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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
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

RBC Capital Markets, LLC

location

Vienna, VA

experience

16 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

UBS Financial Services Inc.

location

NORFOLK, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Marc Cimmino is a financial advisor at UBS Financial Services Inc. Marc has been in the financial services industry since December 2011. Marc holds Series 7, 9, 10, 63, and 66 securities licenses. Marc is also a registered investment advisor in Colorado, Texas and Virginia.

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
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

Morgan Stanley

location

Richmond, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Marc David Cram is an investment advisor representative at Morgan Stanley in Richmond, Virginia. Marc is registered with the state of Virginia and Texas. Marc has been in the industry since May 2, 1993 and has experience at Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Davenport & Company LLC, and Mimlic Sales Corporation. Marc is a financial planner with extensive knowledge in investment strategy and asset allocation. Marc is dedicated to helping individuals and businesses 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley

location

Arlington, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Marc Steven Voltz is a financial advisor currently registered with Morgan Stanley. Marc has been in the industry since June 15, 2017. Previously, Marc worked for E*TRADE SECURITIES LLC and ROBERT B. AUSDAL & CO. INC.. Marc holds the Series 63, SIE, and Series 6 licenses.

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

Rock DEN Advisors, LLC

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Marc Phillip Damiano is a Registered Investment Advisor Representative with Rock Den Advisors, LLC. Marc is an active investment advisor representative in Virginia. Marc has been in the industry since 2020 and holds the Series 7TO, SIE, and Series 66 exams. Previously, Marc was affiliated with Fidelity Brokerage Services LLC, and Equitable Advisors, LLC. Marc provides portfolio management for individuals and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
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

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
Unclaimed

LPL Financial LLC

location

GLEN ALLEN, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Marcel Morin is a financial advisor at LPL Financial LLC, with over 15 years of experience in the industry. Marcel Morin has worked at several firms including KESTRA INVESTMENT SERVICES, LLC, QUESTAR CAPITAL CORPORATION, and METLIFE SECURITIES INC. Marcel Morin is registered to provide investment advice in 22 states. Marcel Morin also holds the Series 6, 7, 26, 63 and 65 licenses, as well as the SIE.

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

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