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

First Citizens Investor Services, Inc.

location

Chatham, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Angeles Perez Atkinson has been active in the securities industry since June 25, 2007. Angeles is a registered representative and investment advisor representative for First Citizens Investor Services, Inc. in Virginia. Angeles is licensed in both Virginia and North Carolina. Angeles holds the Series 6, Series 63, and Series 65 licenses and has passed the SIE exam. Angeles specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals. Angeles is also a board member of the Community Foundation of the Dan River Region.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Capitol Securities Management, Inc.

location

GLEN ALLEN, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Angelia Clements King is a Registered Representative with Capitol Securities Management, Inc. and has been in the industry since March 1, 2000. Angelia is registered to conduct business in 9 states: Arkansas, Florida, Georgia, North Carolina, South Carolina, Tennessee, Texas, Virginia, and North Carolina. She has a Series 7, 6, 63, 66, and SIE license and is licensed to offer investment advice and securities products. Angelia has been with Capitol Securities Management, Inc. since January 2014. Prior to that, Angelia worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Edward Jones, and Ferris, Baker Watts Incorporated.

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

ROANOKE, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Angelia Faye Marchant is a financial advisor registered with Wells Fargo Clearing Services, LLC. Angelia is also a registered Investment Advisor in Virginia. Her primary office is located at 10 S JEFFERSON ST STE 2100 in ROANOKE, VA. Angelia has been in the securities industry for 7 years and has been with Wells Fargo Clearing Services, LLC for 6 years.

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

Eagle Strategies LLC | CFC ® (Certifications)

location

ASHLAND, VA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angelia Zentner Shay is a financial advisor with Eagle Strategies LLC. Angelia has been in the industry since 1994 and is registered with the Securities and Exchange Commission (SEC). Angelia is a Chartered Financial Consultant. Angelia is registered in 15 states, including Virginia, Texas, Florida, and Maryland. Angelia has a broad range of experience and is committed to providing her clients with personalized financial advice.

SPECIALIZATIONS

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

Tiaa-Cref Individual & Institutional Services, LLC

location

FAIRFAX, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Angelica Trumer is a registered investment advisor representative with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, where she has been employed since May 2024. Angelica has been active in the financial services industry since December 2018. Before joining TIAA-CREF, Angelica worked at Northwestern Mutual Investment Services, LLC from 2018 to 2020. Her previous experience also includes Transamerica Financial Advisors, Inc. from 2015 to 2018. Angelica holds the Series 7, Series 63, Series 65, and Series 66 securities licenses, as well as the Series 24 and Series 51 principal licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

United Planners' Financial Services OF America A Limited Partner

location

VIRGINIA BEACH, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Angelica Maria Pearson is a financial advisor with United Planners' Financial Services of America A Limited Partner. Angelica has been in the financial services industry for over 6 years and is registered to offer investment advisory services in Virginia. Angelica specializes in working with individual investors, corporations or other businesses, and pension and profit sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

GLEN ALLEN, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Angelica Snyder is a registered investment advisor representative with Cetera Investment Advisers LLC. Angelica has been in the securities industry since 2015 and is licensed in Virginia. She is also a registered representative with Cetera Investment Services LLC. Angelica has experience in financial planning and portfolio management. She also provides educational seminars to her clients.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

Abingdon, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Angie Elizabeth Waters is a financial advisor with over 18 years of experience in the financial services industry. Angie is currently registered with Osaic Institutions, Inc. in Abingdon, VA. She has held previous positions with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WACHOVIA SECURITIES, LLC. Angie holds Series 6, 7, 63 and 65 licenses and the SIE exam. Angie specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. She also provides portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

Raymond James & Associates, Inc.

location

Reston, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Angie Vilay Miller is a financial advisor with over 8 years of experience in the industry. Angie is currently registered with Raymond James & Associates, Inc. in Reston, VA. Angie has previously been registered with Robert W. Baird & Co. Incorporated and TD Ameritrade, Inc. Angie holds Series 7 and Series 63 securities licenses, and the SIE exam. Angie specializes in providing financial advice to a wide range of clients, including individuals, corporations, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Ameriprise Financial Services, LLC

location

FAIRFAX, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Angus Q Ebert is a financial advisor with Ameriprise Financial Services, LLC, located in Fairfax, VA. Angus has been in the financial industry since September 6, 2023. Angus is licensed to provide financial advice in several areas. Angus Q Ebert is registered with FINRA (Financial Industry Regulatory Authority) and is a Series 66, 7, and SIE licensed professional. Angus provides financial planning, portfolio management, and educational seminars to individuals and businesses.

SPECIALIZATIONS

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

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