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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michael J. Johns is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since August 13, 2004. Michael has a wide range of experience and holds the Series 7, Series 66, and SIE licenses. Michael is registered in several states and works out of the Merrill Lynch, Pierce, Fenner & Smith Inc. office in Vienna, VA. The office is also located in Purcellville, VA.

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

Truist Advisory Services, Inc.

location

STERLING, VA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Perez is a registered Investment Advisor Representative with Truist Advisory Services, Inc. Michael has been in the financial industry since 2014. Michael's office is located in STERLING, VA. Michael provides financial planning, portfolio management for individuals and businesses, selection of other advisors and publication of periodicals to clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Ingalls & Snyder, LLC

location

Oakton, VA

0 Disclosures

ADVISOR BIO

Michael Bray is an investment advisor representative with Ingalls & Snyder, LLC. Michael has been in the financial services industry since 1985 and has a wide range of experience in investment management and financial planning. Michael has also held positions at Wells Fargo Advisors Financial Network, LLC, Robert W. Baird & Co. Incorporated, and Guggenheim Capital Markets, LLC. Michael is registered with the state of Virginia, as well as California, Colorado, Maryland, New York, North Carolina, and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE "MISCELLANEOUS" ON SCHEDULE D.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Davenport & Co. LLC

location

WILLIAMSBURG, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Levenson is a financial advisor with Davenport & Company LLC. Michael has been in the industry since April 2022 and is licensed to provide investment advice in 43 states. Michael is a Series 7, 66, and SIE licensed professional. In addition to his financial advisory experience, Michael previously worked as an intern at Nike. Michael is committed to providing personalized financial advice to help clients reach their financial goals.

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

Fidelity Personal AND Workplace Advisors

location

ALEXANDRIA, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Edward Raith is a financial advisor currently working for Fidelity Personal And Workplace Advisors, a firm with over $1 billion in assets under management. Michael is registered with FINRA and has been in the industry for over 3 years. Michael has licenses to operate in several states including Virginia, Texas, and the District of Columbia. Michael can provide financial planning, educational seminars and portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Charlottesville, VA

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Michael Miller is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Michael has been in the financial services industry since 1980. Michael's areas of expertise include retirement planning, college savings, and investment management. Michael is committed to helping his clients achieve their financial goals. Michael has held previous positions at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, E. F. HUTTON & COMPANY INC, and ANDERSON & STRUDWICK, INCORPORATED. Michael has a strong track record of success in the financial services industry and is dedicated to providing his clients with the highest level of service.

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

Capitol Securities Management, Inc.

location

CHARLOTTESVILLE, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Michael Cross is a registered investment advisor representative with Capitol Securities Management, Inc.. Michael has been in the securities industry since June 22, 1988. Michael is registered in 10 states. Michael is also a licensed insurance agent and has a Series 63, Series 65, Series 3, Series 7, and Series 31 license. Michael has worked at Anderson & Strudwick, Incorporated, Paine Webber Incorporated, Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. in the past.

SPECIALIZATIONS

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

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Richmond, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Rybinski is an investment advisor representative with State Farm Investment Management Corp. located in Richmond, VA. Michael has been in the industry since July 30, 2017, Michael specializes in investment advisory services for individuals and investment companies. Michael holds the Series 6, SIE and Series 63 licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Bayesian Investment Management

location

ROANOKE, VA

0 Disclosures

ADVISOR BIO

Michael Baako is a registered investment advisor representative with Bayesian Investment Management, located in Roanoke, VA. Michael has been in the industry since August 2015 and has been registered with the state of Virginia since August 2020. Michael has passed the Series 66, Series 7, and SIE exams. Michael has prior experience with Morgan Stanley. Bayesian Investment Management primarily provides portfolio management for individuals and has assets under management between $1 million and $10 million.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Richmond, VA

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Griffin has been in the financial industry since 1987. Michael is a registered representative with Cambridge Investment Research Advisors, Inc. Michael has worked with numerous firms throughout their career, including PRUCO SECURITIES, LLC., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Michael is registered to conduct business in Florida, Idaho, North Carolina, Pennsylvania, South Carolina, and Virginia. Michael's specialties include providing financial planning, pension consulting, educational seminars, and market timing services.

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

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