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

Wellington Consulting Services Inc.

location

CHANTILLY, VA

0 Disclosures

ADVISOR BIO

Hal Greer has been active in the financial industry since 1990 and is a registered Investment Advisor Representative with Wellington Consulting Services Inc. Currently, Hal is a retirement plan record keeper for Everington Consulting, Inc. Hal Greer has experience with individuals, other than high net worth individuals. Hal is also experienced with high net worth individuals. Prior to joining Wellington Consulting Services Inc., Hal Greer was a registered representative with UBS PaineWebber Inc., Friedman, Billings, Ramsey & Co., Inc., First Southeastern Securities Group, Incorporated, Meridian, Dunhill & Co., Inc., Alex. Brown & Sons Incorporated, Olde Discount Corporation, Waterhouse Securities, Inc., F.N. Wolf & Co., Inc., Biltmore Securities, Inc, and The Stuart-James Company, Incorporated. Hal Greer has successfully passed the Series 7, Series 63 and Series 65 exams. Wellington Consulting Services Inc. provides portfolio management services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Motley Fool Wealth Management, LLC | CFP ® (Certifications)

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Hali London is a financial advisor who has been registered with the SEC since 1994. Hali has a Series 65 license and holds a Certified Financial Planner designation. Hali is currently employed by Motley Fool Wealth Management, LLC. Hali works at the Alexandria, VA branch office of the firm. Hali specializes in providing financial planning services to individuals and businesses. Hali also provides portfolio management services to high-net-worth individuals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORFOLK, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Halie Murray is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Norfolk, VA. Halie has been in the financial services industry since 2016. Halie is licensed in Virginia and holds the Series 66, Series 7TO, and SIE securities licenses. Halie has experience with various financial products and services, including portfolio management for individuals and businesses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameriprise Financial Services, LLC

location

FALLS CHURCH, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Hallett Raymond Gates has been in the financial services industry since August 1991. Hallett Gates is currently a registered representative with Ameriprise Financial Services, LLC. Hallett Gates has held prior registrations with Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Janney Montgomery Scott LLC. Hallett Gates holds both Series 63 and Series 65 licenses and also has a Series 7 license. Hallett Gates has been with Ameriprise Financial Services, LLC since March 2020 and has a branch office location in Falls Church, VA.

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

CHANTILLY, VA

experience

19 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Hammad Raza Rizvi is a registered representative with PFS Investments Inc. since 2005. Hammad Rizvi is registered in Maryland, Virginia, Washington, and the District of Columbia. Hammad Rizvi specializes in providing investment advice to individuals and has been in the industry since 2005.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

VIENNA, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hana Gebremeskel is a financial professional licensed to offer investment advice in the District of Columbia, Texas, and Virginia. Hana has been in the financial services industry since January 28, 2022 and is currently registered with PFS Investments Inc.. Hana is a Series 6, 63, and SIE licensed representative. Hana specializes in working with individuals and provides portfolio management services.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MCLEAN, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Hanan Sowwan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since June 2020. Hanan is registered to offer securities products and services in several states, including Virginia, Texas, Maryland, New Jersey, Pennsylvania, and more. Hanan holds the Series 7TO, Series 66, and SIE exams.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Citigroup Global Markets Inc.

location

Reston, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Hanan Amin-salem is a registered representative with Citigroup Global Markets Inc., licensed to offer securities services in 53 states and jurisdictions across the United States. Hanan Amin-salem has been in the industry since January 2018 and holds multiple licenses including Series 63, Series 24, SIE and Series 79. Hanan Amin-salem specializes in a wide range of investment services including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

MCLEAN, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Hanane Lemlih is a registered representative with Wells Fargo Clearing Services, LLC. Hanane has been in the financial services industry for over 20 years. Hanane is licensed in 27 states and the District of Columbia, and is also a registered investment advisor in Virginia, Texas, and the District of Columbia. Hanane specializes in providing investment advice to individuals, businesses, and institutions. Hanane has a wide range of experience in financial planning, portfolio management, and investment consulting. Hanane is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

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

Eagle Strategies LLC | CFC ® (Certifications)

location

VIENNA, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Handan Gencogluer has been in the financial services industry since 1985. Handan is a Registered Representative with Eagle Strategies LLC, and an Investment Advisor Representative registered with the state of Virginia. Prior to joining Eagle Strategies LLC, Handan was a Registered Representative with Park Avenue Securities LLC and MetLife Securities Inc. Handan holds the Series 6, 7, 9, 10, 63 and 65 licenses. Handan's specialties include financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors and portfolio management for individuals.

SPECIALIZATIONS

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

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