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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RICHMOND, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Andriano is a financial advisor with over 13 years of experience in the industry. Joseph is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 7, Series 66 and SIE licenses. Joseph has been registered with the state of Virginia since 2022 and has had previous registrations with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC. Joseph has worked for Wells Fargo Bank NA, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. Joseph offers various financial services, including portfolio management for individuals and businesses, financial planning, and educational seminars.

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

Northwest Financial Advisors LLC

location

HERNDON, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Carl Wilson is a financial advisor with Northwest Financial Advisors LLC. Joseph has been in the financial industry since 2017. Joseph has a Series 3, Series 7, and Series 66 license. The firm is located in Herndon, Virginia. Northwest Financial Advisors LLC is an independent registered investment advisor firm. The firm provides a variety of financial services, including financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

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

Kingsguard Capital LLC

location

GLEN ALLEN, VA

0 Disclosures

ADVISOR BIO

Joseph Cervinka is an investment advisor representative registered with Kingsguard Capital LLC. Joseph has been working in the financial services industry since 2014. Joseph holds a Series 65 license and is registered to provide investment advisory services in Florida and Virginia. Joseph provides portfolio management for individuals and is also available as a co-advisor to other firms. Joseph also conducts educational seminars and can help clients with selecting other advisors.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
CO-ADVISOR
Unclaimed

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

location

RICHMOND, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Lanier Brockman is a financial advisor with Raymond James & Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER™ professional. Joseph has been in the industry since 2003. He is registered with FINRA and has a Series 7 and Series 66 license. Joseph has worked for multiple firms over his career including MORGAN KEEGAN & COMPANY, INC. and CITIGROUP GLOBAL MARKETS INC. Joseph’s practice specializes in providing investment advice to individuals, businesses, and retirement plans.

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

Park Avenue Securities LLC

location

WOODBRIDGE, VA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Morelli is an investment advisor representative with Park Avenue Securities LLC. Joseph is a licensed investment advisor in Virginia and North Carolina. He has been in the financial industry since 1990. Joseph is a Registered Representative with FINRA and a registered investment advisor with the state of Virginia. Joseph is a specialist in providing financial planning, education seminars, and portfolio management for individuals and businesses. He offers services on a fixed fee, hourly, and percentage of assets basis. Joseph is also a trustee for his late mother's family trust and a real estate investor.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Anthony Lazzari is a financial advisor with Equitable Advisors, LLC. Joseph has been in the financial services industry since August 2017 and is registered to provide investment advice in the District of Columbia, Florida, Maryland, Texas, and Virginia. Joseph has a Series 7, Series 66, and SIE licenses. He earned a Bachelor of Science degree from The Catholic University of America Busch School of Finance. In addition to being a registered representative with Equitable Advisors, Joseph is also a Sales Associate with DERGALIS ASSOCIATES LLC and Realty Benefit Services.

SPECIALIZATIONS

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

MCLEAN, VA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Cantanucci is a financial advisor with over 20 years of experience in the financial services industry. Joseph is currently registered with LPL Financial LLC as a Registered Representative and an Investment Advisor Representative. Joseph holds a Series 6, 7, 24, 63 and 66 licenses. Joseph has previously held positions at MML Investors Services, LLC, MONY Securities Corporation, and NYLIFE Securities Inc. Joseph is a specialist in providing financial advice and services to individuals, families, and businesses. Joseph is committed to providing personalized financial advice and helping 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

United Brokerage Services, Inc.

location

MCLEAN, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Vincent Carter is a financial advisor with over 20 years of experience in the industry. Joseph is registered as a broker and an investment advisor in multiple states. Joseph is currently affiliated with United Brokerage Services, Inc. and has previously worked with GLOBAL ATLANTIC DISTRIBUTORS, LLC, RIVERSOURCE DISTRIBUTORS, INC., AIG SUNAMERICA CAPITAL SERVICES, INC., and PLANCO FINANCIAL SERVICES, INC. Joseph has a wide range of experience and is knowledgeable in various financial products and services, including portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

United Capital Financial Advisors | CFP ® (Certifications)

location

GREAT FALLS, VA

0 Disclosures

ADVISOR BIO

Joseph Adam Morgan is an investment advisor representative with United Capital Financial Advisors, with offices in Great Falls, VA. Joseph has been in the industry since 2006 and has a Series 6, Series 63, and Series 65 license. Joseph has a CFP designation and specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Joseph is also a licensed insurance agent with United Capital Risk Management and teaches mediation services for Northern Virginia Mediation Services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Publication of Financial Periodicals
Unclaimed

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joseph Lynch Farmer is an investment advisor representative with Truist Advisory Services, Inc., registered in 26 states and 2 jurisdictions. Joseph has been in the financial services industry since 2011, with previous affiliations at Scott & Stringfellow, LLC and BB&T Securities, LLC. Joseph holds the Series 66, Series 7 and SIE licenses and is active in various community organizations.

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

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