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

Ameriprise Financial Services, LLC

location

CHARLOTTESVILLE, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Maryanna Gilmer is a registered representative and investment advisor representative who has been in the securities industry for over 10 years. She is currently affiliated with Ameriprise Financial Services, LLC, and has held registrations in several states, including Virginia, North Carolina, Pennsylvania, Georgia, and the District of Columbia. Maryanna has passed numerous industry exams, including the Series 7, Series 66, and SIE exams. She holds multiple specializations in various financial products and services. Maryanna focuses on providing financial planning and portfolio management for individuals, businesses, and pension plans.

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

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Maryanne Catherine Diggs is a financial advisor with over 20 years of experience in the industry. Maryanne has been registered with Wells Fargo Clearing Services, LLC since 2009. Prior to that, Maryanne worked at Ameriprise Financial Services, LLC and Wachovia Securities, LLC. Maryanne specializes in providing financial planning, investment consulting services to institutional clients, and portfolio management for businesses and individuals. Maryanne is licensed to provide investment advice in 26 states.

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

MML Investors Services, LLC

location

McLean, VA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Maryanne Theresa Ibach is a Registered Representative and Investment Advisor Representative at MML Investors Services, LLC. Maryanne has been in the industry since 1989. She also works as an Independent Insurance Agent and has been with Metropolitan Life Insurance Company and MSI Financial Services, Inc. in the past. Maryanne is licensed in Virginia and holds Series 6, 7, 63, and 65 securities licenses and the SIE exam.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RESTON, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Mary beth Chavez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 1998 and holds a Series 66 license along with several other securities licenses. Mary beth specializes in providing financial advice to a variety of clients, including individuals, corporations, pension plans, and charitable organizations.

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

Wells Fargo Clearing Services, LLC

location

MCLEAN, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Mary ellen Fitzpatrick is a financial advisor with Wells Fargo Clearing Services, LLC. Mary ellen has been in the financial industry since January 25, 1988 and is currently registered as a registered representative in Texas and Virginia. Mary ellen is a seasoned professional with experience at a variety of firms including Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., SunTrust Equitable Securities and Crestar Securities Corporation. Mary ellen specializes in providing financial planning, investment management, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Mary ellen holds the Series 6, 7, 31, and 65 licenses as well as the SIE exam, and has been registered with the Securities and Exchange Commission (SEC) since 2016.

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

Campbell Deegan Financial

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Mary gordon Seay is a financial advisor based in Richmond, VA. She currently works for Campbell Deegan Financial, a firm specializing in credit and cash management solutions. Mary gordon Seay has been in the industry since 2014, working at various firms including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PURSHE KAPLAN STERLING INVESTMENTS. She holds both Series 65 and Series 66 licenses. Mary gordon Seay provides investment advice to both high-net-worth individuals and corporations, specializing in financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS
Unclaimed
location

FARMVILLE, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Mary Kathleen Hacker is a financial advisor at Edward Jones. Mary Kathleen has been in the industry since 2018. Mary Kathleen is registered with FINRA and holds the Series 66, Series 7 and SIE licenses. Mary Kathleen is also registered with the states of Alabama, Colorado, Delaware, Florida, Georgia, Indiana, Louisiana, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and Washington. Mary Kathleen specializes in working with individuals, families, and small businesses.

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

45 Years Experience

0 Disclosures

ADVISOR BIO

Marylou Brewster is a financial advisor with over 40 years of experience in the industry. She is currently registered with Osaic Wealth, Inc. in Virginia. Marylou has a wide range of experience in financial planning and portfolio management. She also offers traditional life insurance products. Previously, Marylou Brewster was registered with The Lincoln National Life Insurance Company and Cigna Financial Advisors, Inc. Marylou holds Series 1, 6, 62, 63, 65, 22TO and SIE licenses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LEESBURG, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Maryury Burbano Montano is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maryury has been in the securities industry since 2021. She is registered with the state of Virginia and Texas, as well as the Financial Industry Regulatory Authority (FINRA). Maryury holds the Series 66, Series 7 and the SIE licenses. Maryury has prior experience with Principal Securities, Inc., and has held positions with other firms including Capital One, BB&T and SunTrust. Maryury is also a graduate of George Mason University.

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

Wells Fargo Clearing Services, LLC

location

MCLEAN, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Masihullah Najibullah is a financial advisor registered with Wells Fargo Clearing Services, LLC. Masihullah is licensed in Virginia and has been in the industry since July 2023. Masihullah offers investment consulting services, financial planning, 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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