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

Roanoke, VA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kenneth Orr Robison is a financial advisor with Morgan Stanley. Kenneth has over 30 years of experience in the financial services industry, holding registrations in over 30 states. Kenneth has a wide range of experience and specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Kenneth is committed to helping clients achieve their financial goals through a personalized approach.

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

Stratos Wealth Partners, Ltd. | CFC ® (Certifications)

location

Norfolk, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Royster is a financial advisor registered with Stratos Wealth Partners, Ltd. Kenneth has been in the securities industry since 1988 and has a strong background in financial planning, investment management, and retirement planning. Kenneth also holds a Series 6, Series 7, Series 26, Series 63 and Series 65 license. In addition to his work with Stratos Wealth Partners, Kenneth has experience with MSI Financial Services, Inc. and New England Securities.

SPECIALIZATIONS

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

Davenport & Co. LLC

location

VIRGINIA BEACH, VA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Andrew Sessoms is an investment advisor representative with Davenport & Co. LLC. Kenneth has over 27 years of experience in the securities industry. Kenneth is a registered investment advisor representative in Virginia and Texas. Kenneth has passed Series 31, Series 52, Series 7, and Series 63 exams. Kenneth is a licensed investment advisor representative in Virginia and Texas. Kenneth's previous employers include Truist Investment Services, Inc., BB&T Securities, LLC, and Scott & Stringfellow, LLC.

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

Park Avenue Securities LLC

location

RESTON, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Shall is a registered representative with Park Avenue Securities LLC. Kenneth has over 20 years of experience in the financial services industry. Kenneth is licensed to sell securities in a number of states, including Virginia, Maryland, and the District of Columbia. Kenneth's experience includes providing financial planning and investment advice to individuals and families. Kenneth is committed to providing clients with personalized financial advice and service.

SPECIALIZATIONS

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

Canal Capital Management, LLC | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Kenneth Procter Lane Fishburne is a financial advisor at Canal Capital Management, LLC. Kenneth has been in the industry for over 15 years and is registered with the state of Virginia. Kenneth holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Kenneth specializes in providing financial planning, investment management, and consulting services to individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
GENERAL BUSINESS CONSULTING & TAX SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

MIDLOTHIAN, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Charles Kapinskis is a financial advisor with Osaic Wealth, Inc. based in Midlothian, VA. Kenneth has been in the financial industry since 2005 and is licensed to provide investment advice in multiple states. Kenneth holds multiple industry licenses and has experience in various areas of financial planning, including investment management, retirement planning, and insurance.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

Virginia Beach, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Creasman is a financial professional with over 3 years of experience in the industry. Kenneth currently works with Park Avenue Securities LLC, a firm that provides investment advisory services to individuals, families, and institutions. Kenneth is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6TO and SIE licenses. Kenneth is also licensed to sell securities in 19 states. Prior to joining Park Avenue Securities LLC, Kenneth worked with Northwestern Mutual Investment Services, LLC. Kenneth specializes in investment advisory services, financial planning, and educational seminars.

SPECIALIZATIONS

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

Edelman Financial Engines

location

ASHBURN, VA

0 Disclosures

ADVISOR BIO

Kenneth Murray iii is an investment advisor representative with Edelman Financial Engines. Kenneth has been working in the financial services industry since 2004. Kenneth is registered in Texas and Virginia and has been actively involved in the industry for over 18 years. Kenneth has experience in providing financial planning, portfolio management, and pension consulting services. Kenneth is a Series 7, Series 31, and Series 66 licensed professional. Kenneth has previously held roles at Sanders Morris Harris LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C.

SPECIALIZATIONS

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

Edelman Financial Engines

location

TYSONS, VA

0 Disclosures

ADVISOR BIO

Kenneth Delano Grier is an investment advisor representative at Edelman Financial Engines. Kenneth has been in the industry since 2010. Kenneth is registered with the state of Virginia and Texas. Kenneth holds Series 6, 63, and 65 licenses. Kenneth previously worked at Northwestern Mutual Investment Services, LLC in Richmond, VA. Kenneth specializes in Retirement planning, College Savings Plans, 529 Plans, Insurance and Annuities. Kenneth is also an owner and manager of several rental properties and has experience in Timber Investments.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

RICHMOND, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth W. Janes is a financial advisor with over 15 years of experience in the industry. Kenneth is currently registered with UBS Financial Services Inc. in Virginia and Texas. Kenneth holds both Series 7 and Series 66 licenses and has a broad range of expertise in financial planning, investment management, and retirement planning. Kenneth is committed to providing personalized financial advice to help clients reach 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
Security Ratings
Publication of Financial Periodicals

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