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

Rembert Pendleton Jackson | CFP ® (Certifications)

location

VIENNA, VA

0 Disclosures

ADVISOR BIO

Elizabeth Clough is an Investment Advisor Representative at Rembert Pendleton Jackson, based in Vienna, Virginia. Elizabeth has been in the industry for more than 15 years and previously worked for Ameriprise Financial Services, Inc. in Falls Church, Virginia. Elizabeth is a Certified Financial Planner, holding both the Series 7 and Series 65 licenses. Elizabeth's areas of specialization include investment planning, retirement planning, and college planning.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

RICHMOND, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Gillis is a financial advisor at Raymond James & Associates, Inc. Elizabeth is registered with the state of Virginia and has been in the industry for over 2 years. Elizabeth is experienced in financial planning and portfolio management for individuals and businesses. She is also a registered representative with Series 7TO and Series 66 licenses. Elizabeth's specializations include insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Janney Montgomery Scott LLC

location

Alexandria, VA

experience

25 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

COLONIAL HEIGHTS, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Kelly Joyner is a registered representative with Edward Jones. Elizabeth has been in the securities industry since August 2018. Elizabeth is registered in 32 states and holds the Series 66, Series 7, and SIE licenses. Elizabeth's office is located in Colonial Heights, Virginia.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

RICHMOND, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Smith is a financial advisor at Raymond James & Associates, Inc. Elizabeth has been in the financial services industry since 1993. Previously, Elizabeth worked for Truist Investment Services, Inc., BB&T Securities, LLC and Scott & Stringfellow, LLC. Elizabeth specializes in 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
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

Davenport & Co. LLC

location

RICHMOND, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Elizabeth Brown is an investment advisor representative currently registered with Davenport & Co. LLC. Elizabeth has been in the industry since 2018. Elizabeth holds Series 7, Series 66, and SIE licenses. Elizabeth is currently registered in 20 states. Elizabeth's professional experience includes time with Altria Group, NuMark, LLC, and the University of Virginia.

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

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

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
Unclaimed

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Elizabeth Calaman is an investment advisor representative with Truist Advisory Services, Inc. Elizabeth has been in the industry since 1987 and has a wide range of experience in financial planning, portfolio management and investment advisory services. Elizabeth is registered with FINRA and the SEC. Elizabeth is also licensed to provide investment advice in California, Delaware, District of Columbia, Florida, Georgia, Kansas, Louisiana, Maine, Maryland, Massachusetts, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

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

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