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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MCLEAN, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Marc Broderick is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. He is a registered representative in Virginia and has been in the industry since 2013. Marc Broderick provides portfolio management for businesses and individuals. He also provides selection of other advisors and pension consulting services.

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

LPL Financial LLC

location

KILMARNOCK, VA

disclosure

1 Disclosures

ADVISOR BIO

Marc Hinson is a registered representative with LPL Financial LLC. Marc is licensed in Virginia. Marc has a Series 7TO and SIE license. Marc is a registered representative in Virginia. Marc has over 12 years of experience in the financial services industry. Marc is a registered representative with LPL Financial LLC. Marc's office is located in Kilmarnock, VA. Marc works with individuals, corporations, and other businesses, and provides investment advisory services. Marc also offers consulting and other non-discretionary advisory services.

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

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

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

Wells Fargo Clearing Services, LLC

location

NORFOLK, VA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marc Cambridge Hines is an active registered representative with Wells Fargo Clearing Services, LLC. Marc Hines has been in the industry since 1989. Hines is registered in Texas, Virginia, and several other states. Hines is a registered representative, investment advisor representative, and principal. Hines also has a Series 65, 63, 7, 10, 9, 31, and SIE. Hines specializes in providing financial planning, portfolio management, and investment consulting to both individuals and businesses. Hines has been employed with Wells Fargo Clearing Services, LLC, since 2016 and previously with Wachovia Securities, Inc. and Wheat, First Securities, Inc.

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

POQUOSON, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Marc Morin is a financial advisor with Edward Jones. Marc has been working in the financial industry since 2022. Marc has a Series 66, Series 7TO, and SIE licenses and is registered with the state of Virginia and Texas. Marc specializes in providing financial planning, pension consulting, selection of other advisors, 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
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

9 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

2 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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