Connecticut, Delaware, Georgia, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, Texas, and Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals

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