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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHARLOTTESVILLE, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer R Patterson is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since March 11, 2014, and has been registered with the firm since June 9, 2014. Jennifer holds the Series 66, Series 7 and SIE licenses. Jennifer is registered to provide investment advice in 24 states and the District of Columbia.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIRGINIA BEACH, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Strickland Giancola is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since December 15, 2008 and is currently licensed in Virginia and Texas. Jennifer is also an Investment Advisor Representative and is licensed in Virginia and Texas. Jennifer has a broad range of experience and specializes in investments for high-net-worth individuals, corporations, and institutional clients. Jennifer also offers investment advisory services, such as portfolio management, financial planning, and retirement planning.

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

RESTON, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Victoria Strohecker is an investment advisor representative with Ameriprise Financial Services, LLC in RESTON, VA. Jennifer has been in the securities industry since August 2015 and has a Series 63, Series 65, Series 7, and SIE licenses. Jennifer offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Jennifer is dedicated to helping her clients achieve 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

POWHATAN, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Dexter Dipietro is a financial advisor with LPL Financial LLC. Jennifer has been in the financial services industry since 2000. She has a wide range of experience in the financial services industry, including working with individual investors, corporations, and charitable organizations. Jennifer's specializations include financial planning, portfolio management, and retirement planning. She is licensed to sell securities in Connecticut and Virginia. She holds Series 7, 10, 24 and 66 licenses.

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

Mathis Wealth Management

location

Springfield, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Panicker is an investment advisor representative at Mathis Wealth Management. Jennifer is a licensed investment advisor representative with 20 years of experience in the financial services industry. Jennifer is a Series 66, Series 7, and Series 24 licensed professional and offers financial planning services, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Jennifer is also an operations director for Larry Mathis Financial Planning, LLC.

SPECIALIZATIONS

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

Motley Fool Wealth Management, LLC

location

ALEXANDRIA, VA

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Goodwin is a financial advisor at Motley Fool Wealth Management, LLC. Jennifer is licensed in Colorado and Virginia. Jennifer is a registered representative with Series 7 and Series 66 licenses. Jennifer has been a financial advisor for over 10 years and specializes in financial planning, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

WINCHESTER, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer McDonald is a financial advisor at Morgan Stanley. Jennifer has been in the financial services industry for over 16 years and has a strong track record of success. Jennifer holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. She is also a member of the Winchester Medical Foundation Board. Jennifer provides financial planning and investment management services to individuals, families, and businesses. Jennifer's specializations include portfolio management, asset allocation advice, pension consulting, and financial planning.

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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIRGINIA BEACH, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Wilson is an active Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since 2014 and is registered in 53 states and the District of Columbia. Jennifer holds a Series 7, Series 9, Series 10, and Series 66 license. Jennifer's areas of specialization include portfolio management, financial planning, and investment advice for individuals and businesses. Jennifer also provides educational seminars and market timing services to clients.

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
location

CHANTILLY, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer T James is a financial advisor at Edward Jones, and has been working in the industry since April 23, 2023. Jennifer T James has Series 7, Series 66 and SIE licenses. Jennifer T James is registered with the state of Virginia, and is also registered in 22 other states. Jennifer T James's office is located in Ashburn, Virginia.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

MOSELEY, VA

experience

5 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

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