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

NORFOLK, VA

0 Disclosures

ADVISOR BIO

Amanda Gift is an investment advisor representative at Brown Advisory, based in Norfolk, VA. Amanda Gift has been in the industry since 1999. Amanda Gift has Series 7 and Series 66 registrations. Amanda Gift's previous employers include American Express Financial Advisors Inc. and IDS Life Insurance Company. Amanda Gift specializes in working with individuals, high-net-worth individuals, corporations, pooled investment vehicles, and charitable organizations. Amanda Gift also specializes in providing portfolio management services.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Vienna, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Catalina is a registered representative with RBC Capital Markets, LLC. Amanda has been in the securities industry for 2 years. She holds a Series 66, Series 7TO, and SIE license and is registered in 53 states and the District of Columbia. Amanda is dedicated to helping clients meet their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

AOG Wealth Management

location

Reston, VA

0 Disclosures

ADVISOR BIO

Amanda Pfeifle is a financial advisor registered with the state of Virginia. Amanda is associated with AOG Wealth Management and has been in the industry since October 2008. She holds the Series 65 license and specializes in financial planning, portfolio management for individuals and portfolio management for investment companies. Amanda has been recognized by her peers and clients for her commitment to providing high-quality financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Investment Companies
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
location

Virginia Beach, VA

experience

10 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

19 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

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

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
Unclaimed

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

5 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

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