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

LPL Financial LLC

location

CHESAPEAKE, VA

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Scott Chu has been in the financial services industry since July 1999. Michael is currently registered with LPL Financial LLC, and has previously worked with Ameriprise Financial Services, Inc., Securities America, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Michael is licensed in 28 states. Michael’s office is located at 505 INDEPENDENCE PKWY STE. 210 in CHESAPEAKE, VA.

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

Janney Montgomery Scott LLC

location

Alexandria, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Patrick Huecker is a financial advisor at Janney Montgomery Scott LLC. Michael has over 10 years of experience in the financial services industry. Michael holds the Series 7, 24, 27, 52, 63, 79, and 99TO securities licenses. Michael is registered with the state of Maryland.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

MCLEAN, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael George Brennan is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michael has over 25 years of experience in the financial services industry. Michael holds the Series 7, Series 63, Series 65, and SIE licenses and is a Certified Financial Planner. Michael has experience working with a wide range of clients, including individuals, families, corporations, and charitable organizations. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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

Summit Financial Partners, Inc. | CFP ® (Certifications)

location

GLEN ALLEN, VA

0 Disclosures

ADVISOR BIO

Michael Sigmon is a financial advisor with Summit Financial Partners, Inc. Michael is based in Glen Allen, Virginia and has been in the financial services industry since 2012. Michael holds the Series 6 license, and is a Certified Financial Planner. Michael's experience includes working for NYLIFE SECURITIES LLC from 2012 to 2014. Michael also holds a Series 6 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHESAPEAKE, VA

experience

1 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Johnson-clyburn is an Investment Advisor Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry for 3 years and is registered in 15 states. Michael also holds Series 7, 66, and SIE licenses and has passed the Uniform Combined State Law Examination. Michael specializes in various services including financial planning, portfolio management, and retirement planning.

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

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

26 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Patrick Reyes is a financial advisor currently working for Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since January 24, 1999. Michael has held prior positions at Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, Capitol Securities Management, Inc., Dean Witter Reynolds Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Michael specializes in investments for high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Michael has a diverse background in investments and is well-equipped to meet the needs of a wide range of clients.

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

Rise Wealth Partners LLC

location

MECHANICSVILLE, VA

disclosure

3 Disclosures

ADVISOR BIO

Michael Greer is a financial advisor with over 17 years of experience. Michael is currently registered with Rise Wealth Partners LLC. In addition to his role as an investment advisor, Michael is also a business owner and real estate investor. Michael is committed to providing personalized financial advice to individuals, families, and small businesses.

SPECIALIZATIONS

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

Richmond, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Michael Wade Housden is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with Morgan Stanley and has been with the firm since 2012. Michael is also a registered Investment Advisor Representative in the state of Virginia. Prior to joining Morgan Stanley, Michael was a registered representative with MetLife Securities Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Quick & Reilly, Inc. and TD Waterhouse Investor Services, Inc.

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

Cambridge Investment Research Advisors, Inc.

location

Virginia Beach, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Michael Thomas McNulty is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Michael has been in the financial industry since 1988 and is registered in several states. Michael is a licensed agent and financial advisor with a focus on providing financial advice to individuals, families, and businesses. Michael has a long history of working in the financial services industry and is committed to providing his clients with personalized service and sound financial advice.

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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