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

Janney Montgomery Scott LLC

location

Roanoke, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Edward Bartlett is a financial advisor with Janney Montgomery Scott LLC. Edward has been in the industry for over 28 years and is registered with the state of Virginia and Texas, as well as the Financial Industry Regulatory Authority (FINRA). Edward specializes in providing financial planning, portfolio management, and investment advice. He works with a wide range of clients, including individuals, families, and businesses. Edward has a deep understanding of the financial markets and a commitment to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Davenport & Co. LLC

location

RICHMOND, VA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Edward Trigg Brown is a financial advisor with over 40 years of experience in the industry. Edward has been registered with Davenport & Co. LLC since 1982, and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch, Pierce, Fenner & Smith, Inc. Edward specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Edward is a Registered Representative and Investment Adviser Representative, and holds the Series 7, 9, 10, 24, 63, and 65 licenses. In addition to his work at Davenport & Co. LLC, Edward is a member of the Board of Managers of Consutech LLC, a manufacturing company.

SPECIALIZATIONS

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

LPL Financial LLC

location

GLEN ALLEN, VA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edward Jerome Bullano is a financial advisor in Glen Allen, Virginia with over 35 years of experience in the financial services industry. Edward Jerome Bullano has been registered with LPL Financial LLC since May 2014. Previously, Edward Jerome Bullano was registered with Wells Fargo Advisors, LLC, BB&T Investment Services, Inc., H&R Block Financial Advisors, Inc., Allstate Financial Services, LLC, Signator Investors, Inc., Intersecurities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Edward Jerome Bullano has passed the Series 6, Series 7, Series 63, and Series 65 exams. Edward Jerome Bullano's current registrations are with the state of Virginia. Edward Jerome Bullano's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Edward Jerome Bullano is also a registered representative with LPL Financial LLC, which is a broker-dealer. Edward Jerome Bullano's main office is located at 4860 Cox Road, Suite 200 in Glen Allen, Virginia.

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

Davenport & Co. LLC

location

Richmond, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Edward Fiscus Cole is a financial professional with over 20 years of experience in the securities industry. Edward is a Principal at Davenport & Co. LLC and is registered with FINRA. Edward is also registered as an Investment Advisor Representative with the State of Virginia. Edward holds the following securities licenses: Series 7, Series 24, Series 50, Series 53, Series 54, and Series 63. Prior to joining Davenport & Co. LLC, Edward was employed by Scott & Stringfellow, Inc. Edward specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

MCLEAN, VA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edward Assadi Ramsey is a financial advisor with over 35 years of experience. Edward has a strong background in accounting and tax preparation, having owned and operated a successful CPA firm for many years. Edward is a Certified Financial Plannerâ„¢ professional and has a deep understanding of financial planning principles. Edward is currently registered with Commonwealth Financial Network, a leading independent broker-dealer. Edward is also a Registered Representative with FINRA and has a Series 65 and Series 7 license.

SPECIALIZATIONS

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

PFS Investments Inc.

location

MECHANICSVILLE, VA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edward Eugene Colley is a financial professional registered with PFS Investments Inc. located in Mechanicsville, VA. Edward has been in the industry since September 3, 1987 and has a wide range of experience in the investment field. Edward is currently registered with PFS Investments Inc., and has been with the firm since September 4, 1987. Edward has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

MIDLOTHIAN, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Edward Yesbeck has been in the financial services industry since 1987. He is currently registered with Cetera Investment Advisers LLC in Virginia and Florida. Edward has worked for a number of firms, including Securian Financial Services, Inc., Park Avenue Securities LLC, and 1717 Capital Management Company. Edward holds several licenses, including the Series 6, 7, 24, 63, and 65 licenses. Edward provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Edward specializes in helping clients with their retirement planning, college savings, and estate planning needs. Edward also has a background in fixed insurance and owns rental properties.

SPECIALIZATIONS

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

RICHMOND, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Edward Fay Stone is a financial advisor with Edward Jones, a well-established financial services firm. Edward has been in the industry since October 2022 and holds a Series 7TO, SIE and Series 66 license. He is currently registered in Virginia. Previously, Edward worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is also an officer in the Virginia Army National Guard, serving as a logistics officer.

SPECIALIZATIONS

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

MIDLOTHIAN, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Edward Michael Velasquez is a financial advisor at Edward Jones, a firm that manages over $824 billion in assets. Edward has been a registered representative with the firm since August 2013, and his experience in the industry dates back to September 2013. Edward holds the Series 66, Series 7, and SIE licenses. Edward specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Independent Financial Partners

location

FAIRFAX, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Edward Williams is a registered investment advisor representative with Independent Financial Partners, with over 20 years of experience in the financial services industry. Edward holds the Series 7, 9, 10, 31, 63, and 65 licenses, and has a strong background in investment advisory services. Edward provides financial planning, portfolio management for individuals, pension consulting, and educational seminars. Edward Williams is also a registered representative of Independent Financial Partners.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE

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