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

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Woods Tyler is a financial advisor with over 29 years of experience. Elizabeth is currently registered with Wells Fargo Clearing Services, LLC, and is licensed to provide investment advice in Texas and Virginia. Elizabeth has a broad range of experience, having worked in various financial institutions, including Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Elizabeth specializes in providing portfolio management services to both individuals and businesses.

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

Wells Fargo Clearing Services, LLC

location

PURCELLVILLE, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Pacheco is a financial professional with Wells Fargo Clearing Services, LLC, located in Purcellville, VA. Elizabeth has been in the financial industry since 2019 and has experience in various financial 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

Janney Montgomery Scott LLC

location

Alexandria, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Cecchine Miller is a financial advisor at Janney Montgomery Scott LLC. Elizabeth has been in the industry since November 29, 2000. Elizabeth's previous experience includes working at Morgan Stanley and Citigroup Global Markets Inc. Elizabeth holds the Series 63, Series 7, Series 9, and Series 10 licenses. Elizabeth also has a SIE certification. Elizabeth is registered to provide investment advice in 38 states and the District of Columbia.

SPECIALIZATIONS

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

HAMPTON, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Swanson is an investment advisor representative with Osaic Wealth, Inc. Elizabeth has been in the industry for 4 years and is registered with the state of North Carolina. Elizabeth has been with Osaic Wealth, Inc. since June 2024. Previously, Elizabeth worked for Securities America, Inc. and Securities Service Network, LLC. Elizabeth provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Elizabeth is committed to helping her 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

Harbour Capital Advisors, LLC

location

TYSONS CORNER, VA

0 Disclosures

ADVISOR BIO

Elizabeth Duff is a registered investment advisor representative with Harbour Capital Advisors, LLC, located in Tysons Corner, VA. Elizabeth has been in the industry since 1998 and has experience in various roles including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc. and BANC of America Securities LLC. Elizabeth has passed the Series 7, 63 and 66 exams and is currently registered in Virginia. Elizabeth specializes in financial planning, portfolio management for individuals and pooled investment vehicles and family office services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

MIDLOTHIAN, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Darby is an active investment advisor representative with LPL Financial LLC. Elizabeth is registered in Virginia and holds the Series 66, Series 7TO, and SIE licenses. She is registered with both FINRA and the state of Virginia. Elizabeth has over 8 years of experience in the financial services industry. Her professional history includes roles with Chesterfield County Public Schools and LPL Financial LLC. She has previously been employed by LPL Financial LLC and Chesterfield County Public Schools. Elizabeth has been an active advisor for the past 2 years.

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

Heritage Financial LLC

location

GAINESVILLE, VA

0 Disclosures

ADVISOR BIO

Elizabeth Lannon Clark is an investment advisor representative at Heritage Financial LLC with over 13 years of experience in the financial industry. Elizabeth holds Series 6, 7, 63, 65 and 66 licenses and is registered in Virginia and Texas. Elizabeth has previously worked with The Strategic Financial Alliance, Inc. and Pacific West Securities, Inc. Elizabeth is committed to providing personalized financial advice and services to individuals and families. Elizabeth specializes in financial planning, portfolio management and selection of other advisors. Elizabeth’s clients include high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Elizabeth is also a member of Intelligent Back Office Solutions, LLC, a non-investment related company.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Mclean, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Shiring is a financial advisor with Ameriprise Financial Services, LLC in Mclean, Virginia. Elizabeth has over 20 years of experience in the financial services industry. Elizabeth is licensed in the state of Virginia and holds Series 7 and Series 66 securities licenses. Elizabeth specializes in providing financial planning, asset allocation services, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals and pension consulting. Elizabeth is also a registered representative for Ameriprise Financial Services, LLC.

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

PFS Investments Inc.

location

FREDERICKSBURG, VA

experience

35 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Elizabeth Hitchcock is a financial advisor with PFS Investments Inc. Elizabeth has been in the financial services industry since November 1989. Elizabeth is registered with FINRA and is licensed in 13 states. Elizabeth holds the following licenses: Series 6, Series 26, Series 63, and SIE. Elizabeth has been a representative of PFS Investments Inc. since November 1989. Elizabeth's office is located in Fredericksburg, Virginia. Elizabeth is an active member of the financial services industry and has a proven track record of success. Elizabeth is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

FREDERICKSBURG, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth O'Reillypate is a financial advisor with over 20 years of experience in the financial services industry. Elizabeth is currently registered with MML Investors Services, LLC and has previously held positions at MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Elizabeth holds the Series 6, 7, 24, 63 and 65 licenses, as well as the SIE exam. Elizabeth specializes in financial planning, asset allocation programs, portfolio management for businesses and individuals, and pension consulting. Elizabeth is a director for the National Association of Insurance and Financial Advisors, Virginia. Elizabeth is also a property owner and lessor.

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

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