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

Carver Capital, LLC

location

LORTON, VA

0 Disclosures

ADVISOR BIO

Joseph Rabil is an Investment Advisor Representative at Carver Capital, LLC. Joseph is registered in Virginia and has been in the industry since 2016. Joseph holds a Series 65 license and specializes in portfolio management for individuals. Joseph is also the Owner and President of Rabil Stock Research, LLC.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

ROANOKE, VA

experience

37 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Joseph Pace Jr. is a financial advisor with Wells Fargo Advisors Financial Network, LLC. He has been in the industry since 1987. Joseph holds the Series 7, Series 24, Series 63, and Series 65 licenses. He is registered in 26 states. Joseph specializes in investment management and financial planning for individuals, businesses, and institutional clients. His current employment is at Wells Fargo Advisors Financial Network, LLC and he has been employed with them since 2023. Joseph has prior experience with other firms including Wells Fargo Clearing Services, LLC, First Union Brokerage Services, Inc., Signet Financial Services, Inc., Dean Witter Reynolds Inc., and J.J.B. Hilliard, W.L. Lyons, Inc.

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

PFS Investments Inc.

location

CHESAPEAKE, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Wilson Faison is a financial professional with over 28 years of experience in the industry. Joseph is a registered representative with PFS Investments Inc., based out of the Chesapeake, VA office. Joseph is licensed to conduct business in Delaware, District of Columbia, Florida, Georgia, New York, and Virginia. Joseph specializes in portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Davenport & Co. LLC

location

LEESBURG, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Mason is a financial professional based in Leesburg, Virginia, with over 15 years of experience in the financial services industry. Joseph currently works for Davenport & Co. Llc, a firm with a strong reputation in the financial industry. Joseph holds a number of licenses including Series 63, Series 24, Series 50 and Series 7. Joseph has a diverse range of specializations and provides a wide range of financial advisory services.

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

Advisors Financial, Inc. | CFP ® (Certifications)

location

VIENNA, VA

0 Disclosures

ADVISOR BIO

Joseph Mason Van name is a financial advisor with Advisors Financial, Inc., a Registered Investment Advisor. Joseph Mason Van name has over 10 years of experience in the financial services industry. Joseph Mason Van name is a Certified Financial Planner and holds the Series 63, Series 7 and Series 24 licenses.

SPECIALIZATIONS

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

D'orazio & Associates, Inc. | CFP ® (Certifications)

location

FALLS CHURCH, VA

0 Disclosures

ADVISOR BIO

Joseph Anthony Dorazio is a Certified Financial Planner® who has been in the industry since November 2004. He is registered as an Investment Advisor Representative in Texas and Virginia. Joseph works with D'orazio & Associates, Inc. where he provides financial planning and portfolio management for individuals and high-net-worth individuals. He is a well-established advisor with a strong track record of serving clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

CHARLOTTESVILLE, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Raymond Feola is a financial advisor with Ameriprise Financial Services, LLC. Joseph has been in the industry since 2006 and holds a Series 7 and Series 66 license. Joseph has a wide range of experience working with individuals, corporations, trusts, estates, and other entities. Joseph is registered to provide investment advice in 23 states and the District of Columbia. Ameriprise Financial Services, LLC has been in business since 1894 and has a long history of providing financial planning and investment management 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

Osaic Wealth, Inc.

location

MIDLOTHIAN, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Carter is a registered representative with Osaic Wealth, Inc. with 4 years of experience in the industry. Joseph is registered to conduct business in Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington and West Virginia. Joseph holds the Series 63, Series 6TO and SIE licenses. The firm provides advisory services in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Osaic Wealth, Inc. manages assets for individuals, corporations, other businesses, charitable organizations, pension and profit sharing plans and pooled investment vehicles.

SPECIALIZATIONS

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

RICHMOND, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Michael Pierce is a financial advisor with Osaic FS, Inc., a firm headquartered in Fort Wayne, Indiana. Joseph has been in the industry since October 6, 2022. Joseph is registered with FINRA and is currently licensed in Florida, North Carolina and Virginia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.
Unclaimed

Connor Capital Management, LLC

location

VIENNA, VA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Connor is a financial advisor with Connor Capital Management, LLC in Vienna, Virginia. Joseph has been in the financial industry since 1995 and has a wide range of experience working with both high-net-worth individuals and other individuals. Joseph is registered in the state of Virginia as a Registered Investment Advisor (RIA) and is also registered in the state of Virginia as a Broker-Dealer. Joseph specializes in providing financial planning and portfolio management services to clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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