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

Wells Fargo Clearing Services, LLC

location

VIRGINIA BEACH, VA

experience

11 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Grant Chapman is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial industry since 2014 and is registered with the state of Virginia. Michael is a licensed representative with the state of Texas and Virginia. Michael is also a licensed representative with the state of Texas and Virginia for investment advisory services. In addition, Michael is a registered representative with the state of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia for investment advisory services. Michael has experience in a wide range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Michael is also experienced in providing financial planning services, including retirement planning, college savings, and estate planning. Michael's commitment to providing clients with exceptional service and personalized financial guidance is evident in their long tenure in the industry and impressive track record.

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

CG Advisory Services

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Michael Andrew Rawls is an investment advisor representative associated with CG Advisory Services. Michael has a background in financial services, having previously worked with VALIC Financial Advisors, Inc. His credentials include the Series 6, Series 63, and Series 65 licenses. Michael's experience and credentials demonstrate his commitment to providing professional investment advice and guidance to his clients.

SPECIALIZATIONS

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

Concurrent Investment Advisors, LLC

location

Virginia Beach, VA

disclosure

1 Disclosures

ADVISOR BIO

Michael Jay Matthews is a financial advisor with Concurrent Investment Advisors, LLC. Michael is a registered investment advisor in Texas and Virginia. Michael's areas of specialization include retirement planning, estate planning, and investment management. He is passionate about helping his clients achieve their financial goals. Michael has over 20 years of experience in the financial services industry. Prior to joining Concurrent Investment Advisors, Michael worked at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Next Financial Group.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ROANOKE, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hudgins is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 2003. Michael has a strong understanding of the industry and is committed to providing his clients with personalized financial advice. Prior to joining Wells Fargo, Michael worked with SunTrust Investment Services, INC. and BB&T Investment Services, Inc. Michael is registered with FINRA and holds the Series 7 and Series 66 licenses, in addition to the Securities Industry Essentials Examination (SIE). Michael is dedicated to helping his clients achieve their financial goals and providing them with the best possible service.

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Glen Allen, VA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Michael Muldowney is a financial advisor with over 30 years of experience in the industry. Michael is a Certified Financial Planner and currently is registered with Cambridge Investment Research Advisors, Inc. Michael has also been registered with firms such as Lincoln Financial Securities Corporation, LPL Financial LLC, Morgan Stanley and others. Michael is a Series 3, 7, 24, 63, and 65 licensed advisor and has a deep understanding of the financial markets.

SPECIALIZATIONS

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

THE Strategic Financial Alliance, Inc.

location

FAIRFAX, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Stevens is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC. Michael specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and high-net-worth clients. Michael is also a licensed insurance agent, specializing in fixed insurance. Michael is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

FREDERICKSBURG, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Gaumond is a financial advisor with Edward Jones, a firm that manages over $10 billion in assets. Michael is registered with the state of Virginia and Texas. Michael is an experienced advisor who helps clients meet their financial goals through a variety of services, including financial planning and portfolio management.

SPECIALIZATIONS

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

Mclean, VA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Michael Robinson is a financial advisor with Morgan Stanley. Michael has over 30 years of experience in the financial services industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, 7, 9, 10, 63, and 65 licenses. Michael is also registered as an Investment Advisor Representative (IAR) in several states. Michael provides a range of financial services to individuals and businesses, including investment advice, financial planning, and portfolio management. Michael has a strong commitment to providing personalized service to his clients.

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
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc.

location

FREDERICKSBURG, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony Omalley is a financial advisor at Osaic Wealth, Inc. based in FREDERICKSBURG, VA. Michael has been in the industry since 1999 and has experience in providing financial planning, 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

Navy Federal Investment Services, LLC | CFP ® (Certifications)

location

VIENNA, VA

experience

40 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Capell is a financial advisor with over 39 years of experience in the industry. Michael is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and has been with Navy Federal Investment Services, LLC since 2006. Michael is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Virginia, Washington, and West Virginia.

SPECIALIZATIONS

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

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