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

Ameriprise Financial Services, LLC

location

VIENNA, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Dermel Franklin is a financial advisor with Ameriprise Financial Services, LLC in Vienna, Virginia. Dermel has been in the financial industry since 2007. Dermel has the Series 66, Series 7 and SIE exams. Dermel has been registered with Ameriprise Financial Services, LLC and its predecessor firm since 2007. Dermel's primary focus is on providing asset allocation, financial planning and educational seminars. Dermel can also help with portfolio management for businesses and individuals.

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

Fidelity Personal AND Workplace Advisors

location

MIDLOTHIAN, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Derrick Clayvon Carter is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Derrick has been in the financial services industry since August 2015 and is licensed to provide investment advice in multiple states including Virginia, Texas, and Maryland. Derrick is a Series 7, Series 63, and Series 66 licensed advisor and holds the Securities Industry Essentials (SIE) license. Derrick's firm offers a wide range of financial planning services, including portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ROANOKE, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Derrick Roy Dewalt is a financial professional registered with Wells Fargo Clearing Services, LLC and is located in ROANOKE, VA. Derrick has been in the industry since June 1, 2021. Derrick is licensed to offer securities products and services.

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

LPL Financial LLC

location

NEWPORT NEWS, VA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Derry Leroy Haywood is a financial advisor who has been working in the industry since June 21, 1989. Derry is currently registered with LPL Financial LLC and holds Series 6, SIE, and Series 63 licenses. Derry has been working at LPL Financial LLC since July 8, 2024 and prior to that, Derry worked at MML Investors Services, LLC and New England Securities.

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

Chase Investment Counsel Corp.

location

CHARLOTTESVILLE, VA

0 Disclosures

ADVISOR BIO

Derwood Sumner Chase is a financial advisor with Chase Investment Counsel Corp., a firm based in Charlottesville, VA. Derwood has been with this firm since January 1964. Before this, Derwood worked at QUASAR DISTRIBUTORS, LLC in Portland, ME and FIRST FUND DISTRIBUTORS, INC. in Phoenix, AZ. Derwood is registered to provide investment advice in Virginia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING
Unclaimed

Tiaa-Cref Individual & Institutional Services, LLC

location

FAIRFAX, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Deryck Nilaja Henry is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Deryck has been in the financial services industry for over 25 years. Deryck holds a Series 63 license, a Series 6 license and a SIE license. Deryck specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Deryck is registered to provide financial services in Connecticut, District of Columbia, Maryland, New Jersey, New York, Ohio and Pennsylvania.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

TYSONS CORNER, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Desmond Eliezer Morrison is a financial advisor with Fidelity Personal and Workplace Advisors. Desmond is a Certified Financial Planner and holds the Series 7, Series 63 and Series 66 licenses. Desmond has over 5 years of experience in the financial services industry. Desmond is registered to provide investment advice in 28 states.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

GLEN ALLEN, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Destiny Lashae Holmes is a registered representative with Fidelity Personal And Workplace Advisors. Destiny is licensed in Virginia and Texas. Destiny has been working in the financial services industry for over 10 years.

SPECIALIZATIONS

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

Joss Brown Wealth Advisors | CFP ® (Certifications)

location

WILLIAMSBURG, VA

0 Disclosures

ADVISOR BIO

Deven Klaus Joss is a Certified Financial Planner® with over 6 years of experience in the financial services industry. Deven is registered with the state of Virginia and affiliated with Joss Brown Wealth Advisors. Deven's clients consist primarily of high-net-worth individuals, and individuals other than high-net-worth, as well as pension and profit-sharing plans, and corporations or other businesses. Deven's practice specializes in financial planning, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

Afflint Advisors, LLC

location

GLEN ALLEN, VA

0 Disclosures

ADVISOR BIO

Deven G Tasgaonkar is a Registered Investment Advisor Representative at Afflint Advisors, LLC. Deven has been in the industry for over 8 years. Deven is also the Managing Member of several real estate investment LLCs. Deven holds the Series 65 exam.

SPECIALIZATIONS

Portfolio Management for Individuals

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