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

TYSONS CORNER, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Matthew David Peterman is an investment advisor representative with LPL Financial LLC. Matthew has been in the industry since February 20, 1998, and has a wide range of experience in the financial services industry. He holds Series 66, 24, 7 and SIE licenses and is registered in several states. Matthew is also registered as an investment advisor in Virginia and Texas. His specialties include financial planning, pension consulting, selection of other advisors and portfolio management for 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC

location

VIENNA, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Hixon is a financial advisor who has been in the industry since January 2019. He is registered with Cetera Investment Advisers LLC and is currently located in Vienna, VA. Previously, Matthew worked at VOYA FINANCIAL ADVISORS, INC. Matthew is registered with the state of Virginia and holds Series 7TO, Series 66 and SIE licenses. He specializes in financial planning and portfolio management for 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
Unclaimed

Davenport & Co. LLC

location

RICHMOND, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Lawrence Allen is a financial advisor with Davenport & Co. LLC, a firm headquartered in Richmond, VA. Matthew has been working in the financial services industry since June 2018. Prior to joining Davenport & Co. LLC, Matthew was employed by RBC Capital Markets, LLC, Truist Investment Services, Inc., and BB&T Securities, LLC. Matthew holds the Series 99 and SIE licenses. Matthew is a registered representative of Davenport & Co. LLC.

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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Valic Financial Advisors, Inc.

location

NORTH CHESTERFIELD, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Kardos is a financial advisor at Valic Financial Advisors, Inc., a firm with a strong focus on providing financial planning and portfolio management services. Matthew has been a licensed advisor since 2015 and holds the Series 66, Series 7, and SIE licenses. Matthew is registered with the state of North Carolina, Virginia, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

RICHMOND , VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Matthew A. Tatum is a financial advisor with Wells Fargo Advisors Financial Network, LLC in RICHMOND, VA. He is registered to provide investment advice in 23 states and the District of Columbia. Matthew has been in the financial services industry since December 2005 and has a CFP designation. His previous employers include WELLS FARGO CLEARING SERVICES, LLC and SUNTRUST INVESTMENT SERVICES, INC. Matthew A. Tatum has a combined 18 years of experience in the industry.

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

Raymond James Financial Services Advisors, Inc.

location

VIRGINIA BEACH, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Callan is a financial advisor with over 18 years of experience in the industry. Matthew has been registered with Raymond James Financial Services Advisors, Inc. since December 2009 and holds licenses in Virginia and Texas. Prior to joining Raymond James Financial Services Advisors, Inc., Matthew was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew has experience with various investment products and services and can provide financial planning, portfolio management, and pension consulting. Matthew specializes in working with individuals, corporations, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

CHARLOTTESVILLE, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Wickline is a financial advisor with over 17 years of experience in the financial services industry. Matthew currently works with LPL Financial LLC and is licensed to provide financial advice in Virginia. Previously, Matthew worked with MML Investors Services, LLC, NYLIFE Securities LLC, and Wells Fargo Advisors, LLC. Matthew offers financial planning services to individuals, businesses, and charitable organizations.

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

Stifel, Nicolaus & Company, Inc.

location

RICHMOND, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Brian Tinnerino is a financial advisor registered with Stifel, Nicolaus & Company, Inc. with over 27 years of experience in the financial industry. Matthew has held various roles throughout his career, most recently working with Wachovia Securities, LLC. Matthew is a Series 7, Series 24, Series 55 and Series 57TO licensed advisor and also holds a Series 63 license. Matthew is a financial professional with a broad range of experience and expertise to assist clients with a variety of financial planning needs.

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
location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Matthew Shaia is a financial advisor at Brockenbrough in Richmond, Virginia. Matthew has been in the industry since 2010. Matthew specializes in investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Matthew also provides financial planning services and selects other advisors for clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

RICHMOND, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Puccinelli has been a registered representative in the financial services industry since 1999. Matthew is currently registered with Osaic FS, Inc. and holds licenses in 25 states, including Virginia, Texas, Florida, and California. Matthew has extensive experience providing financial planning, retirement plan consulting, and portfolio management services to individual clients, businesses, and pension and profit-sharing plans. Matthew has also worked for a variety of other firms throughout his career, including Cambridge Investment Research, Inc. and Tower Square Securities, Inc. In addition to his financial services experience, Matthew also owns and operates a real estate business, and is the president of a disability, health, and life insurance agency. Matthew has also worked as a Certified Public Accountant for over 20 years. Matthew is committed to providing his clients with personalized financial advice and services that meet their individual needs.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.

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