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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Austinson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 19 years of experience in the industry. Jeffrey holds Series 7TO, Series 3, and Series 66 licenses. Jeffrey is registered in Virginia as both a broker-dealer and an investment advisor. Jeffrey's specialties include providing financial planning, portfolio management, and pension consulting services. Jeffrey is committed to helping clients achieve their financial goals.

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

THE Ascent Group, LLC

location

Virginia Beach, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Silverman is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with The Ascent Group, LLC and provides financial planning, pension consulting and selection of other advisors for both individuals and businesses. Jeffrey has been previously registered with Triad Advisors LLC, Ameritas Investment Company, LLC, Carillon Investments, Inc., and MML Investors Services, Inc. Jeffrey holds both Series 6 and 63 licenses and is a registered Investment Advisor Representative.

SPECIALIZATIONS

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

PFS Investments Inc.

location

MANASSAS, VA

experience

10 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jeffrey Kiser is a financial professional registered with PFS Investments Inc. in MANASSAS, Virginia. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is a registered representative of PFS Investments Inc. in Virginia and holds the Series 6, Series 6TO, and SIE licenses. Jeffrey focuses on portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

RICHMOND, VA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Paul Chapman is an active investment advisor representative with RBC Capital Markets, LLC based in Richmond, Virginia. Jeffrey has over 35 years of experience in the financial services industry. Jeffrey holds Series 7, 24, 63, and 65 securities licenses. Jeffrey's previous experience includes roles at Tucker Anthony Incorporated, Branch, Cabell & Co., Inc., A. G. Edwards & Sons, Inc., Amos-Lee Securities, Inc., and Blinder, Robinson & Co., Inc. Jeffrey also serves on the board of directors of the POE Museum Foundation in Richmond.

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

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

location

Mcgaheysville, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Rebich is a financial professional with over 20 years of experience in the industry. Jeffrey currently works as a Registered Representative at State Farm Investment Management Corp. in Mcgaheysville, VA. Jeffrey is a Chartered Financial Consultant and is registered to provide investment advice in the state of Virginia. Jeffrey's professional experience includes working as an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Davenport & Co. LLC | CFA ® (Certifications)

location

RICHMOND, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Floyd Omohundro is a financial advisor at Davenport & Co. LLC. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey is a Chartered Financial Analyst and holds a Series 7, Series 24, Series 63, Series 87, and Series 16 licenses. Jeffrey is registered with the state of Virginia and is a member of the CFA Society of Virginia. Jeffrey specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.

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

Burgess Wealth Advisory

location

RICHMOND, VA

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Michael Burgess is a registered Investment Advisor Representative at Burgess Wealth Advisory, located in RICHMOND, VA. Jeffrey Michael Burgess has been in the industry since January 1998. Jeffrey Michael Burgess's professional experience includes time at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Jeffrey Michael Burgess has passed the Series 63, Series 65, Series 7, and SIE exams. Jeffrey Michael Burgess specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Alexandria, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Nau is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Raymond James Financial Services Advisors, Inc. and holds a Series 7, Series 31, and Series 66 license. He is also a Certified Financial Planner. Jeffrey specializes in providing financial planning, portfolio management and pension consulting services to both individuals and businesses. He is committed to helping his clients achieve their financial goals through personalized and comprehensive financial solutions.

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

ALEXANDRIA, VA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Mark Sheats is a financial advisor at Fidelity Personal And Workplace Advisors, working in the Alexandria, VA office. Jeffrey has been in the financial industry since January 26, 1989. Jeffrey holds a Series 7 and Series 63 license and is a Certified Financial Planner.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

VIRGINIA BEACH, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Thaddeus Nowak is a registered representative with Cambridge Investment Research Advisors, Inc. located in Virginia Beach, VA. Jeffrey has been in the industry since February 15, 2008 and has experience working with various financial firms including Lincoln Investment, AXA Advisors, LLC, Raymond James Financial Services, Inc., and Towne Bank. Jeffrey has a Series 66, Series 7 and SIE license and is registered to provide investment advice in Alabama, Colorado, Illinois, Missouri, North Carolina and Virginia.

SPECIALIZATIONS

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

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