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

Portfolio Management & Planning, Inc.

location

ARLINGTON, VA

0 Disclosures

ADVISOR BIO

Marc Sassin is a registered investment advisor representative associated with Portfolio Management & Planning, Inc. Marc Sassin is licensed to provide investment advice in Maryland and Virginia. Marc Sassin has been with Portfolio Management & Planning, Inc. since September 2000. The firm has 111 accounts with assets under management totaling approximately $72.48 million. The firm primarily focuses on providing portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Sovereign Capital Vantage, Inc.

location

ASHLAND, VA

0 Disclosures

ADVISOR BIO

Marc Dewayne Thompson is a financial advisor with Sovereign Capital Vantage, Inc. based in ASHLAND, VA. Marc has been in the financial services industry since 1996 and holds the Series 6, 7, 63, and 66 licenses. Marc's areas of specialization include financial planning, portfolio management, and investment advisory services. Marc also previously worked at Edward Jones, MetLife Securities Inc., Metropolitan Life Insurance Company, Mercantile Investment Services, Inc., and Corelink Financial, Inc.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Praetorian Guard, A Division OF Praetorian Wealth Management,INC | CFP ® (Certifications)

location

Arlington, VA

0 Disclosures

ADVISOR BIO

Marc Alan Wehmeyer is an investment advisor representative registered with Praetorian Guard, A Division Of Praetorian Wealth Management,inc. Marc Alan Wehmeyer's registration began on 04/02/2016. Marc Alan Wehmeyer is a Certified Financial Planner. Marc Alan Wehmeyer is licensed to provide investment advice in Virginia. The firm specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Godsey & Gibb Wealth Management | CFP ®,PFS ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Marc Verdi is a financial professional with over 10 years of experience in the industry. Marc is currently registered with Godsey & Gibb Wealth Management and has previously worked at MORGAN STANLEY SMITH BARNEY. Marc holds the Series 7, Series 31, and Series 66 licenses and is a Certified Financial Planner and a Personal Financial Specialist. Marc specializes in providing financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Roanoke, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Marc Daniel Hirshorn is a financial advisor with Commonwealth Financial Network. Marc has been working in the financial industry since 2001. His current employment with Commonwealth Financial Network began in 2017. Marc's previous employers include MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Marc holds the Series 6, 7, 63, and 65 licenses. Marc is registered in the following states: California, Florida, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wyoming.

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

RBC Capital Markets, LLC

location

Vienna, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Marc Kim is an active investment advisor representative with RBC Capital Markets, LLC, a firm with more than $50 billion in assets under management. Marc specializes in working with individuals, corporations and other businesses, pension and profit-sharing plans, high-net-worth individuals, charitable organizations, insurance companies, and pooled investment vehicles. Marc has been in the industry since December 2008 and has been registered as an investment advisor representative in 53 states and the District of Columbia. Marc holds Series 7, 9, 10, 63 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marc Kevin Elim is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Marc has been working in the financial services industry since 1994, specializing in helping high-net-worth individuals, corporations, and other businesses develop and implement comprehensive financial plans. Marc is committed to providing personalized service and working closely with each client to understand their unique needs and goals.

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
location

RICHMOND, VA

experience

9 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Marc-anthony Randell Richardson is a financial advisor with LPL Financial LLC in RICHMOND, VA. Marc-anthony has been working in the financial services industry since 2015, and has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and Edward Jones. Marc-anthony holds FINRA Series 7 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

Cetera Investment Advisers LLC

location

VIENNA, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Marcel Haui Santos is a financial advisor with Cetera Investment Advisers LLC. Marcel has been in the financial services industry since July 2015. Marcel holds the Series 6, 7TO, 26, 63 and 65 licenses. Marcel specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Marcel is also a registered investment advisor in Maryland and Virginia.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ARLINGTON, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Marcel Damon Smith is a financial advisor with Wells Fargo Clearing Services, LLC. Marcel has been in the industry for over 2 years and is registered in Virginia. Marcel holds licenses Series 63, 65, and 6TO. Prior to joining Wells Fargo Clearing Services, LLC, Marcel worked at J.P. Morgan Securities LLC.

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

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