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

Great Valley Advisor Group, Inc.

location

Berryville, VA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Danjczek is a financial advisor who has been working in the financial services industry since 2007. He is currently registered with Great Valley Advisor Group, Inc. in Virginia. He is also a registered representative with LPL Financial in Virginia. Michael is a highly experienced financial advisor with a strong understanding of the investment industry. He provides a wide range of services to individuals, families and businesses, including financial planning, portfolio management, investment advice and retirement planning. He has a strong commitment to providing personalized financial advice and helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

VIENNA, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony Marrocco is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Vienna, Virginia. Michael has been in the financial services industry since 1993. Prior to joining Raymond James Financial Services Advisors, Inc., Michael was with Ameriprise Financial Services, Inc. for 11 years. Michael holds the Series 63, Series 65, Series 7 and SIE licenses and is registered in several states. Michael is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Michael is a highly experienced and knowledgeable financial advisor with a proven track record of success. He is dedicated to providing his clients with the highest level of service and is committed to helping them 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

THE Strategic Financial Alliance, Inc.

location

FAIRFAX, VA

experience

26 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

Heritage Wealth Management Group, Ltd. | CFP ® (Certifications)

location

NORFOLK, VA

0 Disclosures

ADVISOR BIO

Michael Broadhurst is a financial advisor at Heritage Wealth Management Group, Ltd. located in Norfolk, Virginia. He is also a member of the Rotary Club of Portsmouth and holds a Certified Financial Planner designation. Michael's expertise includes financial planning, portfolio management for individuals and a specialization in investments for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

21 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Rosa has been active in the financial services industry since April 1998. Michael is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has an active investment adviser representative registration with the state of Virginia. Michael is registered to provide securities and investment advisory services in 46 states. Michael provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. Michael's experience includes providing portfolio management, financial planning, and other investment advisory services. Michael is committed to providing clients with personalized financial advice and strategies designed to meet their individual needs and goals.

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

Cambridge Investment Research Advisors, Inc.

location

Virginia Beach, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Walbridge is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been in the industry since 2013 and is registered in Texas and Virginia. Michael has experience with a variety of firms, including Morgan Stanley, PNC Investments, and JP Morgan Securities.

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

GLEN ALLEN, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anliker is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100 billion dollars under management. Michael has been in the financial industry since 1999 and is a Certified Financial Planner. Michael holds licenses to practice in several states including Texas, Virginia, and Wisconsin. Michael provides financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations. Michael also owns and operates Michael R Anliker, CPA, PC which provides tax preparation and planning services.

SPECIALIZATIONS

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

LPL Enterprise, LLC | CFP ® (Certifications)

location

GLEN ALLEN, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael David Sobilo is a financial advisor in Glen Allen, Virginia and has been in the industry since April 20, 2006. Michael is a registered representative of LPL Enterprise, LLC and is licensed to sell securities in Virginia. Michael has held previous positions at LPL FINANCIAL LLC, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Michael has also held previous positions with Level Four Advisory Services and Prudential Insurance Company of America. Michael is a Certified Financial Planner and has passed the Series 6, 7, 63, and 65 exams. Michael specializes in Retirement planning, College savings, Insurance, and Estate Planning. Michael's firm, LPL Enterprise, LLC, is a broker-dealer with offices in Fort Mill, South Carolina. LPL Enterprise, LLC offers a variety of services including financial planning, portfolio management, and investment consulting.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Grip Financial, LLC

location

MIDLOTHIAN, VA

0 Disclosures

ADVISOR BIO

Michael Gilman is an investment advisor representative associated with Grip Financial, LLC. Michael has been in the industry for over 15 years. Michael is a registered Investment Advisor in Virginia and holds a Series 65 license. Michael's primary focus is on providing investment advisory services to individuals and high-net-worth clients. Michael is also a managing member and insurance agent for Grip Financial Solutions LLC.

SPECIALIZATIONS

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

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