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

Virginia Beach, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Kelly is a financial advisor at Edward Jones with over 6 years of experience in the industry. She specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Amanda is registered with the Securities and Exchange Commission and holds the Series 66, Series 7, and SIE licenses. Amanda is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

Davenport & Co. LLC

location

RICHMOND, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Avery St john is an investment advisor representative, registered in Virginia. Amanda has been in the industry since 2005 and has held various positions at Davenport & Co. LLC and Wachovia Securities, LLC. Amanda has a broad range of experience with various financial products, including securities, investment companies, and variable contracts. Amanda is a graduate of the University of Virginia and holds a bachelor's degree in finance.

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

LPL Financial LLC

location

MIDLOTHIAN, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Conrad is a financial advisor who has been active in the financial industry since December 2005. Currently Amanda Conrad is registered with LPL Financial LLC, working out of their Midlothian, VA branch. Amanda Conrad has previously worked for LPL FINANCIAL LLC in Annandale, VA and Raymond James Financial Services, Inc in Lawrence, KS. Amanda Conrad is also registered to provide investment advice in Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
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

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

Wells Fargo Clearing Services, LLC

location

ROANOKE, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Leigh Robinson is a financial advisor with Wells Fargo Clearing Services, LLC. Amanda is licensed to provide investment advice in the state of Virginia. Amanda's expertise includes financial planning, portfolio management, and investment consulting. Amanda has been in the financial services industry since November 2005. Before joining Wells Fargo Clearing Services, LLC, Amanda worked at UBS Financial Services Inc. Amanda holds a Series 7, Series 66, and SIE securities licenses.

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

Ameriprise Financial Services, LLC

location

LAKE RIDGE, VA

experience

21 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

Cetera Investment Advisers LLC

location

NEW PORT NEWS, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Amber Combs Marois is a registered investment advisor representative in Virginia. Amber has been in the industry since 2014 and has been registered with Cetera Investment Advisers LLC since 2019. Amber holds the Series 7TO, Series 66 and SIE licenses. Amber has been employed with Edward Jones, Raymond James, Langley Federal Credit Union and Cetera Investment Services LLC. Amber currently works out of the New Port News, VA office.

SPECIALIZATIONS

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

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