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

Capitol Securities Management, Inc.

location

CHARLOTTESVILLE, VA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Mark Eugene Bechtle is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Capitol Securities Management, Inc., and is located in Charlottesville, Virginia. Mark has previously worked for WELLS FARGO ADVISORS, LLC and PRUDENTIAL SECURITIES INCORPORATED, among others.

SPECIALIZATIONS

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

Navy Federal Investment Services, LLC

location

Vienna, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Mark Estep is a registered representative with Navy Federal Investment Services, LLC. Mark has been in the industry since June 2006. Mark is registered to provide investment advice in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Mark has passed the Uniform Combined State Law Examination, Registered Options Principal Examination, Municipal Securities Principal Examination, General Securities Principal Examination, Operations Professional Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Mark has experience with a variety of investment strategies, including financial planning, portfolio management, and educational seminars. Mark has a focus on working with high-net-worth individuals and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning 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

23 Years Experience

0 Disclosures

ADVISOR BIO

Mark Toia has been a registered advisor since 2002. Mark currently works for Equitable Advisors, LLC. Mark is licensed to advise clients in California, Delaware, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maryland, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Mark offers advisory services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC

location

ROANOKE, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Mark Douglas Hale is a financial advisor registered with Hornor, Townsend & Kent, LLC since 2017. Mark has been in the financial services industry since 1998, specializing in portfolio management, financial planning and pension consulting for individuals, businesses, and charitable organizations. Mark also offers selection of other advisors and portfolio management for investment companies. Mark is registered in several states including Virginia, Arizona, Florida, Georgia, Maryland, Mississippi, North Carolina, Pennsylvania, South Carolina, West Virginia, and the District of Columbia.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

VIENNA, VA

experience

32 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

Mark Hughes is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with Osaic Wealth, Inc. in Virginia and has been an active advisor for several years. Mark has held previous positions with Oppenheimer & Co. Inc., UBS Financial Services Inc., SunTrust Investment Services, Inc., Wachovia Securities, LLC, CIBC World Markets Corp., Salomon Smith Barney Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark is committed to providing clients with personalized financial advice and strategies. Mark specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Richmond, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Mark Joseph Barnett is a financial advisor with Ameriprise Financial Services, LLC. Mark is registered with the state of Virginia and has 23 years of experience in the financial services industry. Mark has been with Ameriprise Financial since 2005. He is registered with the state of Texas, and has passed the Series 66 and Series 7 examinations.

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
Unclaimed

PFS Investments Inc.

location

ASHBURN, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Mark Monroe Blass is a financial advisor with over 30 years of experience in the industry. Mark is registered with PFS Investments Inc. and holds Series 6, 26, and 63 licenses. Mark is currently registered in 12 states, including Virginia, Maryland, Florida, and Georgia. Mark is a specialist in providing portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

VIENNA, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Mark Pollak is a financial advisor with Ameriprise Financial Services, LLC. Mark has been in the financial services industry since July 28, 2000. Mark is licensed to provide financial advice in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Mark specializes in financial planning, asset allocation, and portfolio management for individuals, businesses, and trusts. Mark has held a Series 7 General Securities Representative Examination since 2000 and a Series 66 Uniform Combined State Law Examination since 2000. Mark has also passed the Securities Industry Essentials (SIE) Examination in 2018.

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
Unclaimed

Centurion Wealth Management

location

McLean, VA

0 Disclosures

ADVISOR BIO

Mark McKaig is a registered investment advisor representative (IAR) with Centurion Wealth Management, located in McLean, Virginia. Mark has been in the financial services industry since 2001, and has experience working with individuals, families, and businesses. Mark focuses on providing comprehensive financial planning, investment management, retirement planning, and insurance services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

ROANOKE, VA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Jesse Bukowski is a financial advisor registered with Wells Fargo Clearing Services, LLC. Mark has been in the financial industry since 2001, and is licensed in a number of states, including Virginia, Texas, and California. Mark has several professional designations, including Certified Financial Planner. Mark's past experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., WACHOVIA SECURITIES, INC., and FIRST UNION SECURITIES, INC.. Mark has extensive experience in the financial services industry, working with individuals, businesses, and institutions.

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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