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

NORFOLK, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Irene B. O'Brien is a registered investment advisor representative with Edward Jones. Irene has been in the industry for 11 years. Irene is registered with the state of Virginia and Texas and holds the Series 7 and Series 66 licenses. Irene has been with Edward Jones since 2012 and is based in Norfolk, VA. The firm focuses on portfolio management for businesses and individuals, financial planning, and pension consulting.

SPECIALIZATIONS

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

Cassaday & Company, Inc. | CFP ® (Certifications)

location

MCLEAN, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Irene Butler is a financial advisor who has been in the industry since 2015. Irene is registered with the state of Virginia and is a Certified Financial Planner. Irene is affiliated with Cassaday & Company, Inc. and works directly with Founder, Chairman & CEO Stephan Cassaday, assisting with client meetings, onboarding new clients, and tracking and predicting clients' evolving needs and circumstances. Irene also provides analyses on a wide range of financial planning activities, including personal and business cash flow, employee benefits, tax planning, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Unclaimed

Wells Fargo Clearing Services, LLC

location

ALEXANDRIA, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Irene Mukabalisa Marcel is a registered representative with Wells Fargo Clearing Services, LLC. Irene has been in the industry since 2016 and is licensed in the District of Columbia, Maryland, and Virginia. Irene has a Series 66, Series 7TO, and SIE license. She is also a registered Investment Advisor Representative in Virginia. Irene offers investment consulting services to institutional clients, as well as financial planning and portfolio management services for 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

PFS Investments Inc.

location

VIENNA, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Irfan Ali Yousufi is a financial professional registered with PFS Investments Inc. Irfan Ali Yousufi is registered with the state of Maryland. Irfan Ali Yousufi specializes in Series 6 products and has been in the industry since September 2018. Irfan Ali Yousufi is a representative for PFS Investments Inc. and can provide a variety of financial services.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

HERNDON, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Iris Amalfi Lavigne is a financial advisor with over 25 years of experience. Iris is currently registered with MML Investors Services, LLC in both Maryland and Virginia. Iris is also registered with the Securities Industry and Financial Markets Association (FINRA) as a General Securities Representative. Iris has a strong track record of success in helping clients achieve their financial goals. Iris specializes in providing financial planning, investment advisory, and insurance services to individual and institutional clients. Iris has a passion for helping clients understand their financial options and develop a personalized plan to meet their needs.

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

Raymond James Financial Services Advisors, Inc.

location

WILLIAMSBURG, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Iris Cohen Porush is a registered representative with Raymond James Financial Services Advisors, Inc. based in Williamsburg, Virginia. Iris has been in the securities industry since February 2004. Iris has passed the Series 6, 7, 63 and 66 exams. Prior to working with Raymond James, Iris worked with firms such as Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Capital Brokerage Corporation. Iris also volunteers with the Williamsburg Community Foundation.

SPECIALIZATIONS

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

Davenport & Co. LLC | CFA ® (Certifications)

location

RICHMOND, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Irving Chapman is a registered investment advisor representative for Davenport & Co. LLC in Richmond, Virginia. Irving Chapman has been in the securities industry since May 22, 1994. Irving Chapman has passed the Series 63, Series 65, Series 7, and Series 24 exams. Irving Chapman is also a Chartered Financial Analyst. Irving Chapman's current registration status is active. Irving Chapman has previously worked at NATIONSSECURITIES.

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

Mutual OF Omaha Investor Services, Inc.

location

FAIRFAX, VA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Isaac Leonardo Flamenco is an investment advisor representative associated with Mutual Of Omaha Investor Services, Inc. Isaac has been in the industry since March 11, 2013. Isaac has a Series 6, Series 63, Series 65, and SIE licenses and is registered in 11 states, including Virginia, Arizona, California, Florida, Georgia, Maryland, New York, South Carolina, Tennessee, Texas, and Virginia. Isaac is registered as an Investment Advisor Representative and has worked at Mutual Of Omaha Investor Services, Inc. since November 2012.

SPECIALIZATIONS

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

J. W. Cole Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

MIDLOTHIAN, VA

0 Disclosures

ADVISOR BIO

Isaac Wright is a financial advisor with J. W. Cole Advisors, Inc. Isaac has been in the industry since 2007 and is registered with the state of Virginia. Isaac holds the Series 65 license and has the designations Certified Financial Planner and Chartered Financial Consultant. Isaac works with individuals, families, and businesses to help them achieve their financial goals. Isaac's services include financial planning, investment management, and insurance.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTING
Unclaimed

Hornor, Townsend & Kent, LLC

location

COLONIAL HEIGHTS, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, with over 10 years of experience in the industry. Isaac is registered as a broker-dealer in Virginia, and also holds Series 6, 7, 63 and 65 licenses. In addition to his work as an advisor, Isaac also works as an insurance broker and has experience in financial planning, insurance sales, and portfolio management.

SPECIALIZATIONS

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

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