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

Cassaday & Company, Inc. | CFP ® (Certifications)

location

MCLEAN, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Michael Charles Sweeney is a financial advisor with Cassaday & Company, Inc., based in McLean, Virginia. Michael has been in the financial services industry since December 2020. Michael is licensed to provide investment advice in Virginia. Michael has a Series 7TO, Series 66, and SIE license. Michael also holds the Certified Financial Planner designation. Michael is a Financial Planning Specialist at Cassaday & Company, Inc., where Michael focuses on personal and business cash flow, employee benefits, tax planning, and estate planning. In addition to working at Cassaday & Company, Inc., Michael is also a financial planning specialist at Cassaday & Co Wealth Management, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Unclaimed

LPL Financial LLC

location

FREDERICKSBURG, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael E Bush is an investment advisor representative with LPL Financial LLC. Michael has been in the financial industry since 2023. Michael has a Series 66 and Series 7TO securities license. Michael is registered with the state of Virginia. Michael is associated with the Fredericksburg, VA branch office of LPL Financial LLC.

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

Pbmares Wealth Management LLC | CFP ® (Certifications)

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

Michael Maglieri is an Investment Advisor Representative at Pbmares Wealth Management LLC in FAIRFAX, VA. Michael has been in the industry since 2019 and is registered in Maryland and Virginia. Michael's firm provides financial planning and portfolio management for individuals and businesses. Michael has earned the Certified Financial Planner designation. Michael is also an agent for various insurance companies.

SPECIALIZATIONS

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

Edelman Financial Engines | CFP ® (Certifications)

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

Michael Krowe is a financial advisor at Edelman Financial Engines. Michael has been in the financial services industry since 2005. Michael has experience working with individuals, corporations, and charitable organizations. Michael is also a Certified Financial Planner. Michael specializes in Retirement Planning, College Savings, and Estate Planning. Michael is registered with the state of Virginia and Texas.

SPECIALIZATIONS

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

PFS Investments Inc.

location

CHESAPEAKE, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Caine is a financial professional registered with PFS Investments Inc. Michael is licensed in Virginia. Michael is a Series 6TO and SIE licensed professional who has been in the industry since September 2023. Michael's main office location is at 2006 OLD GREENBRIER RD, STE 4, CHESAPEAKE, VA 23320.

SPECIALIZATIONS

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

CW Advisors, LLC | CFP ® (Certifications)

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Michael Joyce is a financial advisor with CW Advisors, LLC and has been in the industry since 1993. Michael is registered in both Pennsylvania and Virginia. Michael has experience working with corporations, high net worth individuals, and other investment advisors. Michael is also a Certified Financial Planner and has a Series 65 license. Michael provides a range of services including financial planning, portfolio management, and pension consulting. Michael also works with individuals and businesses.

SPECIALIZATIONS

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

LYNCHBURG, VA

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Nichols is a registered representative with Edward Jones, a financial services firm that provides financial advice and investment services. Michael has been in the industry for over 20 years and has experience in a variety of financial services roles. He is a licensed insurance agent and a registered investment advisor representative. He is also a member of the Financial Industry Regulatory Authority (FINRA), which requires that all registered representatives abide by a code of ethics and conduct. Michael is committed to providing personalized financial advice and investment services that meet the needs of his clients. He strives to build long-term relationships with his clients based on trust and mutual respect.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

VIRGINIA BEACH, VA

experience

10 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

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