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

4J Wealth Management, LLC | CFC ® (Certifications)

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Jennifer Hutton is a registered Investment Advisor Representative, with over 20 years of experience in the financial services industry. Jennifer currently works at 4J Wealth Management, LLC. Jennifer has also worked at McLaughlin Ryder Investments, Inc., LPL Financial LLC, and Raymond James & Associates, Inc. Jennifer holds Series 66, Series 24, and Series 7 securities licenses and is also a Chartered Financial Consultant. Jennifer's areas of expertise include portfolio management for both businesses and individuals, financial planning and pension consulting.

SPECIALIZATIONS

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

Steigerwald, Gordon & Koch - Wealth Advisors | CFP ® (Certifications)

location

LEESBURG, VA

0 Disclosures

ADVISOR BIO

Jennifer Mascarenas is a financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA. Jennifer has been in the financial services industry since 1999 and has a wealth of experience in helping clients achieve their financial goals. Jennifer holds Series 7 and Series 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Truist Advisory Services, Inc. | CFP ® (Certifications)

location

RICHMOND, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Stoll is a financial advisor at Truist Advisory Services, Inc., located in Richmond, VA. Jennifer has over 15 years of experience in the financial services industry. She is a Certified Financial Planner and holds the Series 7, Series 24 and Series 66 licenses. Prior to joining Truist Advisory Services, Inc., Jennifer worked at PNC Investments and LPL Financial. Jennifer is passionate about helping her clients achieve their financial goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RESTON, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Malone is a financial advisor with over 20 years of experience in the industry. Jennifer is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Virginia and Texas. Jennifer specializes in providing investment advice to individuals, high-net-worth individuals, businesses, and corporations. Jennifer has extensive experience in portfolio management, financial planning, and investment research.

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

Ameriprise Financial Services, LLC

location

HARRISONBURG, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Duncan is a financial advisor at Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since 2004. Jennifer specializes in financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals. Jennifer is licensed to provide advisory services in Arkansas, California, Colorado, Connecticut, Florida, Indiana, Kentucky, Maryland, Michigan, Minnesota, New Jersey, New York, North Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia.

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

First Command Advisory Services

location

Woodbridge, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Bishop is a financial advisor associated with First Command Advisory Services. Jennifer has been in the financial industry for over 12 years. Jennifer holds Series 6, Series 26, Series 63 and Series 65 securities licenses and is registered in multiple states. Jennifer is experienced in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. Jennifer also provides financial planning and portfolio management for individuals. Jennifer is affiliated with First Command Financial Services, Inc., First Command Financial Planning, Inc., and First Command Advisory Services.

SPECIALIZATIONS

Financial Planning Services
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

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

Norfolk, VA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Anders is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing investment advice to individuals, families, and businesses. Jennifer also offers financial planning services, including retirement planning, college savings, and estate planning. Jennifer has been recognized as a top advisor in the industry and has a proven track record of success in helping her clients achieve their financial goals. Prior to joining Raymond James, Jennifer was a financial advisor with Merrill Lynch for 10 years. She has also held positions at Bank of America and BANC OF AMERICA INVESTMENT SERVICES, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Professional Financial Solutions, LLC

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

Jennifer Denner is an Investment Advisor Representative associated with Professional Financial Solutions, LLC. Jennifer is a Series 65 licensed professional, and is licensed in Maryland and Virginia. Jennifer has been in the industry since 2012 and specializes in providing financial planning and portfolio management for individuals and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

Virginia Beach, VA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Cornforth is a financial advisor with Morgan Stanley. Jennifer has been in the securities industry since November 3, 1989. Jennifer is registered with the state of Virginia and Texas. Jennifer is licensed to sell securities in 53 states. Jennifer's experience includes working with high net worth individuals, corporations, investment companies, pension and profit sharing plans, and insurance companies.

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
ASSET ALLOCATION ADVICE

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