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

WINCHESTER, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Mark Hillyard is a financial advisor at Edward Jones with over 10 years of experience in the financial services industry. Mark is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in multiple states, including Texas, Virginia, and others. Mark specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Mark is also licensed to sell insurance products.

SPECIALIZATIONS

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

American Financial Planning, Inc.

location

Yorktown, VA

0 Disclosures

ADVISOR BIO

Mark Castonguay is a financial advisor with American Financial Planning, Inc. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is licensed to provide investment advice in Virginia. Mark has been in the financial services industry for over 8 years, working with a variety of clients, including individuals, businesses, and retirement plans. Mark has a strong understanding of financial markets and investment strategies, and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Sunrise Wealth Management, Inc. | CFP ® (Certifications)

location

RESTON, VA

0 Disclosures

ADVISOR BIO

Mark Steppel is an investment advisor representative associated with Sunrise Wealth Management, Inc., based in Reston, VA. Mark is registered with the state of Virginia and has over a decade of experience in the financial services industry. Mark holds the Series 65 license and has a designation as a Certified Financial Planner. Mark's practice specializes in providing financial planning and investment management services for individuals, high-net-worth individuals, and pension and profit-sharing plans.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Goodstein is a financial advisor with over 40 years of experience in the industry. Mark currently works at Wells Fargo Clearing Services, LLC. Mark has been with Wells Fargo Clearing Services, LLC since November 2016 and was previously with UBS Financial Services Inc from January 2007 to May 2016. Prior to UBS Financial Services Inc, Mark worked for Wachovia Securities, LLC, Salomon Smith Barney Inc, Advest, Inc, Prudential-Bache Securities Inc, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark is licensed to provide investment advice in several states including Virginia, Texas, and others.

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Harrisonburg, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Mark Anthony Brenneman is a financial advisor with Commonwealth Financial Network. Mark has been in the financial services industry since March 2011. He holds the Series 6, 7, 63, and 65 licenses. Mark is also a Certified Financial Planner. Commonwealth Financial Network is a registered investment advisor with offices in Waltham, Massachusetts. The firm provides a variety of financial services to individual and institutional clients, including financial planning, portfolio management, and retirement planning. Mark's experience and expertise can help you achieve your financial goals.

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

Global Retirement Partners LLC

location

MCLEAN, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Mark Jensen is a financial advisor with over 20 years of experience in the industry. Mark has a strong background in retirement planning, investment management, and financial consulting. Mark is currently registered with Global Retirement Partners LLC and holds licenses to practice in several states. Mark previously worked with MML Investors Services, LLC and MML Investors Services, Inc.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SUFFOLK, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Mark Underwood McGahee has been working in the financial industry since 1993. Mark is a Certified Financial Planner™ professional and is currently registered with Osaic Wealth, Inc. in Virginia and Texas. Mark is a highly experienced advisor with a focus on individual and business portfolio management. Mark also provides financial planning and pension consulting services. Mark has a long history of working with clients in Virginia, specifically in the Hampton and Suffolk areas.

SPECIALIZATIONS

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

Creative Planning | CFP ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Mark Johannessen is a financial advisor with over 30 years of experience in the financial services industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the CFP Board. Mark is currently a registered investment advisor representative with Creative Planning, a firm with over $175 billion in assets under management. Mark is also a member of the Board of Directors of the CFP Board. He is committed to providing clients with personalized financial planning and investment management services. Mark has a strong track record of success in helping clients achieve their financial goals. Mark previously held positions at Capitol Securities Management, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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 Pooled Investment Vehicles
Unclaimed

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Mark Steven Dolfis is a registered representative of Equitable Advisors, LLC. Mark Dolfis has been in the securities industry since November 2006. Mark Dolfis works in the Falls Church, Virginia office of Equitable Advisors, LLC and is registered in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Washington.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Mark Swartz is an investment advisor representative with Equitable Advisors, LLC. Mark is licensed to conduct investment advising activities in Alabama, California, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Mark has been in the securities industry since October 19, 1980.

SPECIALIZATIONS

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

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