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

THE Lewis Financial Group

location

ASHBURN, VA

0 Disclosures

ADVISOR BIO

Andrew Lewis is a financial advisor with over 30 years of experience in the industry. Andrew John Lewis is currently registered with The Lewis Financial Group in Virginia and Texas. Andrew John Lewis has previously worked at UBS Financial Services Inc, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, DEAN WITTER REYNOLDS INC, NATIONSSECURITIES, and WHEAT, FIRST SECURITIES, INC.. Andrew Lewis is a Series 7, Series 24, Series 31, Series 63, and Series 65 licensed professional. Andrew Lewis's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.

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

ALEXANDRIA, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Charles Pacheco is a financial advisor with Fidelity Personal and Workplace Advisors. Andrew has been in the financial services industry for over 10 years. Andrew is registered to offer securities and investment advisory services in 54 states and districts. Andrew has a Series 7, Series 66 and SIE license. Andrew specializes in providing financial planning, portfolio management and investment advice to individuals and families, as well as to businesses and retirement plans. Andrew is committed to providing his clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

SUFFOLK, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Bolling is a financial advisor with over 20 years of experience in the financial services industry. Andrew is registered with Raymond James Financial Services Advisors, Inc. in Virginia and Texas. Andrew has a strong background in investments and financial planning, and is committed to providing personalized financial advice to help clients achieve their financial goals. Andrew works with individuals, families, 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Cetera Investment Advisers LLC

location

FALLS CHURCH, VA

experience

39 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andrew Krosnowski is a financial advisor with Cetera Investment Advisers LLC. He is registered with the state of Virginia. Andrew Krosnowski has been in the financial services industry since 1985. He has held previous positions with First Allied Securities, Inc. and D.E. Frey & Company, Inc. He specializes in financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Andrew Krosnowski is also a partner in the real estate firm Krosnowski & Scott LLC. He is a Registered Representative with Cetera Investment Services LLC and an Investment Advisor Representative with Cetera Investment Advisers LLC.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FREDERICKSBURG, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Alan Farkosh is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed to offer securities and investment advisory services in several states. Andrew has been in the securities industry since January 17, 2016. Andrew is a licensed investment advisor representative in Delaware, Texas, and Virginia. Andrew has a Series 66, Series 7, and SIE license. Andrew has a broad range of experience in the financial services industry and is committed to providing clients with personalized service and investment advice that meets their individual needs.

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

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Castellano is a financial advisor at Truist Advisory Services, Inc. Andrew has been in the financial services industry since 1997 and has a wide range of experience in the industry. Andrew specializes in providing financial advice to individuals, families, and businesses. Andrew holds several licenses and certifications, including Series 7, 63, 66, and 26. Andrew is a trusted advisor who is committed to helping 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

Wells Fargo Clearing Services, LLC

location

FALLS CHURCH, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Ivan Hernandez-sandoval is a financial professional with Wells Fargo Clearing Services, LLC. Andrew has been in the industry since January 8, 2023. Andrew is registered in District of Columbia, Maryland and Virginia. Andrew holds Series 63, Series 6TO and SIE licenses. Andrew specializes in providing services to high-net-worth individuals, corporations, and other businesses.

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

Stonex Advisors Inc. | CFP ® (Certifications)

location

Annandale, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Wade has over 20 years of experience in the financial services industry. Andrew has served as a financial advisor at multiple firms, including Sterne, Agee & Leach, Inc., Anderson & Strudwick, Incorporated, and Jesup & Lamont Securities Corp. Andrew is currently a registered representative and investment advisor representative with Stonex Advisors Inc. Andrew specializes in financial planning, portfolio management, and pension consulting. Andrew is a Certified Financial Plannerâ„¢ and holds Series 6, 7, 24, 63, and 65 licenses.

SPECIALIZATIONS

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

Wallach Planning & Investments

location

NORFOLK, VA

0 Disclosures

ADVISOR BIO

Andrew Wallach is an investment advisor representative at Wallach Planning & Investments. Andrew has been in the industry since September 2003. Andrew is a registered investment advisor representative in Virginia and has a Series 7 and Series 66 license. Wallach Planning & Investments primarily provides financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $24 million in assets for 91 clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

VIRGINIA BEACH, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Collins is a financial advisor with over 15 years of experience in the industry. Andrew is a registered representative with Osaic Wealth, Inc., which is a wealth management firm with over 400,000 clients and over $94 billion in assets under management. Andrew is also a registered investment advisor and has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Andrew specializes in financial planning, investment management, and retirement planning. Andrew is committed to helping clients achieve their financial goals by providing personalized advice and tailored solutions. Previously, Andrew worked as a financial advisor at Signator Investors, Inc. Andrew has a strong understanding of the financial markets and is committed to staying up-to-date on the latest investment trends. Andrew is also a member of several professional organizations, including the Financial Planning Association.

SPECIALIZATIONS

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

Need help matching

with the right advisor?