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

ROANOKE, VA

0 Disclosures

ADVISOR BIO

Amanda Crowgey wells is an Investment Advisor Representative with Captrust. Amanda is registered with the state of North Carolina and has been in the industry since January 2003. Amanda holds a Series 65 license and is licensed with Captrust.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Sterling, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Francescato is a financial professional with experience in the financial services industry. Amanda currently works at State Farm Investment Management Corp. where Amanda has been employed since May 2022. Amanda is registered in the District of Columbia, Maryland, Pennsylvania, Virginia, and West Virginia. Amanda has successfully completed the Series 6, Series 63 and SIE exams, as well as earned the designation of Chartered Financial Consultant. Amanda is a licensed insurance agent, as well as a Registered Representative for State Farm VP Management Corp. Amanda has been employed in various positions for State Farm Insurance since August 2011.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Steward Partners Investment Advisory, LLC | CFP ® (Certifications)

location

Midlothian, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Crawley is a financial advisor with Steward Partners Investment Advisory, LLC. Amanda has been in the financial services industry for over six years. Amanda is registered with the state of Virginia as an investment advisor representative. Amanda also holds the Series 7, Series 66, and SIE licenses. Amanda is a Certified Financial Planner™. Amanda has experience working with individuals, corporations, businesses, and charitable organizations. Amanda specializes in financial planning, pension consulting, and selection of other advisors. Amanda is committed to providing her clients with personalized financial advice.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

RICHMOND, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Quicke is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Amanda has been in the financial industry since 2008. Amanda has a Series 7, Series 9, Series 10, and Series 66 license. Amanda is registered to provide investment advice in 32 states and the District of Columbia. Amanda holds a specializations in retirement, financial planning, estate planning, college planning and business planning. Amanda's primary office location is in Richmond, VA.

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

ASHLAND, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Winn is a registered representative with PFS Investments Inc. Amanda specializes in providing investment advice to individuals. Amanda has been in the financial services industry since June 2022. Amanda is licensed in Kansas and Virginia. Amanda holds Series 63, 6TO, and SIE licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Olio Financial Planning | CFP ® (Certifications)

location

Blacksburg, VA

0 Disclosures

ADVISOR BIO

Amanda Kathryn Ansell is a financial advisor at Olio Financial Planning. Amanda is registered with the state of Virginia and holds a Certified Financial Planner designation. Amanda has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Amanda specializes in providing financial planning services, including retirement planning, investment management, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

LAKE RIDGE, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Amante Adolfo alexis Decastro is a registered representative with Ameriprise Financial Services, LLC and has been in the industry since September 29, 2004. Amante Adolfo alexis Decastro is registered in 21 states and holds the Series 7, Series 66, and SIE licenses. Amante Adolfo alexis Decastro has been with Ameriprise Financial Services, Inc. since September 2005 and Ameriprise Financial Services, LLC since March 2020. Amante Adolfo alexis Decastro has a previous employment record with IDS LIFE INSURANCE COMPANY. Amante Adolfo alexis Decastro's firm, Ameriprise Financial Services, LLC, is a large financial firm with over $479 billion in assets under management. The firm offers a wide range of financial services, including financial planning, portfolio management, and asset allocation services.

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

Wells Fargo Clearing Services, LLC

location

HARRISONBURG, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Amar Gogia is a financial professional with over six years of experience in the financial industry. Amar is registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo Clearing Services, LLC, Amar worked at Edward Jones in Harrisonburg, VA. Amar holds a Series 7 and Series 66 license and the SIE exam. Amar has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Amar can provide investment advice and financial planning 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

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Amber Westbrook is a financial advisor with Truist Advisory Services, Inc. Amber has been in the industry since 2019, holding registrations with FINRA and the state of Virginia. Amber provides financial planning, portfolio management, and financial profiling services to individuals and businesses. Amber is a Series 66, 7, 24, and SIE licensed advisor and holds a Bachelor of Arts degree in Business Administration with a concentration in Finance. Amber has previously worked with BB&T Securities, LLC and The Dilato Group.

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
Unclaimed

Onedigital Investment Advisors

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Amber Jones is a financial advisor with Onedigital Investment Advisors. Amber has been in the industry for several years and has experience in providing investment advice and financial planning services. She is registered as an Investment Advisor Representative in Virginia. Amber specializes in providing financial advice to individuals, businesses, and institutional clients. Her experience with previous firms include TIAA-CREF Individual & Institutional Services, LLC, and Vanguard Marketing Corporation.

SPECIALIZATIONS

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

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