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

RBC Capital Markets, LLC | CFP ® (Certifications)

location

Vienna, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Wappaus is a financial advisor with RBC Capital Markets, LLC. Jennifer has been in the financial services industry since January 16, 2009 and holds Series 7, 63, and 65 licenses. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional. Jennifer's previous experience includes roles with LARA, SHULL & MAY, LLC and CITIGROUP GLOBAL MARKETS INC. Jennifer is registered with the following states: California, Colorado, District of Columbia, Florida, Maryland, New York, Ohio, Texas, and Virginia. Jennifer specializes in providing financial planning and investment advice to a wide range of clients, including individuals, businesses, and institutions. Jennifer is a member of the Old Dominion National Bank (ODNB) Advisory Board, the Association of Corporate Growth (ACG), and the Haystack Project. Jennifer also coaches girls lacrosse for Wolf Pack Lax, LLC and The St James.

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

Fidelity Personal AND Workplace Advisors

location

MOSELEY, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Bruno is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Jennifer has been in the financial services industry since September 2018 and is registered with FINRA, the state of Virginia, and other states. Jennifer has a Series 66 license, a Series 7 license, and a Series 9 and Series 10 license for the supervisor's role. Jennifer holds a SIE license and provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Prior to Fidelity, Jennifer worked for Securian Financial Services.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

CHESAPEAKE, VA

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jennifer Jones is a financial advisor with Cetera Investment Advisers LLC. Jennifer has been in the financial services industry since 1989. Jennifer holds Series 6, 7, 63, and 65 securities licenses and is registered to provide investment advice in Arizona, California, Florida, Illinois, Maryland, New Jersey, New York, Oklahoma, Pennsylvania, and Virginia. Jennifer provides financial planning, portfolio management for businesses and individuals, and pension consulting services.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

VIENNA, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Haejin An is a financial advisor at Ameriprise Financial Services, LLC. Jennifer has been working in the financial industry since January 2002. Jennifer holds a Series 7 and Series 66 license. Jennifer's firm manages between $1 billion and $10 billion in client assets. Jennifer specializes in portfolio management for individuals and businesses, as well as financial planning, asset allocation, and pension consulting. Jennifer provides educational seminars and publications as well. Jennifer has offices in Vienna, VA and Sterling, VA.

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

Heritage Financial LLC

location

GAINESVILLE, VA

0 Disclosures

ADVISOR BIO

Jennifer Lynn Jones is an investment advisor representative with Heritage Financial LLC. Jennifer has been in the industry since 2011 and holds Series 63, 65, 7, and SIE licenses. Jennifer's previous firms include Ameriprise Financial Services, Inc. and PNC Investments. Jennifer provides financial planning and portfolio management services to individuals and businesses, as well as charitable organizations and pension and profit sharing plans.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Woodbridge, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Arteaga is a registered representative with J.p. Morgan Securities LLC. Jennifer has been in the industry since December 31, 2023. Jennifer has passed the Series 63, Series 6TO, and SIE exams and is registered with the District of Columbia, Maryland, and Virginia. Jennifer is located in Woodbridge, VA.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ALEXANDRIA, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Roensch is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the securities industry since 2011. Jennifer holds a Series 7, Series 66 and SIE license. Jennifer is registered in 20 states and the District of Columbia. Jennifer was previously registered with Securian Financial Services, Inc.. Jennifer's current firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a well-established and reputable firm with a significant number of licensed agents and investment adviser representatives. Jennifer and her firm are focused on providing a wide range of advisory services, including portfolio management, financial planning, and pension consulting.

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

Dominion Capital Wealth Advisors

location

NORFOLK, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lee Nelson is a financial advisor based in Norfolk, Virginia. Jennifer has been in the industry since 2007 and has a background in both investment advisory and brokerage services. Jennifer is registered with the state of Virginia and is a registered representative of Dominion Capital Wealth Advisors.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

VIENNA, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Harmon-von Bredow is a financial advisor registered with Cetera Investment Advisers LLC. Jennifer has been in the financial services industry since 2014. Jennifer holds a Series 7, Series 63, and Series 65 license. Jennifer provides financial planning, pension consulting and portfolio management services to clients.

SPECIALIZATIONS

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

Sima Wealth Partners, LLC

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Jennifer Monahan Betz is a financial advisor with over 15 years of experience in the financial services industry. Jennifer is a Registered Representative with Sima Wealth Partners, LLC, where she has been with the firm since 2012. She is also a Registered Representative of Sima Retirement Solutions, LLC, and has held positions at PURSHE KAPLAN STERLING INVESTMENTS and LPL FINANCIAL LLC. Jennifer specializes in providing financial planning and investment advice to individuals and families. Jennifer's expertise also extends to providing portfolio management for businesses.

SPECIALIZATIONS

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

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