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

UBS Financial Services Inc.

location

NORFOLK, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alexandria Wiles is a registered representative with UBS Financial Services Inc. Alexandria Wiles is licensed in Virginia and has been in the financial services industry since 2019. Alexandria Wiles has a Series 66, Series 7TO, and Series SIE license. Alexandria Wiles is also registered in California, Delaware, Florida, Georgia, Indiana, Iowa, Kentucky, Maryland, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont, and Virginia. Alexandria Wiles has been employed by UBS Financial Services Inc since 2019.

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

Wells Fargo Clearing Services, LLC

location

NORFOLK, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Alexandria Olivia Jones is a financial advisor at Wells Fargo Clearing Services, LLC. Alexandria has been in the industry since 2012 and has a Series 6, 7, 63, and 65 license. Alexandria works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Alexandria provides investment advisory and financial planning services. Alexandria Olivia Jones is registered to offer investment advice in District of Columbia, Maryland, and Virginia.

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
location

Reston, VA

0 Disclosures

ADVISOR BIO

Alexandru Kevorchian is an Investment Advisor Representative with The Burney Co. Alexandru has been in the industry since March 2012. Alexandru is registered to provide investment advice in Virginia. Alexandru is also a Senior Data Scientist at Navy Federal Credit Union and the owner of Kevcat Solutions, Inc.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TAX PREPARATION SERVICES
Unclaimed

3summit Investment Management, LLC

location

VIENNA, VA

0 Disclosures

ADVISOR BIO

Alexey Belkin is an Investment Advisor Representative associated with 3summit Investment Management, LLC. Alexey Belkin has been in the industry since 2009 and has been with 3summit Investment Management, LLC since 2020. Alexey Belkin is licensed to provide advisory services in Virginia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Mather Group, LLC | CFA ® (Certifications)

location

McLean, VA

0 Disclosures

ADVISOR BIO

Alexia Larson is an Investment Advisor Representative with The Mather Group, LLC. Alexia is currently registered in Colorado, District of Columbia, Illinois, Maryland, and Virginia. Alexia holds a Series 65 license and is also a Chartered Financial Analyst. Alexia is an experienced investment advisor with over 15 years of experience in the financial services industry. Alexia has worked at Perry B. Seiffert, Investment Management, Chesapeake Asset Management, and The Mather Group, LLC.

SPECIALIZATIONS

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

Godsey & Gibb Wealth Management | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Alexis Houlihan is a Registered Investment Advisor Representative at Godsey & Gibb Wealth Management. Alexis has been in the industry since June 2017 and holds the Series 65 license. Alexis is a Certified Financial Planner. Alexis is registered with the state of Virginia. Alexis has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Alexis provides financial planning services and specializes in portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Osaic Institutions, Inc.

location

Newport News, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Alexis Riddick is a registered representative with Osaic Institutions, Inc. located in Newport News, VA. Alexis holds the Series 7TO and SIE licenses and has been active in the financial industry since March 7, 2024. Alexis works with individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

UBS Financial Services Inc.

location

ROANOKE, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Alexis Blanks is a financial advisor registered with UBS Financial Services Inc. Alexis has been working in the financial services industry since April 2009. They hold Series 3, 7, 9, 10 and 66 licenses. Alexis is licensed in 31 states and the District of Columbia, and can assist clients with a wide range of financial planning and investment 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

PFS Investments Inc.

location

VIENNA, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alexis R. Martinez is a financial advisor with PFS Investments Inc., a company dedicated to providing investment and financial advice to individuals, businesses, and charitable organizations. Alexis has a strong foundation in the financial services industry, having earned the Series 63, Series 6TO, and SIE licenses. Alexis specializes in providing investment advice and portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

RICHMOND, VA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Alfred Lafayette Stratford III is a financial advisor with over 29 years of experience in the industry. Alfred is registered with Raymond James & Associates, Inc. and is licensed in 21 states. Alfred has a strong background in investment management and provides a range of 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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